FOR FINANCIAL & WEALTH ADVISORS

Clients who entrust their wealth.
Not the ones who only compare.

We build your advisory practice a calm, predictable acquisition channel. Enquiries with genuine advisory need and substance — pre-qualified, booked in your calendar, FIDLEG-compliant and without cold calling.

Book a strategy call → Packages & investment
Predictable
FIDLEG-compliant
Advisory need
Pre-qualified
We know the industry

Referrals are not a growth plan.

Financial and wealth advisors live on trust — and therefore on referrals and an ageing book. Neither is steerable. We build the predictable channel around it.

01
The referral lottery
Sometimes three warm enquiries, then months of silence. New business depends on chance instead of a system — planning becomes impossible.
02
Price & comparison pressure
Comparison portals reduce advice to the cheapest rate. You want clients who value quality and care — not the lowest price.
03
An ageing book
Your existing base is getting older and decumulating. Without a steady inflow of younger, wealth-building clients, substance shrinks.
04
The regulatory hurdle
FIDLEG, FINMA registration and advertising rules create uncertainty. Marketing done wrong is a reputational and compliance risk.
Our system

How we build your pipeline.

Paid reach + AI pre-qualification + a sharp CRM. You get first meetings with genuine advisory need in your calendar — not cold lead lists.

01
Define the ideal client
Your ideal client by life stage, wealth and trigger (home purchase, pension, succession) — precise targeting around it.
02
Meta · Google · LinkedIn
Search for active seekers, Meta for life-event triggers, LinkedIn for entrepreneurs and executives with advisory need.
03
AI qualification
Clear before the first call: advisory trigger, wealth band, time horizon. You only speak with enquiries that fit.
04
Booked in your calendar
Enquiries book directly. Automatic reminders. No ping-pong, fewer no-shows, more first meetings actually held.
Who we build for

Made for advisors who advise — not sell.

Our system suits practices that live on trust and substance. If you recognise yourself here, the conversation is worth it.

Wealth advisors
Independent advisors & wealth managers looking to win younger, wealth-building clients with substance.
Insurance & pension brokers
Brokers focused on pillar 3a/3b, pensions and protection — enquiries with genuine need instead of rate tourists.
Independent financial planners
Holistic planners (CFP / federal diploma) seeking mandates around home ownership, retirement and succession.
Advisory teams & agencies
Growing teams that need a scalable channel to keep new advisors busy with enquiries — predictable, not reactive.
From practice

One practice, one quarter,
a predictable inflow of mandates.

Anonymised excerpt — for discretion, without names and without invented figures.

Starting point

An established independent financial advisory practice in German-speaking Switzerland. New business almost entirely via referrals and an ageing book. No steerable channel for younger, wealth-building clients.

Implementation

Defined the ideal client by trigger (home purchase, pension, succession), Google Search + Meta + LinkedIn, AI pre-qualification by advisory need and wealth band, automated calendar booking.

Result

Within one quarter, a stable enquiry frequency, markedly higher meeting quality and predictable first meetings. For the first time the team could decide on capacity strategically — instead of waiting for referrals.

M
"Finally predictable first meetings with people who genuinely want advice."
Michael — owner, independent financial advisory
In 6 steps

From analysis to scaling.

A clear, repeatable process — from the first conversation to a running, optimised channel.

1
Analysis
Market, ideal client, positioning and capacity — we check whether the method fits.
2
Setup
Landing page, conversion tracking, CRM connection and lead notifications set up.
3
Campaign launch
Ad variants live on the right channels, cleanly measured from the first click.
4
Lead generation
Enquiries are AI pre-qualified and book a meeting directly into your calendar.
5
Optimisation
Weekly review of CPL, booking and show rate — we shift budget toward what works.
6
Scaling
What works gets expanded: more channels, more budget, more predictable first meetings.
Packages & investment

Three ways to grow predictably.

