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Hey RIA Firms, Want More Leads?

We use Search Engine Marketing to connect RIA firms with local, qualified leads for only $250 per lead.

  • Guaranteed Results
  • Exclusive Leads
  • No Setup Fees or Minimums
  • Build Trust with Google Verified Badge
  • No Middleman
  • First-Mover Advantage
  • Flexible Lead Volume
  • Better Close Rates

Book a Free 15-Minute Discovery Call

Why We’re Different

Guaranteed Results

Only pay for qualified leads in your local area. We charge a $250 flat rate with no surprises.

Exclusive Leads

Leads are exclusively yours, unlike lead resellers. This improves close rates and results in a better client experience.

No Setup Fees or Minimums

No additional setup fee and no minimum monthly commitment. We require a $500 deposit which is applied to your first 2 leads.

Build Trust with Google Verified Badge

Build trust with clients before you even answer the phone with Google Verified Badge.

No Middleman

Unlike lead resellers, clients see your brand in Google and reach out to you directly.

First-Mover Advantage

Get verified and established while Local Services Ads are still new. New entrants will saturate the market and raise the cost per lead over time.

Flexible Lead Volume

Throttle lead volume up or down depending on advisor capacity. Changing your lead volume is as simple as an email to our support team.

Better Close Rates

Advisors will be connected with a live prospect in the middle of their research. Advisors may choose to only accept phone calls or also accept form fills.

How It Works

Discovery Call

Set up a free, 15-minute discovery call with our team to see if this is the right fit for you.

Setup Process

Our team will help you get Google Verified.
The verification process includes:

  • Headshots of advisors
  • Proof of insurance
  • Financial planner license (CRD #)
  • Years in business
  • Proof of identity / background check
  • Additional photos you would like to include
  • Choose a budget

Manage Ads

Our team will help you get Google Verified.
The verification process includes:

  • Working directly with Google reps to follow best practices
  • Set up location targeting to ensure local leads
  • Dispute calls that were not legitimate leads
  • Choose service types that best suit your firm
  • Transparent reporting which shows leads by service type

How It Works

Discovery Call

Set up a free, 15-minute discovery call with our team to see if this is the right fit for you.

Setup Process

Our team will help you get Google Verified.
The verification process includes:

  • Headshots of advisors
  • Proof of insurance
  • Financial planner license (CRD #)
  • Years in business
  • Proof of identity / background check
  • Additional photos you would like to include
  • Choose a budget

Manage Ads

Our team will help you get Google Verified.
The verification process includes:

  • Working directly with Google reps to follow best practices
  • Set up location targeting to ensure local leads
  • Dispute calls that were not legitimate leads
  • Choose service types that best suit your firm
  • Transparent reporting which shows leads by service type

What are
Local Service Ads?

Local Service Ads are Google’s newest ad format which result in an automatic phone call or form fill and are only eligible for local businesses.

We work directly with Google to make sure your ad shows up in Google at the right time and in front of the right audience.

Choose between 9 different job types, set your weekly budget, and let the leads pour in.

How We Use Census Bureau Data for Superior Location Targeting

Ready To Start Receiving Local, Qualified Leads?