Built exclusively for fiduciary RIAs with $100M+ AUM and 3+ advisors
We've Booked 30,000 Qualified Appointments for RIAs. Here's How We'll Do It for You.
The only done-for-you lead generation system for financial advisors tested across $10M in real ad spend, and the only one that builds your brand while filling your calendar. So every dollar you invest follows a proven playbook, not a guess.
Step 1: Watch Short Video Now
30,000+ Qualified appointments booked | $10M+ In verified client ad spend | $100M–$8B AUM range of clients served | RIA-only
⚠️ This is not for insurance agents, solo advisors, or captive advisors. If your firm does not yet have $100M+ AUM and at least 3 advisors, this system will not be the right fit — and we'll tell you honestly on the call.
How 47 RIAs Are Adding 30–200 Qualified Appointments to Their Calendars Every Month Without Seminars, Webinars, or Shared Lead Vendors
If you run an RIA with $100M+ in AUM and 3 or more advisors who need consistent qualified appointments, this is the most important page you'll read this year.
Let me tell you something most marketing companies won't admit:
Referrals are your highest-converting lead source. They'll always be.
But if you want to add $100M, $200M, or $400M in new assets this year, referrals alone won't get you there. There simply aren't enough of them.
So you've probably tried the alternatives.
Seminars and then watched your best presenter spend 40 hours a month preparing, presenting, and following up, only to saturate your local market after six months.
Webinars and then discovered that cold audiences who don't know you, like you, or trust you yet simply don't show up.
Shared lead vendors — and slowly realized something that should change how you think about marketing forever:
The lead vendors became worth hundreds of millions of dollars because of the brands they built. You paid for the leads. They kept the brand.
Every dollar you gave a lead aggregator, you were building their audience. Their authority. Their brand equity.
Meanwhile, they became the name that retirees go to first when they want help. Not you.
Here's the question that should keep you up at night:
If they can run ads online to generate retirement planning leads, why can't you?
The answer is: you can. Most firms just don't know how to do it profitably.
That's the problem my company, Clients Blackbox, was built to solve.
Since late 2021, we've worked exclusively with RIAs, not insurance agents, not mortgage brokers, not generalist financial advisors. Just RIAs.
In that time, we've managed over $10 million in ad spend across dozens of firms ranging from an $80M boutique to an $8 billion institution.
And we've generated over 30,000 qualified appointments.
Not leads. Not form fills. Not phone numbers of people who half-remember clicking something.
Booked calendar appointments. With pre-retirees and retirees averaging $1.5 million in investable assets.
How? A Four-Step System Built Specifically for RIAs.
Step 1: A 90-Second Video Ad That Stops the Scroll
We've scripted over 3,500 of these. We know exactly what language gets a 58-year-old with $2M in a 401(k) to stop, watch, and take action.
Your team records it we handle the script, editing, and production guidance remotely. Your compliance department reviews and approves everything before we publish a single frame.
Step 2: Precision Targeting on Meta, Powered by Our CBBAI Database
This is where most RIA marketing fails. Generic targeting produces generic results.
We've built a proprietary database CBBAI that lets us filter to people who are:
• 55 years or older
• Net worth over $1 million
• Actively searching for retirement planning help
• Searched retirement-related terms within the last 10 days
Plus, we take those 30,000+ appointments we've already generated, upload that audience to Meta, and build lookalike models of 1 to 5 million people who closely match the qualified prospects who've already booked with financial advisors through our system.
No other marketing company serving RIAs has this dataset. Because no other company has exclusively served RIAs at our volume for this long.
Step 3: A 10-Minute Educational Video That Does the Selling for You
Once someone clicks, they land on a page with a short educational video — the digital equivalent of your best seminar, distilled into one or two core insights.
Taxes. Income planning. Withdrawal strategies. Estate planning.
We have proven frameworks for each. And we customize each one to your firm's positioning, your market, and your ideal client profile.
Step 4: Automated Pre-Qualification and Direct Booking
Before anyone can book a meeting with your team, they must confirm that their investable assets meet your minimum, typically $500K, though some of our clients require $2M.
Qualified prospects book directly to your calendar through Calendly. A confirmation sequence prepares them for the meeting before they ever show up.
The result: your advisors start their day with pre-qualified appointments already on the calendar.
What This Looks Like in Practice
One of our clients came to us as a solo advisor. He shut down his webinar campaigns, stopped buying leads, stopped doing seminars, and went all in on this system.
Three years later, he has 22 advisors and spends over $500,000 per month on ads.
That generates over 1,000 appointments per month for his team.
That's an outlier. But it shows you what's possible when the system works, and you commit to it.
For most firms, the results look like this:
• 30 to 50 booked appointments per month
• 50–60% show rate that's 15 to 30 qualified meetings
• Average investable assets: $1.5 million per prospect
Your close rate determines your outcome. Even at 10%, that's 2–3 new clients per month, every month.
At 20%, that's 3–6.
At 30%, that's 5–9.
Think about what that does to your AUM trajectory over 12 months.
What This Costs — And What It's Not
This is not a $200 CRM tool. This is not a $2,000 social media management retainer.
This is a full-service appointment-generation engine: targeting, ad creative, landing pages, compliance review, optimization, and reporting, run by a team of eight specialists who work on RIA campaigns every single day.
It starts at $15,000 per month.
Month-to-month. No contracts. We earn your business as we go, because that's the only way this relationship works long-term.
Is This Right for You?
This system works for RIAs with:
• $100M+ AUM (or $1M+ in annual revenue)
• 3 or more advisors who need a consistent appointment flow
• The infrastructure to handle 30–200 new qualified appointments per month
If that's not you today, bookmark this page. Come back when it is.
If that is you, book a 30–45 minute strategy call. We'll review your current marketing, look at your goals, and tell you honestly whether this is a fit — and exactly how we'd customize it for you.
I charge $1,000 an hour for consulting. These calls are complimentary for qualified RIAs.
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.
5 Reasons To Book Your Free Marketing Consultation Today
1. Access A Proven RIA Growth System
Tap into strategies built on $10M+ in ad spend and 4 years of verified results — not theory or empty promises
2. Connect With Qualified Clients Only
Start meeting exclusively with pre-qualified seniors (ages 55-70) with $500K+ in retirement assets who are ready to plan
3. Eliminate Prospecting Busywork
Say goodbye to LinkedIn outreach, cold calls, lead vendors, seminars, and webinars that waste your valuable time
4. Get Your Custom Growth Blueprint
Receive a tailored marketing plan to achieve your organic growth targets profitably—100% free—designed using the same system that launched a new RIA to $200M+ AUM and Inc. 5000 status in under 14 months
5. Discover If Your Firm Qualifies
Find out if your retirement planning firm (with 3+ advisors and $100M+ AUM) is among the select 2% that can leverage this exclusive system
*A note on qualifications: After investing $10M+ in ad spend and analyzing 4 years of data, we've identified clear patterns in which advisory firms succeed with our approach. To maintain our high success rate and provide exceptional service, we carefully select partners who meet specific criteria. While we wish we could work with everyone, we currently accept only 3 new firms monthly, and approximately 98% of applicants don't qualify. We appreciate your understanding as we maintain this selective process to ensure optimal results for our clients.*
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