Referrals are a waiting game.
You can't control when a client mentions you to a friend. And asking again and again gets awkward fast.
FOR FINANCIAL ADVISORS WHO ARE DONE WAITING ON REFERRALS
You didn't get licensedto chase leads.
We run your ads, call every lead, and book qualified first meetings straight onto your calendar. Built for dealer compliance. All you do is show up.
- Ads go live the day compliance approves
- Every lead followed up within minutes
- You see every dollar, every week
Your week
Illustration
Mon16
Tue17
Wed18
Thu19
Fri20
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
Client review
9:00
Lunch
12:00
Annual review
3:00
Admin
2:00
Team call
10:00
Client review
1:00
First meetings booked this week
0
Our callers book meetings only. They never give financial advice.
You didn't get licensed to become a marketer.
But somewhere along the way, growing your book turned into a second job. Sound familiar?
01 02 Marketing eats your best hours.
Research shows most of what it costs to win a client is the advisor's own time.¹ Time you could spend with clients.
03 Bought leads are a race.
Shared with other advisors, half never pick up, and you're dialing at 8pm hoping someone answers.
04 The agency set it up and disappeared.
A nice dashboard, a few ads, then silence. Leads sit in a CRM nobody touches.
05 Compliance turns “next week” into “next quarter.”
Every new campaign means another round of approvals, and agencies that don't get it make it worse.
06 You can't tell what's working.
No cost per meeting. No idea where the money went. Just a monthly invoice.
¹ Kitces Research found the average cost to acquire a new client was about $3,119, with roughly $2,600 of that being the advisor's own time.
The problem isn't you. It's that nobody's actually doing the work.
Everyone says “done for you.” Here's what that usually means.
- Builds and runs your adsYes
- Custom landing page + videoSometimes
- Qualifies leads before they reach youRarely
- Texts + emails every lead instantlySometimes
- Calls every lead for 7 daysNo
- Books meetings onto your calendarNo
- Warms prospects up before the meetingNo
- Rebooks no-shows and nurtures “not yet”No
- Weekly report + biweekly strategy callSometimes
- Exclusive leads (never shared)Yes
Setting it up is the easy part. Running it every day is what gets results. That's the part we do.
From scroll to sit-down. Every step handled.
Here's exactly what happens between someone seeing your ad and sitting across from you. You don't touch any of it.
Step 01
Ads that don't look like ads.
- What we do
- We script, design and run scroll-stopping Facebook and Instagram ads built around your ideal client, written to your dealer's guidelines.
- For you
- The right people find you. Not tire-kickers.
Step 02
A short video that does the educating.
- What we do
- Your ad leads to a page with a short video (VSL) that explains how you help, so prospects arrive informed.
- For you
- First meetings start further along. Less explaining, more advising.
Step 03
A qualifier that filters out bad fits.
- What we do
- Prospects answer a few quick questions. People who don't fit your minimums are politely filtered out.
- For you
- Your calendar fills with people you actually want to work with.
Step 04
Book now, or we call them.
- What we do
- Qualified prospects see a prep page and can book straight onto your calendar. If they don't book, they've still given us their info.
- For you
- No lead slips through the cracks.
Step 05
Speed to lead in minutes.
- What we do
- Every new lead gets an instant text and email. Then a call: within 5 minutes during business hours with our calling team, within the hour on our standard plan.
- For you
- You reach people while they're still thinking about it.
Step 06
7 days of follow-up. Every single day.
- What we do
- If they don't answer, we call again every day for 7 days, with a text and email each time. Our team books meetings only and never gives financial advice.
- For you
- The leads you're paying for actually get worked.
Step 07
Pre-sold before they meet you.
- What we do
- Booked prospects get instant confirmations, reminders, and short value videos from you. Once they watch one of your YouTube videos, they start finding the rest.
- For you
- Higher show rates, warmer meetings, and a bonus boost to your organic content.
Step 08
No-shows rebooked. “Not yet” nurtured.
- What we do
- No-shows and cancellations get rebooked automatically. People who aren't ready go into long-term nurture (with proper consent) for as long as we work together.
- For you
- Today's “maybe” becomes next quarter's client.
Step 09
Reviews that grow your reputation.
- What we do
- Where your dealer allows it, happy clients get a simple request to review you on Google.
- For you
- More trust for the next prospect who looks you up.
Step 10: You show up.
That's it. That's your part.
Compliance is step one. Not a speed bump.
We know how this works. Every ad, page, and message goes through your dealer before anything goes live. So we build for that from day one.
- 1
Day 1
Kickoff call. We learn your practice, ideal client and dealer guidelines.
- 2
Days 2 to 7
We build everything: ads, video script, landing page, qualifier, follow-up, calendar.
- 3
Compliance review
Submitted to your dealer. Timing depends on your dealer.
Launch day
The day you're approved, we go live. Everything's already built and waiting.
- Written to your dealer's guidelines from the start
- You approve every word before it goes to compliance
- Our callers book meetings. They never give financial advice
- Consent captured on every form (CASL in Canada, TCPA in the US)
- Copies of every ad and message kept for your records
- Works with dealer-affiliated advisors and independents
Every dealer is different. On our strategy call, we'll walk through how this works with yours.
You'll never wonder where your money went.
Every week you get a report showing exactly what happened: what we spent, how many leads came in, how many we reached, how many booked, and what each meeting cost.
Every two weeks we get on a call to look at the numbers together and talk about lead quality. If quality slips, we don't make excuses. We figure out why (the targeting, the ad, the qualifier, the follow-up) and fix it.
Week 4
Weekly report
- Ad spend
- $350
- New leads
- 24
- Leads reached
- 21
- First meetings booked
- 6
- Show rate
- 83%
- Cost per booked meeting
- $58
Bookings, last 4 weeks
Thursday's ad is winning. Moving budget to it.
Weekly reports.
Every number, every week.
Biweekly strategy calls.
Real conversations about what's working.
You own it.
Your ad account and your leads stay yours.
A system with two years of results behind it.
For over two years we've run this exact system for realtors: ads, instant follow-up, daily callbacks, and appointments booked straight onto their calendars. Same engine, now tuned for advisors and compliance.
Results from our real estate clients
First 3 months
37
in-person appointments in a client's first 3 months
First 3 months
3
closed deals in a client's first 3 months
8 months in
15
new clients for an agent in 8 months of working with us
ACROSS OUR REAL ESTATE CLIENTS
$100M+
in property sales volume generated for our real estate clients
$1M+
in commission income for those clients, estimated at 1% of that volume
WHO YOU'LL ACTUALLY TALK TO
Hey, I'm Ethan.
For the past two years, I've run a marketing agency that does the work other agencies skip: calling every lead, following up every day, and booking real appointments.
When a financial advisor was referred to us, I saw how badly advisors were being served: agencies charging a lot to set things up and walk away. So I built GrowMyBook to do it properly. We do the work. You get your time back.
Ethan
You talk to me.The strategy call is with me, not a sales rep.
Straight answers.If we're not a fit, I'll tell you on the call.
No pitch deck.We look at your practice and I show you the system.
Book a strategy call
Read the full story 45 minutes, on video
Questions advisors ask us
We build everything to your dealer's guidelines and nothing goes live until your compliance team approves it. You approve every word first. On our call we'll walk through how it works with your specific dealer.
Your calendar, full. Your evenings, back.
Book a 45-minute strategy call. We'll look at your practice and show you exactly how the system would work for you. If it's not a fit, I'll tell you.
Book a strategy callyou'll see the system in action the second you bookyou'll see the system in action the second you book