The infrastructure behind one firm's climb from$18M to $360M in AUM in 2 years with 50%+ FIA premium growth and an Inc. 5000 #766 ranking. Connect with affluent pre-retirees on autopilot — without seminars, webinars, cold calling, shared leads, or another marketing agency.
As seen in
The verified performance behind 300+ RIAs and FIA producers — every figure documented, not modeled.
In AUM pipeline generated across the network
Qualified HNW appointments booked
In ad spend managed,$361 CPA, 6X–14X+ ROI
Stop renting your growth. Start owning the infrastructure that builds your RIA permanently.
One independent Maryland firm didn't outspend the competition. They stopped renting their pipeline from SmartAsset, lead marketplaces, and agencies that own everything and deliver nothing permanently — and built a client acquisition system the firm owns outright. This presentation walks through the exact system, start to finish.
Independent RIAs and FIA producers face two bad options — and both strip you of ownership. Rent shared leads from marketplaces that resell the same prospect to 3–5 competing firms. Or rent an agency's ad account on a $3K–$15K monthly retainer, and lose every pixel, dataset, audience, and creative the day you leave. Advisors Hub built the third path: a proprietary system installed inside your firm, owned outright.
$17M+ Tested
Exclusive datasets, proprietary pixels, and warm audiences built on 6 years of advisor-specific behavioral data and 65,000+ HNW conversions. Replaces demographic guesswork.
VSLs, ad creative, and funnels tested across $17M+ in managed Meta spend — rewritten for your brand, deployed in accounts you own. Replaces $3–15K agency copywriters
0% Ongoing Fees
One-time install. You own the campaigns, accounts, pixels, and data — nothing vanishes when the relationship ends. Backed by lifetime support and 30 strategy hours per year. Replaces the indefinite retainer.
Move beyond traditional agency services and gain a competitive edge over mega-firms — without the overhead. The Advisors Hub system installs directly inside your firm to lower your cost per appointment, multiply booked appointments, and compound your growth year after year.
Whalen Financial
$15M
single client closed
400+
qualified appointments
Leonard Financial Solutions
$45M
annual FIA production
20×
Year-2 revenue growth
AXIM Planning & Wealth
$5.5M
single relationship
$1.2M
closing right behind
See what happens when you install the Advisors Hub system.
Founder & CEO Aaron C, Maryland RIA (name revealed privately on your strategy call)
Founder & CEO Aaron C, Maryland RIA (name revealed privately on your strategy call)
The Flagship Case A modern, Maryland-based RIA that scaled $18M → $360M+ in AUM in 24 months + $250M+ in FIA premium written annually across the network — Inc. 5000 #766, 548% three-year revenue growth. Third-party verified. Public record.
Founder and CEO, Whalen Financial
Founder and CEO, Whalen Financial
A $15M relationship. A $500K relationship. And now an enterprise deal. Andrew Whalen came to Advisors Hub after seeing what the system did for our flagship Maryland RIA - same FMO, Advisors Excel - and his logic was simple: if the flagship can do it, so can we. Since joining, Whalen Financial has generated 400+ qualified appointments on roughly $107K in managed ad spend, with cost per appointment falling every quarter - down to about $250 in the most recent month. Then the closed results started landing: a $500K AUM client, followed by a $15M AUM client - the largest single relationship ever closed on the Advisors Hub network. Andrew has now signed our enterprise model to scale ad spend, appointment volume, and AUM through 2026.
Partner & CFO, Axim Planning & Wealth
Partner & CFO, Axim Planning & Wealth
$5.5M in one deal. Another $1.2M closing right behind it. And now the enterprise upgrade. Matt Jadwisiak had already tested the field - multiple agencies, multiple lead marketplaces. He came to Advisors Hub because nothing else compared: professional, fully-branded video creative, genuine ownership of the system, the flexibility to run it his way, and a team relationship he could count on. In his first months on the system, he closed a $5.5M physician-family relationship - Right behind it, a $1.2M relationship, with a strong pipeline of additional $500K-$3M+ households in motion. Matt has now signed our enterprise model to scale ad spend, appointment volume, and closed AUM through 2026.
