Every piece of your lead generation engine. Built, managed, and optimized by AI. You pay per qualified lead. We handle the rest.
We work exclusively with financial professionals who help consumers with money decisions.
Advisors managing investments, retirement planning, and long-term wealth building for individual clients.
Consultants providing strategic financial guidance, business financial planning, and specialized advisory services.
Planners creating comprehensive financial plans covering budgeting, insurance, taxes, estate, and retirement.
Five core services. One goal: qualified leads in your inbox.
We run AI-powered ad campaigns across Facebook and Instagram targeting consumers actively searching for financial guidance. AI tests hundreds of creative variations and shifts budget toward what converts.
Ad clicks land on a conversion-optimized landing page built for your practice. The page qualifies intent, captures contact info, and filters out unqualified prospects. Only leads that pass the funnel get delivered.
Every lead passes through our qualification process before delivery. We verify contact info, assess intent, and filter based on your criteria. Qualified leads delivered in real time. You pay $30 per lead.
Every ad, every landing page, every piece of copy. Reviewed for compliance before it goes live. We understand the regulatory landscape financial professionals operate in.
You see exactly where your leads come from, what they cost, and how your campaigns perform. No vanity metrics. Just the numbers that matter: leads delivered, cost per lead, ad spend, ROI.
Four steps from first call to your first qualified lead.
We learn about your practice, ideal client profile, and growth goals. Then we design a campaign tailored to your niche and service area.
AI generates ad creative, copy, and targeting strategies. We build your landing page funnel and qualification criteria. Human review before launch.
Campaigns go live on Facebook and Instagram. AI monitors 24/7, testing variations and shifting budget toward top performers. You set your daily ad spend budget.
Qualified leads flow to you in real time. You pay $30 per lead. We scale what works and kill what doesn't. Flexible month-to-month terms.
$30 per lead. No setup fees. You cover ad spend.
Book a free strategy call and we'll map out exactly how the pay-per-lead model works for your practice.
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