The system that books
10+ appointments in 30 days
Three engines working together. One outcome: qualified prospects sitting across from you every week. Here’s exactly what we do — and how each piece feeds into our guarantee.
Meta Ads — The Fastest Path to a Full Calendar
Facebook and Instagram are where your next clients spend 2+ hours a day. We put your practice in front of high-income professionals in your area — the ones with $500K+ in investable assets who are actively thinking about their financial future. Then we get them to book a call with you. Not “download our ebook.” Book. A. Call.
What this means for you
- Appointments on your calendar within 48 hours of launch — not leads in a spreadsheet you have to chase
- Compliance handled — every ad, landing page, and follow-up sequence is reviewed against FINRA guidelines before it goes live
- Fully managed — creative, copy, targeting, optimization, retargeting. You don’t touch a thing
- Weekly ROI reporting — cost per booked appointment, show rate, pipeline value. Numbers that actually matter to your practice
- Retargeting sequences that follow up with prospects who visited but didn’t book — because 80% of people need to see you 3+ times before they act
What advisors typically see
10–20
Booked appointments per month
$80–$150
Cost per booked appointment
48 hrs
Time to first lead after launch
LinkedIn — Reach the People Who Can Actually Afford You
Your ideal clients — executives, business owners, doctors, attorneys — aren’t scrolling Facebook. They’re on LinkedIn. We run a done-for-you outreach system that starts conversations with high-net-worth professionals who match your ideal client profile. No spam. No cringy connection requests. Real conversations that lead to real appointments.
What this means for you
- Your profile becomes a landing page — optimized so when prospects check you out (they will), they see a trusted advisor, not a resume
- Targeted outreach to your ideal client — we identify and message prospects who match your criteria (industry, title, location, wealth indicators)
- Messaging that sounds like you — written in your voice, not generic templates. Prospects think they’re talking to you directly
- 8–15 qualified conversations per month — with people who actually have the assets and intent to work with an advisor
What advisors typically see
8–15
Qualified conversations monthly with $1M+ households
High-Intent Data — Talk to People Already Looking for an Advisor
Right now, in your market, there are people actively searching for a financial advisor. They just got an inheritance. They’re approaching retirement. They sold a business. They have money and they need help. We find them before your competitors do — and feed them directly into your ad campaigns and outreach sequences.
What this means for you
- Prospects with active intent — not cold audiences who might someday need an advisor, but people searching right now
- Life-event triggers — retirement, inheritance, divorce, business sale, relocation — the moments when people actually hire advisors
- Verified contact data for outreach and custom audience builds for Meta and LinkedIn targeting
- Monthly refreshes — your data stays current as new prospects enter the market
The advantage
Higher conversion rates, lower cost per appointment, and shorter sales cycles — because you’re reaching people who already want what you sell.
Remember: 10 booked appointments in 30 days. Guaranteed.
All three systems work together toward one number. If we don’t hit it, you don’t pay us the second month. That’s how confident we are in what we’ve built.
Book Your Discovery Call →Your competitors are already doing this.
The advisors growing fastest in your market have a system. The ones stuck at the same AUM are still “waiting for referrals.” Which one do you want to be?
Book Your Discovery Call →