The Client Acquisition System for Family-Protection & Legacy Advisors
We help estate planning attorneys and 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.
Client Results
Dina had 36 appointments in September 2025 with a $40/day budget.
During the past 2 weeks, she has submitted 2 new long-term care insurance applications from only $405 in advertising spend - a 25x ROI once closed.
Introducing Formidian
Families are more overwhelmed than ever when it comes to protecting their assets, planning for the future, and making the right decisions before a crisis hits. That’s why advisors who do this work, whether through legal guidance or long-term care planning, need a reliable way to consistently attract and convert qualified prospects.
At Formidian, we help future-focused advisors stop relying on unpredictable referrals and outdated marketing tactics. Instead, we install a scalable client acquisition system that delivers a steady flow of qualified appointments directly onto your calendar.
Our process is built around three core pillars:
Authority Without the Grind – In just one hour of your time per month, we capture your expertise and turn it into trust-building content that positions you as the go-to professional in your market.
Predictable Appointment Generation – We run targeted campaigns that bring high-intent prospects directly into your funnel and onto your calendar.
Automated Nurture & Follow-Up – Major financial and care decisions aren’t always urgent. Our automation keeps you top-of-mind — educating, nurturing, and re-engaging prospects until they’re ready to take action.
With Formidian, you focus on advising families, while we build and run the engine that brings them to you. Instead of wondering where the next client will come from, you’ll have a predictable, scalable system working in the background, consistently delivering qualified conversations.
