Case Studies
Craig Wear – Financial Planner For IRA Millionaires
The Problem
Before Q3 Advisors brought me on board, they faced a common industry challenge: high lead acquisition costs paired with an unsatisfactory profit-to-advertising ratio.
This wasn’t a fledgling business though they were already generating several hundred thousand dollars a month in revenue and posting content consistently.
However, customer acquisition costs were cutting into their margins, leaving room for significant improvement in overall profitability.
The Solution
We began by optimizing Q3 Advisors’ existing systems for quick impact.
In the first month, we refined ad campaigns by cutting underperformers and improving those with potential.
Ads were rewritten and reshot to better engage their audience, and we streamlined targeting to focus on the highest-converting segments.
In the second month, we addressed key objections through the “Hammer Them” strategy, creating 20+ short videos and a follow-up email sequence to build trust and reduce friction.
We also optimized their book funnel with strategic upsells and downsells to boost cart value while keeping prospects engaged with bonus content and interactive elements.
The Results
In just one month, ad spend dropped from $188,000 to $145,000, saving $43,000, while gross profit increased by $33,000.
By the end of the second month, cash received rose from $503,800 to $723,000, a 43.5% increase, while ad spend fell further to $125,200.
Gross profit soared by 84.8%, reaching $413,090.
This transformation gave Q3 Advisors their most profitable month ever, setting a new standard for scalable growth and long-term success.
The Problem
Mike was creating and managing his own content all alone. He already knew that video marketing was very important but the whole process was very time intensive.
He was also spending a lot of money every month with another traditional lead generation agency and the results were pretty underwhelming
The Solution
We implemented our signature process of creating high performing organic content, turning them into high performing ads and building our signature backend process that converts leads into qualified booked appointments.
The Results
All Mike and his team have to do now is convert qualified appointments on a sales calls.
We are booking him between 10-20 qualified calls per day.
Making him an extra $200,000 every month.
Selling has become way easier because people know who he is and what he stands for.
And because we are only looking for specific types of cases, case fulfillment times have dropped significantly as well.
Mike Pugh – HNW Inheritance Tax Planner
Nicholas Carryl – Estate Planner
The Problem
Nicholas Carryl was just getting started as an estate planner. He had the knowledge and the drive but lacked the systems to attract and convert clients consistently.
With no predictable lead flow, he was stuck in a cycle of uncertainty, unsure of how to scale his business effectively.
The Solution
We implemented our signature process to position Nicholas as an authority, attract high-quality leads, and turn them into paying clients.
First, we created high-performing organic content to engage his audience.
Then, we transformed that content into strategic ads designed to convert.
Finally, we built a backend system that nurtures leads and books qualified appointments on autopilot.
The Results
Nicholas now has a predictable, scalable system for generating clients.
He consistently books qualified appointments without chasing leads.
Selling has become less of a hassle because prospects already trust him before the call.
And because he’s attracting the right clients, he spends less time on fulfillment and more time growing his business.
The Problem
Doug was trying to scale his real estate business, but generating consistent, qualified investor leads was a grind.
He had worked with traditional lead generation agencies before—but the cost per lead was too high, and the appointments weren’t the right fit.
He needed a way to consistently book real estate investor calls without wasting time or money.
The Solution
We stepped in and took over the process—
Managing the ad spend efficiently
Producing targeted content and ads that attract the right investors
Building backend systems that book qualified appointments straight into his calendar
And we didn’t just execute…we brought strategy and leadership to make sure everything aligned with Doug’s growth goals.
The Results
Doug now gets real estate investor leads on autopilot…without micromanaging or overspending.
Cost per lead is significantly lower
Appointments are pre-qualified and serious
10–20 investor calls booked every week
Sales are smoother because people already know Doug and trust his brand
And his team can focus on closing deals instead of chasing the wrong leads
Mike Pugh – Inheritance Tax Planner