30 qualified prospect calls on your calendar in 90 days. Or I work for free.
A done-for-you Meta ads system with a qualifying landing page calibrated to your pricing model. For fee-only planners and AUM-based RIAs. First 3 clients only.
Book a 20-minute Fit CallBuilt by someone who spent more than a year inside a digital marketing agency serving RIAs with $50M to $300M in assets. Funnels, copy, CRMs, qualifying logic, automation. All of it.
The referral ceiling is real. And it's not your fault.
Most advisors build a good practice and then hit the same wall.
Referrals come in at two to four per month, on a good month. They come from friends of clients. They arrive on no schedule you control. You can't plan around them. You can't predict them. You can't scale them.
So you do the rounds. You go to networking events. You speak at the local CFP chapter. You ask centers of influence for introductions. You join NAPFA, Garrett, XY Planning Network, FPA groups. You publish on LinkedIn and hope someone notices.
None of it produces consistent volume. All of it costs time you don't have.
The problem is not your reputation. The problem is your acquisition channel.
Referrals and COI networks are good at closing warm relationships. They are terrible as a primary growth engine. They produce feast-or-famine pipelines. They keep the best advisors stuck at the same revenue for years.
Three years from now, if nothing changes, you will still be hoping the next quarter brings a few more referrals. Five years from now, you will be the same size you are today, but tired of it. The capped revenue caps your hiring, your tech, your time off, the practice you actually wanted to build.
There is a different way. It requires paid traffic and a qualifying system built for your specific pricing model. Most advisors have never seen it done right because the agencies who sell "advisor marketing" are not building for you.
Why this is built for your pricing model, not "advisors" in general.
Here is the trap with every other advisor-marketing agency.
They build one funnel and bolt it onto every client. The funnel was usually built first for AUM-based RIAs, because that is where the money is. The qualifier asks one question: "Do you have $500,000 to invest?" It maps directly to the advisor's revenue model. Basis points on assets.
Then they take the same funnel and sell it to a fee-only planner.
It does not work. Your revenue does not come from a brokerage account. It comes from planning fees, retainers, hourly engagements, or subscription pricing. Your ideal client is defined by income, complexity, life stage, and willingness to pay for advice rather than asset management. That is a fundamentally different qualifier.
The same is true in reverse. A fee-only template forced on an AUM-based RIA produces the wrong leads. You get planning-curious prospects who do not have the assets you need. Wasted ad spend, wasted calls.
This system has two qualifier configurations. Fee-only and fee-based practices use a filter that screens for income tier and financial complexity. AUM-based RIAs use a filter that screens for investable assets. Same skeleton, two filter heads. Pick the one that matches how you price.
The result is qualified bookings, not "leads." A qualified booking is a person who passed your filter, picked a time on your calendar, and matches the client you actually want.
How the system works.
Five parts. They run in sequence. Each one does a specific job.
Step 1. Foundation: Offer, ICP, Qualifying Criteria
Before any ad runs, we work the foundation. Most agencies skip this and lose your money. We do not skip it.
The first week is a deep dive on your practice. Exactly who you want to attract. The clients you would clone if you could. The clients you would never take again. The single outcome you promise on a discovery call. The price point you charge. The pricing model you live in: fee-only, fee-based, AUM, or hybrid.
Out of that comes the offer your ads sell, the qualifying tiers your filter screens for, and the discovery-call agenda your bookings show up to. Everything downstream is built around this. If the foundation is wrong, no ad budget can save it. If the foundation is right, the rest is execution.
Step 2. The Filter (the qualifying landing page)
This is the single mechanism that separates a working advisor funnel from a wasted ad budget. The landing page asks three to five questions before the booking calendar ever appears. Fee-only filter screens for income tier and primary financial concern. AUM filter screens for investable assets and current advisor relationship. People who do not meet your thresholds get a polite decline. They never reach your calendar.
Unqualified leads waste your time. The Filter stops them before they get in.
Step 3. Booking Infrastructure: Calendar + Reminders
Qualified prospects go straight to your calendar. Bookings sync to whatever you already use. Then the reminder sequence runs automatically: an instant confirmation, a reminder 24 hours before the call, a second reminder two hours before. Show rates on booked calls without reminders sit at 40 to 50 percent. With reminders, they climb to 70 to 80 percent. This is infrastructure most advisors do not have. It is built once and runs forever.
Step 4. Meta Ads, calibrated to the foundation
Only after the offer, the filter, and the booking flow are locked do we turn on traffic. I build and manage your Facebook and Instagram campaigns. Creative concepts, ad copy, audience setup, daily optimization. The ad account belongs to you. You fund Meta directly. Starting spend is $2,000 per month. At that spend, the typical cost per qualified booking is $40 to $70 on the fee-only side and $75 to $150 on the AUM side, which produces 13 to 28 qualified bookings per month once the system is dialed in.
Step 5. Weekly KPI Report and iteration
Every Monday you get a one-page Google Sheet. Ad spend, leads generated, qualified bookings, cost per booking, show rate. No impressions. No vanity metrics. Five numbers, the only ones that matter.
