Services

A growth engine for financial advisors that ends in a booked meeting. Nothing your compliance team fears.

Two services bring you new clients: paid lead generation and appointment booking. Four more make them work harder: funnels, video, webinars and social. All six are done for you by Finnect, a Montréal-based client acquisition agency for Canadian financial advisors, drafted for your firm’s review from the first line, and billed as a fixed monthly fee.

Paid ads & lead generation

The engine behind new clients. We run Meta campaigns that put your practice in front of the households you want more of, qualify every response against your criteria, and carry each one from first impression to a confirmed time in your calendar. You don’t chase, follow up, or wonder. You show up to the meeting.

Fill my calendar

What you get

  • Ad creative: ideation, copy, design and video, all done for you
  • Meta campaigns targeted to your niche and region
  • Organic content that warms audiences before they ever see an ad
  • Landing pages with qualification built in, so tire-kickers filter themselves out
  • Automated follow-up that turns interest into a confirmed time slot
  • Booked appointments delivered straight into your calendar
  • Monthly reporting on cost per lead and cost per meeting, in plain language

Who it’s for

Advisors who want a steady flow of qualified first meetings, and want to grow their book without adding prospecting hours to their week.

“Aren’t bought leads junk?”

Bought lists are, the same tired names sold to five advisors at once. These aren’t bought leads. They’re your leads: attracted by your content, qualified against your criteria, exclusive to you, and already committed to a time on your calendar.

Appointment booking

The part most advisors never get to. Our reps call your leads on your behalf within minutes, qualify them on the phone, and book appointments straight into your calendar. No chasing, no phone tag, no dialing on your evenings. You just show up and close.

Start booking appointments

What you get

  • Trained sales reps calling in your name, with scripts you approve
  • Speed-to-lead outreach, minutes after a lead raises their hand
  • Phone qualification against criteria we define together
  • Appointments booked into your calendar with confirmations and reminders
  • Call outcome reporting: booked, callback, not qualified
  • Reps schedule only: they never discuss products, suitability or performance

Who it’s for

Advisors whose leads go cold in a spreadsheet because there’s no time to dial, and no appetite for phone tag between client meetings.

“Won’t people be annoyed to get a call?”

These aren’t cold calls. Every person we phone raised their hand through your marketing and asked to hear from you. The call is prompt, respectful, in your name, and inside your firm’s guidelines.

Marketing funnels

A website that just sits there is a brochure. A funnel is a machine: positioning that attracts the right households, a site and landing pages built to convert them, and follow-up that turns interest into a meeting on your calendar. We build the whole path as one system.

Map my funnel

What you get

  • Positioning & messaging workshop
  • Conversion-focused website and campaign landing pages
  • Booking and lead capture wired to your calendar
  • Automated follow-up for not-ready-yet visitors
  • SEO foundations: structure, speed, local search

Who it’s for

Advisors whose online presence looks fine but produces nothing: traffic without inquiries, visitors without meetings, or a dealer-domain profile page pretending to be a website.

“Will my dealer’s compliance team approve it?”

We build with your firm’s marketing guidelines in hand, keep claims substantiated, and deliver in a format your reviewers can mark up. Approval cycles get shorter, not longer.

Video production

Trust is the product you sell, and nothing builds it faster than seeing and hearing you before the first meeting. We script, shoot and edit video that sounds like you on your best day, not like an ad.

Plan your first shoot

What you get

  • Brand film and explainer videos for your site
  • Short-form clips cut for LinkedIn, Instagram and YouTube
  • Batch filming days, months of content in one session
  • Scripting inside compliance guardrails, teleprompter included

Who it’s for

Advisors who win every in-person meeting but are invisible online, video closes that gap.

“I’m not comfortable on camera.”

Almost no one is on day one. We direct every session, you get retakes, and the edit only keeps your best moments. Most clients say episode three is when it stops feeling weird.

Webinars & podcasts

A recurring show is the difference between chasing attention and owning a stage. You show up and share your thinking; we handle everything on either side of the record button.

Launch your show

What you get

  • Full podcast production: format, recording, editing, publishing
  • Webinar setup, registration pages, promotion and hosting
  • Every episode repurposed into clips, posts and email content
  • Guest outreach and episode planning calendars

Who it’s for

Advisors with a strong point of view and a niche, retirees, incorporated professionals, business owners, who want to be the recognized voice for it.

“Who would even listen?”

Your show isn’t for a million strangers, it’s for the few hundred households in your niche and everyone they forward it to. Ten right listeners beat ten thousand wrong ones.

Social media growth

Your next client checks your LinkedIn before they check your website. We plan, create and publish a steady stream of compliant content in your voice, and grow an audience of the right households, not random followers.

Grow my audience

What you get

  • Content calendar and publishing across LinkedIn, Instagram and Facebook
  • Posts, carousels and short clips written and designed in your voice
  • Your video and podcast content repurposed into social-ready pieces
  • Community management within compliance guardrails
  • Monthly growth and engagement reporting

Who it’s for

Advisors who post sporadically or not at all, while their competitors show up in the feed every single day.

“I don’t have time to post every day.”

That’s the point: you don’t post, we do. You approve a batch of content once a month; we handle creation, publishing and replies, all inside your firm’s guidelines.

Pricing philosophy

A fixed fee. Never a share of your AUM.

You pay a fixed monthly amount for an agreed scope, never a percentage of assets, never a fee per client. That keeps the arrangement simple for you and clean under your firm’s referral rules, and it means our only incentive is booking you more good meetings.

Most advisors start with the engine, lead generation plus appointment booking, and add funnels, video or social once the meetings are flowing. No surprise invoices, no long lock-ins.

Results vary by practice, niche and firm guidelines, and we never promise a number. Every engagement starts with a free audit; if we don’t think we can move the needle for your practice, we’ll tell you exactly that.

Next step

Find out what it would take to fill your calendar.

One 30-minute growth audit. A clear, honest recommendation, even if it’s not us.

Book my free audit

30 minutes · No obligation · EN / FR