LEEDRA Acquisition

Client Acquisition for Financial Advisors

Marketing for Solo Financial Advisors that consistently attracts qualified clients without chasing referrals. We help you scale your advisory through modern advertisement, automation, and authority.

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Learn how for free

Potential ROI Calculator - Financial Advisors

Monthly Advertising Budget

$0

🚀 Boost results with weekly social media posts (optional)

Active! Appointments increased by 3.7%, clients boosted by 25.9% based on industry data.

Leads (from ads)

0

Appointments

0

Clients

0

Revenue

$0K

ROI: 0.0%

Revenue Growth

$0K

Show estimates & customize metrics ▼

Client Value ($)

Cost Per Lead ($)

Lead → Appointment (%)

Appointment → Client (%)

Social Media Impact: When enabled, appointments increase by 3.7% and clients improve by 25.9% based on industry research showing the compound effect of consistent social media content on trust-building and conversion rates.

For illustration purposes only. Results will vary depending on your niche, targeting, ad performance, sales performance, and other variables.

"How do I market myself as a financial advisor?"

A complete marketing and automation system designed for growth-minded advisors in 4 steps

1

Your Digital Foundation..

Social Media has shifted to 'Social Interest'. We modernize your online presence to build trust and engagement through social platforms.

2

Your Client Acquisition System

We create and launch Meta ad campaigns, landing pages, and automated funnels that generate and qualify leads predictably.

3

Your Conversion & Retention System

We set up CRM pipelines, AI-driven automation, non-spammy follow-ups, and reminders to convert prospects and retain long-term relationships automatically.

4

Your Scalable Growth Engine

We help you optimize performance, scale winning campaigns, and expand your digital presence so your results multiply over time. All while teaching you the entire process.

Who We Serve

Solo or small-team advisors ready to scale their practice

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🏢

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Independent RIAs & Advisors

Solo and small-team advisors ready to replace unpredictable referrals with a consistent, systemized flow of qualified clients.

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🎯

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Niche-Focused Planners

Seeking to attract qualified clients in specific local markets or demographics.

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💻

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Low Digital Presence

Little to no digital footprint or outdated websites that don't convert leads.

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🤝

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Growth-Minded Financial Professionals

Advisors transitioning from outdated marketing to automated systems that drive predictable client acquisition

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Ready to Modernize Your Client Acquisition?