marketing funnels for growth minded financial advisors

We build scalable social media marketing campaigns that generate qualified appointments at half the cost of traditional marketing.


“Stopping advertising to save money is like stopping your watch to save time.” – Henry Ford


How does it work?

We partner with advisors like you to build a sustainable and scalable marketing strategy for your practice that produces predictable AUM and revenue. We do this by focusing on the three core activities it takes to produce consistent results.

Identify your ideal client

First we dive in and learn who your ideal client is and we meet them where they spend the most time online.

Attract your ideal client

Once we find your ideal client we invite them to engage with you using an irresistible offer that speaks to them.

Convert your ideal client

Using the power of persuasive copy we invite your ideal client into your funnel and voila! They become a real client.


Done for you marketing funnels

Whether you need online lead generation or you're looking to fill up your webinars or seminars, we have the right funnel for you. 


Webinar funnel

Quickly launch a high converting webinar campaign that targets your ideal client anywhere in the world!

  • Host up to 4 webinars each month
  • You own the funnel
  • We use your branding
  • Customized landing pages
  • Custom analytics dashboard

Seminar funnel

Generate in person seminar registrations using a turnkey digital marketing campaign. You pick the venue and fill it for you. 

  • Host up to 4 seminars each month
  • You own the funnel
  • We use your branding
  • Customized registration forms
  • Human call confirmations

Lead generation

Turn clicks into leads, appointments and clients with a customized funnel designed to capture your ideal client's attention. 

  • Get more appointments
  • Grow an email list
  • Generate warm leads
  • Increase your authority
  • Retarget past visitors

Don't know where to start?

Join our community of growth minded advisors who are adding to their AUM and closing deals each month!


100+ advisors love us!

A few kind words from some of our partners.

Jude Wilson
Wilson Group Financial
"Our firm has worked with Chris for a couple months now and we are extremely grateful for his expertise and insight."
Aaron C.
Financial Advisor
"Prospect quality has been excellent in my first couple of workshops, where I spent maybe $2,500 in advertising and closed over $1,000,000 in annuity premium." 

Check out our blog

Insights + actionable tips

Template 2

Simple, transparent, flat fee pricing

We do all of the work and you get appointments booked on your calendar!

Lead Generation

Turn clicks into leads and appointments

$1,500/month

+ $500 one time set up fee

* Ad spend not included


Features

  • Get more appointments
  • We use your branding
  • Grow an email list
  • Increase your authority
  • Customized landing pages
  • Generate warm leads
  • Long term nurture sequences
  • Retarget past visitors
  • Build a warm audience
  • Facebook ads management
  • Custom analytics dashboard
Most Popular

Webinar Marketing

Live or automated webinars

$2,000/month

+ $500 one time set up fee

* Ad spend not included


Features

  • Host up to 4 webinars each month
  • You own the funnel
  • We use your branding
  • Email & SMS confirmations
  • Email & SMS reminders
  • Email & SMS webinar follow up
  • Real time RSVP notifications
  • Customized landing pages
  • Customized registration forms
  • Facebook ads management
  • Custom analytics dashboard

Seminar Marketing

Qualifed attendees for in-person events

$2,500/month

+ $500 one time set up fee

* Ad spend not included


Features

  • Host up to 4 seminars each month
  • You own the funnel
  • We use your branding
  • Email & SMS confirmations
  • Email & SMS reminders
  • Real time RSVP notifications
  • Customized landing pages
  • Customized registration forms
  • Facebook ads management
  • Custom analytics dashboard
  • Human call confirmations

How long does it take to see leads coming in?

You can expect to start seeing leads come in within 24 hours of launching your campaign.

What is the average show up rate for a seminar?

This will depend on if you are doing an educational seminar, lunch & learn or a dinner seminar. On aveage you can expect to see a 40% - 50% show up rate.

How many people will register for a webinar?

Our goal is to get a minimum of 50 registrants for your webinar. With a 40% show up rate, you can expect to have 20+ attendees on the webinar. 

What is the average cost of a webinar registrant?

The average cost of a webinar registrant is $20.00.

What is the average show up rate for a webinar?

The average show up rate for a webinar is 40%.

How many appointments can I get from a webinar?

Most advisors will convert 20% or more of the attendees into appointments. 

Do I need to have webinar software?

No, we provide you with the webinar app. 

Do you provide presentations for webinars?

No, you will need to have your own presentation. 

How do you handle compliance?

We will package up all of the landing pages and ads into a PDF and you can send them to your compliance officer. 

How much should I spend on advertising?

You can spend as much or little as you like for advertising, but we recommend you spend $1,000 per campaign.