Process
From first call to booked meetings, here’s exactly how.
No mystery, no “trust the process” hand-waving. This is the week-by-week path every engagement follows, including how little of your time it takes.
Timeline
A financial advisor’s first ninety days with Finnect.
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Week 1
Growth audit & kickoff
We review how prospects find you today, your website, search results, social presence and follow-up, and walk you through where new clients are leaking out. You tell us about your book, the households you want more of, and your capacity for new meetings.
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Weeks 2–3
Target & roadmap
We define who you serve, what makes you their obvious choice, your qualifying criteria for a meeting, and the fastest channels to reach them, delivered as a concrete quarterly roadmap with a fixed monthly scope. Your compliance team gets looped in now, not after.
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Weeks 3–8
Engine build
Campaign creative, landing pages with qualification built in, call scripts, and your first filming day. Everything goes through your firm’s review before it ships; we handle every revision round.
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Week 8+
Meetings land
Campaigns run, leads get called within minutes, and qualified prospects are booked into your calendar. You get a monthly report in plain language: what ran, what it cost, what booked meetings, and what we’re doubling down on next.
Your time
What we need from you, honestly.
The number one worry advisors have isn’t cost. It’s time. Here’s the real split: you bring the meetings, we bring everything before them.
| Activity | Your time | Our time |
|---|---|---|
| Kickoff & positioning | 2–3 hours, once | Research, strategy, roadmap writing |
| Filming / recording | 3 hours per quarter | Scripting, directing, shooting, editing |
| Reviews & approvals | ~1 hour per month | Drafting, revisions, compliance coordination |
| Ads, follow-up & calling | 0 hours | Campaign management, speed-to-lead calls, qualification, booking |
| Publishing & reporting | 0 hours | Scheduling, distribution, monthly reporting |
Compliance
Where your compliance team fits in.
Compliance review isn’t a hurdle at the end of our process, it’s a step inside it. We draft to your firm’s marketing guidelines, submit in the format your reviewers prefer, and handle every markup ourselves.
Your compliance team always has final sign-off. Our job is to make that sign-off boring. It’s a big part of why advisors choose Finnect.
Our commitment: we revise every deliverable until your firm’s review passes it, revision rounds are part of the engagement, never an extra invoice.
Step one
Every engagement starts the same way: a free audit.
Thirty minutes. We show you where prospects drop off today and exactly where we’d start, even if the answer is “you don’t need us yet.”
30 minutes · No obligation · EN / FR