The report drives the next week's work. Bottlenecks get diagnosed bottom up: closed-deal cost, then cost per call, then cost per lead, then close rate, then show rate. Whatever is leaking gets tightened. You never get the same KPI report twice in a row without something having changed in response to it.
Why me. Why now. Why the pricing looks wrong.
I spent more than a year inside a digital marketing agency that served registered investment advisors managing between $50 million and $300 million in assets.
I built the funnels. I wrote the ad copy. I configured the CRMs. I set up the automation. I wrote the qualifying logic. I ran the campaigns. I watched the system work, week after week. Qualified bookings, consistent volume, advisors who stopped relying on referrals for new-client growth.
At some point I left to build it for the rest of the advisor market. Fee-only planners. Financial coaches. Solo RIAs. Anyone who has the same problem and the wrong agency partner.
This is a solo practice on purpose. I personally build your funnel, write your copy, manage your ads, and deliver your weekly report. There is no account manager. There is no junior media buyer learning on your budget. You hire me. You get me.
The pricing for the first three clients is below market on purpose. I am buying case studies. You are buying a system that would cost $3,000 to $5,000 per month at a full-service agency, at a fraction of that price, in exchange for permission to document the results.
Here is what that looks like.
The Advisor Pipeline System.
What's included
- Meta ads campaign, up to 3 ad sets, with creative, copy, and daily optimization
- Qualifying landing page calibrated to your pricing model (fee-only filter OR AUM filter)
- Booking calendar configured to sync with your existing schedule
- 2-step SMS and email reminder sequence
- Lead handler in n8n that routes data, triggers reminders, logs every booking
- Weekly KPI report in a shared Google Sheet
- 30-minute weekly check-in call for the first 60 days, monthly after
- 3 ad-angle variants per ad set at launch
- Qualifying questions calibrated to your ICP during onboarding
- Ongoing ad optimization (bids, audiences, creative rotation)
What's not included
- Ad spend. You fund Meta directly. $2,000 per month minimum.
- Compliance review. Your compliance officer or attorney signs off on all copy. I write it. You approve it.
- Website design or changes to your existing site
- SEO, blog writing, organic content
- CRM management outside the booking workflow
- Video production, custom photography, social media management
The timeline
Week 1. Onboarding call. ICP deep dive. Qualifying criteria set. Landing page built. Calendar configured. Reminder sequence built.
Week 2. Ad accounts reviewed. Copy written and approved. Creative concepts submitted. Campaigns live by Day 10.
Weeks 3 to 4. First data lands. Optimization begins. Qualifying questions adjusted based on lead quality signals.
Month 2 onward. Steady management. Weekly KPI reports every Monday. Monthly strategy call replaces the weekly check-in.
The 30-Booking Promise.
If the system does not produce 30 qualified booking requests in your first 90 days, I keep managing your campaigns at zero management fee until it does.
A qualified booking means a prospect who passed your filter (income tier or investable-assets tier, depending on your pricing model) AND picked a time on your calendar. This is not a "leads" guarantee. It is a booked-call guarantee. The bar is high because that is what actually matters to your practice.
What we both commit to
The promise works when both sides hold up their end.
My commitments
- Launch ads within 10 business days of signed contract and funded ad account
- Deliver weekly KPI reports every Monday by 9 AM
- Respond to questions within 4 business hours on weekdays
- Make optimization changes within 24 hours of identifying an issue
Your commitments
- Fund your Meta ad account with at least $2,000 by Day 5
- Respond to warm leads within 4 business hours during business days
- Complete the onboarding form within 72 hours of signing
- Attend the weekly check-in calls during the first 60 days
If your ad spend drops below $2,000 per month, response times to leads exceed 4 hours routinely, or check-ins are missed without notice, the 90-day promise clock pauses. It resumes when commitments are met.
This is not small print to wriggle out of the promise. It is cause and effect. A paid acquisition system depends on ad spend to generate leads and timely follow-up to convert them. If either is missing, the system can't work, so the promise can't apply.
First-3-clients intro pricing.
| Item | Amount |
|---|---|
| Setup fee (one-time) | $3,000 |
| Management fee, Month 1 | $0 |
| Management fee, Month 2 onward | $2,000 / month |
| Per-booking kicker (above 10 / month) | $150 / booking |
| Ad spend (direct to Meta, your account) | $2,000 / month minimum |
Month 1 total out of pocket. $3,000 setup plus $2,000 ad spend equals $5,000.
Month 2 ongoing. $2,000 management plus $2,000 or more in ad spend equals $4,000 or more.
Why the per-booking kicker? It aligns my incentive with yours. The 30-Booking Promise sets the floor at 10 qualified bookings per month. If the system delivers 18 in a month instead of 10, you pay $150 each for the 8 above the floor. That is $1,200 extra. But 18 qualified discovery calls at your close rate produces far more revenue than 10. The math works in your favor.
