Meta Ads
RIA / Financial Services

Niche Financial Planner Adds Virtual to Fill Calendar Holes, Ends Up With 76 to 155 HNW Consultations Per Month

Client: Andrew M.
l
Niche retirement planning firm
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$3.6M single-client close from campaign
Key results
76 to 155
HNW CONSULTATIONS / MONTH
$3.6M
LARGEST SINGLE CLIENT CLOSED
8+ Mo.
CONSECUTIVE MONTHS RUNNING
The challenge

A Full In Person Practice With Empty Calendar Slots

Andrew at had already built a strong niche retirement planning practice. The in person business was working. He knew his market, had the expertise, and clients trusted him. But his calendar had gaps. Open slots between in person meetings that cost him money every time they sat empty.

He didn’t need to blow up what was working. He just needed to layer virtual appointments on top of it. Fill the white space. The catch was doing it without watering down his brand or flooding his calendar with unqualified tire kickers.

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OUR APPROACH

Start With Calendar Holes. Build a Virtual Pipeline Around His Niche Expertise.

Andrew came to us with a simple ask: fill the gaps. So we built education first campaigns around what he actually specializes in. Custom video content in his voice. Positioning him as the authority in his space, not another advisor running generic retirement fear ads.

The campaigns ran through our AUM Operating System. Qualification was built into the funnel so only prospects with real assets reached his calendar. A direct booking flow meant no forms, no phone tag, no dead leads. Prospects watched Andrew teach, saw his credibility, and booked when they were ready.

99 leads in 30 days First month alone, with 45+ prospects actually showing up for consultations

What started as “just fill the calendar holes” turned into something much bigger. The volume and quality of virtual appointments blew past what Andrew expected. The economics were obvious. This wasn’t a side channel. It was a growth engine.

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THE results

From Filling Gaps to 76 to 155 HNW Consultations Per Month

First month: 99 booked appointments. 46 showed up. 4 closed with over $2.2M in tracked AUM and 43 more stayed in the active pipeline. The biggest single client to come through? $3.6 million.

Eight months in, Andrew was pulling between 76 and 155 high net worth consultations every month. The pipeline stays full. The cost per appointment stays efficient. Andrew’s calendar is not just “filled” anymore. It’s packed with qualified people who already see him as the expert before the first meeting even starts.

They’ve been running this campaign continuously since August 2025. No breaks. No reason to stop. What was supposed to be a way to fill calendar holes became the primary growth driver for the entire practice.

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Monthly Consultations
76 to 155
Largest Client Closed
$3.6M
Active Pipeline (Month 1)
43 prospects
“I came in wanting to fill calendar holes with virtual appointments. I didn’t expect it to become the biggest growth driver in our practice. The quality of the prospects is real. These are high net worth people who already trust us before the first meeting.”
“I came in wanting to fill calendar holes with virtual appointments. I didn’t expect it to become the biggest growth driver in our practice. The quality of the prospects is real. These are high net worth people who already trust us before the first meeting.”

Andrew M.

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FAQ

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How long until we see results?
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First appointments typically hit the calendar within the first 1–2 weeks after launch. Month one is optimization. Month two is when things stabilize and become predictable.

What’s the time commitment from our team?
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2–3 hours of video recording every 3–6 months. That’s it. We handle everything else.

How does compliance work?
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We’ve worked with over 200 RIAs and their compliance departments. We know what gets approved under Special Ad Category restrictions. We build compliant from the start and coordinate directly with your team.

What’s the investment?
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Total minimum marketing budget starts around $15,000 to $45,000 per month depending on your goals. We’ll get specific on the call.

Do you guarantee results?
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No. And you should be skeptical of any agency that does. Guarantees in this space are a red flag — they’re selling you a feeling, not a strategy. What we offer is a proven methodology, a team that’s managed over $10 million in Meta ad spend for RIAs, and a track record of $3 billion in closed AUM across 200+ firms. The firms that follow our methodology and commit to the process see results. That’s why we’re selective about who we work with.

How is this different from other agencies?
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Most agencies try to do everything — Google, email, social, websites — and they’re mediocre at all of it. We only do Meta Ads for financial firms. We’ve spent over $10 million in this exact channel under Special Ad Category restrictions. We know what works because it’s all we do.

What if we already have a marketing team or agency?
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Good. Most of our clients do. We’re not replacing your marketing person or your agency. We’re adding the one capability they probably don’t have: Meta Ads at scale with branded video for financial services under Special Ad Category. We plug in alongside whatever else you’re running.

Do you do Google Ads, SEO, or websites?
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No. We do Meta Ads. That’s our entire focus. If you need those other services, we’re happy to recommend partners, but that’s not what we do.

How do I get started?
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Click the button below to apply. If it’s a fit, we’ll schedule a strategy session to walkthrough timelines, pricing, and how AUM OS would work for your firm.