The Client Acquisition System for Long-Term Care Advisors
We help long-term care specialists generate a steady pipeline of qualified appointments.
The Client Acquisition System for Family-Protection & Legacy Advisors
We build and manage your firm's client acquisition system—powered by AI—without the cost of hiring freelancers or a full-time CMO. No more waiting on referrals.
Our Process
Turn your Expertise Into Trust-Building advertising That Attracts Ideal Clients
We create advertising that speaks to your ideal client's unique situation. Our advertising process positions you as the trusted advisor and authority in your market.
Predictable Appointment Generation
We run low-cost brand visibility and lead generation ads. Our advertising strategy ensures the right people see you multiple times, building familiarity before they ever book a call.
Client Intake, Follow-Up & Appointment Booking Automation
No need to chase bad leads. We have an automated system that qualifies prospects and schedules them onto your calendar without you needing to lift a finger.
A Map of Our Client Intake Workflow
Transparent Reporting and Ongoing Optimization
You'll get full visibility into your growth system. We provide simple, jargon-free reports and dashboard access so you can track performance anytime. No guessing—just clear data on what’s working and where we’re improving.
