Financial Advisors
& CPAs
We'll help you add high quality clients to your firm every month
All without the need for expensive seminars, LinkedIn posts, buying recycled leads, or waiting on inconsistent referrals
Growing your firm doesn't have to be stressful...
And you don't have to feel like a part-time marketer while doing it
Who We Work With
Independent Financial Advisors & RIAs
Independent Wealth Management Firms
Independent CPAs & Tax Advisors
The old way of attracting new clients no longer works!
It’s no secret: traditional marketing methods for financial advisors and CPAs just aren’t cutting it anymore.
Cold calls, expensive seminars, inconsistent referrals, and endless "networking" on LinkedIn might have worked a decade ago, but today they’re inefficient, costly, and unpredictable.
In a world where prospects have access to endless amounts of information at the click of a button, your leads are starting to hear the same tired pitch from every advisor they come across....
Years of experience, a strong track record, impressive designations, and being offered a free financial assessment.
Sound familiar?
And with 330k+ financial advisors and 670k+ actively licensed CPAs in the U.S. alone, standing out has never been harder
The truth is...You're Being Commoditized
Prospects can’t tell you apart from the advisor down the street, and you’re losing time and money in the process.
So advisors are left with either trying to network with COIs hoping they will send them a referral every now and then or they buy leads from marketing firms who then send them low-quality leads that they still have to book calls with or have to compete for with other advisors (hello SmartAsset and Planswell)!
Instead...
Top advisors are using a new way to target their ideal clients and pre-sell them before they even get on the first call.
We call it the Advisor Edge System™️!
Here's How the Advisor Edge System™️ Works:
✔️ We pin-point your exact target client profile and market in a way that speaks specifically to them and their pain points
✔️ We move the prospect to mentally deciding they want to work with an advisor and are ready to talk
✔️ We'll then handle all of the outreach, follow-ups, and move the lead towards booking a call directly onto your calendar
✔️ All you then have to do is show up to the pre-booked call and focus on closing!
✔️ Our system is designed to show results in weeks, not months
✔️ You can finally focus on client execution and the functions of the job that made you want to become an advisor in the first place!
No more...
❌ Worrying about where the next quality conversation is going to come from
❌ Wasting time with unqualified prospects who are just using you for quick financial advice
❌ Getting pulled away from revenue-generating activities to focus on administrative work like sending follow-ups or responding to prospect's emails
THE BEST PART?
The entire system is 100% done-for-you!
However, there is a catch...
We choose to only work with one advisor per market and completely close the door to everyone else when we take you on as a new client, so we are very picky about who we choose to work with.
This ensures complete alignment of incentives and gives our clients the confidence knowing they are the only ones seeing each lead that we send them.
Because of this...we only want to work with clients who are ALL-IN on their commitment to growing their practice and understand that we are a partnership and success does not come overnight. It takes consistent work of doing the right things every. day.
What You Get
Actual Booked Calls with Proprietary Leads
Other lead generation companies will send you leads but you're still left having to follow-up with them and get them to book a call with you. After all that, you quickly realize that the lead is either low quality or you're competing for them with other advisors!
All of our leads are pre-qualified and 100% owned by YOU
You Pay ONLY If We Deliver
If we do not send you at least 25 booked calls within the first 90 days of working together, we will refund our fee - and you can still keep the entire system that we set up for you for FREE
Increased Site Visibility & Credibility
We'll implement our cutting-edge Search Engine Optimization (SEO) solutions to get you ranking on the first page of Google.
If you're not currently on page 1, you're losing out on valuable credibility in the minds of your prospects and your competitors are having their sites clicked on first...
Let's change that!
Ready to Begin?
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Velocity Labs 2024
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DISCLAIMER: The sales and client figures stated on this site are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We're not implying you'll duplicate them (or do anything for that matter). We're using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action.