Fill your sales pipeline with
High Net Worth Clients
who are ready to invest NOW !
The exact system I have used to generate more than 4000 High Net Worth Client Leads and more conversions
Rated 4.9/5 by hundreds of happy customers.
How It Works
Highly Effective
Lead Generation & Customer Nurturing
We've streamlined the entire process to get you huge results as quickly as possible
Book Your Free Consult
Schedule time to discuss how we can skyrocket your business
Watch The Magic Happen
Our expert team completely manages your marketing
Watch Your Revenue Grow
Sit back and relax as you watch your revenue grow!
Start Filling Up Your Calendar With Qualified Sales Appointments Today!
Our Process
Click, Capture, Close.
Our Proven Model To Help You Grow
There’s a lot of noise out there. Who do you trust? How do you know what to do? Well, let’s be transparent and make it easy for you. Once these seven steps are optimized, you will have an extremely scalable client-getting system.
1. Cold Audience Approved Offer
Word-of-mouth business and referrals are how we all started in business. They are the easiest to turn into a sale. But what happens when you branch into the big leagues and start trying to scale?
With our proven offer strategy, you can...
Attract the clients you want to work with, and have them pay top dollar
Separate your business from you competitors
Compete with the big fish in the big ponds
Increase the overall effectiveness and efficiency of your marketing
Adtrig Replaces:
High Ticket Programs & Courses, Market Research Analyst, In-House Marketing Departments
2. Lead Generation Strategies
There are only so many ways you can generate new clients. Paid advertising is the fastest way to get the most eyeballs on what you sell and, if done correctly, yields the most ROI and is the easiest to scale.
With our lead generation strategies, you can...
Stop relying on word of mouth, inconsistent referrals, recording 100+ videos per month, or cold calling people that get mad and hang up on you
Launch paid ads that bring a consistent 3+ to 1 return
Optimize for the perfect volume of new customers and best quality leads
Adtrig Replaces:
Funnel Builders, Graphic Designers, Web Developers
3. Optimize Your Ad ROI
Once your ads are running, you or someone else must manage them regularly. But you need to know how that should be done. You don’t want things going sideways when you are spending money on ads, and at the end of the day, it’s your business.
With our ad buying process, you can
Have the proper attribution structures in place, dial in your pixel, identify problems and trends, and analyze performance to make the appropriate adjustments.
Rapidly deploy ad variations based on your top performing winners
Dial in your ads to maximize your marketing efforts
Adtrig Replaces:
Media Buyer, Conversion Rate Specialist, Lead Generation Specialists
4. Self-Booked Appointments
The journey from clicking on your ad to booking a call with your team should be optimized at every step. If not, you will have a very leaky funnel, which can be the difference between 1-2 sales appointments per day and 10-15.
With our self-booking process, you can
Book more sales calls with a custom-built online calendar
Have a professionally designed sales funnel do most of the pre-selling for you
Filter out the tire kickers who just want the cheapest price
Convert more leads into qualified sales appointments
Adtrig Replaces:
Sales Funnel Design Specialist and Conversion Copywriter
5. Lead Nurturing & Follow-Ups
Once your lead generation is dialed in, only about 60% of all the appointments booked will be self-booked appointments. The other 40% of your appointments should come from lead nurturing and follow-up. These elements are essential for the success of your advertising campaigns and can mean the difference between losing money on ads and achieving a 3X return on investment. The money is in the follow-up!
With our lead nurturing and follow-up strategies, you can...
Have the exact follow-up cadence that has been tested and refined over the past 15 years
Stop sending basic follow-up messages that repel prospects away and start using messaging that acts with human persuasion tendencies
Use the correct mix of automation and human interactions to maximize conversions and stop shooting yourself in the foot by overusing AI
Adtrig Replaces:
Follow-Up Consultants and Nurture Sequence Copywriters
6. Solve the Show Up Problem
No-shows can be devastating to any sales process. At the end of the day, you need more qualified conversations (with the right people) to close more deals and scale your business. And if you’re spending all this time and money on marketing and lead generation, you want to take as many calls from the appointments you’ve booked as possible.
With our show rate strategies, you can...
Understand the two main reasons why prospects don't show up to appointments
Have all of our best performing strategies in place, customized precisely for your business
Double, or even triple, your show rates once you have the process dialed in
Adtrig Replaces:
Sales Consultants and Conversion Rate Specialists
7. Optimize Your Close Rate
So, how do you consistently and predictably close at a high rate? Fair warning: closing cold traffic is much more difficult than closing someone from a referral or word of mouth. They have no idea who you are and are extremely skeptical. You will no longer be able to rely on your reputation and personality to close deals. You now need closing skills.
With our cold closer training, you can...
Understand the main limiting factors on why people don't buy, and how to overcome them
Learn how to compartmentalize and tackle objections as they come
Increase revenue and eliminate wasted time by effectively closing as many sales as possible
Adtrig Replaces:
High Ticket Sales Coaches and Sales Training Courses
Start Filling Up Your Calendar With Qualified Sales Appointments Today!
What's Included
High Net Worth Clients delivered to YOU,
within 48 hours
We take care of it all so you can focus on what your best at: CLOSING !
Customer Surveys
Reviews & Referrals
Tracking Software
Competitor Analysis
A/B Split Testing
Landing Page Design
Email Follow-Ups
Booking Calendars
Dedicated CRM
Frequently Asked Questions
What exactly do you do?
We specialize in helping financial services companies, agencies, and individuals attract and convert High Net Worth Individuals (HNWIs) through targeted digital marketing strategies. Our expertise lies in creating and optimizing Google Ads campaigns that deliver high-value leads, ensuring your business connects with affluent clients who are ready to invest in your services.
How are you guys different?
Unlike generic marketing agencies, we focus exclusively on high-net-worth client acquisition. Our strategies are tailored to the financial services industry, combining advanced Google Ads techniques with a deep understanding of compliance, luxury branding, and the unique needs of affluent audiences. We don’t just generate leads—we deliver high-converting, high-value clients that grow your business.
What types of companies do you work with?
We work with a wide range of clients in the financial services industry, including:
>> Wealth management firms
>> Private banks
>> Financial advisors
>> Investment firms
>> Insurance companies
>> Fintech startups
>> Marketing agencies specializing in financial services
If your goal is to attract affluent clients, we’re here to help.
How long does it take before I start seeing results?
Our process is designed to be hands-off for you. Once we understand your goals and target audience, we handle everything—from campaign setup to ongoing optimization. You’ll only need to invest time in initial consultations and periodic reviews to ensure we’re aligned with your business objectives.
How much time should I expect to invest in this?
Our process is designed to be hands-off for you. Once we understand your goals and target audience, we handle everything—from campaign setup to ongoing optimization. You’ll only need to invest time in initial consultations and periodic reviews to ensure we’re aligned with your business objectives.
How technical do I need to be?
Not technical at all! We handle all the technical aspects of Google Ads, including campaign setup, tracking, and optimization. Our goal is to make the process simple and stress-free for you.
In simple words, we hand over the leads to you. All you do is Sell !
What are you waiting for? Bigger profits are only one free discovery call away!
We deliver High Net Worth Individuals (HNWIs) to your doorstep—effortlessly, consistently, and with measurable results.
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