Become the Financial Advisor $500K+ pre-retirees seek out

We guarantee at least 20 Sales Qualified Leads. If we fall short, we keep working for free until we deliver: no 20 Sales Qualified Leads, no fee.

A real sales opportunity: a person you have had a meaningful conversation with. Only the leads you confirm count.

Each one is a pre-retiree or retiree with $500,000 or more in investable assets and a money decision to make now: a rollover, Social Security, taxes, a pension or retirement income. If a lead has less than $500,000, you don’t have to accept it.

40% of our Sales Qualified Leads become clients, based on our current client’s results.

You do. The ads run in your own ad accounts. The accounts, their data, every lead and the pages we build for you stay yours. If you stop, nothing is lost: everything is ready the day you restart.

Through a combination of precise targeting, messaging that resonates with that life stage, and platform signals. On Google and Meta we use intent and interest signals tied to retirement planning, wealth preservation, tax optimization, and estate concerns. On LinkedIn we can layer in professional signals where relevant. The ad copy and landing page are built to speak directly to people thinking about their financial future—which naturally attracts the right profile and discourages everyone else.

We don’t phone-screen every lead, so we can’t promise zero noise—no honest agency can. What we do is filter at every layer we control: the ad copy sets expectations upfront, the landing page qualifies further with the right language and questions, and the form captures the signals that matter. On top of that, we feed the ad platforms continuous feedback on which leads were a good fit and which weren’t. That feedback loop compounds—lead quality is strong from day one and keeps improving week over week. Our north star is saving your time, so every optimization we make is aimed at that.

Messaging does most of the work. The hooks, pain points, and language we use—retirement income planning, tax-efficient withdrawals, required minimum distributions, legacy, healthcare costs—self-select for people in that stage of life. Combined with platform targeting (age ranges, financial interest signals, life-event triggers) and the feedback loop we send back to the algorithms, the appointments that come through are overwhelmingly people in the right window. Anything that slips through gets flagged and used to tighten targeting further.

Yes, and we run them as separate audiences because they are not the same person. Someone five years out is deciding whether they can afford to stop working. Someone already retired is managing withdrawals, required minimum distributions at 73, healthcare costs, and what a down market does to a portfolio they can no longer wait out. Same practice, different anxieties, different ad copy. We build both where your budget supports it, and we tell you which one is producing cheaper appointments in your market.

It depends on your market and offer, but most campaigns use Google and Meta as the core, with LinkedIn layered in when it makes sense. Google captures people actively searching for help. Meta reaches them in the consideration phase with educational content and retargeting. LinkedIn can be useful for specific segments and for retargeting warm audiences in a professional context. We recommend the mix that will hit your number most efficiently—not a cookie-cutter stack.

We build a dedicated landing page for the campaign. Your main website is designed for existing clients and general credibility—it’s not optimized to convert a cold pre-retiree into a booked conversation. The campaign landing page is purpose-built for that single job: one offer, one audience, one action. It’s yours to keep.

Yes. We write in a way that respects SEC, FINRA, and state-level rules—no performance guarantees, no testimonials that violate current regs, no misleading claims. Every piece of copy is delivered for your compliance team or CCO to review and approve before it goes live. We’ve worked with both independent RIAs and advisors affiliated with broker-dealers, and we adapt to your firm’s internal review process.

Within 1 week of signing. You record one short video, with a script we write. We build and run everything else: the pages, the ads, the follow-up ads and the emails. Every Sales Qualified Lead lands in your CRM automatically.

$10,000 a month, everything included: the ad budget and our fees. No setup fee. No commitment: you can leave anytime.

You get a written report every month on leads, quality and spend, with a review call.

This is not a price per lead. You pay for a system you own that keeps bringing you leads, and more leads means a bigger budget, not more of your time.