Your Questions, Answered
Everything you need to know
before booking your call
If you’re on the fence, one of these will push you over. If not, book the call anyway — it’s free.
How do you guarantee 10 appointments in 30 days?
Because we've built this system for dozens of advisors and know exactly what works. We control the targeting, the creative, the landing pages, and the follow-up sequences. If we don't hit 10 booked appointments in your first 30 days, your second month is free. Not "leads" — actual booked appointments on your calendar with qualified prospects.
What if I've tried Facebook ads before and they didn't work?
Most advisors who "tried Facebook ads" either did it themselves or hired a generalist agency that doesn't understand financial services. The campaigns failed because the targeting was wrong, the creative violated compliance, or the landing page said nothing compelling. We build campaigns specifically for advisor-prospect psychology — and we've spent years learning what converts in this exact niche. It's not the same thing.
What kind of advisors do you work with?
Independent RIAs, broker-dealer affiliated advisors, CFPs, wealth managers, and insurance-licensed advisors. If you manage money and want more qualified clients, we can help. Our best-fit clients typically manage $10M+ in AUM and want to grow aggressively — but we've helped advisors at every stage.
How is this different from buying leads from a lead vendor?
Lead vendors sell the same leads to 5-8 advisors simultaneously. By the time you call, the prospect has already talked to three of your competitors. Our system generates exclusive leads — people who responded to YOUR practice's messaging and booked on YOUR calendar. Nobody else gets them.
What does it cost?
We'll give you exact pricing on the discovery call because it depends on your market and goals. But here's the math that matters: if we book 10 appointments and you close 2-3 clients at $5K-$15K in annual revenue each, the ROI is 5-10x in year one alone. Most clients see payback within 60 days.
Do I need to do anything, or is this fully managed?
Fully managed. We handle the ads, the creative, the landing pages, the follow-up sequences, and the booking system. Your only job is to show up to the appointments we book and close the prospect. That's it.
How quickly will I see results?
Most advisors see their first leads within 48 hours of campaign launch. Booked appointments typically start flowing within the first week. Our guarantee is 10 booked appointments within 30 days — but most clients hit that number in 2-3 weeks.
Do you require a long-term contract?
No. Month-to-month. We earn your business every 30 days. Our average client stays 18+ months because the math works — not because they're stuck in a contract. If we're not delivering, you leave. That's how it should be.
Is this compliant with FINRA advertising rules?
Yes. Every ad, landing page, and email sequence is reviewed against FINRA Rule 2210 and related advertising guidelines before it goes live. We understand the rules because we work exclusively with financial advisors. You'll never get a surprise compliance call because of something we published.
What if my market is too small or too competitive?
We've worked in markets of every size — from major metros to small towns. The system adapts. In smaller markets, we adjust targeting radius and messaging. In competitive markets, we differentiate your positioning. On the discovery call, we'll tell you honestly if we think we can hit the guarantee in your specific market.
Will you work with other advisors in my area?
No. We take one advisor per market area. Once we start working with you, we won't take on a competitor targeting the same geography. This matters more than it sounds: the system works because your ads and outreach appear unique in your market. If we ran identical campaigns for two advisors in the same city, both would dilute. We don't let that happen. First to book the call gets the market.
What if I specialize in a niche — doctors, business owners, retirees?
Niche focus improves results significantly. Generic campaigns generate generic leads. When we build campaigns around a specific identity — physicians with equity comp, business owners approaching exit, pre-retirees with pension rollovers — prospects self-identify faster, show rates climb, and your close rate goes up. If you have a niche, tell us on the discovery call. We'll build the entire system around it.
Still thinking about it?
Every week you wait is a week your competitors are booking the clients you should be meeting. The call is free. The strategy session is free. The only cost is 30 minutes.
Book a Strategy Call →