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scaledadvisor.com uses the power of A.I to
generate & qualify leads

Use the proven way to grow your Financial Advisory practice. Our platform automates prospecting to your target market, and our AI engages with your leads and alerts you when they're ready to talk.


Powerful Omni-Channel Lead Generation

We use the omni-channel approach to hyper-target your ideal High New Worth clients in your area. We only get you to in-front of new and interested individuals that are "ready to go".

Qualify Leads

Our platform has been built specifically for Financial Advisors.
We leverage the power of A.I based automation built within our platform to help qualify your leads.

Award Winning Support

scaledadvisor.com provides around-the-clock support and customized support to deliver the best customer experience. Our dedicated success managers deliver proactive, real-time professional services 24/7 to increase your stability, efficiency, and effectiveness. If you have a question, we have an answer.

Advisors ❤️ Us


Stephanie - 2 Closed HNW Clients in 45 Days


Before working with us:
Relying on referrals to grow her practice.

Biggest Obstacle: It was very difficult for her to find a company that could actually deliver results and a positive ROI. Stephanie was skeptical at first, she made the decision to work with us and she's very happy.

After working with us: 2 clients closed in 45 days. She's on track to hit multiple 6 figures this year.

Quote: “ I have spoken with 7 prospects this week on the phone and was just hired on the spot today for a full financial plan (Incorporated Profesional Engineer) after a 30 minute discussion.  I have 3 proposals to prepare over the weekend for the asset transfer concept (6 – 12K Par Policies) and open discussions with all 7 of them.  This is the first time in my life that I look forward to reaching out for the first call to a prospect.  The calls are friendly and enjoyable and I am averaging 2 a day, every day with no end in sight. ” - Stephanie S.


Transformation: 2 Closed HNW Clients in 45 Days
Client:
Stephanie

Koby - 4.00 MM in the Pipeline within 30 Days


Before working with us:
Relying on traditional methods of client acquisition and word of mouth.

Biggest Obstacle: Koby and his team came to us in a highly competitive market after using many lead generation companies which never worked for him. Koby joined us in the beginning of COVID and he was forced to explore other options to be able to keep his business up and running. Although Koby was skeptical at first, he is very happy that he chose to work with us to grow his business.

After working with us: 32 leads in 30 days. 12 appointments scheduled. 3 working clients and over $4.00 MM in AUM in the pipeline.

Transformation: $4MM In Pipeline within 30 Days
Client:
Koby

Narmin - $21,000 in Premiums Closed in 60 Days


Before working with us:
Hosting Seminars and relying on referrals to grow her business.

Biggest Obstacle: Narmin is an experienced Insurance Advisor and focuses on Life, Critical Illness, Disability, Group Benefits, Tax strategies. All of her business came from referrals and educational seminars. She didn't want her income to be unpredictable and inconsistent. Therefore, she reached out to us and saw exceptional results within 60 days. She is now a firm believer in our 4 step marketing system and online leads in general. The results speak for themselves.

After working with us: 42 leads in 30 days. 13 appointments scheduled, 7 appointments conducted. 3 cases closed of a total of $21,000 in commissions.

Transformation: Closed $21,000 in Premiums in 60 days.
Client:
Narmin

Steve - 30 Leads in 30 Days


Before working with us: Using existing database to grow his business and relying on referrals.


Biggest Obstacle: Steve is an advisor with 20 years of on the field experience. Steve was doing really well from referrals he was getting, he wanted to expand his network using online media. Within the first 4 weeks of working with us, he was able to pack his calendar with appointments.


After working with us: 30 Leads and 11 Appointments


Transformation: 30 Leads & 11 Appointments in 4 Weeks
Client:
Steve

Rashid - Closed $1.00 MM within 30 Days


Before working with us:
Tried other Facebook campaigns and relying on referrals Center of Influences.

Biggest Obstacle: Rashid used to rely heavily on his referral partners which was very inconsistent with his goals, therefore he decided to implement our program in his business. Prior to working with us he had no clarity as to where the next client was coming from. We helped him put together a predictable system of client acquisition in which he controls all aspects of the system

After working with us: 65 Leads, 17 appointments and 2 confirmed closes through a mixture of Facebook Ads and building new referral partners through our organic strategies.
Transformation: $1MM closed in 30 Days
Client:
Rashid

Perry - 22 Appointments in 30 Days


Before working with us:
Relying on traditional methods to grow his business.

Biggest Obstacle: Perry used to rely heavily on word of mouth and he found it to be inconsistent. Prior to working with us he had no clarity as to where the next client was coming from. We installed a framework for him to generate new business in which he has full control of the system.

After working with us: Packed calendar, 67 Leads, 22 appointments through our organic system.

Andrew - 2 HNW Clients Closed in 60 Days


Before working with us:
Operating in a saturated market. Paying thousands of dollars for lists of leads to cold call.

Biggest Obstacle: Andrew was like many other Advisors before coming on board to our programs. He was highly skeptical, unsure if it was going to work and he’s not one to blame. The Financial Service Industry is filled with people charging exorbitant amounts of money for marketing systems which can be set up for a single advisor in less than 60 minutes. It's the same campaigns that we helped Andrew set up which led to these results.

After working with us: 2 HNW Clients & closed and many more working clients in the pipeline.


Transformation: 2 HNW Clients in 60 Days
Client:
Andrew

Theresa - 21 Appointments in 14 days 


Before working with us:
Growing her business through organic strategies such as dinner seminars and events.

Biggest Obstacle:
Theresa came into our program with frustration from lack of appointments and being burnt by other lead generation companies that didn't perform in the past and wasting thousands of dollars trying to market himself. She was highly skeptical and had lost trust in online lead gen.

After working with us:
Theresa went on to book 21 Appointments within 14 days. Theresa is currently seeing a 55% conversation rate on her leads and having a few meetings a day.

Transformation: 21 Appointments in 14 Days

Client:
Theresa

Evan  - $750K in AUM closed in 30 Days


Before working with us:
Skeptical after being burned by multiple lead generation companies and being stuck in a 6-month long contract.

Biggest Obstacle: Used to solely rely on referrals, cold-calling and door knocking to grow his business. He was paying thousands of dollars every single month to lead generation companies with little to no ROI on his investment. Prior to working with us, he was working with a Financial Advisor Coach and he was not fond of their process and quality of leads.

After working with us: 36 leads, 10 appointments, $750K in AUM closed and much more in the pipeline...
Transformation: $750K AUM in 30 Days

Client:
Evan

Edris - Closed 4 Clients with $1.9 MM in 120 Days.


Before working with us:
Skeptical about online lead generation after being burned numerous times by companies.

Biggest Obstacle: Edris had no predictable appointment system to generate conversations with potential prospects. He believes that leaving the growth of his business based on his friends and family is not a is not the right way to run his business.

After working with us: 102 Leads, 16 appointments with $1.9 MM funded in 120 Days.
Transformation: $1.9MM Closed in 120 Days

Client:
Edris
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