The #1 Mistake Financial Advisors Make in LEAD GENERATION | Power Your Advice Podcast - Advisorpedia

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Apply for our Done For You Solution 👉 https://clientsblackbox.com

What if you never had to chase another lead, host another seminar, or watch another webinar flop – because qualified prospects with $500K+ were booking directly on your advisors' calendars after learning about your expertise through video?

If you're a Registered Investment Advisor with $100M+ AUM and multiple advisors, we help you build a predictable appointment generation machine using our 90-1-1 system – without seminars, webinars, or buying shared leads.

What Makes Us Different:
✓ Complete done-for-you solution – this is not a course or coaching program, we actually do the work for you – all under your brand
✓ Exclusive Appointments Only – Prospects meet with YOU, not 5-10 other advisors
✓ Pre-Qualified High Net Worth – $500K minimum, $1.5M average client size
✓ Virtual Nationwide Reach – Scale beyond your local market without opening offices
✓ Performance Branding – Every dollar builds YOUR brand, not a lead vendor's
✓ Done-For-You System – We handle everything while your advisors focus on closing

Our Track Record:
📊 $10 Million+ in ad spend managed exclusively for RIAs
📈 30,000+ appointments generated for retirement planning firms
🏆 Took an RIA from $0 to Inc. 5000 in under 14 months
💰 Generated appointments with prospects worth up to $92 million

Who This Is For:
✅ Hybrid RIAs with $100M+ AUM
✅ Multi-advisor firms (3+ advisors)
✅ Currently spending $10K-$2M/month on marketing
✅ Want predictable growth, not feast-or-famine leads
✅ Ready to scale aggressively (we've managed up to $500K/month for single firms)

Who This Is NOT For:
❌ Solo advisors or firms under $100M AUM
❌ Firms happy with 3% annual growth
❌ Anyone looking for "cheap leads"
❌ Advisors who want to do their own marketing

What You Get:
1. Custom Video Ads – We create educational videos featuring YOUR advisors that pre-sell your expertise
2. Advanced Targeting – Reach pre-retirees actively researching retirement topics on Facebook (where 70% of 50-65 year-olds spend time daily)
3. Direct Calendar Booking – Qualified prospects book directly on your calendar. No chasing, no phone tag.
4. Visitor Identification – Capture 20% of website visitors who don't book (vs only 2% who do)
5. Bi-Weekly Strategy Calls – Direct access to our founder Alex, not junior reps
6. Compliance Friendly – All content vetted for FINRA/SEC requirements
7. Boutique Service – We only work with a few select RIAs total. You're not account #500.

The Math That Matters:
While the average RIA grows 3% annually, our clients grow 30%+. Why?
Seminars: 20-30 appointments/month, geographically limited, $1,200-$3,000 per appointment
Webinars: 70% no-show rates, 14-day delays kill momentum
Bought Leads: Shared with competitors, requires calling team, builds their brand not yours
Our System: 30-1000+ exclusive appointments monthly, nationwide reach, builds YOUR brand (Sounds crazy, but it's true. It's built to scale.)

Our Unique Advantages:
1/ Not an IMO – No hidden agenda to recruit you
2/ Not a Lead Vendor – You own the relationship from day one
3/ Official Meta Business Partner – Direct platform support and advanced tools
4/ Founder-Led – Work directly with CEO Alex, featured in Forbes, MarketWatch, and more
5/ Proven at Scale – We've spent up to $500K/month for single firms

3 Ways to Learn More:
1. FREE Case Study → See exactly how we help RIAs scale
Visit: https://clientsblackbox.com
2. Watch More Videos → Subscribe to see what's working NOW for RIAs
3. Book a Strategy Call → Find out if your firm qualifies - https://calendly.com/clients-blackbox...

About Clients Blackbox Inc:
We're a boutique digital marketing agency that ONLY works with established RIAs targeting pre-retirees and retirees. Since 2020, we've invested millions discovering what actually works for virtual appointment generation.

We're not trying to be the biggest partner – just the best – for the select RIAs we serve.

Why I Started This:
After seeing financial advisors waste fortunes on seminars that don't scale, webinars that don't convert, and leads that don't show, I knew there had to be a better way...

Today, our system helps RIAs generate predictable appointment flow while building their own brand – not someone else's.

Ready to stop buying leads and start building YOUR empire?

👉 Visit https://clientsblackbox.com to see if you qualify.

Connect with Alex:
Website: https://clientsblackbox.com
LinkedIn:   / alaakhassa  
Featured in: Forbes, Nasdaq, Yahoo! Finance, MarketWatch, ThinkAdvisor, Advisorpedia, Jolt Financial Advisor Marketing Conference, That Annuity Show… and more


https://calendly.com/clients-blackbox...
If you can't find a time that works for you, please email contact@clientsblackbox.com.