Stop overspending on ads and underperforming funnels. We deliver exclusive, ultra-premium prospects for Financial Advisors & Planners retirement-ready clients, fee-only seekers, and business-owner succession leads. Monthly contract starting at $3,500/month.
Prospects search "fee-only financial advisor [city]" and "retirement planning near me" we capture them with high-converting, compliance-friendly landing pages and automated intake flows. No website build for you; we deliver the leads.
Replace in-house ad spend and agency fees with a predictable monthly contract. We focus on high-value queries fee-only, retirement readiness, tax optimization so your CAC drops dramatically while lead quality rises.
Each lead is exclusively delivered and verified for assets, intent, and service fit not recycled or shared. We optimize for high-intent conversations that lead to longer client relationships.
Front-load CFP, fee-only, and firm credentials on every property to reduce friction. We A/B test trust signals and testimonials to improve conversion rates for fee-sensitive prospects.
We use predictive segmentation to surface prospects with investable assets, retirement urgency, or business succession timelines. That means higher close rates and larger average client AUM.
| Expense | Typical Annual Cost | Our Solution | Savings |
|---|---|---|---|
| Website Development & Maintenance | $12,000 | We build/manage it | $12,000 |
| Marketing Team Salaries | $120,000 | We're your team | $120,000 |
| Google/Facebook/LinkedIn Ads | $36,000 | Zero ad spend needed | $36,000 |
| TOTAL SAVINGS | $168,000/year | $3,500/month | $50,000+/month |
We focus on high-value services that convert and produce long-term client relationships.
Retirement readiness searches spike in Q4 and Q1 we capture clients with investable assets and clear retirement timelines.
Seasonal, high-intent leads searching for tax loss harvesting, IRA strategies, and corporate tax planning.
Prospects explicitly searching for transparent, fee-only advice high trust and higher close rates.
High-ticket leads from business owners preparing for sale or succession long-term advisory potential.
Investors actively searching for ESG solutions and certified sustainable advisors growing demand since 2023.
Leads seeking comprehensive planning (retirement, estate, tax, wellness) who become long-term clients.
We emphasize CFP, CFA, NAPFA, and fee-only badges in headlines and landing pages to reduce distrust and increase conversions among fee-sensitive prospects.
We gather income bands, AUM ranges, and priority services during intake so advisors receive leads they can actually convert and service profitably.
We prioritize high-converting niches (retirement, tax planning, business succession) and seasonal demand windows (tax season, year-end retirement reviews).
Mobile-first landing pages, compliance-friendly copy, real-time lead tracking, and calendar-integration. We replace your marketing stack so you can focus on advising.
Mobile-first landing properties, CFP/fee-only badges, review displays, and compliance-friendly intake.
We target queries like "retirement planning [city]", "fee-only financial advisor", and tax optimization terms during seasonal peaks.
AI + human verification for investable assets, urgency, and planning timeline.
Instant notifications with contact details, AUM band, planning priority, and a short qualifying note.
Convert warm, qualified prospects into long-term advisory relationships with streamlined intake and scheduling.
See how independent advisors and boutique firms scaled client acquisition without hiring more staff.
"We replaced our in-house marketing team and now book multiple 6-figure advisory relationships each quarter. The ROI is undeniable."
- Sarah K., CFP
Independent Financial Planner
"Every lead is exclusive and pre-qualified. We close higher-AUM clients and our average client tenure has increased substantially."
- David L., Partner
Boutique Advisory Firm
"We saw a dramatic uptick in tax-season consultations and converted them into recurring planning clients. Their niche targeting works."
- Priya S., Director
Tax & Wealth Advisory
The financial advice market is shifting toward digital-first discovery and fee transparency. Most advisors waste time and money on low-intent traffic. Our system delivers premium prospects who value planning and long-term relationships.
Your opportunity is here: With 30 ultra-premium leads/year, you'll:
Start with a monthly contract starting at $3,500/month and receive a guaranteed minimum of 30 ultra-premium leads per year.