Professional lead generation strategies for independent financial advisors – using Google, Meta & trusted local listings
Attract the right customers and convert more
Maximize your returns with smarter ad spend
Automate the busywork and move faster
We have managed over 100M€ on all major advertising platforms
We worked with multiple brands all over the world on various channels
The average growth rate our clients see within the first 3 months
We target high-intent wealth/tax queries and LinkedIn ICPs; landing pages pre-qualify by assets, timeline, and goals.
Campaigns, compliant copy, calculators, tracking, CRM attribution, and nurture sequences.
2 – 4 weeks to consultations; 6 – 10 weeks for stable quality and CPA.
Asset-range fields, negatives, and SDR/partner routing for speed-to-meeting.
€3 – 8k/month typical; HNW audiences require higher CPCs and refined creative.
We follow local financial promotion rules, disclosures, and GDPR; we’ll route approvals.
Yes – opportunity and revenue reporting by channel and campaign.
We build RSVP funnels and retarget attendees to booked consultations.
We prioritize pages that mirror converting ad topics for compounding growth.
Channel mix, tracking, landing UX, compliance checks, and a 90-day acquisition plan.
From the moment you request your free audit, we keep it simple: One call, account access, a full analysis – and a clear roadmap.
You decide whether to implement it yourself or move forward with us.
A short strategy session where we clarify your growth goals, current challenges, and success metrics. You leave with a clear picture of what we’ll audit—and why it matters.
You grant secure, read-only access to your ad, analytics, and CRM data. This lets us ingest real performance signals while keeping full control in your hands.
Our expert team and AI models dissect every campaign, audience, and funnel step. The portal visualizes gaps, hidden spend leaks, and untapped growth levers, ranked by impact.
We translate the insights into a prioritized action plan with timelines, responsible owners, and KPI targets, so your team can execute (or have us do it) immediately.
We’ll review your channels, tracking, and funnel, then send you a brief report + 30-min review call. Takes ~3 minutes.
