How We Booked 20 Retirement Appointments/ Week on a $350/Week Budget.

Consistent appointment volume isn't about massive ad spend, it's about the system behind it.

Most advisors struggle with consistency

  • Some weeks are busy... others are completely dry

  • No predictability in your pipeline

  • Relying on referrals or inconsistent marketing

The issue isn't effort it's lack of system

This Setup

  • Weekly Ad Budget: $350

  • Target: Retirement-focused prospects looking to roll over 401(k)(s)

  • Funnel: Pre qualified booking system

  • Goal: Book qualified appointments directly on calendar

This Result

  • 20 booked appointments/week

  • Consistent daily booking flow

  • High-intent prospects

How Our System Drives Volume

Focused Targeting

We didn't go broad.

  • Retirement focused individuals

  • High intent audiences

This improves conversion immediately

High Converting Funnel

Instead of just capturing leads:

  • Prospects booked directly

  • Pre-qualification filtered low quality traffic

Retargeting & Follow-Up Ads

  • Retarget visitors who didn't book

  • Reinforce the offer with additional touchpoints

  • Stay in front of high-intent prospects

Continuous Optimization

We monitored:

  • Cost per booking

  • Conversion rates

  • Drop-off points

See How Many Appointments You Could Be Generating

Book a quick strategy call and we'll map out what this could look like for your business.

Disclaimer: Results may vary based on market, offer, ad spend, and sales process. We do not guarantee these results or any other results you see on our page.