Performance-Based Marketing: Pay Only for Qualified Consultations
Performance-Based Marketing: Pay Only for Qualified Consultations
We handle your direct mail campaigns from design to compliance. Zero upfront costs. You pay only $225 per qualified consultation booked.
Every lead belongs to you alone. No contracts, no minimums. Cancel anytime.
Fee-only RIA, $25M+ AUM, fiduciary standard, clean compliance record.
FINRA 2210 exempt design. Your principal e-approves within 48 hours.
AI identifies households: 50-65, $250k+ assets, within 15-min drive.
Track calls & bookings. Weekly invoice only for qualified consultations.
Unique numbers per campaign. All recordings stored 3 years for FINRA audits.
AI + human review ensures only qualified prospects ($250k+) are billed.
Track every call, booking, and conversion. Export reports for compliance.
We fund everything upfront. You pay only after qualified meetings occur.
Every prospect is yours alone. No lead sharing, recycling, or auction systems.
Materials feature your logo, CRD#, and messaging. We remain invisible to clients.
AI targets pre-retirees with $250k+ assets actively seeking fiduciary advice.
We partner exclusively with established fee-only advisors:
Most advisors start with 8-12 consultations/week. Scale at your pace.
Yes, 100%. Unlike lead aggregators or referral services, every prospect who responds to your campaign contacts only you. We never resell, share, or recycle leads to other advisors.
Our templates avoid performance data and product mentions, qualifying for FINRA 2210(c) exemption. Your principal e-approves before mailing. We store all materials and call recordings for 3 years, exportable for audits.
We work with hybrid advisors. Your broker-dealer principal must approve the marketing template. Most B/Ds approve within 48 hours since materials contain no performance claims or product recommendations.
A scheduled meeting (phone or in-person) lasting 15+ minutes with a prospect who has $250k+ in investable assets and lives within your service area. Anything else is automatically credited.
Absolutely. Start with your comfort level (most begin at 8-12/week) and scale up or down anytime. Pause campaigns with 24-hour notice. No minimums or contracts.
You remain responsible for proper state registrations where you market. We can limit campaigns to states where you're registered. Most RIAs are registered in 3-5 states within driving distance.