Real prospects delivered to our partners (personal info redacted).
If your pipeline is running dry and you're tired of chasing prospects who never wanted to talk in the first place, this changes that.
Every appointment on your calendar starts with someone who already asked for the conversation.
Inbound prospects who book straight into your calendar because they want to speak with an advisor. No cold calling. No chasing. No expensive seminars.
Here's how it stays that simple:
| Cold calling & seminars | Buying leads / agencies | FinscaleThe Intent Engine | |
|---|---|---|---|
| Cost | Time and capital, resource heavy. | Setup fee plus a retainer, paid whether it works or not. | Pay for qualified appointments. Nothing else. |
| Lead quality | Very low. You're chasing people with no intent. | Low to medium. Depends on luck, and leads are often shared with other buyers. | Screened against criteria you set. Exclusive to you, never shared. |
| Risk | All yours: hours you don't get back. | A gamble. You're spending money on uncertainty. | Shared. We don't get paid if it's not qualified, and we keep delivering until your ROI hits inside 90 days. |
| If it's not working | Keep grinding. | Still paying next month. | You stop paying immediately. |
We target specific pockets of people right when demand spikes: a concentrated stock position that just became a tax problem. A 401(k) rollover window. A business owner selling their business.
We test every campaign ourselves first. You only get what's already working.
Real messages and calls from advisors on the program. Faces and identifying details removed.
“I just got one! We set an appointment for tomorrow at 2pm. Way to go team!”
“The leads are going pretty well. I just had a meeting with one of them who has $1M to invest, and we're finalizing a retirement plan.”
“Amazing! Interested and engaged: Giulio Pecoraro ($1.3M), Naresh Chopra ($2.1M).”
“Hi guys, have connected with a prospect and in talks to convert him to a client.”
“The leads you guys delivered this week and last have been excellent! I've already told 2 to 3 other advisors about you guys.”
“Very happy with the results so far.”
“On the bright side, I met for a follow up today and am confident we'll close $1M in portfolio advisory.”
“Happy to report that the first person you referred to me has come on board.”
“The leads have been great so far! Spoke with two prospects today, both interested and both had assets.”
“Since your last two sales calls, I've been able to close more. That's like a 56% close rate.”
Pablo · Financial AdvisorBooked a second discovery call with a $1.3M investable-asset prospect, sourced through the Intent Engine.
Karen · Financial AdvisorIf that's you, let's talk. This might be for you.
We build your entire campaign: targeting, creative, funnel, and the qualification criteria we'll screen against. Your ads go live at the daily budget you choose. You don't lift a finger.
Every response gets screened against your criteria. Only qualified prospects land on your calendar, confirmed and reminded automatically. Your only job is to show up.
We keep tuning geography, asset tier, and creative as the data comes in. You get regular check-ins on what booked, what showed, and what's next. We make the adjustments, not you.
We do our job: deliver appointments with qualified prospects. You do your job: close the deals. That's how we both win.
Before we launch, we agree in writing on what counts as qualified for your practice: asset range, geography, licensing fit, any exclusions you name. Every appointment we book meets that bar, or you don't pay for it.
Work with us for 90 days. If the Year 1 commissions from clients we help you close aren't worth more than what you paid us, we keep delivering appointments at no extra cost until they are.
No long-term contract either. You can stop per the agreement whenever you want.
We run highly specific campaigns: concentrated stock, business-owner exits, trust and estate structuring. Advisors keep telling us the same thing: real people, ready to talk.
This isn't a discount. It's priced this way so it's easy to say yes and prove what partnering with us is like.
10 spots open this month. After that: $2,500 setup, $200 per appointment, no ROI guarantee.
The best deal you'll ever get from us.
Move the sliders to match your practice.
Illustrative only, based on the numbers you enter. Not a guarantee of results. Close rate, average assets per client, your advisory fee, and client lifetime are your inputs, not our projections. Year 1 uses only the fee earned in the first year, lifetime assumes the client stays for the number of years you set. Ad spend is paid to the ad platform directly by you, not to Finscale.
Speak with our team to see if it's a good fit.
$120 per qualified appointment + ad spend · $0 setup fee · no long-term contract · 90-day ROI guarantee
Check if a spot is still available.
You wouldn't have to. Keep your ads if they're working. Run ours alongside them and compare cost per appointment side by side. Plenty of advisors do exactly that, and we're comfortable being measured on it.
Most advisor lead gen sells you a list and walks away. We don't. You're paying for an appointment screened against criteria you set in writing, and if it misses that bar, you don't pay. The bad-lead risk sits on us, not you.
Whatever you and we agree in writing before launch. Usually that's asset range, geography, age band, and any hard exclusions you name. Specific enough that there's nothing to argue about later.
You do, straight to the ad platform. It never touches Finscale and we never mark it up. You pick the daily budget, $50 to $150, and change it whenever you want.
That depends on your geography, criteria, and budget, so a number today would just be a guess in disguise. We'll model it with you against real campaign data before you commit to a budget.
No long-term contract. Leave whenever the agreement allows. We'd rather earn you back every month than hold you with a clause.
About a week from signed agreement to live campaigns, assuming your criteria, calendar, and ad account are ready. Connect your calendar early and you'll stay on schedule.
Not sure this fits? We'll run your numbers on a short call and tell you straight whether the math works for your practice. Book a call →