Run the math for your practice
Numbers assume the floor of the 30-Booking Promise (10 qualified bookings per month). Most months run above. System cost includes $3,000 setup, $4,000 management (Month 1 waived, Months 2–3 at $2,000), and $6,000 ad spend over 90 days. Revenue figures are projections, not guarantees.
Who this isn't for.
Please read this section before booking the Fit Call. If any of these apply, this is not the right offer right now.
You are commission-based or insurance-product driven.
This system was built for fee-only, fee-based, and AUM pricing models. Commission-driven practices have different ICPs, different qualifying logic, and different compliance constraints. I do not build for that model.
You can't fund $2,000 per month in ad spend.
Paid acquisition needs paid traffic. There is no version of this system that works without it. If $2,000 per month is not viable right now, the system is not viable right now.
You want results in 30 days.
The 90-day promise is real for a reason. Month 1 is setup and early data. Consistent bookings usually start in Month 2. Anyone who promises you a full calendar in 30 days is selling fiction.
You can't respond to warm leads within 4 business hours.
A prospect who books a call and waits 24 hours for a confirmation cancels. Speed-to-response is part of the system. If you are in back-to-back client meetings all day with no coverage, we should talk about that on the Fit Call before signing anything.
You want a brand-management agency.
This system does one thing. Generate qualified discovery-call bookings from cold strangers via Meta ads. That is the whole job. It is not social management, brand strategy, website redesign, or PR. If that is what you need, hire a different shop.
About Neil.
I spent more than a year inside a digital marketing agency that served registered investment advisors. My job was to build the systems that put qualified prospects on their calendars. Funnels, ad copy, CRM configuration, automation, qualifying logic, lead handling. I worked with advisors managing $50 million to $300 million in assets. I built the infrastructure that let their practices grow without more referral chasing.
At some point, advisors outside that range started asking if the same thing existed for them. It did not, because every "advisor marketing" agency was templating the wrong qualifier for the wrong model. So I left to build it.
I am the strategist, the copywriter, the media buyer, and the account manager. That is a feature, not a limitation. You hire me, you get me.
I am not a financial advisor and I do not provide investment advice. I build paid acquisition systems for financial professionals.
Common questions.
What if I don't get 30 bookings in 90 days?
I keep managing your campaigns at zero management fee until you do. You continue to fund your own ad spend during the extension period. I do the work until the system delivers.
Can I run my own ads instead of paying you to manage them?
Yes, but then you do not need me. The value of this system is the qualifying landing page, the booking infrastructure, the reminders, the optimization, and the weekly reporting. If you already have all of that and you already know how to optimize Meta campaigns for advisors, this offer is not for you.
How is this different from a generic marketing agency?
Two ways. First, this system has two qualifier configurations: fee-only and AUM. Generic agencies template one filter onto every client. They attract the wrong people for your practice. Second, you work directly with me. No account manager, no junior buyer. The person who built the system is the person who answers your messages.
Why is the price so low?
I am taking on the first three clients at below-market rates in exchange for documented case studies. Once I have three sets of results, the price goes up. This pricing will not last. I will not pretend otherwise.
Do you handle compliance review?
No. I am not a compliance attorney and I do not file ads with FINRA or the SEC on your behalf. All ad copy is reviewed and approved by you (and your compliance officer if you have one) before it goes live. I do follow standard practices: no return guarantees in ad copy, no testimonials with implied performance, no misleading claims.
What happens after 90 days?
If the system is working, we continue on the $2,000 per month management fee with the per-booking kicker. There is no long-term contract. Either side can exit with 30 days' notice. You keep your ad account, your landing page, and all the creative. Pricing for clients 4 and onward goes up.
What if my close rate is lower than 30 percent?
The math changes, but the system still works. If you close 15 percent of qualified calls, 30 bookings still produces about 4 to 5 new clients in 90 days. At a $3,000 planning fee, that covers the system cost. At higher fees or AUM clients, it more than covers it. If your close rate is low, we should talk about why on the Fit Call. Sometimes it is a discovery-call problem, not a lead-quality problem. I can see which.
What if I need to pause ads for a month?
You can pause at any time. The promise clock pauses with your ad spend. Ads resume when you are ready. The management fee pauses too. You only pay while the system is running.
What pricing models are a fit?
Fee-only, fee-based, and AUM-based. The qualifier is configured for one of the two filter heads at onboarding. Commission-only or insurance-product practices are not a fit, because the ICP is different and the compliance constraints are different.
Book a 20-minute Fit Call.
The Fit Call is a qualifying call, not a pitch. I ask a handful of questions about your practice and your current client acquisition setup. Honest answers help me most. At the end, if I think the system is a genuine fit, I will walk you through the broad strokes and we can decide if a 60-minute Custom Growth Plan call makes sense.
If it is not a fit, I will tell you that and save us both the second call.
Neil Busque is a digital marketer and is not a licensed financial advisor or investment professional. This page does not constitute financial, investment, tax, or legal advice. Performance figures referenced (cost per booking, show rates, close rates, planning fee averages) are illustrative projections based on general industry benchmarks, not guarantees of individual results. All ad copy is reviewed and approved by the advisor (and their compliance officer where applicable) before it goes live.