Services/Paid ads & lead generation
New clients, booked into your calendar. Not a folder of names to chase.
This is the engine behind growing a book. 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. Delivered by Finnect, a Montréal-based client acquisition agency working exclusively with Canadian financial advisors.
How lead generation works for financial advisors
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01
Attract the right households
Ad creative built and pre-cleared for your firm, targeted Meta campaigns for your niche and region, and organic content that warms audiences before they ever see an ad.
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02
Qualify automatically
Landing pages with screening built in and automated follow-up that turns interest into a confirmed time slot. Tire-kickers filter themselves out.
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03
Meetings land in your calendar
Booked, qualified, exclusive to you, and measured honestly: winners scale, underperformers get cut, and reporting counts meetings, not impressions.
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
- Automated follow-up and appointments delivered straight into your calendar
- Reporting tied to leads and meetings, not impressions
Who it’s for
Advisors who want a steady flow of qualified first meetings and want to grow their assets without adding prospecting hours to their week. Especially useful when referrals have slowed or a niche needs building.
“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.
How quickly do leads start arriving?
Campaigns typically start producing leads within the first weeks of launch, once your firm has approved the creative. We optimize weekly on cost per lead and cost per booked meeting.
Can you guarantee a number of clients or AUM?
No, and be wary of anyone who does. Results depend on your niche, region, offer, capacity and firm guidelines. What you get from us is a fixed monthly fee, a clear cost per meeting in every report, and the freedom to stop if the numbers don’t justify continuing.
Pairs well with marketing funnels and appointment booking.
Next step
One call. A clear recommendation, even if it’s not us.
Book a free 30-minute growth audit and find out exactly where this service fits your practice.
30 minutes · No obligation · EN / FR