Every package starts with a 60-day pilot. After that it moves to a fixed monthly follow-on contract. A transparent cost structure — you see where every franc goes.

Start
CHF 4'000 / 60-day pilot
The clean entry into a predictable channel.
  • 1 advertising channel
  • Landing page
  • Conversion tracking
  • Lead notifications
  • 3 ad variants
  • Weekly reporting
Cost structure: Setup CHF 1'000 · Ads CHF 2'000 · Management CHF 1'000
Follow-on: CHF 1'650 / month
Choose Start
Popular
Growth
CHF 8'000 / 60-day pilot
More channels, more qualification, more meetings.
  • 2 advertising channels
  • 2 landing pages
  • Server-side tracking
  • 6 ad variants
  • Lead qualification
  • Calendar integration
Cost structure: Setup CHF 2'500 · Ads CHF 3'000 · Management CHF 2'500
Follow-on: CHF 2'750 / month
Choose Growth →
Scale
CHF 20'000 / 60-day pilot
Multi-channel growth with full attribution.
  • Multi-channel: Meta, Google & LinkedIn
  • CRM integration
  • Attribution
  • Funnel optimisation
  • 10+ ad variants
  • Daily optimisation
Cost structure: Setup CHF 6'500 · Ads CHF 10'000 · Management CHF 3'500
Follow-on: CHF 6'850 / month
Choose Scale

All prices excl. VAT. The advertising budget flows entirely into your reach. Not sure which package fits?

FIDLEG & professional standards

Serious, data-protection compliant,
regulatorily sound.

We know FIDLEG, FINMA registration and the advertising environment of the finance industry. No loud marketing, no return promises, no data leak.

How we work
  • Swiss data hosting wherever technically possible (revDSG-compliant)
  • Factual communication of advisory focus areas — no comparative advertising
  • NDA and a clear data-protection agreement as standard
  • Ad materials checked for FIDLEG and professional-standards compliance, approved with you
What we deliberately don't do
  • No return or performance promises
  • No sensationalist advertising, no pressure marketing
  • No client lists, no identifiable references without approval
  • No tools that send sensitive financial data unprotected through foreign clouds

ⓘ Ad materials are agreed with you before publication. Regulatory and professional responsibility remains with the advising firm.

Frequently asked

What advisors ask most often.

Is this compatible with FIDLEG and FINMA registration?
Yes. We communicate your advisory focus areas factually, without return promises or comparative advertising. Every ad material is agreed with you before publication — regulatory and professional responsibility stays with you, we provide the compliant framework.
How quickly are first qualified enquiries realistic?
After setup (landing page, tracking, campaigns), the first ads usually go live within the first two weeks. First pre-qualified meetings are typically realistic within the first month of the pilot — the frequency stabilises over the 60 days.
Do I get leads or real meetings?
Meetings. Enquiries are AI pre-qualified (advisory trigger, wealth band, time horizon) and book directly into your calendar — with automatic reminders. You only speak with people who fit your offering, instead of cold-calling lists.
What's included in the price — and what is ad budget?
The cost structure is transparently split per package into setup, ads and management. The ad budget flows 100% into your reach on Meta, Google or LinkedIn. Setup and management cover build, support and optimisation.
What happens after the 60-day pilot?
The pilot shows whether the channel works for you. If it does, it moves seamlessly into a fixed monthly follow-on contract (Start CHF 1'650, Growth CHF 2'750, Scale CHF 6'850 per month) — with no new setup, ongoing optimisation and scaling.
Who owns the data, campaigns and CRM?
You do. Ad accounts, tracking and the contacts you win run on your structures. We work with Swiss data hosting wherever possible, an NDA and a clear data-protection agreement as standard.
Next step

Let's talk concretely about your practice.

30 minutes. We look at your market, your ideal clients and your capacity — and tell you honestly whether our method fits.

Book a strategy call →

Let's talk.
30 minutes.

We check whether your market carries our method. If it doesn't, we'll tell you.

Book a strategy call →