For Financial Advisors
Get a pipeline ofideal clients,without chasing referrals.
You're a financial advisor who wants to grow. We run a two-layer system: Meta ads to retirees and pre-retirees, plus LinkedIn outreach to prospects already showing intent. It puts qualified, high-net-worth prospects on your calendar. 10 booked meetings in 30 days, or we work the next month free.
10 booked meetings in 30 days.Or we work the next month free.
Most agencies sell you a strategy and hope it works. We put our money where our mouth is. If we don't deliver 10 booked meetings with qualified prospects in your first 30 days, we keep working until we do, at no additional cost.
Booked meetings in 30 days, guaranteed
Next month free if we don't deliver
Typical appointment show rate
Sound Familiar?
You shouldn't have to choose betweenserving clients and growing your practice.
Most advisors at your level have tried everything: referral networks, CPA partnerships, IMO marketing packages. Some of it works, sometimes. But none of it gives you a pipeline you can actually control or predict. That's the real problem.
"Referrals are unpredictable."
You've built relationships with CPAs, estate planners, and past clients. Introductions come in, but sporadically. You can't plan around them, and you can't scale them.
"I feel like I should have cracked this by now."
You're an exceptional advisor. But marketing has never been your system, and every month of inconsistent pipeline feels like a reminder of that gap.
"Advisors who deliver real results deserve a full calendar."
Your clients get exceptional outcomes. You've earned the right to a practice that reflects that. Your expertise shouldn't be a best-kept secret.
Why Scaled Solutions
We built the systemadvisors have been asking for.
We understand your world: compliance constraints, the HNW prospect mindset, the referral ceiling. We've refined a lead generation process built specifically for independent CFPs and RIAs serving high-net-worth retirees and pre-retirees. The result is a done-for-you system that fills your calendar with qualified prospects who have real assets and are actively looking for an advisor like you.
$8M+ in new AUM generated for clients in under 90 days
80–90%+ appointment show rates across active campaigns
Compliance-aware ad creative and messaging
Built specifically for HNW retiree and pre-retiree markets
Real Advisors. Real Results.
$6M in new AUM. 90 days. Less than $2,700 in total ad spend.
Kevin had formalized referral partnerships with CPAs and estate planners for years and it still wasn't enough. Cookie-cutter IMO campaigns had produced nothing worth mentioning. We launched his Meta ads campaign in February 2026 at $900/month. Within 90 days, he'd added approximately $6M in new AUM. His appointments book with an 80–90%+ show rate, and from every 10–13 calls he's closing 2–3 new HNW clients, exactly who he built his practice to serve.
— Kevin, Independent CFP
12 qualified appointments in 4 weeks. Calendar transformed in 30 days.
Chris had been through the IMO marketing route. Generic packages, no results. When he came to us in January 2026, he wanted something he could actually control. We launched at $1,000/month. In the first 4 weeks, Chris booked 12 qualified appointments with prospects actively seeking retirement planning with real assets behind them. Show rate above 80%. 2–3 new clients from every 10–13 appointments. He went from referral-dependent to system-driven in one month.
— Chris, Independent CFP
$2M in new AUM. 30 days. $950 in ad spend.
John had tried referrals and IMO campaigns for years. Neither gave him control. We launched his campaign in February 2026. Within 30 days, he had closed approximately $2M in new AUM, from qualified prospects he'd never met before. 80%+ show rate. 2–3 closes per 10–13 appointments. No referrals. No cold calls. No IMO package.
— John, Independent CFP, Texas
The Two-Layer System
Paid social fills the funnel.Intent-based outreach catches the rest.
One channel is a coin flip. Two channels working together, one paid and one intent-driven, compound into a pipeline you can actually count on.
Meta ads → retirees & pre-retirees
Targeted creative and offers built for high-net-worth retirees and pre-retirees. Predictable top-of-funnel volume, qualified by assets and intent before they ever hit your calendar.
LinkedIn outreach via intent signals
We don't spray-and-pray. We use intent signals like job changes, liquidity events, and content engagement to reach prospects already showing buying behavior, then book them directly into your calendar.
How It Works
Three steps to afull calendar.
Book a Strategy Call
We learn your niche, your ideal client profile, your minimum asset threshold, and where your current marketing is falling short.
We Build Both Layers
Layer 1: Meta ad creative and targeting to retirees and pre-retirees with real assets. Layer 2: LinkedIn outreach driven by intent signals, so we reach prospects already showing buying behavior. Both feed one calendar.
Qualified Prospects Book Themselves
Pre-retirees and retirees with real assets start appearing on your calendar from paid social, while in-market LinkedIn prospects book calls alongside them. You show up, have the conversation, and close.
Every month without a systemis a month of missed clients.
Referral cycles slow down. CPA partners get busy. Markets shift. The advisors who build sustainable, growing practices are the ones who own their pipeline, not borrow it from relationships they can't control. The advisors in our case studies (Kevin, Chris, John) all said the same thing before they started: "I wish I'd done this sooner."
Imagine starting every Mondaywith appointments already booked.
No cold outreach. No waiting on referrals. No IMO campaigns that go nowhere. Just pre-qualified, high-net-worth retirees and pre-retirees with real assets and real urgency, who are ready to have a conversation with an advisor exactly like you. That's what a real system delivers.
The Advisor's Dual-Channel Playbook.
The exact two-layer system we use to put qualified pre-retirees and retirees on advisor calendars. Meta ads paired with intent-driven LinkedIn outreach. Not ready for a call? Take the playbook instead.
- The Meta ad creative angles that book HNW retirees & pre-retirees
- How we use intent signals on LinkedIn to skip the spray-and-pray
- The qualifying questions that produce 80%+ show rates
- Compliance-aware messaging examples (SEC/FINRA-friendly)