Common Questions
What firms tend to ask us first.
1
What does engagement cost?
Terms, pricing, and guarantee targets are calibrated to the firm. We share the full structure on your fit call, in writing, before any commitment.
2
How much advisor time is required?
A single 3 to 5 hour production window covers a year of content. After launch, expect roughly 1 to 2 hours per week, mostly taking the appointments we book.
3
How does this work with our compliance department?
We perform internal review against SEC and FINRA standards first, then coordinate directly with your compliance team and make unlimited edits at no cost. Final approval always rests with your licensed compliance officer.
4
What defines a "qualified & sat" appointment?
A meeting with a prospect who meets your asset minimum, clears our questionnaire, and shows up. No-shows and out-of-scope prospects do not count toward your guaranteed number.
5
What CRMs and platforms do you work with?
We sync directly with Redtail, Wealthbox, and Salesforce. Paid media runs primarily on Meta, with LinkedIn and YouTube as supplements, using Conversion-API signal return to compound targeting over the engagement.
6
How long until the first appointments arrive?
The typical launch window is 25 to 45 days from signing to first live ad — driven mostly by compliance turnaround. Appointments begin arriving shortly after launch.