Attract More Accredited Investors using Meta Ads

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How it works

  • A 90 second video ad puts your offering in front of your ideal investors on Facebook and Instagram.
  • They watch a longer video on a landing page that explains your offering and the next step.
  • They book a time on your calendar. If they are not accredited, they get disqualified before they can book.
  • Reminder emails and a confirmation video from you keep the show rate high.

What we do and what you do

  • We write the scripts. You approve them. We produce, edit, and run the video ads.
  • We test the campaigns and put more money behind what works.
  • Everything runs under your ad account and your brand. You keep the points and pay Meta separately from our invoice.
  • If you are comfortable on camera, you are on camera. If not, we use actors in your place.

This is a fit if

  • Your firm is established and your offering is already live.
  • You have a sales team that closes opportunities that did not come from referrals.
  • You are comfortable starting at a minimum of $15,000 a month on Meta.
  • You want to build an acquisition system for the long term, not test it for a couple of months.

Since 2021

  • More than $12 million spent on Meta ads for financial services firms.
  • More than 250 financial services firms worked with.
  • More than 40,000 appointments booked with qualified prospects.