For Independent Financial Advisors Managing $15M–$100M in AUM
Book 5–15 Qualified Discovery Calls Every Month
We'll Build & Run Your Complete Digital Client Acquisition System - Done For You in 90 Days.
No Cold Calling. No Referral Dependency. No Guesswork.
Ready to Discover What Your Digital Client Acquisition System Should Look Like?
See If You Qualify for a Free AUM Growth Call
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11 Years
OF DIGITAL MARKETING EXPERIENCE
$4.7M
IN MANAGED AD SPEND
$26.4M+
IN TRACKED RESULTS
— THE PROBLEM —
The Real Reason Your AUM Isn't Growing as Fast as It Should
You're good at your job. Your clients trust you, stay with you, and refer you occasionally. But your growth is stuck in a pattern you can't seem to break:
You wait for referrals that come when they come - not when you need them
You have good quarters and dead quarters with no clear explanation for either
You know digital is the answer but have no idea where to start or who to trust
You've tried something before - maybe an agency or a lead gen service like SmartAsset™ - but got burned
And somewhere in the back of your mind, you know that if referrals slow down - you don't have a backup plan
...The problem isn't your practice. It's that you've never had a client acquisition system.
The average independent advisor adds 3–6 new clients per year through referrals.
At the same time, they lose 2–5 clients annually through attrition.
That's a net gain of 1-4 new clients per year.
At an average of $400,000 in AUM per new client - that's roughly $1.6M in net new AUM in a good year.
But getting from $40M to $100M in AUM at that rate would take more than 37 years!
And that's before accounting for your second problem: your client base is aging.
The clients who built your book are now drawing down, not accumulating - so their AUM is shrinking, not growing.
And when they pass wealth to their children, 70%+ of heirs fire or change their advisor, according to Cerulli Associates. They often find a younger one. Probably one they found online.
These are the two forces working against you simultaneously: (1)slow net new client growth and (2)an aging client base whose assets are starting to decline.
The advisors who figure this out early enough build a digital acquisition system that runs alongside referrals - and generates a consistent, predictable flow of new clients every month.
The ones who don't... they wake up years later wondering why growth stopped.
— WHAT DOESN'T WORK —
Tactics That Won't Fix This
Ask for More Referrals
You've heard this advice a hundred times. It doesn't scale, it doesn't give you control, and it trains your clients to think of you as someone who needs their help - not the other way around.
Hire a Content Marketing Agency
They post on your LinkedIn, write your blogs, and invoice you while generating zero new clients. While content can work, without a conversion system behind it, it is just noise. Awareness is not acquisition.
Buy Shared Leads
SmartAsset™ and similar platforms sell the same lead to 4 or 5 advisors simultaneously. You're competing on fees before you've said a single word about your value. The leads are cold, skeptical, and shopping around.
Run Ads Without a System
An ad without a VSL is just an interruption. A VSL without a landing page is just a video. A landing page without follow-up sequences loses 90% of interested prospects who weren't ready to book that day. Tactics without strategy always fail.
— THE SOLUTION —
A Complete Digital Client Acquisition System
– Built and Run For You In 90 Days
We build and run a complete done-for-you digital client acquisition system specifically designed for independent financial advisors. One that turns cold traffic into qualified discovery calls - compliantly, predictably, and without you having to become a marketer.
You don't need to cold call.
You don't need to ask for more referrals.
You don't need to run live seminars.
You don't need a lead sharing service.
You don't need to learn Facebook ads.
You don't need to become an influencer.
You just need 2 hours of your time per month and a willingness to show up to qualified calls.
— HOW IT WORKS —
The AUM Accelerator – From System Setup to a Steady Flow of Qualified Calls on Your Calendar in 90 Days
PHASE 1: THE BUILD (MONTH 1)
Before we spend a single dollar on advertising, we build the complete system.
Your ideal client profile, your VSL (sales video), your landing page, your ad creative - every piece connected and ready before a dollar hits the ad account.
Your time investment for this phase: approximately two hours to fill in the onboarding questionnaire and record your VSL, plus a few short approvals on copy and creative. That's it.
PHASE 2: THE LAUNCH (MONTH 2)
Campaigns go live. Data starts coming in.
The first weeks after the launch are a learning phase - the algorithm is finding your ideal client, we're testing which ad angles perform, and we're optimizing cost per booked call in real time.
By the end of month two, qualified calls are appearing on your calendar.
Prospects who watch your VSL and resonate with your message take the step of booking time with you - pre-sold before they even show up to the call.
PHASE 3: OPTIMIZE & SCALE (MONTH 3)
Once we know what's working - which ads perform best, which audience converts most efficiently - we scale.
Budget goes behind what's proven.
Retargeting sequences are added for prospects who have watched your VSL but haven't booked a discovery call yet.
Follow-up email sequences capture those who were interested but not ready yet.
By month three, you have a running, optimized, documented client acquisition system generating qualified discovery calls predictably every week - while you focus on serving your clients.
— WHAT'S INCLUDED —
Here's Exactly What We Build For You
Everything. Done For You.
🎯 ICP & Messaging Architecture
We define exactly who your ideal client is and build the complete messaging framework that speaks to them specifically - not generic "comprehensive financial planning" language, but language that makes your ideal prospect feel like you built your practice specifically for them.
