Client Acquisition
You Actually Own
We install advisor-owned Meta advertising infrastructure inside your firm. The campaigns, ad accounts, pixels, audiences and creative stay yours — built exclusively for independent RIAs and FIA producers.
Network figures are documented historical outcomes and do not guarantee future performance. Individual results vary.
Independent Firms That Own
Their Client Acquisition
Everything You Need.
All of It Yours.
Advisor-Owned Ad Infrastructure
Campaigns, ad accounts, pixels, audiences and creative are installed inside your own accounts — and they stay yours. No agency lock-in, no rented infrastructure.
Qualified HNW Appointments
Meta campaigns engineered to put pre-qualified high-net-worth prospects on your calendar — never shared leads resold to the advisor down the street.
Sales & Virtual Close Training
Proven VSL frameworks, funnels and scripts, plus virtual-close training and 30 strategy hours every year for as long as you run the system.
Documented Results
HybridMaryland RIA
An $18M AUM firm scaled past $360M in 24 months while adding $250M+ in annual FIA premium — 30,000+ qualified appointments on $11M+ in managed spend. Inc. 5000 rank #766.
RIAWhalen Financial
Andrew Whalen booked a $15M relationship — 30x his previous best of $500K — from 430+ qualified appointments on roughly $142K in cumulative managed spend.
FIALeonard Financial Solutions
Jonathan Leonard closed a $13M relationship including a $5M annuity, and now runs $45M+ in annual virtual FIA production from 1,848 qualified appointments.
RIAAxim Planning & Wealth
Matt Jadwisiak closed $6.7M across a $5.5M relationship and a second $1.2M household now onboarding — from 126 appointments on $49,749 in managed spend.
Case-study figures are documented historical outcomes and do not guarantee future performance. Individual results vary based on market, offer, budget, follow-up, sales execution, compliance requirements and team capacity.
6-14X+
Documented ROI Range
Appointments You
Actually Own.
Shared-lead marketplaces rent you the same prospects they sell to your competitors. We install the entire acquisition system inside your firm instead — so the campaigns, data and creative keep working for you long after the engagement ends.
- You own the ad account, pixel and audience data
- Pre-qualified high-net-worth prospects — never shared leads
- Creative structured for SEC and FINRA review
- Lifetime system ownership + 30 strategy hours a year