The Finscale Lead Acquisition System
You've tried lead gen before. Unqualified leads. Shared with competitors. Thousands burned for terrible results.
Most lead generation is a numbers game. They sell you a list and you figure it out. It's broken.
We've built a different system. We handle the entire process:
- Build the brands
- Run the ads
- Pre-qualify the prospects
- Nurture them to see our partners as trusted advisors
You just buy exclusive, qualified leads ready to close.
This overview explains how our system works and why our leads are different.
The Problem
The Three Leaks Costing You Millions in AUM
You're not stuck because you're bad at sales. You're stuck because traditional lead generation is broken. Most lead gen services have four critical leaks that compound on each other.
→ Most lead gen companies give you one thing: a list of names, phone numbers & emails. Then you hope it works. It doesn't.
Because acquiring high-intent customers isn't a single-tactic problem. It's a system problem.
Our system fixes all three leaks at once:
LEAK #1: You're buying low-intent prospects (Audience)
Most lead gen targets anyone remotely interested.
You get tire-kickers, bargain hunters, and people who aren't ready to buy.
LEAK #2: Your leads arrive cold and unqualified (Intent)
Most lead gen companies send you raw prospects who are not nurtured. You have to do all the nurturing.
LEAK #3: You're competing with other advisors for the same leads (Exclusivity)
Even worse, the same lead is being sold to your competitors. You're not special. You're fighting for attention. Your conversion rate tanks.
The Solution
The System: How We Deliver High-Quality Leads
Our system is designed to solve the two biggest problem in lead generation: quality & intent.
We do this through a simple, four-pillar process that ensures every lead we deliver is exclusive, high-intent, and ready to convert.
Solution 1: Intent-Based Targeting
We identify and target high-intent prospects who are actively searching for your services.
Solution 2: Multi-Tier Funnel & Qualification
We use advanced, multi-step funnels (quizzes, VSLs) to qualify and nurture prospects.
Solution 3: Exclusive Lead Delivery
We deliver exclusive, pre-qualified leads directly to you, ready for your sales team to close.
Solution 4: The Pre-Call Ecosystem
Prospects arrive nurtured, pre-sold, and ready to talk business, not cold and skeptical.
Real Results: $10M in New AUM in 3 Weeks
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Jake Hesson | Bolvin Wealth Management Group
BEFORE: Jake was frustrated with lead gen funnels that delivered unqualified prospects tricked into booking with free ebook offers. He needed serious, high-net-worth clients who actually wanted to work with an advisor.
AFTER: Within his first few appointments, Jake closed a $3M client and is working with a $7M prospect. Every prospect arrives pre-qualified, watches pre-call videos, and shows up ready to engage - not skeptical or confused.
Jake's insight: "It's not just that the prospects have high net worth. It's that they're really qualified—they're on the call because they want to work with a financial advisor. They weren't tricked. That's been all the difference."
Inside Our Partners Conversations
Solution 1: Intent-Based Targeting
Stop chasing cold leads. Start attracting warm prospects.
The Problem:
Traditional marketing targets demographics, not intent. It’s like cold calling an entire zip code.
The Solution:
We identify individuals who are actively searching for your services. We target keywords that signal immediate intent, such as “wealth management firms near me,” “financial advisor for retirement,” or “high-net-worth portfolio management.”
The Result:
We only engage with the warmest prospects - individuals who have already raised their hand and expressed a need. This alone dramatically increases conversion.
Solution 2: Multi-Tier Funnel & Qualification
The Problem:
Most funnels are designed for volume, not quality. They generate a high volume of unqualified, skeptical leads through a very basic lead form.
The Solution: Multi-Tier Funnel & Qualification
We use a tiered funnel strategy to ensure lead quality. All leads delivered to our partners come from our Tier 3-5 funnels, which include multi-step qualification, VSLs, and direct booking calendars to pre-qualify and pre-frame the leads.
The Result:
Prospects arrive pre-vetted, pre-qualified and pre-educated. This will only attract high intent qualified leads
Solution 3: Exclusive Lead Delivery
Not leads that are shared among other advisors
The Problem:
Most lead gen services sell the same leads to multiple buyers. You’re competing against other advisors for the same customer.
The Solution: Exclusive Lead Delivery
Every lead you purchase is exclusive to you. We never sell the same lead to multiple partners.
The Result:
You get a direct, consistent, and predictable source of customer opportunities without any of the competition. You focus on what you do best: closing deals and serving customers.
How The Three Pillars Work Together:
Each pillar fixes a specific leak. Each pillar amplifies the next.
Without Pillar 1, you're talking to the wrong people.
Without Pillar 2, you're talking to time wasters & skeptical leads
Without Pillar 3, you're competing with other advisors. You become a commodity
What Our Partners Are Achieving
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Martin, Subcontractor OS
"Since our first call with Jacob, we've done $22,500 in revenue in the last couple of weeks—directly from what they helped us build.
Their whole process is so slick and super dialed in. Jacob's marketing expertise is next level. Reeze's sales training: Unreal.
We've worked with paid media guys and advisors before, but none have come close to the value these guys deliver."
What Your Calendar Could Look Like
(Client Calendar: $25,000 Trust Offer in action—real calendars, real HNWIs)
A Note on Exclusivity & Availability
We only work with a limited number of advisors per geographic area.
Because every lead we deliver is exclusive, we cannot and will not sell leads to your direct competitors. This means that once we partner with you, we are committed to your success in your area.
This creates a natural limit on the number of partners we can take on. These spots are filled on a first-come, first-served basis.
Our Guarantee: You Get What You Pay For
Here's our guarantee: You buy 20 leads, you get 20 leads. If any lead is invalid or doesn't meet our quality standards, we replace it.
Replacement leads until you have exactly what you paid for.
We can offer this because our system is proven. We've delivered thousands of qualified leads. We know this works.
Real-Time Client Results
Our Own Pipeline: We Practice What We Preach
What's The Next Step?
You've seen the system. Now let's see if it works for YOUR practice.
Built for established Wealth Managers or IFAs who want predictable qualified lead flow without relying on unpredictable referrals.
On our strategy call, we'll map out your custom acquisition plan.
Come prepared. Let's grow your AUM.