Attention: Wealth, Tax & Capital Advisors
We'll Get You
3 High-Value Clients in
90 Days or You Don't Pay
Replace referral-dependence with a predictable weekly flow of qualified, ready-to-buy prospects.
Watch the 7-minute breakdown of how the Client Acquisition System works for wealth, tax & capital advisors.
TRUSTED BY
Why Your Client Acquisition
Feels Impossible To Scale
Many advisors are exceptional at delivery, but their client acquisition is unpredictable, fragile, and founder-dependent.
Referral Dependence
Most of your new clients still come from referrals, word of mouth, or random introductions. When those slow down, so does your entire business.
Unqualified Inquiries
The few inquiries you get aren't the right fit, don’t have the budget, or aren’t ready to move. You waste time on calls that never should have happened in the first place.
No Predictable Client Flow
You know your service is excellent, but without a reliable acquisition system you can’t forecast revenue, plan hiring, or confidently scale.
How This System Solves Your Problem
Benefit #1
A Funnel That Pre-Sells For You
Your Video Sales Letter (VSL) does the heavy lifting by educating, qualifying, and positioning you as the clear authority — before you ever speak with a prospect.
Benefit #2
High-Intent Traffic
We run Meta campaigns targeted to individuals who actively match the demographic, behavioral, and financial characteristics of your ideal clients.
Benefit #3
Automated Lead Nurturing
A built-in follow-up system warms prospects over time, so even those who don't book immediately convert later without you lifting a finger.
Benefit #4
Higher Close Rates
By the time someone books a call, they already understand your value, your process, and what you solve — dramatically increasing close rates.
Benefit #5
Predictable Revenue Growth
When leads and appointments flow consistently, you can finally plan ahead, hire confidently, and scale without stress.
Benefit #6
A Guarantee That Lowers Your Risk
We guarantee results: if you don’t sign 3 clients in 90 days, you don’t pay. No long-term contracts. No guesswork.
Results Financial Services Consistently Produce
These case studies illustrate the type of results companies in the wealth, tax, and capital advisory space commonly achieve when they implement a structured VSL funnel paired with paid traffic.
These are industry outcomes and are included purely to demonstrate what this model is capable of.
$1.21M Generated Through a Call Funnel
A day-trading education company scaled a call funnel to $1.2M in revenue attributed directly to funnel-driven sales volume.
60% Reduction in Cost Per Call
A home services training company reduced cost per call from $600+ to ~$110 using optimized Meta ads and a pre-selling funnel, breaking multiple company sales records.
$100,000 Raised From $2,000 in Ad Spend
A real estate investment group raised $100k in the first 7 days of launching a capital-raising funnel fueled by Meta traffic.
Fractional CFO Firm Scaled to $150k+
A fractional CFO and accounting firm scaled to $150k+ in revenue with a combination of VSL-driven booked calls and optimized ad economics, averaging $189 per qualified call.
Consistent 3x+ ROAS For a Challenge Funnel
A multifamily coaching company generated $40k+ in front-end sales and consistently achieved 3x+ ROAS on their challenge funnel using high-intent paid traffic and structured follow-up.
What This Means for Your Business
Predictable Revenue Growth
Stop gambling with your ad budget. Our funnels generate consistent, scalable revenue that you can predict and plan around.
Higher Customer Lifetime Value
Turn one-time buyers into repeat customers and brand advocates who spend 3-5x more over their lifetime.
Profitable Ad Scaling
Finally scale your ad spend with confidence, knowing every dollar invested generates $3-7 in return through optimized funnels.
More Time for What Matters
Automated funnels work 24/7, so you can focus on growing your business instead of managing campaigns and chasing leads.
How We Build Your Profit-Generating Funnel in 90 Days
Step 1
Funnel Audit & Strategy
We analyze your current ads and website to identify profit leaks, then create a custom funnel strategy for maximum ROAS.
Step 2
High-Converting Funnel Creation
We build complete sales funnels with optimized landing pages, checkout flows, and follow-up sequences that turn visitors into customers.
Step 3
Ad Campaign Launch & Optimization
We launch targeted ad campaigns and continuously optimize for maximum profitability, scaling what works and cutting what doesn't.
