Lead Generation Strategy & Results:
DFP Partners is a specialized accounting and regulatory compliance firm serving broker-dealers, registered investment advisers (RIAs), financial institutions, and emerging financial services firms. The company provides outsourced FinOp services, compliance consulting, AML testing, cybersecurity consulting, accounting, and bookkeeping solutions.
The objective of this Google Ads campaign was to generate qualified B2B leads from financial firms seeking compliance, accounting, and regulatory support services.
The Challenge
DFP Partners operates in a highly specialized niche where potential clients often conduct extensive research before engaging a compliance or accounting partner.
The campaign needed to:
- Generate qualified compliance and accounting leads
- Reach decision-makers at broker-dealers and RIAs
- Increase consultation requests
- Improve brand visibility within the financial services sector
- Maximize lead quality while maintaining cost efficiency
Strategy
To capture both active demand and broader market opportunities, we implemented a two-campaign Google Ads strategy.
Search Campaign
The Search campaign targeted high-intent keywords related to:
- Broker-dealer compliance
- Outsourced FinOp services
- RIA compliance consulting
- AML testing
- Regulatory consulting
- Financial accounting services
This allowed DFP Partners to appear when firms were actively searching for solutions.
Performance Max Campaign
Performance Max expanded visibility across Google’s ecosystem, including:
- Google Search
- Display Network
- YouTube
- Gmail
- Discover
This helped increase awareness among financial professionals and business owners researching compliance and operational support services.
Campaign Results (January 1 – June 16, 2026)
Overall Account Performance
The Google Ads account successfully generated qualified traffic and lead activity.
Total Results
- 29,259 impressions
- 1,980 clicks
- 69 conversions
- 425 total conversions
- 81 phone calls
- $9,957.89 ad spend
- $5.03 average CPC
- 49.97% engaged session rate
These results created a steady flow of highly relevant visitors and prospects for DFP Partners.
Search Campaign Performance
The Search campaign was the primary lead-generation driver.
Results
- 21,476 impressions
- 1,655 clicks
- 65 conversions
- 392.42 total conversions
- 78 phone calls
- 7.71% CTR
- $5.72 average CPC
Highlights
The Search campaign delivered the majority of conversions within the account.
Its strong click-through rate demonstrates that the ads resonated with financial firms actively searching for compliance and accounting support.
The campaign also generated a substantial number of phone inquiries, creating direct opportunities for consultation and business development.
Performance Max Campaign Performance
Performance Max complemented Search by increasing reach and visibility.
Results
- 5,901 impressions
- 240 clicks
- 2 conversions
- 31 total conversions
- 3 phone calls
- 4.07% CTR
- $1.02 average CPC
Highlights
Performance Max delivered additional brand exposure at a lower cost per click.
The campaign helped DFP Partners stay visible across multiple Google properties and reach potential prospects earlier in their research process.
Lead Generation Impact
One of the most valuable outcomes of the campaign was the quality of engagement generated from financial professionals seeking regulatory and operational support.
Key Results
- 69 conversions
- 81 phone call leads
- 1,980 website visits
- 425 total conversion actions
- Nearly 30,000 impressions
For a highly specialized B2B service provider, these results represent meaningful opportunities to connect with qualified prospects.
Why the Campaign Worked
High-Intent Search Targeting
The campaign focused on users actively searching for compliance, accounting, and regulatory services.
This allowed DFP Partners to connect with businesses that already had a need for their expertise.
Industry-Specific Messaging
Ads were tailored to the unique challenges faced by:
- Broker-dealers
- Registered Investment Advisers (RIAs)
- Financial institutions
- Startups entering regulated financial markets
This improved relevance and engagement.
Strong Service Offering
DFP Partners offers a comprehensive suite of services, including:
- Outsourced FinOp services
- Broker-dealer compliance
- RIA compliance support
- AML testing
- Cybersecurity consulting
- Accounting and bookkeeping
This breadth of expertise enabled the campaigns to target multiple service categories and capture demand across different client segments.
Business Impact
The Google Ads strategy helped DFP Partners strengthen its digital presence and attract highly qualified prospects within the financial services industry.
Key Outcomes
- Nearly 30,000 targeted impressions
- Almost 2,000 website visits
- 69 direct conversions
- 81 phone call inquiries
- Strong engagement from financial firms seeking compliance and accounting solutions
The Search campaign proved especially effective at capturing high-intent traffic, while Performance Max expanded visibility and supported overall account growth.
Through a focused Google Ads strategy, DFP Partners successfully increased visibility among broker-dealers, RIAs, and financial services firms seeking compliance and accounting expertise. By combining intent-driven Search campaigns with broader Performance Max reach, the company generated qualified leads, increased engagement, and created new business opportunities in a highly specialized and competitive market. DFP Partners’ extensive experience in regulatory compliance, accounting, AML testing, and outsourced operational support positioned the firm to convert this increased visibility into meaningful client relationships.