You are already paying full price for wealth / financial advisory (ria) clicks and booking only a fraction of them. Penguin builds and runs the stages after the click, the follow-up, qualifying, booking and show-up where the money leaks, so an inquiry becomes a booked, shown client. One team, your own accounts, a 90-day process guarantee.
A free 30-minute call with an operator. No pitch deck, no obligation.
90-dayprocess guaranteeBuilt in your accounts
Figures are illustrative of the reporting format, not client results. Real, permissioned numbers replace them on request.
You are paying full price for wealth / financial advisory (ria) clicks and collecting a fraction of the booked, shown clients. The ads are rarely the problem. The seven steps after the click are, and that gap is exactly what the engine is built to close.
You cannot say what competitors say, the leads you buy waste producer hours, and referrals arrive when they feel like it.
The form fills with people who will never meet the minimums, and your producers burn time disqualifying them by phone.
A share of booked consultations never show, and the high-trust prospect drifts without a timely, compliant follow-up.
You see cost per lead, not cost per booked, kept consult, so you cannot tell which spend clears compliance and closes.
An RIA-tuned 9-stage engine with compliance-aware, education-first funnels (seminar/webinar + content), minimum-asset qualification bots and appointment-setting automation that books right-fit HNW prospects. It is our nine-stage acquisition engine, tuned to wealth / financial advisory (ria) and run for you in the open.
Every capability maps to a stage of the engine, and a specific leak it stops.
Feature-forward wealth / financial advisory (ria) ads on Meta and Google, built to run and not get pulled.
A message-matched landing page and an offer tuned to the wealth / financial advisory (ria) buyer.
Speed-to-lead that qualifies and books, day and night.
Frictionless booking, no-show recovery, and cost-per-booked reporting in the open.
The same wealth / financial advisory (ria) click, run two ways. Here is exactly what changes at each stage after the click.
| Stage | Typical agency | The Penguin engine |
|---|---|---|
| Ad creative | Ad drives the click, then the click is on its own | Account-safe creative that draws the right clients |
| Landing page & offer | Generic page, offer that does not match the ad | Message-matched page and a wealth / financial advisory (ria) offer that converts |
| Lead qualification | Every lead treated the same, front desk overwhelmed | A survey scores intent before the front desk sees it |
| Follow-up speed | First follow-up hours later, if at all | Speed-to-lead in seconds, an AI concierge that books |
| Show-up & no-shows | One in four booked never shows, nobody follows up | Reminders and no-show recovery refill the calendar |
| Reporting | Reporting is clicks and impressions | Cost per booked-and-shown, in the open, weekly |
Three questions. No email needed to see your result, and your answers travel with you into the Leak-Check.
The same wealth / financial advisory (ria) outcome three ways: our engine, a generic agency, and hiring it all in-house. Add up what each really costs, and what you own at the end.
Illustrative comparison. Your exact numbers are mapped on the free Leak-Check.
The accounts, pages, automations, and dashboard are built in your name and stay yours, backed by a 90-day process guarantee: if we do not deliver the wealth / financial advisory (ria) build to spec, we keep working at no extra retainer until we do.
Wealth / Financial Advisory (RIA) is not one buyer. Each specialization below gets its own tuned engine, offer and funnel. Choose the one that fits, or book a Leak-Check and we will map it with you.
A dedicated 9-stage engine for retirement planning clients.
See the solutionHNW Wealth MgmtHNW Wealth Mgmt marketingA dedicated 9-stage engine for hnw wealth mgmt clients.
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See the solutionBusiness Exit PlanningBusiness Exit Planning marketingA dedicated 9-stage engine for business exit planning clients.
See the solutionTell us where to send your wealth / financial advisory (ria) leak map. You go straight to the calendar, and we review your funnel before the call so the time goes into diagnosis, not catch-up.
A one-time engine build from $5,000, then a retainer from $3,000 a month to run and improve it. That single figure replaces a media buyer, a funnel builder, an automations person, a booking tool, and a reporting dashboard. Ad spend is paid directly to Meta and Google at zero markup, and the Leak-Check call is free.
The engine is built in weeks, not quarters, typically 3 to 5 days to launch. Because follow-up, booking, and show-up get fixed first, you often recover bookings from spend you are already running before the new ads scale. We report cost per booked-and-shown weekly from day one.
Yes. The ad account, the pages, the automations, the data, and the dashboard are yours and stay yours, whether you stay or leave. No rented leads, no hidden dashboard, no lock-in on assets you paid for. That is the operator model, not the vendor one.
The engine is tuned per family and per niche, not copy-pasted. We build wealth / financial advisory (ria)-specific offers, qualification, and follow-up, and we show you the exact leak on your funnel during the free Leak-Check before you commit a dollar.
A vendor sells the ads and hands the rest back. We operate the whole engine and answer to one number, booked-and-shown appointments, with one manager accountable and every screen open to you. You were sold clicks last time. This time you get the outcome.
No lock-in on your assets, ever. The retainer earns its place month to month, backed by the 90-day process guarantee. If the engine is not doing its job, you are not trapped in it.
You are already paying for the clicks. The only question is how many become booked, shown clients. Thirty minutes, on your own funnel, with an operator, and you leave knowing your number and what it takes to fix it.
Book my free Leak-Check