Referrals
Valuable introductions, but their timing and volume are hard to plan around.
Growth Engine for independent financial advisors (RIAs)
Pay for qualified meetings.
No retainers.
You fund the ads. We manage campaigns, qualification and booking. $350 per held, qualified meeting. No fixed retainer.
WHO THIS IS FOR
Independent advisorsready for new clients.
Independent RIAs, financial advisors and wealth managers who control their marketing, can approve campaigns and have room for 10+ discovery meetings a month.
Ideally, you're ready to invest $3,000 to $5,000+ per month in ads, paid directly to Google or Meta, not AdPinnacle. Our separate fee: $350 per held, qualified meeting.
BEFORE YOU BOOK
Who it's not for.
This works best when you can approve campaigns, invest in ads and make time for new prospects.
You're not independent
Bank, wirehouse or captive advisors without an independent practice or control over marketing.
You can't approve campaigns
Your firm prohibits paid acquisition or lacks a designated approver for ads and landing pages.
You can't fund the program
You can't fund paid advertising plus $350 per held, qualified meeting.
You're unwilling to participate
You won't fund ads, review campaigns or make time for discovery meetings.
QUALIFIED MEETINGS
What counts as a qualified meeting?
A qualified meeting checks all three:
- Reports at least $250K in investable assets
- Lives in an eligible location your firm serves
- Attends the discovery meeting
$250K is the minimum, not the target. We strive for much higher investable assets based on your goals.
100% exclusive
Your inquiries. Never shared.
Fees tied to delivery
No agency fee for a no-show.
Expert campaign management
You fund the ads. We run them.
BUILD ON WHAT WORKS
Great channels.
Not a complete growth plan.
Referrals, seminars and other marketing can bring valuable clients. But relying on them alone can leave AUM growth unpredictable.
Seminars and events
Great opportunities to build trust. Costs, attendance and follow-through can vary.
Shared-lead programs
Another source of prospects, but you may compete with other advisors for the same introduction.
WHERE THE GROWTH ENGINE COMES IN
Add a pipeline you can measure.
We manage campaigns, qualification and booking to create exclusive opportunities for your firm. Track spend, held meetings, clients won and AUM added for more predictable growth planning. Keep the channels that work; add a system you can measure alongside them.
HOW IT WORKS
From the first inquiry
to a held discovery meeting.
Campaigns, qualification and booking built for independent advisors. We manage the work; your team approves campaigns.
01
We manage your ads
We manage Google or Meta campaigns in your ad account. You pay the platforms directly.
02
Qualify inquiries
We screen for a $250K minimum in investable assets and eligible locations, while aiming much higher based on your goals.
03
Respond and book
Fast responses, missed-call texts and after-hours booking help secure discovery meetings.
04
Review results
Review ad spend, meeting fees, new clients and AUM won each month.
WHY EXCLUSIVITY MATTERS
Shared leads add competition.
We don't share yours.
Some competing lead programs introduce the same prospect to multiple advisors. That can mean competing outreach before a meeting is booked.
We don't share your inquiries with other firms. Prospects can still explore their options.
DISCOVERY MEETINGS
Your discovery calendar.
Mon14
Tue15
Wed16
Thu17
Fri18
Discovery meeting
QUALIFIEDBusiness owner · $250K minimum assets
Discovery meeting
QUALIFIEDEquity compensation · $250K minimum assets
12:30
LunchProtected time
Discovery meeting
QUALIFIEDWealth planning · $250K minimum assets
Illustrative calendar · not actual client results
QUALIFIED DISCOVERY MEETINGS
A fee tied to delivery.
Not an empty calendar.
You pay for held meetings with prospects who check all three:
01
Minimum assetsProspects report at least $250K in investable assets.
02
Eligible locationProspects reside in a location your firm serves.
03
A meeting that happensA held discovery meeting, not just a form submission.
$250K is the minimum, not the target. We strive for much higher investable assets based on your goals.
YOUR INVESTMENT
Less fixed-fee risk.
Specialist campaign management.
Ideally, budget $3,000 to $5,000+ per month in ads. We manage the campaigns with no fixed retainer; our fee is tied to held, qualified meetings.
Pay Per Meeting
PAY FOR PERFORMANCE$350/ held, qualified meeting
- $2,500/month minimum ad spend, paid directly to Google or Meta. Separate from our meeting fee.
What makes a meeting qualified:
- The prospect reports at least $250,000 in investable assets
- They live in an eligible location your firm serves
- They attend the discovery meeting
- Unqualified meetings replaced at no charge
- Campaigns, landing pages, follow-up and monthly reviews included
- Billed monthly for the prior month
No-shows aren't billed. Each month, we review ad spend, meeting costs and new-client outcomes with you.
THE DETAILS
Questions before
your intro call.
How much does it cost?
$350 per held, qualified meeting, billed monthly for the prior month. Campaign management is included; there is no retainer. Ideally, budget $3,000 to $5,000+ per month for ads, paid directly to Google or Meta. See pricing for the minimum ad budget. Unqualified meetings are replaced at no charge.
Do I have to run the ads myself?
No. We manage campaigns, landing pages, qualification and follow-up. You fund the ads, retain your account and data, approve advertising and meet with prospects.
What makes a meeting qualified?
The prospect tells us they have at least $250,000 in investable assets, lives in an area you serve and attends the meeting. $250K is the starting point; we aim much higher based on your goals. No-shows aren't billed, and inquiries go only to your firm.
How does this reduce my firm's risk?
You're not paying a fixed retainer while waiting for meetings. You fund the ads, we manage acquisition, and our fee is tied to held, qualified meetings. Your team focuses on turning those conversations into clients.
How do campaign approvals work?
We prepare the ads and landing pages for your CCO or designated reviewer to approve before launch.
DISCUSS YOUR FIRM'S GROWTH
Focus on your clients.
We'll manage the ads.
Work with an advisor-focused agency. Fund the ads, meet qualified prospects and keep agency fees tied to delivery.