If you're responsible for marketing at an RIA with $100M+ AUM and 3+ advisors who need consistent lead flow...
Then what you're about to read could transform your firm's growth trajectory forever.
I'm going to show you exactly how we've helped RIAs generate over 30,000 qualified appointments in the last 4 years.
Without seminars. Without buying shared leads. Without webinars that nobody shows up to.
But first, let me be clear about who this is for:
This only works for RIAs that already have over 100 million in AUM, or the equivalent in revenue - at least $1 million a year - and have multiple advisors.
Because it's not cheap. This is not a $200 automation software. This is not a $2,000 a month social media management service. We're talking about at least $15,000 a month.
If that's not you, this won't be relevant. But if that is you, keep reading.
The Brutal Truth About Your Current Marketing Options
Referrals are amazing, right? Your close rate is high and all that. But typically, there's not an unlimited number of referrals.
If you're a $2 billion RIA and you want to grow at 10 or 20% a year, you want to add $100 million, $200 million, or even $400 million a year in new assets.
More than likely, that's not going to come only from referrals. That's a lot of assets.
Seminars can work. They don't work for a lot of people, but they do work for some people.
And when they do work, the issue with them is they take up a lot of time and resources and they're very costly and expensive. Even when they do work, you're stuck with maybe one or two presenters who are doing a really good job.
But you can't really scale that because you'll saturate your geographic area. You can't do more than a certain number of seminars per month. And good presenters are hard to replicate.
Webinars had the promise of being able to help you take your seminar online.
But if you've ever done a webinar to a cold audience who doesn't know you, like you, or trust you yet, you know that they rarely perform well.
Now when it comes to buying leads, here's what you need to understand:
Leads are the sawdust of advertising online.
What I mean is that the main outcome of advertising online is growing your brand. And leads are just the sawdust - a byproduct.
Why Lead Vendors Are Getting Rich While You Stay Stuck
Over the past decade, these lead vendor companies have grown to be worth hundreds of millions, if not billions of dollars.
Why? Because of the brand they built.
Now prospects go to them when they want help with retirement planning. Not you.
Meanwhile, the biggest RIAs in the industry, while they may have been buying leads on the side from those same vendors, have also invested a tremendous amount of money into building their own brands.
And now when they advertise, people know who they are. They've heard of them, they know the logo, they know the colors.
So, here's my question:
If lead vendors are just advertising online and running ads to get leads, why can't you run your own campaigns?
The Answer: You Can (If You Know How)
When I first started Clients Blackbox back in late 2021, I had been doing digital marketing as a freelancer for six years.
Three of my financial advisor clients got a 10x return on investment with my campaigns.
So I decided to double down on financial advisors. I looked at the industry and saw that financial advisors were really struggling to grow profitably and organically.
Especially RIA leaders who have multiple - sometimes dozens - of financial advisors they need to keep busy.
What We've Accomplished Since Then
Four years later, here's what we've done:
We've literally helped one guy go from being a solo advisor to hiring 22 advisors in less than three years.
Exclusively using our system.
He went from spending 10 or 15 thousand on marketing per month to spending literally half a million dollars a month. That's generating over a thousand appointments per month.
That's an outlier, but here's why it worked:
He stopped all his webinar campaigns, didn't do any seminars, didn't buy any leads - didn't do anything else but this. He really built his entire business on top of this system.
For most of our clients:
We've been able to help multiple RIAs get anywhere from 30 to 200 appointments per month at a reasonable cost.
And these are not your $50,000 investable asset appointments.
These are people who have half a million, $2 million, $3 million, $5 million - sometimes $10 or $15 million in investable assets.
Our Client Range
• Largest client: $8 billion RIA
• Smallest client: $80 million RIA
• Team sizes: 3 advisors to 40+ advisors
• Investment levels: $15,000 to $500,000 per month
How Our System Actually Works
We build profitable growth engines for our clients. It's a four-step process.
Step 1: The 90-Second Video Ad
We script a video, someone from your team reads the script, and we edit the video. All you need to do is record the videos, and we help you with that remotely.
We've scripted literally 3,500 of these over the past four years.
The goal: Get the attention of the right people, educate them, and get them to take the next step.
Step 2: Precision Targeting on Meta
That video is shown as an ad on Facebook and Instagram. Our primary demographic is people 55 years and older - it's about 80 percent Facebook and 20 percent Instagram.
