Stop chasing leads. Fill your calendar with qualified, ready-to-invest prospects.
Everything from the first ad to the booked appointment, handled for you.
1. We build it
Your Facebook lead campaigns, landing page, brochure and email nurture sequences, all set up and managed for you.
2. Your AI agent books it
Calls every lead within 60 seconds, qualifies them on readiness and investable assets, and books them straight into your calendar.
Zero time from you.
The single biggest factor
Every minute you wait is a client you lose.
Don't just take our word for it. This is the finding of the Lead Response Management Study, research tied to MIT, with the same researcher's follow-up work published in Harvard Business Review.
21x
More likely to convert a lead called within 5 minutes vs. 30
100x
More likely to even reach that same lead
60 sec
How fast our AI calls every lead you get
0
Minutes of your time
No more chasing leads. Ever.
You never make a call, send a follow-up or book a meeting. Your AI agent calls, qualifies and books every lead the moment it comes in, so the only thing that reaches you is a booked appointment in your calendar.
Source: Lead Response Management Study, MIT / InsideSales.com
The difference
Other agencies stop at the lead. We don't.
“Done for you” usually means the ads and the funnel. The part that actually takes your time starts after that.
What gets done
Other agencies
Us
Ads and landing page built and managed
Leads generated
Email nurture sequences
Follow-up calls until they pick up
Qualified on readiness and investable assets
Booked straight into your calendar
Every lead called within 60 seconds
Miss the first 5 minutes and the return on your ad spend falls off a cliff.
Likelihood of converting a lead. Source: Lead Response Management Study, MIT / InsideSales.com
Your time to get a meeting booked
Hours every week
Zero
How it works
From enquiry to booked meeting, on its own.
Not a one-off campaign. A repeatable system, built for financial advisors, that keeps your calendar filling with qualified meetings, month after month.
Lead comes in
From any source
Called in 60s
Within your calling hours
Qualified
Against your criteria
Booked in
Straight into your calendar
The agent keeps going on three channels until they book
Calling workflow
Keeps calling until they pick up
Email sequence
Until they book in
SMS sequence
Until they book in
What's included
What the client acquisition system includes
Built, configured, and kept running for your financial advisory firm.
Facebook ads
Scroll-stopping ad creative and copy, built around your ideal client profile.
- Done for you
- Managed daily
Landing page
A high-converting funnel built around your offer, yours to keep for life.
- Built for you
- Yours to keep
Web agent & booking
A live web agent qualifies every visitor and books straight into your calendar.
- Qualifies live
- Calendar booking
Follow-ups
Your AI calling agent keeps following up by call, email, and text until they book.
- AI calling agent
- Email & text sequences
Meeting confirmed
Booked meeting
A qualified prospect lands on your calendar, ready for you to close.
- Qualified only
- Ready to close
Zero time from you. You only ever speak to qualified meetings that are already booked in.
A message from the founder
I've kept 10 advisors' calendars full. Now I'll fill yours.
Sam Barber
Founder of SJB Global ($150M AUM)
$0 → $150M
AUM grown in 6 years, organically, with no funding
100/mo
Appointments booked across 10 advisors
99.65%
Client retention rate
Before building this system, I founded SJB Global, an international independent financial advisory firm, and grew it from $0 to $150M AUM in six years, entirely through organic growth and with no outside funding.
A big part of my job was keeping the calendars of our 10 advisors full, at around 100 appointments every month. And once those people became clients, they stayed: we kept 99.65% of them.
I built that firm on one rule: automate first, outsource second, hire last. Every decision came down to getting the most return from every dollar and every hour. That's the thinking behind this system. The part of client acquisition that eats the most time, calling, chasing and booking leads, is fully automated, so you get the appointments without paying someone to chase them.
I'm not just another marketer. I've run a financial advisory firm, so I know exactly what a qualified appointment is worth to yours.
The objection
My clients will never go for this.
That's what most advisors say when we mention an AI calling their leads. We thought the same. Who wants to talk to an AI?
Then we told them it was coming.
On the guide page it said: Download the guide and see if you qualify. On the next page, people were told an AI would call them in one minute, and from which number. They expected the call. And the AI said up front that it's an AI.
Almost everyone picked up.
Nobody was annoyed. They were just glad someone helped them so fast. Before, about 2 in 10 leads took the call. Now about 9 in 10 do. The AI never gives advice. It only starts the conversation, qualifies them and books them in. Then you or your team takes over.
Questions
Common questions from financial advisors
How is this different from other lead generation agencies?
Most agencies build your ads and funnel, then hand you the leads. That's where their "done for you" ends, and where your time starts: calling, chasing and booking every one. We don't stop at the lead. Your AI agent calls every lead within 60 seconds, follows up until they respond, qualifies them and books them into your calendar. You only get booked appointments.
Is this compliant with how a financial advisory firm needs to operate?
The Done For You Client Acquisition System is scripted specifically to your firm's approved language and guardrails. It never gives advice, and it never strays outside the boundaries you set.
Are the leads exclusive to my firm?
Yes. This system runs on your own inbound enquiries, not third-party leads resold to other advisors.
What if I already run my own ads?
Fantastic. The only thing we'll need to add is the AI agent. It calls every lead you get from your Facebook or Google ads, qualifies them, and books them straight into your calendar.
What happens to a lead that isn't ready yet?
The AI agent keeps calling and following up by email and SMS for as long as it takes, until the lead either books an appointment or decides not to move forward. You never have to make the call on whether it's worth chasing someone who's gone quiet since their original enquiry, because the system keeps doing it for you, forever, without using up any of your time.
How much time do I have to put into managing this ongoing?
None. Not "none once you've called the leads", actually none. This is a fully automated system that doesn't require a human to run it, and it delivers three to four times the results of a human doing it manually.
Will I get call recordings for each call the AI agent makes?
Yes. Every call is recorded and kept inside your own CRM, in a folder you can maintain for life, which keeps you compliant with US recordkeeping regulations.
See the system for yourself.
Talk to the same AI agent your Done For You Client Acquisition System puts in front of your prospects.
Worst case
You lose 20 minutes of your time.
Best case
You never touch lead management again, and you triple your AUM without lifting a finger.