FAQ
Frequently Asked Questions
Straight answers about our services, how we work, and what to expect.
Our Services
We build client acquisition systems for financial advisors and wealth managers. That means educational webinar funnels, Paid Ads (Meta) that bring the right prospects in, and Lifecycle & Retention Marketing that educates and nurtures them by email and SMS. For established practices, we also offer a Growth Partnership covering strategy, positioning, websites, SOPs and hiring.
No. The webinar funnel is our core offer, but Paid Ads (Meta) and Lifecycle & Retention Marketing are full services in their own right, and each can be used on its own.
Yes. Every service works on its own, and you can add the others whenever your practice is ready. Combining services reduces your total investment.
Financial advisors, wealth managers and advisory firms across the United States, including advisors focused on annuities, retirement planning and wealth management.
Working Together
Yes. Your webinar, funnel, creative and data are built for you and handed to your team. Unlike buying leads, nothing disappears when you stop paying a vendor.
The Personal Brand Webinar Funnel is built by us and handed to your team, with ongoing management available. Paid Ads (Meta) and Lifecycle & Retention Marketing are fully managed by our team of growth and tech operators.
No. We run campaigns with you as the face, or fully under your firm's brand.
We're headquartered in the United Kingdom, with remote team members in the United States and Dubai. We work exclusively with advisors in the US market.
Advertising and Compliance
No. Ad spend is paid directly to Meta from your own ad account, so you control it and see exactly where every dollar goes.
Every campaign, email and piece of creative is built for your compliance review, and nothing goes live without your approval.
Yes. We target the prospects you want to speak with, in the states where you're licensed and want to serve.
Pricing and Results
Every engagement is quoted individually, depending on which services you choose and whether you want ongoing management. Your investment is confirmed in writing before you commit. See How Pricing Works.
No. No service guarantees new clients, revenue or a return on advertising spend. Outcomes depend on your market, budget, presentation and follow up.
Apply below. We'll review your practice and recommend the right combination of services on a strategy call.