Why $1M+ prospects ignore your ads, lead magnets and emails (and how to fix it)
Nobody hands millions in assets to an advisor they’ve never met. Growing advisory firms use education-first video on Meta to reach, nurture and convert clients with $1M+ in investable assets. Here’s how it works.
High-net-worth prospects don’t want your PDF. They want their problem solved.
Meta doesn’t work for high-net-worth prospects.
Billions of people use Meta’s apps every day, and pre-retirees and business owners with $1M to $5M+ are among them. The audience is there. Generic ads reach the wrong part of it.
Stock-photo ads and “free guide” offers attract people with $90k who want free advice and have no plans to move their money. Wealthy prospects guard their assets closely. They pay attention to content about the specific, expensive problems in front of them:
- Planning a business exit
- Cutting a six-figure tax bill
- Turning a portfolio into tax-efficient retirement income
- Protecting capital when markets swing
What your ads say, and what wealthy prospects actually respond to
Tap a card to see the difference.
How we reach and convert $1M+ prospects
We build education-first video that solves a real problem before it asks for anything. Once a prospect has watched ten or more minutes of your thinking, they stop being a cold lead. They book time with an advisor they already know and trust.
Built for SEC, FINRA and CIRO standards from day one
Compliance reviewers are paid to reduce risk, not to write ads that convert. Without guidance, they redline strong copy until it says nothing. We write scripts, ads and campaign frameworks around the rules from the first draft, using what we’ve learned from thousands of ad creatives approved by compliance teams.
Baystone isn’t a compliance firm and doesn’t give legal or regulatory advice. Your compliance team approves every piece before it runs.
Stop buying leads. Build an acquisition engine your firm owns.
When growth depends on referrals and walk-ins, it’s hard to forecast and hard to sell. Buyers of advisory firms pay for predictable, repeatable client acquisition. We don’t report clicks or fill your calendar with junk appointments. We build the system that brings in AUM and keeps compounding over the next year, five years and ten.
- What you pay for
- Leads and clicks
- Who it attracts
- Free-advice seekers
- When it stops
- The day the budget stops
- Predictability
- Depends on referrals
- Effect on firm value
- None
- What you pay for
- New AUM
- Who it attracts
- Prospects who have watched you teach
- When it stops
- Videos, audiences and data keep working
- Predictability
- Booked calls you can plan around
- Effect on firm value
- A growth channel a buyer can see
Request your Growth Call
A 45-minute, one-on-one call with our team. No high-pressure pitch.
- Current audit
We review your marketing and your digital presence as they stand today.
- Quick wins
You leave with changes you can make right away to convert more of the interest you already get.
- Custom blueprint
If it’s a fit, we walk through how the system would work for your firm, with full scope and timeline.
Who we work with
- Two or more advisors on the team
- An established website and some social proof
- $50M+ in AUM
Your goal: $20M in new AUM, about 5 qualified calls a month.
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