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. We deliver appointments with qualified HNWIs who are actively searching for wealth management services. We target based on intent (search behavior), not just demographics. We build omnipresence so they see you 15-20+ times before booking. And we install a pre-call ecosystem that pre-qualifies and pre-sells them before they ever speak to you.
The result? You're not chasing cold leads. You're taking calls with warm, high-intent prospects who already see you as the authority.
What kind of ROI can I realistically expect?
The industry average Client Acquisition Cost for wealth managers is $2,00-$3,800 per client (83% of which is your own time). With our system, you can expect to acquire qualified HNWI appointments at $300-400 each—a 90% reduction in CAC.
Here's the math: If you close 1 in 3 appointments (conservative), and the average client brings $500K-$1M in AUM at 1% management fee, you're looking at $5K-$10K in annual revenue per client. Your payback period is typically 30-60 days, and the lifetime value is 7-10 years.
This isn't a "maybe it works" system. It's engineered for predictable ROI.
How do you specifically target High-Net-Worth Individuals?
We use Intent-Based Targeting, which means we identify individuals who are actively searching Google 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?
This is one of the most common experiences we see. You tried running ads... and it flopped. But it's not because ads don't work—it's because most people run ads into chaos.
Here's what was probably missing:
Most advisors run ads → calendar → call. That's it. The prospect books, then forgets about you or sees competitor ads.
We run ads → funnel → Omnipresence System → Pre Call Ecosystem → high-intent call. The 12-72 hours between booking and showing is where the magic happens.
We fix all three. That's why this works when other ad campaigns didn't.
What's the investment?
We'll discuss the exact investment on the strategy call based on your specific goals and market. But here's the framework:
The system setup & ongoing maintenance includes everything - funnel build, omnipresence assets, pre-call ecosystem, CRM automation, and campaign management. This is your engine. We want to build it once, we want to build it right & we want to make sure it continue to run smoothly.
Most advisors see positive ROI within 30-60 days, and the system is designed to scale as you grow. This isn't an expense - it's an acquisition engine.
Is this going to be a lot of work for me?
No. We handle 95% of the work. Your time investment is 3-4 hours in Week 1-2 (onboarding, recording a few short videos), and then you just show up to the calls.
We build the funnels. We write the ads. We manage the campaigns. We install the tech. We optimize daily. You focus on what you do best - closing high-intent appointments.
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 log into the CRM. You don't troubleshoot tech.
We handle all campaign management, optimization, tracking, and reporting. You'll get regular updates on performance, but you're not in the weeds. You're focused on closing.
What if this doesn't work for my specific niche (e.g., pre-retirees, business owners)?
This system is specifically designed for wealth managers and financial services, and it works across all sub-niches - pre-retirees, business owners, executives, retirees, divorcees, etc.
The key is Intent-Based Targeting. We target based on search behavior, not just demographics. So whether your ideal client is a 55-year-old business owner planning an exit or a 65-year-old retiree looking for income planning, we can target them based on the keywords they're searching.
We customize the messaging, the funnel, and the omnipresence content to speak directly to your niche. This isn't a one-size-fits-all template—it's tailored to your practice.
How fast can I expect to see appointments?
Most advisors see their first qualified appointments within 21 days of ad launch. That's our internal benchmark, and it's what we guarantee.
Here's the typical timeline:
•Week 1: Onboarding & Strategy
•Week 2: Asset Creation & DFY Build
•Week 3: Review, Approval & Launch
•Week 4+: Appointments start flowing
This is a rapid deployment system, not a 6-month brand-building exercise. 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 a small library of evergreen omnipresence videos (12-14 videos, recorded once) that run on autopilot. These videos educate prospects after they book a call, but they're not "content" in the traditional sense - they're part of the sales system.
Once they're recorded, you're done. The system runs without you needing to be a content creator.
See You on the Call.
You've got the answers. Now let's build the plan.
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.