The Complete Done-For-You System for Financial Advisors
Ads, AI qualification, and booked appointments, fully managed. Here's exactly how every piece works.
We Build & Launch Your Ads
Targeted campaigns built specifically to attract high-intent prospects for independent financial advisors.
This week · Active campaigns
Platforms
Meta (Facebook & Instagram) and Google, the two highest-intent channels for advisor lead gen.
Targeting strategy
Lookalikes from your ideal client profile, intent signals, geographic and demographic precision.
Ad creative
Industry-specific copy and creative, retirement planning, tax strategy, wealth transfer, tested weekly.
Optimization
Weekly performance reviews. Underperforming creatives killed. Winners scaled. Spend reallocated to ROI.
AI Qualifies Every Lead Instantly
The 60-second window matters. We win it every time, 24/7.
AI calling Jennifer K.
Responded 22s ago · Connecting…
Response time
Within 60 seconds of a lead responding, phone call or text, day or night, every day.
Natural conversation
Conversational script built for advisor-specific qualifying. Sounds human, handles tangents.
Qualifying criteria
Investable assets, time horizon, current advisor relationship, urgency, all confirmed on the spot.
Objection handling
"I'm just looking" / "I already have someone" / "Send me info", handled with proven scripts.
Calendar booking
Live access to your calendar. Books the slot. Sends confirmation text to the prospect immediately.
Confirmed Appointments On Your Calendar
You only see qualified prospects, and you walk in fully briefed.
Prospect Brief
Jennifer K. · Age 58 · Austin, TX
- Looking for: Retirement income strategy, ~$1.4M rollover
- Current advisor: None, left previous firm 3 months ago
- Why responded: "Retire confidently at 60" Meta ad
- Open with: Income planning vs. accumulation mindset
Prospect name & background
Full name, age, location, occupation, household details.
What they're looking for
Specific concern that drove the response, retirement, rollover, tax, estate.
Why they responded
The exact ad they clicked and what hooked them.
Suggested talking points
AI-generated opener tailored to their situation so you start strong.
What Happens After You Sign On
From signed on to qualified appointments flowing, in seven days.
Day 1–2
Onboarding Call
We learn your ideal client profile, offer, and goals.
Day 3–5
Build Phase
Ad creatives, targeting, and AI qualification script built.
Day 7
Go Live
Campaign live, AI active, leads flowing.
Ongoing
Optimize & Deliver
Weekly optimization, reporting, and booked appointments.
Frequently Asked Questions
See it work for your practice.
15 minutes. Honest answers. A custom walkthrough of how we'd build your system.