Signal-driven marketing for wealth advisors
A proprietary engine identifies them — our team builds the creative and places the media to reach them. Compliance-reviewed. One retainer.
What you get
Who are your best clients today? What makes someone a strong fit — and what disqualifies a prospect? We meet with you for a focused strategy session to map your ideal client profile: AUM range, geography, specialization, life stage, and the signals that matter most to your practice.
This is not a questionnaire. It is a collaborative conversation between your experience and our data — and it shapes every campaign we run.
Our proprietary signal engine maps and ranks populations against each advisor's defined ICP across 39+ wealth-specific signals — liquidity events and business exits, life-stage transitions, insider and institutional filings, professional network shifts, event-driven news, and advisor-data context. The same engine shapes creative direction, generating messaging hypotheses informed by which signals are firing in each subsegment.
At the segment level, the engine continuously refines the advisor's ICP and narrows subsegments through implied demographic and intent indicators. At the individual level — via FiNDid, available in Growth and Scale tiers — the same engine surfaces named individuals at moments defined by high-signal events, with compliance-reviewed outreach copy ready for 1:1 contact.
Signal categories
All creative strategy is led in-house — ad copy, visual assets, landing pages, FiNDid outreach scripts. The signal engine doesn't just identify who to reach; it shapes the angles that reach them, generating messaging hypotheses informed by which signals are firing strongest in each subsegment.
Variants run, perform, and inform the next round. Every creative undergoes a review process for marketing rule compliance led by a Series 65-licensed founder before launch. You don't manage campaigns, write copy, or log into ad platforms. You review and approve. We handle execution.
The tight loop
Segment-level campaigns and FiNDid outreach aren't parallel surfaces — they're stages of the same loop. What works on one informs the other, continuously.
Marketing rule compliance review
Reduce review cycles and compliance back-and-forth. Every creative arrives at your CCO already reviewed for the marketing rule — fewer rejections, faster approvals, and an end to multi-round revision cycles with your compliance team.
Review scope
Firm-level compliance and state-specific overlays (where states diverge from NASAA model) remain with your CCO. We do not assume liability or act as your firm's Chief Compliance Officer.
What a typical week looks like
Advisors spend roughly as much time on average prospecting as they do meeting with their existing clients — and the results are often inconsistent. FiND compresses your involvement to a weekly review while the team handles targeting, creative, placement, and optimization each day.
Kitces, 2019
Why signal-driven marketing
The typical approach — broad demographic targeting, generic creative, one-size-fits-all placement — wastes budget reaching people who aren't in a position to act. Signal-driven marketing flips the model: we start with evidence that someone is actively in motion, then build the campaign around that specific moment.
The difference shows up in every metric — higher engagement rates, lower cost per qualified conversation, and a pipeline filled with people who actually have a reason to talk to you right now.
One conversation to determine whether we're the right fit. No commitment required.