Qualified booked calls for independent RIAs. Built and run for you.
We build the funnel, make the video ads, and run the system, so your calendar fills with new client conversations.
Founder-led independent RIAs who want new client conversations.
And who are ready to put real budget behind getting them. Not more posts. Not a prettier website. Calls on the calendar with people who have assets to move.
$4M in prospective assets from $1K in ad spend, in 2 months.
Emeritus approached us when they wanted a more predictable pipeline. They relied solely on referrals and had no digital presence outside of their website. We built their video presence first, then ran the acquisition system. That is where the pipeline came from.
These are prospective assets from booked calls, not closed business. Emeritus now runs the system themselves.
Growth Audits: real firms, broken down in public
The whole acquisition system. You show up on camera once a month.
- 01A lead magnet built around your ideal client's biggest question
- 02The full funnel, from landing page to booked call
- 03Video ads built from one on-camera session with you
- 04Email nurture sequence, in your voice
- 05Ads launched on one platform first (Meta or LinkedIn, based on your ideal client), then expanded when you're ready
- 06Monthly reporting: spend, calls booked, cost per call
Six steps. No surprises.
Prices on the page. Because you'd ask anyway.
- 3-month minimum, then month to month
- Ad spend separate, $2,000/mo minimum
- Billed to you directly by the ad platform, no markup
- You own the ad account and give us admin access
- Instagram, Facebook, YouTube Shorts, and TikTok (your pick)
- Minimum 1 post per week on all platforms
- Run for you, end to end
One time. A full review of your digital footprint with specific recommendations.
Book an intro callHonest filter. Saves us both a call.
- You're the decision maker
- You're comfortable with about $6k/mo all-in for 3 months (acquisition + ad spend)
- You have capacity for new client calls now
- You manage $100M+ in AUM
- You want results before committing budget
- You need a guaranteed number
- You're looking for a one-off video
- You want to manage ads yourself
An engineer who became a marketer.
I spent years in aerospace and product management at Snap, got an MBA at UCLA Anderson, and built an audience of 130K+ as a creator. Then I pointed all of it at one niche: independent RIAs. I build the system, I measure it, and I show my work publicly. That's why I make Growth Audit videos breaking down real firms.
I lead every engagement and work with a small team of editors and specialists, so you get one point of contact and a full production bench.
I got an inside look at running an independent RIA through my cousin. The more I worked with him, the more I saw how underserved this industry was, and how little the available tools did to build real trust.
Owning your audience and building trust digitally is the whole game. It's exactly what we help independent RIAs do.
The questions you'd ask on the call.
Do I have to keep paying forever?+
3-month minimum, then month to month.
How much time on camera?+
One session a month. We handle everything else.
Who owns the ad account, and who pays the platform?+
You do. The ad account is yours, you give us admin access, and the platform bills you directly with no markup from us.
Which platform will you run ads on?+
We start with one, Meta or LinkedIn, based on where your ideal client is. We expand when you're ready.
What about compliance review?+
We've worked with both internal compliance teams and third-party providers. We build a review loop into every engagement, so all content, assets, and ads are approved before launch. It's included in every offer.
What results should I expect?+
We don't promise a number. We promise the system and clear reporting, and we scale what works.
What if it doesn't work?+
No refunds, and we won't pretend otherwise. If the data is weak after a quarter, you keep every video asset we made and can walk away, or we change the approach together. You're never locked in past 3 months.
Your first recording session is free.
Start with a 20-minute intro call. If it's a fit, we record your first session at no cost and you keep the edited files. We take 5 sessions a month.
Best fit: $100M+ AUM and comfortable with about $6k/mo all-in for 3 months.