0M+
Managed Meta spend deployed for advisors
Build the infrastructure that keeps your growth yours.
The advisor's blueprint for replacing rented lead flow with a client acquisition system your firm owns, controls, and compounds.
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As seen in
Proof of Impact
Consistent results across market cycles
0+
Qualified HNW appointments generated
0B+
In production closed — RIA + FIA combined
300+ advisory firms$34B+ AUM pipeline$361 avg CPA · $68 network record6 years in market
Unlock All ThreeThe challenge facing independent firms
You're already successful. Growth is the problem.
With PE-backed aggregators consolidating the industry and legacy channels saturating, organic growth isn't optional — it's the moat. Here's why it stalled:
It’s expensive.
Advisors hand agencies $120K–$250K+ a year in retainers and percentage markups — for accounts, pixels, and data they never own.
It’s fragile.
Referrals arrive in waves you can’t schedule. Seminars cost more and fill less every year. Stop paying, and the pipeline evaporates overnight.
It’s rented.
SmartAsset, Zoe, and WiserAdvisor sell the same lead to 2–4 of your competitors — then call 2–4% close rates a success.
Every dollar you've spent built someone else's asset. That's the plateau.
Our specialization
Owned client acquisition for retirement-focused RIAs and FIA producers
We proactively educate and engage high-net-worth pre-retirees before they ever search for an advisor — inside targeting, creative, and conversion infrastructure that belongs to your firm from day one.
Official Meta Business Partner
Average across 300+ firms
$361
cost per qualified HNW appointment
Industry norm: $500–$600+ · Network record: $68
Beyond traditional marketing
Most vendors rent you attention. We transfer ownership.
Demand capture waits for prospects to search — then sells the same click to four advisors. We build demand generation you own: the audiences, the data, the relationships, permanently.
The Rented Model
Rented- You pay monthly. They own the accounts.
- Leads shared with 2–4 competitors in your zip code.
- Pixel, audiences, and data live on their side.
- Costs rise every year — Meta CPMs up 47% (2021–2024).
- Leave, and you leave with nothing.
The Ownership Model
Owned- One fixed, disclosed investment. Accounts in your name.
- Every prospect exclusively, permanently yours.
- Pixels pre-seasoned with 100M+ financial-services impressions.
- CPA compounds down — one account: $558 → low $200s.
- Leave anytime. Everything comes with you.
Built for financial services
Compliance isn't friction here — it's your moat.
Every asset is built for a process your team can review, approve, and run with confidence.
Unlock All Three01
SEC- and FINRA-aligned creative processes
02
Documented review framework across 300+ deployments
03
Sign-off before a single dollar runs
How it works
Fully done-for-you. Fully owned by you.
We handle strategy, scripting, creative production, media buying, and optimization. You approve the message and own every asset. Your involvement: 10–15 minutes a week — or zero, and we run it entirely at no additional cost.
Education-first creative
Custom-branded video presentations and ads that position you as the authority. No fear tactics — real value that builds trust before the first hello. Prospects arrive pre-convinced, not cold.
Authority pre-installed
Precision targeting
Built on 65,000 real HNW appointment conversions — then layered with age, profession, and life-stage precision: physicians, federal employees, business owners, executives, and pre-retirees.
Intent data + demographics
Proven unit economics from week one
Prospects book directly onto your calendar at peak interest — no forms, no chase. The closing framework behind $1B+ in production handles the rest.
60%+ show rate · 10–20% close rate · $361 avg CPA
Scale on command
Our flagship client scaled from a $16K test month to $665,888/month — 1,943 appointments in a single month, 8,000+ total — while CPA held between $342–$400. The result: $18M → $360M+ AUM in 24 months.
CPA held at 40× spend
See if you qualify
One email. Three resources.
- The HNW Acquisition Playbook e-book — sent straight to your inbox
- The exact strategies behind $1B+ in closed production
- The Ownership Brief — real CPA benchmarks from $17M+ in managed spend, winning ad hooks, targeting workarounds, and the case math behind 8-figure closes
- On your call: a custom 12-month ROI projection — complimentary for qualified firms