Everything You Might Be Wondering - Answered Before Our Call
This guide contains short, no-BS answers to the most common questions we get from smart, skeptical, and serious leads. Our goal isn’t to convince you - we just want you fully informed, so our time together is focused on your goals and strategy.
How is this different from other lead gen services I’ve tried?
Most lead gen services sell you a list of names or cold leads. They optimize for volume, not quality. You get 100 “leads” and 95 are unqualified, low-net-worth, or not even interested.
We don’t sell leads in the traditional sense. We sell a product: exclusive, high-intent, nurtured client opportunities.
We own the brands, we run the ads, we build the funnels, and we take all the risk. You’re not hiring an agency to manage a process; you’re buying a finished product. This is a zero-touch system for you. You just buy the leads you need, when you need them.
What kind of ROI can I realistically expect?
This isn't a "maybe it works" system. It's engineered for predictable lead flow. However, we don’t promise specific ROI, revenue, or AUM numbers. Our role is to provide you with high-quality, exclusive opportunities. Your sales process determines the outcome.
Here’s how to think about the math: Our lead packages are priced to deliver a clear and significant return when you close even a small percentage of the leads. Even if you close 10% of the leads, your payback is immediate and substantial. The lifetime value of those new clients is pure profit.
This isn't a "maybe it works" system. It's engineered for predictable ROI.
How do you specifically target my ideal prospects?
We use Intent-Based Targeting, which means we identify individuals who are actively searching for wealth management services in your area. We target keywords like "wealth management firms near me," "financial advisor for high-net-worth," "retirement planning for business owners," etc.
We layer in demographic filters (age, income, location) and behavioral signals (life events like retirement, business sale, inheritance). But the key is intent - we're only targeting people who have raised their hand and expressed a need for your services.
This is the opposite of cold outreach or generic ads. These are warm prospects who are already in the market.
What if I've tried ads before and they didn't work?
That’s precisely why our model is so effective. You don’t have to worry about ads at all. We take on the risk and complexity of running ad campaigns because it’s our core business. We’ve built a system that works, and we’ve scaled it across multiple areas and value proposition.
You don’t have to become an advertising expert. You just get the end result: a consistent flow of qualified leads.
What's the investment?
Our pricing is based on a pay-per-lead model, sold in bundles. The cost per lead varies depending on the niche and the lead quality tier.
We’ll discuss specific pricing for your industry on our call.
Is this going to be a lot of work for me?
No. We handle 100% of the lead generation work. Your only job is to close the high-intent leads we send you.
We build the brands. We build the funnels. We run the ads. We manage the campaigns. We install the tech. We optimize daily. You focus on what you do best - closing new business.
This is a done-for-you system, not a course or a template.
Will I need to manage ad accounts or tech?
No. We manage everything. You don’t touch the ad accounts. You don’t troubleshoot tech.
We handle all campaign management, optimization, tracking, and reporting. You’re not in the weeds. You’re focused on closing.
How fast can I expect to see leads?
Once you’ve purchased a lead package, our system begins preparing for delivery.
Most partners see their first leads within 7 days. This is a rapid deployment system, not a 6-month brand-building phase. You’ll see results fast.
Do I need to create content or be on social media?
No. This is not a content marketing play. You don’t need to post on LinkedIn. You don’t need to build a personal brand. You don’t need to create videos every week.
We create all the content for our in-house brands. The system runs without you needing to be a content creator.
See You on the Call.
You've got the answers. Now let's what you need.
We’ll walk through your offer, map out your custom system, and show you exactly how we’d install a predictable client acquisition machine in your practice.