We've tried literally every other platform - YouTube, native advertising, Quora, Reddit ads, Google ads, Bing ads, TikTok ads.
Nothing beats Meta in terms of quality, scale, predictability, and consistency.
How do we target so precisely?
We have a database we call CBBAI - Clients Blackbox AI. This AI allows us to sift through hundreds of millions of data points on tens of millions of people who are actively searching for retirement planning.
I can filter by:
• Age 55+
• Net worth over a million dollars
• Actively looking for retirement planning
• Searched for these terms in the past 10 days
Plus, we have those 30,000 appointments we've already booked. We upload that to Facebook and create lookalike audiences - one to five million people who look like those who have already booked meetings with financial advisors through us.
Step 3: The 10-Minute Educational Video
People go to a landing page with a ten-minute video that educates them and asks them to book a meeting.
Imagine your tax and retirement seminars summarized into one or two key points.
We have different topics:
• Taxes
• Income planning
• Withdrawal strategies
• Estate planning
And different niche campaigns for different people - teachers, physicians, business owners.
Step 4: Pre-Qualification and Direct Booking
Before they can book a meeting, they have to confirm they have at least your minimum (typically $500K, but some of our clients require $2M minimum).
They book directly through Calendly. Then go to a confirmation page that prepares them for the meeting.
The result: You get qualified appointments on your calendar. Every single day.
What You Can Expect
Cost-wise, it starts at $15,000 a month.
What you can expect:
• 30 to 50 booked appointments per month
• 50 to 60 percent will show up
• That's 15 to 30 people actually showing up per month
Your close rate will depend on your closing ability. If you've ever run a financial advisory team, you know that close rates vary wildly by advisor.
Think about it: If you're talking to 15 to 30 qualified people a month, how many can you turn into clients?
10%? That's 2-3 new clients. 20%? That's 3-6 new clients. 30%? That's 5-9 new clients.
Every month.
The Numbers That Matter
We have spent over $10 million of our clients' money on digital marketing and ad spend.
Those were working dollars, and they've generated over 30,000 appointments.
Most of that $10 million budget didn't come from the $8 billion RIA. It came from small companies - $5,000 here, $10,000 there, $30,000 here.
You don't get that many people to trust you with that much money if you don't know what you're doing.
The appointments we generate:
• Minimum: $500,000 investable assets
• Average: $1.5 million investable assets
About Compliance
Everything we create goes through your compliance department for approval before we record anything.
We understand FINRA requirements because we only work with RIAs. We've been doing this for four years exclusively with investment advisors.
Your compliance team reviews and approves everything before it goes live.
No Geographic Restrictions
We advertise nationwide - no territory restrictions.
You can help anyone in America who needs your services. You deserve to reach everyone who could benefit from your expertise, not just people in your backyard.
Month-to-Month, No Contracts
This is month to month. You don't have to commit to 12 months or six months or 18 months.
We prefer to earn your business as we go.
What's The Alternative?
You could try to do this internally.
But executing this wrong can cost you tens of thousands, if not hundreds of thousands of dollars in both direct costs and opportunity costs.
I have a team of eight people executing these campaigns for our clients. This is not a one-man show.
Or you could keep doing what you're doing.
But every month you wait, you're missing out on 30 to 200 qualified appointments.
Your Next Step
If this strategy seems like it could be even remotely a fit for what you do at your firm, then literally the best thing you can do for yourself is book a call.
On our 30-45 minute strategy call:
• We'll review your current marketing strategies
• Look at your current situation and goals
• See if this is a fit
• Talk about exactly how to customize this for you
I usually charge $1,000 an hour for these consultations, but I do them at no cost for the right firms.
Let's Have A Conversation
We've had clients spending between $15,000 and $500,000 a month on this system.
Your spend might be different. The campaigns we create for you will be different. The messaging will be different. The positioning will be different.
Every client gets unique customizations created specifically for them.
If we can help you, we'll talk about how. If we can't, we'll point you in a better direction.
Alex Khassa
CEO & Founder
Clients Blackbox Inc.
P.S. If you just skipped to the bottom looking for the price - it's $15,000/month minimum. This gets you 30-50 booked appointments monthly with pre-retirees and retirees averaging $1.5M in investable assets. We've generated 30,000+ appointments for RIAs over 4 years. Month-to-month, no contracts. But you need $100M+ AUM and 3+ advisors or this won't work for you. If that's you, book a call and I'll show you exactly how we helped one advisor scale from solo to 22 advisors in 3 years.
