Define your ideal prospect.
Choose your target states, planning focus, prospect criteria, and monthly meeting cap.
INDEPENDENT FINANCIAL ADVISORS
Pay per
booked meeting.
We run the ads. We pay the ad spend. You get prospective-client meetings on your calendar. No setup fee. No monthly retainer.
No setup fee.
No monthly retainer.
No monthly retainer.
Built for solo advisors
and small teams.
Never shared. Never resold.
We do not send your prospect to another advisor.
BOOK YOUR INTRO CALL
Fifteen minutes. No obligation to move forward.
01 We fund the advertising.
02 You choose your target states.
03 You set your meeting cap.
YOU ALREADY HAVE A FULL-TIME JOB.
Serve your clients.
We’ll work on
the next conversation.
Running a small advisory firm means you’re the advisor, the owner, and often the marketing department.
We manage the path from ad to appointment, so growing your practice doesn’t mean building a marketing team of your own.
One prospect. Your firm.No race to call a lead we’ve sent to other advisors.
FROM FIRST CLICK TO FIRST CONVERSATION
We handle the steps
that get you to the meeting.
We build and run the campaign.
Ads, landing pages, inquiry follow-up, and scheduling. We cover the advertising spend.
Meet on your calendar.
Prospect details go into your CRM. Scheduled meetings go onto your connected calendar.
ONE CLEAR OFFER
Pay for scheduled meetings.
We handle the rest.
Agree on your price and meeting criteria before launch. Control your volume with a monthly meeting cap.
Pricing and written meeting terms reviewed on your introductory call.
Campaign strategy & setupIncluded
Ad creative & managementIncluded
Advertising spendIncluded
Landing pages & schedulingIncluded
CRM deliveryIncluded
Use of our CRM, if neededIncluded
Monthly agency retainer$0
BUILT FOR A SPECIFIC KIND OF FIRM
Small team.
Independent practice.
Room to grow.
This program is for fee-only RIAs with no broker-dealer affiliation, focused on financial planning and wealth planning.
- Solo practices and teams of 2–3 advisors
- Capacity to take on new client relationships
- A clear picture of the clients you want to serve
CLEAR EXPECTATIONS, FROM DAY ONE
Your calendar. Your prospect.
We run the advertising and cover the ad spend. You choose your target state and control the volume with a monthly meeting cap.
Prospect details go into your CRM. Need one? Ours is included.
THE DETAILS MATTER
Straight answers.
Before you commit.
Who pays for the advertising?
We do. Advertising spend is included in the per-meeting model. You do not pay a separate monthly agency retainer or setup fee.
What does “Never shared. Never resold.” mean?
We do not share or resell your prospect to another advisor. Consumers may independently speak with other advisors; this promise covers how we handle your leads.
What counts as a billable meeting?
We agree on the prospect criteria and billing rules before launch. The written terms will explain how cancellations, no-shows, duplicates, and out-of-criteria meetings are handled.
Can I choose my states and limit my spending?
Yes. Choose target states where your firm can serve clients, subject to campaign availability, and set a monthly cap on billable meetings. Choosing a state does not reserve the entire state exclusively for your firm.
Do I need a CRM?
We can deliver prospect details to your existing CRM, subject to integration compatibility. If you need a CRM, use ours at no additional cost.
Why fee-only RIAs without broker-dealer affiliation?
This program is currently designed for that business model. Dually registered, broker-dealer-affiliated, and commission-based practices are outside the current program.
Are new clients or assets guaranteed?
No. The service delivers scheduled meetings under agreed criteria. Whether a prospect becomes a client depends on the fit, the conversation, and their decision.
LET’S TALK ABOUT YOUR NEXT STAGE OF GROWTH.
You bring the advice.
We’ll work on the introductions.
Never shared. Never resold.