FOUNDING MEMBER PRICING ENDS
COUNTDOWN TO NOVEMBER 1, 2025
FOUNDING MEMBERS: $2000/month + ad spend
AFTER NOV 1: $4,000/month + ad spend
If you're not on this list by November 1st, cost will be full price.
EXPENSIVE LEAD SERVICES ARE INCOMPLETE. WE Made it COMPLETE. WITH superior CONVERSION NUMBERS, best in class follow up, AND at a lower cost than the rest. The only retirement planning client generation system built by an advisor, for advisors. Prospective clients with $1.5MM+ average assets directly on your calendar. Fully compliant.
This Complete System Has Produced:
33 booked appointments per month average (on $4k ad spend)
$1.5MM+ average prospect assets
Superior show-up rates
Superior close rates
Fully automated calendar appointments
Complete education system - fully compliant
Exclusive territory protection
Built by a practicing advisor
WANT TO BRING IN $10MM AUM PER MONTH WITHOUT BREAKING THE BANK?
Other services give you cold prospects and hope you can convert them.
We deliver warm, educated, pre-qualified prospective clients with real assets who show up ready to invest.
See Why Advisors Choose Compound Scale
Stop renting shared leads or getting locked into overpriced contracts. With Compound Scale, you own your funnel, your audience, and your future.
| Feature / Cost | Compound Scale | Advisor HamsterWheel | Template Titans | Shiny Black Box | Lead Lottery |
|---|---|---|---|---|---|
| Monthly Fee / Cost | $2,000/month ✅ | $5,000/month ❌ | $5,000/month ❌ | $15,000/month ❌ | $100–$200/lead ❌ |
| Recommended Media Spend | $3,000/month ✅ | $3,000+/month ❌ | $3,000+/month ❌ | $15,000/month ❌ | None (pay per lead) |
| Contracts | No contracts ✅ | 3–4 month ❌ | 3–4 month ❌ | 3–4 month ❌ | Annual ❌ |
| Audience Data | 20,000+ $1MM+ lookalikes ✅ | Not disclosed ❌ | Not disclosed ❌ | 33,000 (unclear quality) ⚠️ | None ❌ |
| Lead Exclusivity | Exclusive ✅ | Shared ❌ | Shared ❌ | Shared ❌ | Shared 2–5x ❌ |
| Funnel System | Multi-point trust funnel ✅ | Ad → page ❌ | Ad → page ❌ | Ad → page ❌ | None ❌ |
| Lead Nurture / Follow-Up | Yes (re-engages) ✅ | None ❌ | None ❌ | None ❌ | None ❌ |
| Own Your System/Data | Yes ✅ | No ❌ | No ❌ | No ❌ | No ❌ |
| Advisor Training & Support | Included ✅ | Limited ⚠️ | Limited ⚠️ | Limited ⚠️ | None ❌ |
| Avg. Cost per Appointment | 40–60% cheaper ✅ | Higher ❌ | Higher ❌ | Very high ❌ | $400–$800 ❌ |
| Focus | Booked appointments today ✅ | Push more spend ❌ | Push more spend ❌ | Push more spend ❌ | Sell leads ❌ |
✅ Exclusive leads — no competition
✅ Cancel anytime — no contracts
✅ Smarter funnel — every lead nurtured until booked
CRUSH YOUR 2026 AUM GOAls for half the price.
All the other lead services are charging much more for service that do not work half as Well.
SYSTEM RESULTS:
33 Booked Appointments/Month Average
$1.5MM Average Prospect Assets
$4,000 Ad Spend Required
Superior Show & Close Rates
To Qualify You Must:
• Be a Licensed Financial Advisor
• Want to Grow Your AUM
• Able to meet virtually
• Ability to have good camera, lighting and background
All meetings are conducted virtually. No in-person requirements.
"This system has consistently helped advisors bring in $8-12MM in new AUM monthly."
RESERVE YOUR TERRITORY 50% OFF - LIMITED TO 20 ADVISORS ONLY
No payment required. Territory assignment within 24 hours.
Fully compliant system with all necessary disclaimers, regulatory language, and approval processes built-in.
FOUNDING MEMBER PRICING ENDS
COUNTDOWN TO NOVEMBER 1, 2025
FOUNDING MEMBERS: $2000/month + ad spend
AFTER NOV 1: $4,000/month + ad spend
If you're not on this list by November 1st, cost will be full price.
TERRITORY EXCLUSIVITY
One advisor per 50-mile radius.
Only 20 spots available.
Your competition is seeing this same page.
SECURE YOUR MARKET BEFORE NOVEMBER 1ST
After November 1st: $4,000/month + ad spend
Founding Members: $2,000/month + ad spend
The choice is yours. The deadline is November 1st.
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Disclaimer: Compound Scale is a marketing consultancy for financial advisors. We do not provide investment advice, manage assets, or make recommendations. All marketing systems are advisor-approved for compliance. Any references to AUM or growth reflect marketing outcomes only, not investment performance.