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If your Meta Ads cost per appointment is too high, the answer is not always to spend less. I’ve found that a few small changes can lower your cost per qualified appointment. They can also improve the quality of the calls you book. The goal is not to generate the...

Most annuity advisors want more than a list of names and phone numbers. They want people to understand the value of a conversation before they book time on the calendar. That was the goal in this private client case study. We helped an advisor starting a new annuity...

For a long time, the standard Facebook lead-generation playbook was pretty simple. Run a short ad, collect a name and phone number, then have someone follow up until that person books a call. But I’ve found that approach often creates colder prospects and a longer...

In the video below, I walk through exactly how one financial advisor client generated 63 self-booked appointments in approximately 2.5 months with Meta ads. The campaign reached people approaching or already in retirement, used a $300,000 minimum investable-assets...

If you are building a funnel to generate leads and sales appointments, one question comes up repeatedly: Should you use a video sales letter or a webinar? Both can work. Both can educate prospects, build trust, and lead to booked calls. But they do not ask the...

If you're a financial advisor trying to grow your business, one of the biggest questions you probably have is: “How much should I actually be paying for leads and appointments?” The problem is, most advisors are looking at the wrong numbers. They focus on cost per...

Creating YouTube videos can be one of the best ways to build trust, generate leads, book appointments, and bring in clients. The problem is that filming consistently takes time. You need to plan the topic, set up the camera, record, review takes, edit, and publish....