Grow an Additional 3-5 AUM Clients Per Month
With the First Digital Agency To Bring AI-Powered Marketing to Financial Advisors
Our Work So Far
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Hey,
We’re the Only Digital Agency Bringing AI-Powered Marketing Exclusively to Financial Advisors. So what?
Watch the video to find out ->
How We Bring You Consistent Clients:
AI-Driven Social Media
Imagine you have a database of everyone in your state. Could you pick out the 1% that are ready for your services today? With today’s social media and the latest in predictive analytics, this can be accomplished.
Hyper-Targeted LinkedIn Messages & Emails
Tired of the “No, thank you” response on your LinkedIn and email outreach? Our professional copywriters provide messaging guaranteed to bring you 3-5 booked appointments per week.
AI-Filtration System
There’s no use in dealing with clients who are unwilling or unable to pay for your services. While being willing to work with any and everyone may have worked 10 years ago, today Financial Advisors must be more selective. We help you select automatically.
Multiply Your LinkedIn Efforts
Our LinkedIn service combines effective messaging with the power of Big-Data - allowing you to send 300+ Automated Connection Requests, Emails, and Automated Posts Per Week.
In addition to monthly management , we offer every client complimentary access to our Big-Data software - effectively giving you access to an automated lead machine for life.
You can spend hours (or days/months/years) trying to figure out LinkedIn Outreach yourself, only to find your strategy and investment was unsuccessful. Perfecting your marketing campaigns as an Advisor is no small feat - but it’s what we’ve been perfecting for years.
Our Compliant 3 Step Process To Your Success
Learn.
We start by learning what makes you special, then our professional copywriters work to create the perfect message for your target audience.
Next, we gather hundreds of data points over weeks of campaign performance.
Optimize.
Success comes from constant optimization. What worked yesterday may not work in a month.
With constant data collection, we employ cutting-edge AI to predict exactly what messages will continue to bring the best results.
Revenue.
At the end of the day, our only purpose is to bring you more revenue.
How would an additional 3-5 appointments per week change your revenue stream?
Meet The Team
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Nate Krummenacher, Co-Founder
Nate has worked in the Sales & Marketing Industry for the last 6 years.
Starting out as a marketer for his parents Sub-Sandwich shop, to selling products D2D, he extended his skills to serve the unique niche of advisors.
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Anna Werner
Anna Werner, Marketing Manager, is a pro when it comes to marketing.
If you are lucky, you’ll work hand in hand with Anna to ensure your campaigns are at their maximum potential. Her job is to acquaint each of our partners with the processes and culture we have developed and quarterback the success of your campaigns.
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Kara Kueser
Kara is our chief customer success manager.
She handles the day-to-day of ensuring that our clients are taken care of in every way. Whether there’s a question about compliance or a need for a change in campaign messaging, Kara is the brains behind the change.
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Sengthay Kaing
Seng is our Automation Guru.
When it comes to anything computer science or automation related, he’s the one we go to. With a bachelors in computer science and years in the automation space, he’s one of the key components to the success of our Big-Data Approach.
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Martin Vaughn, Co-Founder
Martin is a FinTech Software Engineer/Data Scientist turned marketer.
Through the years of working on FinTech projects for advisors, he felt the biggest problem facing them wasn’t so much their tech, but their lack of using tech towards marketing.
