A simple, 3-step process designed for rapid lead delivery and predictable AUM growth.
This isn’t a 6-month marketing buildout. It’s a turnkey system for acquiring high-intent customers. We’ve done the work so you don’t have to. This page explains the timeline, what to expect, and how we ensure your success.
Unlike traditional marketing that can take months to show results, this system is designed for rapid deployment and quick wins.
This compressed timeline is possible because you're executing an already winning lead acquisition system, not experimenting from scratch.
We start with a 1-on-1 strategy call to understand your business, your ideal customer profile, and your AUM growth goals.
We’ll map out your lead delivery plan and get you onboarded into our system.
This is a quick, 30-minute process.
We build and manage all the tech and integration to prepare your sales pipeline so you can start getting qualified leads delivered straight to you.
You start receiving exclusive, high-intent leads directly.
You buy more leads and continue growing your AUM in 2026.
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.
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.
"Before I came to them, I really didn't want to touch Facebook marketing. I had so many bad stories and personally bad experiences. I was afraid I was going to lose a lot of money and have no actual results.
But speaking to Jacob, I immediately felt very comfortable with his knowledge and expertise. The onboarding process was amazing. I've never felt so guided, so clearly shown what to do.
Within just a few days, I had my first appointment booked. We closed the first client within just a few days of the ads being live. That was a huge surprise to me.
If you've had experiences with Facebook that weren't quite meeting your expectations, I would really say have a conversation with them. My experience was amazing from beginning."
We handle 99% of the work. You provide inputs, we deliver leads, and you talk with the prospects.
→ 30 minutes for the initial strategy call.
→ Time to work the high-intent leads we send you.
→ Building and managing our portfolio of in-house brands.
→ Creating all ad copy, creatives, and targeting.
→ Building and optimizing all funnels and landing pages.
→ Managing all ad spend and campaigns.
→ Installing and managing all tech and automation.
The question now is: Is this the right fit for your specific practice and goals?
We'll find out in our call. See you there.
Built for established Wealth Managers & IFAs who want a predictable flow of leads without relying on unpredictable referrals.
The Finscale Process: