We Help Financial Advisors Grow Their Revenue With Paid Advertising
Get more leads, more qualified appointments on your calendar and sign more clients with a proven growth system. You focus on advising your clients, we'll focus on getting you more clients.
"We have been working with Advisorgrow for some time now, and the results have been outstanding. Their marketing expertise, strategic approach, and consistent execution have directly contributed to a significant increase in our client base. The team understands our business objectives and tailors campaigns that not only generate leads but also convert into quality clients. Advisorgrow is proactive, responsive, and genuinely invested in delivering measurable outcomes. Their ability to combine data-driven strategies with creative execution has made them an invaluable partner for our growth. We’ve seen tangible results, and the return on investment has far exceeded expectations. I would highly recommend Advisorgrow to any business seeking reliable, results-focused marketing support"
Anthony Zaman
Director & Principle Advisor at Silverloom Advisory Group
Our Process
How Advisors can Acquire 2-8+ New Clients per month with Paid Advertising
We build financial advisors custom paid advertising funnels to acquire leads and book appointments predictably and profitably. Each funnel is built specifically for each Advisory business with their unique branding and reviewed by the licensee's compliance team to ensure adherance to financial services regulations.
Strategy & Market Selection
We'll review what type of clients you're looking to market to and analyse the data we have from campaigns that are working well at the moment to help you determine what market to target to achieve the best return.
Paid Meta Ads
Hyper targeted Meta ads designed by senior direct response marketers to grab your ideal clients attention, force them to consume our ad and click through to the landing page. We employ both static and video ads for optimal results.
High Converting Sales Funnels
We'll design your brand a 3-step sales funnel with a sales page, booking page and confirmation page to take your clients on an orchestrated journey from curious to motivated buyer.
Lead Qualification
Every lead that comes through your funnel will be qualified pursuant to your specific parameters. Our qualification processes ensure that every appointment held is with a qualified prospect.
Lead Nurture
We design and implement a series of SMS, email & phone follow up systems within your business to nurture the leads over both the short & long term to maximise your advertising investment.
Case Studies
See our Results for yourself
Client: Silverloom Advisory Group
Campaign: Pre-Retirement
Period: Q3 2025
Total Ad Spend:
$7,359
Three-month investment across Meta platforms on this campaign.
Total Leads
220
All the leads that completed the form on the landing page over Q3.
Cost Per Lead
$33.45
A low cost per lead maintained throughout the entirety of Q3.
Discovery Calls
103
A 15-20 minute discovery call to see whether the client is a good fit for the services.
Consultation Calls
47
An in depth 45 min video meeting to outline strategy, present options to secure commitment to proceed.
New Clients Signed
12
12 new clients signed and paid over the quarter.
These 12 new clients brought in $48,100 on new SOA fees, significantly adding to the assets under management and recurring revenue. Based on the ad spend, the cost per new client signed was $613.25 and the return for every $1 put into advertising was $6.54.
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FAQS
Frequently Asked Questions
How are your leads qualified?
We qualify leads pursuant to your criteria on the forms. If they meet the criteria on the form they will be able to book in for a discovery call. If they do not meet the criteria on the forms we manually qualify leads over the phone.
Is the marketing branded to my business?
Yes. All marketing material we put out is branded to your business and we customise each paid ads strategy for your business.
Do I own the leads?
Yes, all leads that come through our marketing are owned by you exclusively.
What if I need additional support?
If you need additional support you can call or email us anytime. Our support team is Australia based and work business hours.
Is my marketing compliant?
We make every effort to ensure the compliance of all advertising materials we produce for clients. However, it is recommended that you get the approval of your licensee to ensure compliance with ASIC & your licensee's policies.
Am I locked into a contract?
No, our client agreements are month to month. You can pause and restart at any time and scale up and down with the needs of your business.
Is the data secure on your platform?
Yes, our platform features a multi-layered cybersecurity approach for data, using encryption (AES-256 for data at rest and TLS for data in transit), redundancy and backup systems, and firewall and intrusion detection systems to protect against unauthorised access.
How can I contact customer support?
You can reach our support team via email at [email protected].
Book a demo today to discover how you can use the Turbo Strategy to grow your financial planning business.
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Advisorgrow is a trading name of Brokergrow Pty Ltd. ABN: 46 676 163 705