Craig Wear

Financial Planner for IRA Millionaires

Problem

High lead acquisition costs paired with an unsatisfactory profit-to-advertising ratio.

Solution

Restructured ad spend toward high-intent search and rebuilt the lead funnel with qualifying friction.

Result

4× ROAS in 90 days. Profitable advisor pipeline that compounds month over month.

Mike Pugh

HNW Inheritance Tax Planner

Problem

Solo content production was too time-intensive — Mike couldn’t scale marketing without sacrificing client work.

Solution

Built a video-first content engine with batch production, AI-augmented editing, and distribution automation.

Result

10× content output without adding hours. Consistent inbound consultations.

Nicholas Carryl

Estate Planning Attorney

Problem

Just starting out — knowledge and drive but no system to attract and convert clients consistently.

Solution

Built the full marketing stack from scratch: positioning, paid ads, content, lead capture, follow-up automation.

Result

Booked qualified consultations within 30 days. Predictable client acquisition system in place.

Douglas Beck

Real Estate Deal Maker

Problem

Traditional lead-gen agencies delivered low-quality, unqualified investor leads.

Solution

Custom investor-targeting funnel + automated qualification sequence + retargeting strategy.

Result

Consistent qualified investor leads. Cost per qualified lead dropped 60%.

Jason Gray

Estate Planning Attorney (15+ yrs)

Problem

15+ years of expertise but growth had plateaued — couldn’t differentiate in a crowded market.

Solution

Repositioned brand around HNW niche + content authority play + paid amplification of best content.

Result

Re-energized practice with premium client positioning. Qualified inquiries up 3×.