Are you a Financial Advisor who wants more qualified leads with
Google and Facebook Ads?
👉 Have your online ads been attracting low-quality leads, and you have no idea why?

👉 Are you frustrated by poor results and wish an expert would do it for you?

Perfect! Our team of ad experts is waiting to get you high-quality leads that convert . . . and if we don’t, DON’T PAY US!
We specialize in finding real customers for financial advisors. And we’re so good at it that we offer performance-based pricing. Really. We automate your sales, free up your time, and only get paid when you get new clients.
We are SO confident that we’re a worthy investment that you don’t have to pay us if we don’t meet (or exceed) your goals.
Please Note: Due to the hands-on nature of our work, we are only able to take on a limited number of clients each month. We do this to ensure each client maximizes their success. Please be aware that we require clients to cover their own ad spend and a set up fee may apply if there is no sales funnel or complete product already created.
We help financial advisors find long-term, high- quality clients using Google and Facebook Ads. 
If you've ever tried Google and Facebook Ads before, you know that it’s WAY too easy to spend thousands of dollars and not see any results. Not to mention how time-consuming and complex the ad systems are.

We increase financial advisors’ ROI by automating their sales process and freeing them up to focus on what they do best.

We'll build your target marketing strategy, craft ads that convert, manage the entire campaign, and test the ads until we meet our goal: getting you high-quality, reliable leads at an optimal cost-per-click.
Our team of experts has collectively worked with hundreds of financial advisors, securing them leads that turn into paying clients with Google and Facebook Ads. We’re so confident in our services that we work on a performance-based retainer.

Why Performance-Based?

After talking with countless financial advisors about how many times other agencies have burned them, we knew it was only right to do something different. Something that would restore the reputation of agencies and respect the financial investment of our clients. So, we charge for results only.

“Sounds Nice . . . But What’s The Catch?” 🤔 

No catch. Seriously. We’re business owners too and wouldn’t put our money where our mouth was unless we were 100% sure that we can deliver the goods or, in this case, clients.
All that we ask is that your product or service has a validated funnel and market proof (meaning it sells!) Without this, a set up fee may apply.

We're a Good Fit When ...
You’re a Start-Up Business 
You’re not new to finance, but this is your first time ALSO running a business. We’ll make the transition easier by building out your ad strategy and getting leads in the virtual door.
Your Online Ads Are Falling Flat
You tried some digital ads, but now beginner’s luck has run out. The good news is that we’re experts in turning that luck back around because . . . it’s not luck at all. Our skills + your expertise = advertising success.
You’re Short On Time
You’re building a business here! You don’t have time to spend learning a brand new system, copywriting, and ad management. Let us take advertising off your hands and watch your business grow.
PCI Compliance Checklist Case Study

↗ Objective: Increase Lead-to-Customer Conversion Rate

↗ Achieved NEW average ticket size of $10,000

↗ Significantly increased appointments booked 

 Retirement Advisor Case Study

↗ Objective: Generate more leads and decrease cost-per-lead (CPL)

↗ Achieved an impressive average CPL of $5.00

↗ Delivered a whopping 3,352 leads 


Ready to Work With Us? 
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