For Independent Financial Advisors
Your Next 10 Clients Are on Facebook.
We’ll Bring Them to Your Calendar.
Most advisors wait on referrals. The ones growing fastest have a system running in the background — finding prospects, warming them up, and booking them while you focus on existing clients. That system is what we build. We guarantee 10 booked appointments in your first 30 days or you don’t pay us the second month.
The Problem Nobody Talks About
Referrals built your practice.
They won’t double it.
Referrals are unpredictable. Some months you get three. Some months you get zero. You can’t build a growth plan on “hopefully someone mentions me at dinner.”
You’ve been burned before. The last agency burned through $5K in ad spend, sent you unqualified leads, and disappeared when you asked about ROI.
You don’t have time for this. Between client meetings, compliance reviews, and portfolio management — figuring out Facebook targeting isn’t on your calendar.
The advisors growing fastest aren’t doing any of this themselves. They have a system. That’s what we build for you.
The System
Here’s exactly how we put 10+ appointments on your calendar in 30 days
We Launch Targeted Meta Ads
We build Facebook & Instagram campaigns targeting high-income professionals in your area who match your ideal client profile. Compliance-reviewed creative, dedicated landing pages, and retargeting sequences that warm cold prospects into booked calls.
See the details →We Work LinkedIn in Parallel
While Meta fills your pipeline from the top, we run a LinkedIn outreach system targeting executives and business owners — the people who actually need an advisor. 8–15 qualified conversations per month.
See the details →We Layer In High-Intent Data
We identify people actively searching for a financial advisor right now — triggered by retirement, inheritance, or a business sale. These are the warmest prospects in your market, and your competitors don’t have this data.
See the details →The Guarantee
10 booked appointments in 30 days.
Or you don’t pay us month two.
This isn’t “we’ll try our best.” It’s a hard guarantee. We put 10 qualified, booked appointments on your calendar within your first 30 days. If we don’t hit that number, your second month is free. No fine print. No “well, the leads were there but you didn’t call them.” Booked. On. Your. Calendar.
We can make this guarantee because we’ve built this system for dozens of advisors. We know the targeting. We know the messaging. We know what converts. It works.
Advisors who stopped waiting on referrals
Within 60 days, we had more qualified appointments than the previous 6 months combined. The Meta campaigns alone paid for themselves 3x over. I went from hoping the phone would ring to having to hire an associate.
I’d wasted $15K on two agencies that didn’t understand compliance. Scaled Solutions had FINRA-reviewed ads running in a week. 14 booked appointments my first month. Not leads — actual people on my calendar.
The LinkedIn system generates 8–12 qualified conversations per month — consistently. These are $1M+ households who actually want to talk. Best ROI of anything we’ve ever spent on marketing.
Stop hoping. Start booking.
30-minute discovery call. We’ll show you exactly how the system works for your market, your ideal client, and your practice. No obligation. No hard sell. Just math.
Book Your Discovery Call →