Client Acquisition
Partnership
The Brief
Your system works. The discovery calls, the process, Wealthbox, the way Wynn Point moves someone from first conversation to a plan. None of that is broken. What’s missing is people walking into it.
You said it on our call: everything runs on referrals, networking events, and meetings. That has a ceiling. John is past it. You’re not there yet, and you don’t want to wait fifteen years to get there. This is about building the top of the funnel so the part you’re already good at has something to work on.
Overview of Need
- »An ICP you can actually name. You can’t run ads on a process, only on a person
- »A digital presence outside of phone calls and Zooms
- »Paid campaigns that put qualified people on your calendar
- »Creative that filters before it converts, so you’re not calling bad leads
- »A funnel that feeds Wealthbox rather than replacing what already works
- »LPL‑compliant by design, every asset built for review before it’s built for the feed
Two Paths
Before anything runs, we build the ICP: who Wynn Point is actually for, what keeps them up, and how your three service lines map to their problems. That becomes the offer linking map, and it drives the ad creative, the landing page, and your content pillars. This is the piece you told me you haven’t sat down and done yet. It’s included either way.
- »ICP, positioning & offer linking map
- »Full organic content suite. We write the scripts and shot lists, you film on your phone, our team edits, captions and publishes
- »2 ad campaigns per month, built and managed
- »GoHighLevel marketing funnel routing leads into Wealthbox
- »Landing page and lead magnet built for you
- »Monthly strategy call and full performance reporting
- »ICP, positioning & offer linking map
- »Content pillars and strategy direction. We tell you what to post, you produce and publish it
- »2 ad campaigns per month, built and managed
- »Landing page and lead form routing into Wealthbox
- »Monthly review call: campaign audit and landing page audit
- »Reporting on cost per lead and cost per booked meeting
Optional Add-Ons
- »Lead magnet build, a downloadable guide that turns cold traffic into named contacts
- »Webinar or seminar funnel, registration through follow‑up
- »Employer / 401(k) track, a second campaign aimed at plan sponsors
- »Recruiting content, for bringing young advisors into Wynn Point
- »Upgrade B to A at any time, the difference is prorated, nothing is rebuilt
Timeline
- ICP intensive, niche locked
- Offer linking map built
- Content pillars defined
- Ad angles chosen and scripted
- Ad account and pixel configured
- Landing page and lead form live
- Lead routing into Wealthbox tested
- First creative batch into LPL review
- First two campaigns live
- Leads landing on your calendar
- Daily spend and creative monitored
- Plan A: first content batch published
- Weekly creative and audience iteration
- Two new campaigns each month
- Monthly strategy or review call
- Cost per booked meeting reported
Investment
Ad spend is billed separately and paid directly to Meta by the client.
All client‑facing assets are submitted for LPL review before publication.
Thank You.
You told me the system works and you just need to fill it with people. That’s the whole job. Let’s go get them.