The Complete System That Puts Pre Sold, Qualified Retirees on Your Calendar
Hyper Targeted Meta Ads: Reach the Right Retirees, Not Everyone
We built a targeting model from $10M+ in financial services ad spend that combines proprietary HNW datasets, first party audience data, and demographic and behavioral indicators to find affluent preretirees and retirees specifically. 74% of adults 50 to 64 are on Facebook. They're there. Most agencies just don't know how to find the right ones.
Proprietary HNW datasets layered on native Meta targeting
Custom lookalike audiences built from your actual best clients
Multiple campaign angles launched simultaneously to find winners fast
Education first ad copy that self selects for serious investors and repels tire kickers
Compliance reviewed and approved before any ad runs
90 Second Educational Video: Earn Attention by Teaching, Not Selling
We interview you, study your positioning, and script a 90 second video around a single specific concern your ideal prospect has right now. When a preretiree with $1.5M hears you speak directly to their concern, you stop being one of twenty options. You become the only advisor who understands their situation.
Custom script built from a positioning interview with your team
Written around a specific financial concern that attracts HNW preretirees
Organic, editorial style. Blends into the feed like content, not a commercial
90 seconds: long enough to teach, short enough to hold attention
Your voice. Natural, authoritative, never salesy
10 Minute Educational Video: Turn Attention Into Trust
Ten minutes is long enough to build genuine trust and demonstrate expertise on one topic. And it's short enough that serious investors actually finish it. Compare that to a 45 minute webinar where 60% drop off before you ever get to the ask.
Expert Edge Positioning: your advisor as the definitive authority
Topic matched to the 90 second ad the prospect just watched
Written in plain language, not compliance speak
The prospect can book same day. Not 3 to 14 days from now
Retargeting architecture for viewers who watched but aren't ready yet
Direct to Appointment Booking: No BDRs. No Phone Chasing. No Friction.
Before a prospect can see any available time slots, they answer screening questions on investable assets, retirement timeline, and seriousness of intent. Only qualified retirees get through. Everyone else is filtered out automatically.
Seamless ad to calendar flow with zero external links or page jumps
Asset minimum qualification gate, customizable to your threshold
Mobile optimized booking designed for the 55 to 75 demographic
Direct calendar integration so prospects book against real time availability
Eliminates the BDR/SDR layer and all associated overhead
Post Booking Confirmation and Nurture: Get Them to Actually Show Up
Between booking and the appointment, prospects receive a carefully timed series of touchpoints. Advisor credentials, client success highlights, educational content. By the time they sit down with your advisor, they already feel like they know the firm.
Branded confirmation with advisor intro and "what to expect" guide
Multi channel reminders across email, SMS, and voicemail drops
Trust building sequence with credentials, media features, and social proof
100% automated. Your team does not send a single reminder manually
No Show Re Engagement: Recover the Revenue You Already Paid For
When a prospect misses their appointment, an automated sequence fires immediately. Not just a single text. A multi touch education and trust building campaign that keeps your firm in their inbox for weeks and months. Some of our strongest conversions happen 60 to 90 days after the original missed appointment.
Automated trigger within minutes of a missed appointment
Education based nurture that rebuilds trust over days and weeks
Behavioral triggers that escalate follow up when a prospect re engages
Compounding pipeline: older no shows begin converting months later
Key datas
Why This System Works
When Everything Else Hasn't
$10M+ Spent on Ads
You Own Everything
Every person we talked to knew who we were, what we do, and why they were there.
FAQ
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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.
2–3 hours of video recording every 3–6 months. That’s it. We handle everything else.
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.
Total minimum marketing budget starts around $15,000 to $45,000 per month depending on your goals. We’ll get specific on the call.
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.
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.
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.
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.
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.