$66 abooked call.
Advisors: that’s what my own RIA paid per booked call from April to October. I’ll build you the same system, in your name, in six weeks.
Brennan Vitali, CFP®. I run my firm’s ads myself.
From my own ad account.
I count everything in my own database, because Meta’s dashboard shows about a quarter more leads than actually came in.
That’s calls, not clients, and it’s my niche. Yours will land somewhere else, and finding out where is the first thing we do.
Cost per lead started near $15 in April and was about $4.30 by August.
Who holds your ad account?
If an agency runs your ads out of its business manager, your pixel lives there too. So does your list.
Stop paying them and you start over at zero. Here the account is in your name from the first dollar, so if you fire me on a Tuesday it still runs on Wednesday.
- Ad account
- Your Firm LLC
- Pixel
- Your Firm LLC
- Domain and pages
- yourfirm.com
- Lead list
- Yours, export any time
The starting numbers are an example. Type in what you actually pay.
Six weeks to your first booked call.
Question 1 of 11
Who do you serve best?
We pick who, and I build the quiz
One kind of person with one problem. You film for a day, I write and edit the ads.
- Came from
- Ad 07, the first-line test
- Serves
- One group
- Households
- 100 to 300
- Wants
- Built for them
- Booked
- Thu 10:30
You watch a test lead come in
It lands in the CRM with its quiz answers and the ad it came from. You approve every ad first.
Calls land on your calendar
Somebody reads the numbers each morning and cuts what isn’t working. That’s you or me.
Miss the target, I work free.
Before we launch, we agree in writing on a target cost per booked call. We start from $250 and look at whether that can work for the people you serve. If it can’t, we set the number that can, before you spend a dollar.
If your cost per booked call is above that target, I keep working at no charge until it’s under. On Growth Partner, you don’t pay me that month either. I can’t promise how many calls you’ll get. That depends on your spend and how fast you call people back.
Growth Partner
For the advisor who wants it built and off their plate.
I build the whole thing, then I run it for a year: the account, the funnel and the numbers. New ad openings every month, two long YouTube videos a month that I script and edit, and a second funnel once the first hits its number for a month. My CRM is extra, at $60 a month plus $10 for each seat after the first, or I’ll set up the one you already use.
$36,000
For the year. $14,000 when you sign, then $2,000 a month for eleven months.
Talk about Growth PartnerThe System
For the advisor who wants it built right and wants to run it. It’s where I’d start most firms.
The quiz that books good fits onto your calendar, plus ten ads we write together and I edit. Live by the end of week six. My CRM is extra, at $60 a month plus $10 for each seat after the first, or I’ll set up the one you already use. After launch you can run it yourself for nothing, get coaching at $750 a month, or have me run it at $2,000 a month.
$8,000
Once, when you sign. There’s no second payment for the build.
Talk about The SystemQuestions I get on calls.
Why would a CFP do my marketing?
Because I already do it for my own firm, and I look at the numbers every morning before anything else. You're not paying me to learn. I also know what your CCO is going to ask, so the ads get written to make it through review.
What do I actually own?
The ad account and pixel are yours, and so are the domain and your lead list. If you use my CRM, it's my software set up as your firm, $60 a month plus $10 for each seat after the first, and you can export every lead whenever you want. If you'd rather keep your own CRM, I'll set that one up instead.
What does the advertising cost?
That's separate. It goes from your card straight to Meta. I'd start most firms at $50 a day, about $1,500 a month, and I don't take a percentage of it.
Why should I trust one firm's numbers?
Don't take them as a promise. They're the only numbers I'll put my name to, counted in my own database. My first client builds are early, and that's why the guarantee exists.
How much of my time does this take?
About two hours a week while we build it, plus one day of filming. Nothing runs until you've approved it.
How do I pay?
In full when you sign. The System is $8,000. Growth Partner is $14,000 up front, covering the build and your first month, then $2,000 a month. You sign and pay on the same page.
Take the diagnostic. It’s a few questions about how you get clients now, about three minutes. If it’s a fit, we book a call.