Digital appointment system:

We run the ads, the booking and the follow up, and every lead routed to you stays yours.

7 to 12 booked appointments per $1,000 of ad spend per month, judged over 60 to 90 days.

A 70 to 85 percent show rate, judged over 60 to 90 days.

Pay month to month. No contract, no setup fee, no markup on ad spend.

What the numbers look like:

Some months land you appointments for $100 or less, some at $200 or more. Our goal across the platform is $150 or less in ad spend per booked appointment. The running average since we started is about $147 in ad spend.

IMPORTANT: Judge your campaign over 90 days, not one month.

How do we capture booked appointments at such a competitive price?

Our success is a combination of technological know-how combined with the brute force of a massive advertising budget. Your money is invested along with our other advisors. This increases the impact for everyone involved and drives down the cost. Don't forget, any booked appointments you receive remain yours. They are never resold.

TWO WAYS IN

The Pool

$2,000 to $3,000 a month, all in.

How it works

Your ad dollars join one shared campaign per brand with the other pooled advisors. Leads route to members by spend weight on a running fairness ledger, so over time each member receives their share. Every lead that routes to you is yours alone, and the same booking and follow up system works it.

Best for

An advisor starting out, testing the system, or spending under $3,000 a month in ad spend.

Pros

Lowest cost way in.
The shared campaign clears Meta's roughly $100 a day delivery threshold from day one, which tends to keep cost per appointment lower than a small solo campaign.
Same booker, follow up drips and no show chase as a dedicated campaign.
Every lead routed to you is yours forever, even if you later move to your own campaign.

Cons

Monthly ad spend per appointment swings; some months under $100, some over $200, target $150 or less in ad spend over 60 to 90 days.
Fewer total leads than the same dollars on your own campaign, because the pool shares them.
In any given week your turn can be slow while another member's is fast; judge it over 60 to 90 days.
Nationwide only. No state or city targeting.
You do not choose the creative or angles. We run the pool as one campaign.

Your Own Campaign

From $5,000 a month, all in.

How it works

Your firm gets its own campaign under our brand with its own budget, creative and angles. Every lead the spend buys comes to your firm. With two or more advisors the leads rotate inside your team.

Best for

A firm with two or more advisors, anyone spending $3,000 or more a month in ad spend, or anyone who needs a state or region.

Pros

All the leads your spend buys.
Your own angles and creative, tested for your book.
State or regional targeting is possible (quoted case by case, it costs more per appointment).
One service fee covers two advisors; each additional advisor is $1,000 a month.

Cons

Monthly ad spend per appointment swings; some months under $100, some over $200, target $150 or less in ad spend over 60 to 90 days.
More money per month.
Your own campaign has a learning phase; the first two to three weeks are noisier than a mature pool.
Geo targeting raises cost per appointment.

The Pool

$2,000 to $3,000 a month, all in.

How it works

Your ad dollars join one shared campaign per brand with the other pooled advisors. Leads route to members by spend weight on a running fairness ledger, so over time each member receives their share. Every lead that routes to you is yours alone, and the same booking and follow up system works it.

Best for

An advisor starting out, testing the system, or spending under $3,000 a month in ad spend.

Pros

Lowest cost way in.

The shared campaign clears Meta's roughly $100 a day delivery threshold from day one, which tends to keep cost per appointment lower than a small solo campaign.

Same booker, follow up drips and no show chase as a dedicated campaign.

Every lead routed to you is yours forever, even if you later move to your own campaign.

Cons

Monthly ad spend per appointment swings; some months under $100, some over $200, target $150 or less in ad spend over 60 to 90 days.

Fewer total leads than the same dollars on your own campaign, because the pool shares them.

In any given week your turn can be slow while another member's is fast; judge it over 60 to 90 days.

Nationwide only. No state or city targeting.

You do not choose the creative or angles. We run the pool as one campaign.

Your Own Campaign

From $5,000 a month, all in.

​

How it works

Your firm gets its own campaign under our brand with its own budget, creative and angles. Every lead the spend buys comes to your firm. With two or more advisors the leads rotate inside your team.

Best for

A firm with two or more advisors, anyone spending $3,000 or more a month in ad spend, or anyone who needs a state or region.

Pros

All the leads your spend buys.

Your own angles and creative, tested for your book.

State or regional targeting is possible (quoted case by case, it costs more per appointment).

One service fee covers two advisors; each additional advisor is $1,000 a month.

Cons

Monthly ad spend per appointment swings; some months under $100, some over $200, target $150 or less in ad spend over 60 to 90 days.

More money per month.

Your own campaign has a learning phase; the first two to three weeks are noisier than a mature pool.

Geo targeting raises cost per appointment.

Call Now 602.816.9700

Call Now
602.816.9700