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We work with one advisor per metro. See if yours is open →

Check My Metro
Check My Metro

Independent Financial Advisors & RIAs:

30+ Qualified Appointments With $1M+ Households in the Next 90 Days, Guaranteed.

Check My Metro

The Affluent Clients System runs ads under your name, follows up by text and email, and screens every prospect on investable assets, timeline and intent before they get a time with you. You take the meetings. And we put a guarantee in writing.

For independent advisors and RIAs. One advisor per metro.

  • Built for independent advisors
  • Creative made for your compliance review
  • Appointments guaranteed in writing

Most independent advisors still grow the same three ways.

  1. Waiting on referrals.

    Referrals arrive when they arrive.

  2. Dialing call lists that hang up.

    Call lists burn out.

  3. Paying for dinner seminars that fill up with people who came for the free steak.

    And a seminar room can cost you an evening and a catering bill without one household you'd actually take on.

Those methods work. Plenty of good books were built on them.

But you can't plan around any of them.

Meanwhile the households you want, the ones with $1M or more to invest, are scrolling Facebook and Instagram like everyone else.

Most of them have never heard your name.

The old way and the new way

  1. The old way Waiting for a client to mention you to a friend

    With AdvisorSurge Affluent households in your metro see you, by name, every week

  2. The old way Cold calling lists of strangers

    With AdvisorSurge Prospects raise their hand and ask to talk

  3. The old way Hosting seminars and hoping the right people show

    With AdvisorSurge Every prospect is screened on investable assets before they book

  4. The old way Leads that go quiet after one missed call

    With AdvisorSurge Text and email follow-up until they book or opt out

  5. The old way Guessing what your marketing returns

    With AdvisorSurge A live dashboard shows every lead and every booked meeting

AdvisorSurge installs the Affluent Clients System.

It does three things.

  1. It puts you in front of affluent households in your metro.
  2. It stays in touch with every one of them until they're ready to talk.
  3. And it screens each prospect before they reach your calendar.

You run the meeting. We handle everything that gets them there.

The Affluent Clients System

How it works

  1. 1. Trusted Advisor Campaign

    Video ads and landing pages that run under your name and your brand, built for your compliance review.

    Affluent prospects find you, so you can stop cold calling and retire the dinner seminars for good.

    Stays in this browser. Nothing is sent.

  2. 2. Wealth Nurture Sequence

    Automated text and email follow-up that starts the moment someone responds.

    No $1M prospect slips through because you were in a client review.

    By the time they reach your calendar, you're not a stranger.

  3. 3. Asset Verification Funnel

    Before anyone can book, they answer questions on investable assets, timeline and intent.

    If they don't fit, they don't get time with you.

    Your calendar fills with million-dollar households, not someone with $40K in a 401(k).

What's included

  • Ads and landing pages built for your compliance review, with disclaimers included

  • A live dashboard showing every lead, every booked meeting and what it cost

  • A CRM with your pipeline already built in

  • Strategy calls with your account team every two weeks

One advisor per metro

We run the system for one advisor in each metro. Two advisors in the same city would be bidding against each other for the same households, and we won't put a client in that position. Once a metro is taken, it's closed.

Check My Metro

What one new client is worth

Take one household with $1M under management at a 1% advisory fee. That's about $10,000 a year. Advisory relationships tend to last for years, so one client can be worth $50,000 to $100,000 or more over its life.

Household under management
$1M
Advisory fee
1%
A year, about
$10,000
Over its life, can be
$50,000 to $100,000 or more

One new client can pay for the engagement several times over.

Our guarantee

We guarantee 30 qualified appointments with $1M+ investable-asset prospects in 90 days. If we fall short, you're refunded proportionally for the shortfall.

Who this is for

A fit if you:

  • Are an independent advisor or RIA with room for new households
  • Want clients with $1M or more to invest
  • Can fund ad spend of at least $50 a day, paid directly to Meta
  • Can call a new lead back within the hour
  • Can get new creative through compliance within 3 days

Not a fit if you:

  • Need firm approval for every piece of your own marketing and can't get it quickly

  • Want the cheapest leads you can find

  • Want leads you won't have time to call

Check My Metro

FAQ

What counts as a qualified appointment?

A prospect who finishes our screening, reports $1M or more in investable assets, has a near-term timeline and wants to meet an advisor, then books a time on your calendar. We set the exact definition with you before launch and write it into your agreement.

Meta limits targeting on financial ads. How do you reach $1M+ households?

Meta runs financial services ads in a special category that restricts targeting by details like age and zip code. So we don't filter for wealth in the targeting. We filter in the creative, which speaks to people with real assets to manage, and in the Asset Verification Funnel, which screens every prospect before they book.

Will my compliance department approve the ads?

Every ad and landing page is built for your compliance review, with disclaimers included, and nothing runs until your compliance team signs off. We ask for that review within 3 days so launch doesn't stall.

Do I pay for the ads?

Yes. You pay ad spend directly to Meta, separate from our fee. The minimum is $50 a day and we recommend $100 a day.

What does it cost?

There's more than one way to work with us, and the right one depends on your practice and your metro. We'll walk you through the options and the guarantee on the call.

What do I actually have to do?

Approve the creative, call new leads back within the hour, and show up to your meetings. We run the ads, the follow-up, the screening and the scheduling.

Do you work with more than one advisor in my area?

No. One advisor per metro. When yours is taken, it's closed to other advisors.

I've paid a marketing company before and got nothing. Why is this different?

Because you're not carrying the risk alone. We guarantee 30 qualified appointments in 90 days, and if we come up short, you're refunded proportionally for every appointment we miss.

Who runs my account?

A dedicated media buyer and CRM specialist builds and manages your campaigns and pipeline, and you meet with your account team every two weeks.

What happens on the call?

We look at your practice, the clients you want and your metro. If it's a fit and your metro is open, we show you how the system would run for you, walk through the guarantee and the ways to work with us.

Is your metro still open?

We take one advisor per metro. Answer a few questions about your practice and we'll check yours.