🎥 VSL Script & Production
We script your complete VSL (sales video) from scratch. You record it once in an hour. We handle editing, production, and uploading. It works for you around the clock, indefinitely - like a salesperson who never sleeps.
🖥️ Landing Page Design & Copy
We design and build a high-converting landing page and call booking system that guides the right prospects from ad click to scheduled discovery call. Compliance-aware copy throughout. Built to convert cold traffic, not impress your existing clients.
📩 Ad Creative & Copy
We write all ad scripts, headlines, and visuals across multiple angles - tested against your specific ideal client profile until we find what your audience responds to.
🚀 Campaign Launch & Management
We set up your Facebook ad account, build your audiences, launch your campaigns, and optimize performance week over week. You get weekly performance updates. We handle everything else.
📧 Follow-Up Sequences
Automated email flows for no-shows, post-call follow-up, and prospects who aren't ready yet - so no qualified lead falls through the cracks after showing interest.
🔄 Retargeting System
We set up ads that retarget everyone who watched your VSL but didn't book a discovery call - turning warm prospects who almost converted into booked appointments.
⚙️ Tracking & Reporting
Full attribution so you know exactly how many calls were booked, what each call cost, and what your return on ad spend is - down to the dollar. No guesswork. No vanity metrics. Just actionable data.
— THE RESULT —
What Your Practice Looks Like Once the System Is Running
📅 A Predictable Flow of Qualified Calls
Your calendar fills with discovery calls from prospects who have $250K+ in investable assets and are actively looking for an advisor. Growth stops feeling like guesswork.
🏦 New AUM Every Month
Each new client adds permanent recurring revenue to your practice. One new client with $500K AUM is worth $5,000 per year - every year - for the life of the relationship. The system pays for itself before it generates your second client.
⏰ Your Time Back
The system runs while you focus on serving your existing clients. No chasing leads, no networking events, no awkward referral asks. Two hours a month on your end. Years of results.
📈 A Practice That Compounds
Unlike referrals which plateau, a digital acquisition system compounds. More data means better targeting, better targeting means lower cost per call, lower cost per call means more clients per dollar spent. It gets better over time, not worse.
🏆 A Business You Can Eventually Sell
Every dollar of new AUM you add increases the equity value of your practice. RIAs typically sell for 2-3x recurring revenue - meaning a system that adds $500K in new annual fees doesn't just pay you every year, it adds $1M–$1.5M to the potential sale price of your business.
🛡️ Built for Compliance
Every piece of content, every ad, every landing page is built with compliance in mind. You get a system that works - and a system you can stand behind.
YOUR FINANCIAL ADVISORY GROWTH PARTNER
Hi, I'm Mit Kazakov and I Help
Financial Advisors Get More Clients
After getting my finance degree and MBA, I realized the advisors who struggle to grow aren't bad at their job. They just don't know how to systematically attract clients.
So I've combined my financial background with 11 years of digital marketing experience, $4.7M in managed ad spend, and $26.4M+ in tracked results - to build what most advisors are missing...
A predictable, scalable client acquisition system that doesn't depend on referrals, cold calling, or luck.
— FREQUENTLY ASKED QUESTIONS —
The Questions We Get Asked Most Often
In 90 days we build and launch a complete digital client acquisition system - including your ICP definition, VSL (sales video), landing page, calendar booking system, ad campaigns, follow-up sequences, and tracking - fully done for you and ready to scale.
Approximately two hours per month: filling in the onboarding questionnaire, recording your VSL (sales video), plus a few short approvals on copy and creative. We handle everything else - strategy, writing, design, setup, and management.
Yes. Every piece of content and advertising we create is built with financial advisor marketing compliance in mind. We understand the specific restrictions around financial advisor advertising and build accordingly.
We cannot guarantee results as they depend on your market, your ICP, your offer, and your sales skills. A well-optimized system typically generates 5-15 qualified discovery calls per month once fully optimized - usually by month 3. We define qualified as prospects with $300K–$500K+ in investable assets who are actively looking for advisory help.
What you tried was likely a tactic - one piece of a system without the rest of the necessary components to make it work. Content without a conversion system. Leads without qualification. Ads without a VSL or follow-up behind them. What we build is a complete system where every piece depends on every other piece. Remove one and it breaks. Connect them all and it compounds.
No. The system is built for cold traffic - people who have never heard of you. Your audience grows as a byproduct of the system, not a prerequisite for it.
A clear sense of who your ideal client is, a willingness to record a 15-minute VSL, and a monthly ad budget of $1,500-$3,000 to put behind the system once it's built.
The system is yours. We continue managing and optimizing it on a monthly retainer - or you can take it in-house. Most clients continue because ongoing optimization consistently improves results over time.
Yes - while we primarily work with US advisors, we also service independent financial advisors in the UK, Australia, Canada, and other countries.
Fill in the survey and book a strategy call. We'll tell you honestly whether we think the system makes sense for your practice - and if it doesn't, we'll tell you that too.
— GET STARTED TODAY —
Still Reading?
You already know referrals alone won't get you to $100M+ in AUM.
You already know digital is where your next clients are coming from.
The only question is whether you build the system now - or watch the advisors who do pull further ahead while you wait.
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