Industries / Financial Firms
Advisors, planners, CPAs, and firms who want a calendar of qualified consults, with a compliance-first process.
Who it's for: Financial advisors, planners, CPAs, and insurance agencies.
We run high-converting campaigns across Google, Instagram, and Facebook, driving discovery calls and consult requests to your firm. We target the exact people searching for financial guidance, right when they need it. Our AI qualifies, contacts, and books the consult, turning clicks into booked appointments.
What we book: Consult requests, Discovery calls, Portfolio reviews.
The system is tuned around tax season, year-end planning, and your consult capacity.
Your AI books in real time and reports to your advisor team.
Performance guarantee: if we haven't delivered qualified consults by the end of the guarantee window, your retainer pauses until we do.
Investment: flat $2,000 monthly retainer plus about $1500/mo ad spend, billed by the platforms and always yours. No startup fee, month to month. Book a strategy call or see every niche.