Founder & CEO, Leonard Financial Solutions
Founder & CEO, Leonard Financial Solutions
From one appointment to a $13M relationship. Jonathan Leonard came to Advisors Hub and our Ex Partner in 2023 as a pure FIA producer specializing in income protection for high-net-worth retirees. A single appointment through the system turned into a $13M AUM relationship, $5M FIA included - and after that we scaled him to write $45M in annual production, sold entirely virtually. No seminars. No shared leads. Just a predictable pipeline he owns.
Founder & CEO, Kennedy Wealth Management LLC
Founder & CEO, Kennedy Wealth Management LLC
A $2M FIA closed in the first 45 days - and four deals right behind it. Mark Kennedy came to Advisors Hub with a single-state focus: California. Right after we implemented the exact flagship system inside Kennedy Wealth Management and completed a quick round of optimization, the results started landing - his firm closed a $2M FIA deal from a single prospect within the first 45 days, with a strong pipeline of four additional deals actively in progress. His team is running a consistent 50% show rate on qualified HNW appointments, and his advisor also receive weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments faster.
Licensed financial advisor & CFP at McAdam Financial
Licensed financial advisor & CFP at McAdam Financial
More meetings in one month than SmartAsset delivered in five. Chris DeGiacomo had been paying SmartAsset roughly $3,300 a month for shared leads not appointments - prospects handed to three competing advisors at once, most of whom never wanted to meet an advisor at all. Within his first three months on the Advisors Hub system, he closed $600K in new AUM with a strong pipeline still building. In his own words: more meetings in the last month with Advisors Hub than in the prior four-to-five months with SmartAsset combined.
Founder & CEO, Montgomery Financial
Founder & CEO, Montgomery Financial
From a $2K-higher CPA to a steady stream of $1M+ prospects - every month. Jeff Montgomery came to Advisors Hub from a previous provider where his cost per appointment ran roughly $2,000 higher. In his first months on the system, his team booked 120 qualified appointments - heavily weighted toward genuine high-net-worth prospects, including multiple $5M+ households and several at $10M+. Today Montgomery Financial is running at a steady 30+ qualified appointments per month at roughly a $300 cost per appointment, with pipeline quality that's stayed consistently high. His team also gets weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments into signed clients faster. Jeff has now signed our enterprise package to scale ad spend, appointment volume, and AUM further through 2026. In his own words: You guys are great, and I'm very happy with you.
CFP, Founder & CEO, Secure Financial Management
CFP, Founder & CEO, Secure Financial Management
From duplicate leads and empty promises to a $900K closed relationship and a 75% show rate. Jay Kirkwood had cycled through most of the major marketing agencies in the space before Advisors Hub - and got the same result every time: poor performance, duplicate and fake appointments, and low CPA promises that never held up. His team was struggling with unqualified traffic and paying for it. With Advisors Hub, he invested $18K targeting a single state - Texas - and the difference was immediate. Real, qualified appointments, a 75%+ show rate, and his firm's first closed deal on the system - an ideal-client relationship totaling $900K in assets, with $348K placed in FIA. His advisors also receive weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments into signed clients faster. With a strong pipeline of additional deals in progress, Jay is now expanding the system into additional states.
Managing Partner
Managing Partner
He saw the flagship case. Then he booked 114 appointments in 3 months. Anthony Napolitano came to Advisors Hub after seeing what the system did for our flagship Maryland RIA. In his first three months, he booked 114 qualified appointments at a $254 cost per appointment - 60%+ genuine high-net-worth prospects with significant assets and a real need for advice. A predictable pipeline, built on infrastructure he owns. I like you guys, and I trust what you do.
