Sign 10-15 High-Net-Worth Clients Within 90 Days

Stop chasing leads and start attracting pre-qualified prospects with $500k+ investable assets who book calls ready to invest

Meet Your Favorite

New Employee

A fully-trained AI Chatbot that:

Trusted by Leading Financial Advisors

📈 ROI Calculator for Financial Advisors

Estimate your return on investment with our Google Ads appointment-setting service.

"I went from manually following up with 150 leads per month to having Kevin automatically book 28 qualified appointments. My AUM grew by $12M in 6 months without HIRING anyone." - Sarah Chen, CFP, Pinnacle Wealth Management

30 Day Refund Guarantee

The Three Problems Killing Your Practice's Growth:

Our client's pain points

You're Stuck in the Referral Trap

You're building your practice the clients will refer their wealthy friends. But referrals are unpredictable, unscalable, and leave you vulnerable to feast-or-famine cycles. One and your pipeline dries up completely.

Generic Marketing Agencies Don't Understand Financial Services

You've tried digital marketing before, but generic agencies deliver tire-kickers with no assets and campaigns that violate compliance rules. They optimize for clicks and impressions while you need qualified prospects with real money to invest.

Compliance Fears Are Paralyzing Your Marketing

You know you need consistent lead generation, but you're terrified of SEC violations. So you stick to outdated methods like cold calling and networking events. There are simply too many things that eat up your time and deliver inconsistent results.

The Real Advisor Acquisition System:

Compliance-First Campaigns

Unlike most agencies, every ad, landing page, and email sequence you create is SEC/FINRA-compliant from day one, eliminating regulatory risk and delays.

Automated Pre-Nurturing & Scheduling

Leads aren't just captured. They're pre-nurtured with multi-stage sequences and automatically scheduled into the advisor's calendar, saving time and boosting close rates.

Risk-Free Guarantee

If we don't deliver 10-15 high-net-worth clients within 90 days, you pay nothing and we continue working for free until you do.

Exclusivity By Market

We only work with one advisor per city/market, ensuring our clients never compete each other for the same high-net-worth clients.

Revenue-Focused Optimization

We don't chase for vanity metrics such as impressions or clicks. We optimize around projected client revenue, feeding Google's algorithm with value-driven data to maximize ROI.

Pre-Qualified High-AUM Prospects

Instead of dumping raw leads, we screen for assets, intent, and decision-making authority so you only speak to serious, ready-to-invest clients.

How Iso AI Helps Your Practice In 30 Days:

The Complete Timeline of our Partnership With You

Step 1: Discovery Call

We start with a call to understand your business goals, challenges, and design needs

What Happens:

  • You book a 15-minute discovery call to discuss your growth goals.

  • We review your current client acquisition system and identify bottlenecks

  • We determine if your we are the right fit for our system.

  • A tailored growth is outlined before moving forward.

You Get:

  • Clarity on where your pipeline is breaking down

  • A realistic path to hit your next AUM milestone

  • Confidence that you're partnering with a team who understands financial advisors

  • A no-pressure consultation that determines fit before commitment.

Step 2: Compliance-First Campaign Setup

We create a customized plan that will outline exactly what we can do to help, and how to get there with solid metrics

What Happens:

  • We design a Google Ads campaigns customized for you

  • Every ad, landing page, and follow-up sequence is built with SEC/FINRA compliance in mind

  • Compliance is double-checked before launch

  • Campaigns are targeted for high-net-worth individuals actively searching for financial guidance.

You Get:

  • 100% compliance-safe marketing from day one

  • Faster approvals and smoother execution

  • Ads that elevate your reputation and credibility

  • A quick, efficient launch that starts generating leads right away

Step 3: Pre-Qualification and Screening

We'll handle the setup, execution, and improvement

What Happens:

  • Every lead goes through a strict screening system

  • Prospects are filtered for at least $500k+ in assets, decisions-making authority, and serious intent

  • Only viable, high-AUM leads get through

  • Unqualified leads are automatically filtered out

You Get:

  • A calendar filled with serious, investment-ready prospects

  • No wasted time on tire-kickers or unfit leads

  • Increased efficiency and higher closing ratios

  • The ability to focus on entirely on serving and closing the right clients

Step 4: Automated Appointment Setting

We make sure all you have to worry about is showing up and doing what you do best

What Happens:

  • Qualified prospects are automatically scheduled into your calendar

  • Each booking includes detailed background information on the lead

  • Automated reminders and pre-nurturing sequences reduce no-shows

  • Every prospect comes into the call knowing who you are and what you offer

You Get:

  • Ready-to-close appointments instead of cold introductions

  • A predictable and scalable client acquisition pipeline

  • More control over your time and fewer wasted conversations

  • Confidence walking into every call with qualified, informed prospects

30 Day Refund Guarantee

Check Out Our Most Recent Case Study

How We Got Massive Sales For This Advisor's New Book Within the First 5 Days Of Launching

MEET THE FOUNDER & CEO

Hey, I'm Kevin!

Hi, I’m Kevin Samuel, founder of the Pipeline Precision System and a Google Ads specialist who’s been helping financial advisors scale for over 3 years.

I started this agency after seeing the same problem over and over again: talented, dedicated advisors struggling with feast-or-famine client cycles, while big-name firms dominated the market with sophisticated acquisition systems.

With a background in both digital advertising and financial services, I bridge the gap between compliance and client acquisition. My mission is simple:

To help independent advisors compete and win against industry giants.

To deliver not just “leads,” but qualified, high-net-worth clients who are already primed to work with you.

To give advisors a predictable, reliable growth system that lets them focus on serving clients, not chasing them.

I only work with a small group of advisors at a time because this isn’t about volume. It’s about delivering measurable results, building lasting partnerships, and ensuring every client gets my full attention.

When you work with me, you’re not just hiring another marketing agency, you’re partnering with someone who understands your world, speaks your language, and is personally invested in your success.

STILL NOT SURE?

Frequently Asked Questions

We understand you have some burning questions, let us answer them for you. If these don't provide enough answers, book a call!

How do you ensure compliance with SEC and FINRA regulations?

Our team includes former compliance officers who review every campaign element. We follow strict guidelines for financial services advertising and provide documentation for compliance files.

What if I'm already working with another marketing company?

Most generic agencies don't understand financial services compliance or how to pre-qualify high-net-worth prospects. Our system is specifically designed for advisors and delivers qualified prospects, not just leads.

How quickly will I see results?

Most advisors see their first qualified prospects within 30 days. Our 90-day guarantee ensures you get 10-15 high-net-worth clients or we work for free until you do.

Do you work with advisors who have less than $50M AUM?

Our system is designed for growth-focused advisors. While we prefer working with established practices, we evaluate each situation individually based on growth potential and market opportunity.

What makes your system different?

We verify investable assets, decision-making authority, and genuine intent before prospects can book calls. This eliminates unserious prospects, and ensures every appointment is with someone ready to invest.

Don't let another month pass watching leads slip through the cracks while your competitors pull ahead with better systems...

30 Day Refund Guarantee