Straight answers to the questions financial advisors actually ask.

That’s the point of working with us. We draft everything with regulatory expectations in mind and build your firm’s review step directly into our workflow. Your compliance team always has final sign-off, our job is to make that sign-off easy. Revision rounds are included, never billed extra.

Yes. Send us your firm’s marketing and social media policies at kickoff and we build inside them from the first draft, which is exactly why our approval cycles run shorter than a generalist agency’s.

It depends on your registration category and your firm’s policies, rules differ for securities-registered advisors versus insurance-licensed ones. We flag what needs review and never publish a claim your firm hasn’t cleared.

They aren’t licensed and they never need to be, because they only schedule. Reps introduce themselves as calling on your behalf, confirm the prospect asked to hear from you, check your qualifying criteria, and book a time. They never discuss products, suitability, performance or fees; those conversations are yours. Scripts are approved by you and, where required, your firm.

About three hours of batched filming or recording per quarter, plus roughly an hour a month of approvals. Prospecting, ad management, follow-up, calling, scheduling and reporting are all on us; you show up to the meetings. See the full time breakdown.

Yes. We direct every session, you get unlimited retakes, and the edit keeps only your best moments. And if video is truly off the table, we build your engine around writing and audio instead.

Honestly: it depends on your niche, region, offer, capacity and firm guidelines, and no agency can promise a number. What we commit to is a system measured on booked, qualified meetings, monthly reporting in plain language, and a fixed fee, so you always know what each meeting cost and can decide for yourself whether it’s worth continuing.

Campaigns and booking typically go live within the first few weeks, once your firm has approved the creative and scripts, and the first meetings usually follow soon after launch. Funnels, video and social compound over months and make each campaign dollar work harder. We set milestones up front so you always know what “on track” looks like.

A steady flow of qualified first meetings on your calendar, a clear cost per meeting you can compare against the value of a new household, and prospects arriving already trusting you because they’ve seen and heard you online. Growing your book and your assets is the point of all of it; the meetings are how we measure our part.

Oui. We produce in English, French, or both, including fully bilingual websites, videos, and email programs for advisors serving Québec and the rest of Canada. French is written natively, not machine-translated.

No. Most advisors start with the engine, lead generation plus appointment booking, and add funnels, video or social once meetings are flowing. The free audit tells you where to start.

A fixed monthly fee for a clear scope agreed before we start, never a percentage of assets or a fee per client, which keeps things clean under your firm’s referral rules. No surprise invoices, no long lock-ins. The exact number depends on which services you run; the audit call ends with a concrete quote.

You’ll see it in the monthly report before we do anything about it, and then we change course or part ways without drama. We’d rather earn the next month than lock you into a year.