Here are results from campaigns we ran for financial advisors. Each one shows what happened, how long it took and the original screenshot.
See the results$4M AUMCalendar filled in 14 days.
$800K income prospectClosed during the campaign.
$4.1M AUMClosed by a first-year advisor.
2 meetingsBooked in the first week.
The campaign filled the advisor’s calendar. The partner reported $4M in AUM and the need to hire an associate advisor.
The partner reported closing a prospect with approximately $800K in annual income during the campaign window.
A first-year advisor closed $4.1M in AUM in three months. The reported average account size was $500K.
Two qualified meetings were booked for an experienced advisor during the first seven days.
The partner spent $500 on ads and reported closing a $900K account three weeks later.
The advisor onboarded eight new clients with a reported average account size of $273K.
The advisor generated more than one million YouTube views and booked more than 30 prospect meetings per month.
A partner message reported that $2M had transferred during a single month.
These are individual partner outcomes. They are not typical or guaranteed. Results vary.