Campaigns launched in 2020, still running for over 3 years
Campaigns launched in 2020, still running for over 3 years
Campaigns launched in 2020, still running for over 3 years - 1,114 qualified appointments at a $95 cost, with zero major rebuilds in over three years.
Compass Retirement / Founder & CEO
Compass Retirement / Founder & CEO
An early believer in virtual appointments - 4,175 of them and counting. Marvin Mitchell was one of the first advisors to go all-in on virtual appointments, partnering with TBF & Advisors Hub back in the early-COVID period when most of the industry was still tied to in-person seminars. That early conviction compounded: $315K in managed ad spend has generated 4,175 qualified HNW appointments at just $76 each - the highest appointment volume anywhere on the Advisors Hub network.
Available exclusively to RIAs with $100M+ AUM ready to install a lifetime growth system inside their firm.
Most advisory firms grow on infrastructure they don't own — renting leads from marketplaces or renting an agency's ad account by the month. Advisors Hub builds a system your firm owns outright, refined across $15M+ in managed ad spend. Three models. One occupies your lane alone.
Shared-Lead Marketplaces
Same prospect sold to 3-5 competing firms
Marketing Agencies
Exclusive - but inside their account
Advisors Hub
100% exclusive to your firm, every time
Shared-Lead Marketplaces
You rent access - own nothing
Marketing Agencies
The agency owns the system
Advisors Hub
Your firm owns it outright, day one
Shared-Lead Marketplaces
They build their data moat with your spend
Marketing Agencies
Live in the agency's environment
Advisors Hub
Seasoned inside accounts you own
Shared-Lead Marketplaces
None - you never receive assets
Marketing Agencies
Leave when the contract ends
Advisors Hub
Yours permanently - rewritten for your brand
Shared-Lead Marketplaces
Pipeline disappears overnight
Marketing Agencies
Pipeline collapses - rebuild from zero
Advisors Hub
Audiences and data still belong to you
Shared-Lead Marketplaces
Per-lead fees, with no end
Marketing Agencies
Monthly retainer + % of ad spend
Advisors Hub
No retainers, no commissions, no markups
Shared-Lead Marketplaces
Resell your niche to your competitors
Marketing Agencies
Keep you dependent
Advisors Hub
Build you something durable that you own
Shared-Lead Marketplaces
Their asset compounds - yours never exists
Marketing Agencies
Rebuild every time you switch
Advisors Hub
A compounding asset that strengthens monthly
SmartAsset - Zoe - WiserAdvisor
Monthly retainer model
The ownership model
Lead exclusivity
Same prospect sold to 3-5 competing firms
Exclusive - but inside their account
100% exclusive to your firm, every time
System ownership
You rent access - own nothing
The agency owns the system
Your firm owns it outright, day one
Data, pixels & audiences
They build their data moat with your spend
Live in the agency's environment
Seasoned inside accounts you own
Creative & assets
None - you never receive assets
Leave when the contract ends
Yours permanently - rewritten for your brand
If you stop paying
Pipeline disappears overnight
Pipeline collapses - rebuild from zero
Audiences and data still belong to you
Cost structure
Per-lead fees, with no end
Monthly retainer + % of ad spend
No retainers, no commissions, no markups
The provider's incentive
Resell your niche to your competitors
Keep you dependent
Build you something durable that you own
Long-term outcome
Their asset compounds - yours never exists
Rebuild every time you switch
A compounding asset that strengthens monthly
A growth system your firm owns, improves, and scales without agency dependency.
See If You Qualify
There's no third option. Every month you stay on shared leads and agency retainers, you're building someone else's asset with your money. Book a strategy call and see exactly what owning your client acquisition would look like inside your firm.
There's no third option. Every month you stay on shared leads and agency retainers, you're building someone else's asset with your money. Book a strategy call and see exactly what owning your client acquisition would look like inside your firm.
For RIA owners and FIA producers ready to build permanent, owned infrastructure.
Limited new firms accepted each month.
The session is yours whether or not we work together. Normally $795 — complimentary for qualified advisors.
