For independent RIAs with $50M to $250M+ AUM
We book HNW andbusiness owners onyour advisors’ calendars.
We set up and manage the entire system for you. We find HNW and business owners who are the ideal clients for your firm. We curate and enrich a list of these prospective clients from our database and/or your CRM. We write strategic messaging that addresses your ideal clients’ problems and generates intent. We nurture that intent, get them to qualify, and book a meeting on your advisors’ calendars. You just take the meeting. No ads to babysit. No elaborate social media content or editing. Every week we focus on getting you the meetings, and you focus on serving more clients.
See how AdvisorBooking.com will transform your LinkedIn and email outreach methods into a lead generation system. Even if you are not technically savvy.
Built for firms with 2 to 10 advisors and $50M to $250M in assets
8 figures
In ad spend the team has run for financial companies
198+
Financial institutions the founder has worked with
30 days
Within 30 days of start you will have meetings on the calendar
Your firm’s growth depends on unpredictable referrals or just one channel
- New clients come from referrals and whoever the owner has time to call.
- Your CRM has 1,000 to 5,000 names nobody at your firm has reached in years.
- Marketing money goes to a new website and a newsletter that rarely books meetings.
- Advisors have open time on their calendars they wish was filled with clients.
- Business owners near you sell companies, and HNW individuals retire and switch advisors. Nobody from your firm knows them or is reaching them with purpose.
Your firm’s growth runs on a system you control
- New clients still come from the channels you use today, plus Advisor Booking’s channels, so your marketing risk is spread out instead of resting on one source.
- Your CRM and database are reached and re-engaged with our proprietary LinkedIn and email automations that provide value and earn your prospects’ trust.
- Marketing money goes to a reliable channel that can be scaled, so every dollar you spend on marketing is a dollar that truly helps your firm grow. Not in a year. In a week or a month, with the immediate results we can provide.
- The business owners near you who sell companies, and the HNW individuals who retire and switch advisors: you stay in front of them with our proprietary data and marketing approach.
See it in action
LinkedIn, email, and text, the way your prospects actually see them. Pick one and watch what we do.
Three steps to up and running
within 30 days.
Build
We build your list and/or clean up your CRM. We write the messages. We set up your LinkedIn and email so outreach looks and feels like you, not a robot.
Launch
We start with the names already in your CRM, because they answer fastest, and reach new people alongside them. A real person handles every reply, every day. The first meetings get booked.
Grow
Every Monday you get one report: messages sent, replies, meetings booked, meetings attended, and what each one cost. If the cost per meeting is off, we change the list, messaging, or volume before we ask you to spend more.
Everything you get with the $7K Advisor Pipeline
- 01
Strategy and targets
A 90-minute kickoff locks your niche, geography, offer, and the rules for what counts as a qualified meeting. Then a clear monthly target of qualified, attended meetings per advisor.
- 02
A message pack you own
Cold email sequences for new prospects. Reactivation sequences for old prospects and past clients. LinkedIn connection and follow-up scripts. Short reply, bump, and reminder scripts. All of it in one clean doc your team controls.
- 03
New outreach lists, plus CRM cleanup and enrichment
We build you new outreach lists of HNW individuals and business owners who match your ideal client, from our database. Then we pull, de-dupe, and clean your own CRM and prospect lists, fix bad records and known bounces, and add better emails and phone numbers where available, so more conversations start.
- 04
LinkedIn profile tune-up
We rewrite one or two advisor profiles to match the outreach: a new headline, a tighter About focused on your niche and promise, and a clear book-a-call button, so profile views turn into booked meetings.
- 05
Referral campaigns to CPAs and law firms
From our in-house database we find the CPAs and attorneys around your geography and niche, then run campaigns to book compare-notes calls on mutual clients and be-our-go-to intro calls. A second pipeline: HNW clients through trusted professionals, not just cold outreach.
- 06
System setup
Dedicated sending domains and inboxes, set up and warmed. Basic integration with your CRM and calendar so replies and bookings are tracked. A simple pipeline view: contacted, replied, qualified, booked, held.
- 07
Daily outbound and reactivation
An agreed daily volume of email from your dedicated inboxes to the right segments. LinkedIn outreach from advisor profiles using approved scripts. Periodic reactivation pushes to dormant leads and past intro calls.
- 08
Reply handling and qualification
We read and triage every reply, qualify with your rules on fit, assets, role, and timing, handle the basic questions, and only pass along meetings that match what we agreed.
- 09
Booking, reminders, and no-show follow-up
Qualified prospects go straight onto advisor calendars through your scheduler, with a short why-we-are-meeting note so it is not a naked invite. Reminders before each meeting, and simple no-show follow-up so a good prospect is not lost after one miss.
- 10
Weekly numbers and tweaks
A simple weekly scorecard: emails sent, positive replies, qualified meetings booked, meetings held, and which messages and segments are working. A 20-to-30-minute call each week to decide what to send more of and what to cut.
- 11
You own the assets
Domains, inboxes, lists, scripts, and systems live in your accounts. If you ever bring it in-house, your team keeps running exactly what we built.
What it costs
FAQ
What do you actually do?
The same work, every week. We build a list of the right people. We send them marketing on your behalf that you have approved. We follow up until a real person answers. Then a real person on our team checks the reply, qualifies the prospect, and books the meeting on your calendar. We nurture them so they show up. We build automations and a system that lets you track and convert meetings at the highest rate. We measure one thing: what each meeting cost.
Who is this NOT for?
- Firms under $25M in assets, or firms that only charge by the hour
- Firms with no CRM data and no budget to build a list of their ideal clients
- Firms whose compliance team says no to all outreach
- Firms that want one campaign, not a system
- Firms with no advisor who has time for 8 or more new meetings a month
These are not judgments. They are the conditions the system needs to produce meetings.
What does it cost?
Setup is $5,000 to $10,000, depending on two things:
- Whether we build you a list, enrich your list, or both.
- How much marketing volume we will run, based on your advisor count and the size of your prospect list.
Once those numbers are agreed and setup is complete, there is a monthly fee plus a fee for each meeting that happens. You get exact numbers right after the demo call, once we know your list and your goal.
Will we get a lot of bad meetings?
No. Before we start, we ask you questions so you can tell us what a good fit looks like: how much they have, what job or situation they are in, where they are located, and what is going on in their life. A real person reads every reply. People who do not fit get a polite no. You only pay the meeting fee when the person fits your rules and shows up.
We have tried marketing agencies before.
So have most of the firms we talk to. Agencies sell things like a campaign, a website, or ad views. We sell what actually drives revenue: qualified meetings that happen, and the clients that come with them. We report one number every week. If the number is bad, there is no hiding. Our incentives are aligned with yours.
What do you need from us?
One demo call where we determine if we are a good fit. We work out who your ideal client is and how we will get them booked with you. We build you a list and/or you give us access to your CRM data so we can enrich your list. We transform your marketing and social pages with our proven systems and copywriting. Meetings get booked with your qualified dream clients. And your advisors show up with the biggest smile to the meetings we book.