Get Your Complete
Sales Funnel System
Here’s Everything You Get:
Complete Funnel Strategy - Custom roadmap for maximum conversions and profit
High-Converting Landing Pages - Pages designed to turn visitors into customers
Targeted Ad Campaigns - Meta ads that actually convert
Email Marketing Automation - Follow-up sequences that recover lost sales
Conversion Rate Optimization - Continuous testing to improve performance
Ready to get a predictable client engine?
Why Financial Advisors Choose Us
My name is Tom, and I help wealth, tax & capital advisors escape referral-dependence by installing a predictable acquisition system.
I come from a background in real estate, which gives me a unique ability to craft funnels that resonate with affluent individuals.
I built this system because most advisors deliver exceptional work but lack a predictable way to generate clients.
TRY IT RISK FREE
90-Day Profit Guarantee
Stop Wasting Money on Ads. Every day you wait is ad budget going down the drain.
Your competitors are already using optimized funnels to capture the customers you're losing.
Get Your Free Funnel Audit Discover exactly where your funnel is leaking money and get a custom plan to fix it
If we don't get you at least 3 high-value clients within 90 days, you don't pay anything.
Frequently Asked Questions
How does your Client Acquisition System actually work?
Our system combines a high-converting VSL funnel, Meta ads, automated qualification, and follow-up to consistently attract and convert high-intent prospects. Instead of relying on referrals or random inbound, you get a predictable flow of qualified people booking calls every week.
Who is this service designed for?
We work with wealth managers, tax strategists, estate planning attorneys, fractional CFOs, 1031/DST firms, OZ funds, alternative investment advisors, and any professional offering high-value financial or advisory services who needs predictable client acquisition.
Do I need to already be running ads?
No. We build everything from scratch—your funnel, ads, tracking, automation, and follow-up. If you are already running ads, we can audit and optimize them, but it is not required.
How fast can I expect results?
Most clients begin seeing qualified booked calls within the first 14–30 days after the funnel and ad campaigns go live. Full ramp-up typically happens within 60–90 days.
What kind of prospects will the system attract?
We target people who match your ideal client profile—high-net-worth individuals, business owners, accredited investors, or specialized tax/financial clients depending on your niche. You get pre-qualified, ready-to-talk prospects—not cold leads.
Do you guarantee results?
Yes. If you do not acquire at least 3 new high-value clients in 90 days, you don’t pay. This aligns us fully with your outcomes.
How much ad spend will I need?
We start with at least $6,000 per month depending on goals, niche, and audience size. We will give you a precise recommendation after reviewing your current situation.
What is included in the done-for-you service?
We handle everything: funnel buildout, VSL scripting, ad copy/creatives, Ad setup, tracking, qualification automation, follow-up sequences, CRM, reporting dashboards, weekly optimization, and ongoing campaign management.
Do I need to be on camera for the VSL?
Yes, but it’s extremely simple. We write the script and coach you on delivery. A 5–7 minute talking-head video is all that’s required to position you as the expert buyers want to trust.
How is this different from hiring a typical marketing agency?
Most agencies send leads—not real prospects. Our system is engineered to deliver booked calls with qualified buyers who already understand your value before they speak to you. It's built specifically for high-ticket financial and advisory markets.
What if my industry has compliance restrictions?
We tailor all creatives, messaging, and targeting to your compliance requirements. We also provide alternative hooks and educational angles that stay fully within regulatory guidelines.
How much time do I need to invest each week?
Most clients need 1–2 hours per week for sales calls and a brief strategy check-in. We handle everything else—creative, optimization, reporting, automation, and delivery.
What happens after the 90-day period?
Once the system is profitable and consistent, we continue managing the ads, testing new creatives, optimizing the funnel, and improving conversion rates so you can scale predictably.
Is this suitable for very small or early-stage firms?
If you have a clear offer, can handle new clients, and have at least one successful client outcome to point to, then yes. If not, we help refine your positioning during onboarding.
STILL NOT SURE?
Book Your Free Funnel Audit Now
Choose a time that suits you below to get a free audit of your Sales Funnel strategy.
Copyrights 2025 | Captatus | Terms & Conditions