DONE-FOR-YOU CLIENT ACQUISITION
Your calendar should be full. We'll make sure it is.
Meta ads, LinkedIn outreach, and high-intent data — built specifically for financial advisors. Not leads. Booked appointments on your calendar.
10 booked appointments in 30 days — or your second month is free.
THE PROBLEM
Referrals built your practice.
They won't double it.
01
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."
02
You've been burned by agencies before.
The last one burned through your ad budget, sent you unqualified leads, and disappeared when you asked about ROI.
03
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 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 and 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 turn cold traffic into booked calls.
We work LinkedIn in parallel.
While Meta fills your pipeline from the top, we run a LinkedIn outreach system targeting executives and business owners who actually need an advisor. 8–15 qualified conversations per month.
We layer in high-intent data.
We identify people actively searching for a financial advisor right now. Retirement, inheritance, business sale. These are the warmest prospects in your market — and your competitors don't have this data.
The Guarantee
booked appointments in 30 days.
Not "we'll do our best." Not "here are some leads — good luck." We put 10 qualified, booked appointments on your calendar within your first 30 days. Miss that number? We work for free until we do. No fine print. No exceptions. No long-term contracts. If we don't deliver, you don't pay.
See If You Qualify →Results
Advisors who stopped waiting.
Within 60 days we had more qualified appointments than the previous 6 months combined. 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 spent on marketing.
FAQ
Common questions before you book.
How do you guarantee 10 appointments?
Because we've built this exact system for dozens of financial advisors. We control the targeting, creative, landing pages, and follow-up sequences. Not "leads" — actual booked appointments on your calendar. Hit fewer than 10 in 30 days and your next month is free.
What if I already tried Facebook ads and they didn't work?
Most advisors who failed did it themselves or hired a generalist agency. Wrong targeting, compliance-violating creative, and generic landing pages. We build campaigns specifically for financial advisor psychology — and every ad gets reviewed against FINRA Rule 2210 before it runs.
Do I need to do anything once we start?
Fully managed. We handle the ads, creative, landing pages, and booking sequences. Your only job is show up to the appointments we book and close the prospect. We handle everything else.
What if my market is too small or competitive?
We've worked in markets of every size — major metros to small towns. 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 whether we can hit the guarantee in your specific market.
Stop hoping. Start booking.
30-minute 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 a Strategy Call →No long-term contracts. If we don't deliver, you don't pay.