Only 3 1 Spot Left for founders pricing
The Only Complete Retirement Planning Client Generation System
Built by advisors, for advisors. Prospective clients with $1.5MM+ average assets directly on your calendar. Fully compliant.
33
Booked Appointments/Month
$1.5MM+
Average Appointment Assets.
HALF
The Cost or More of Our Competitors
- Superior show-up rates
- Superior close rates
- Fully automated calendar appointments
- Complete education system - fully compliant
- Exclusive territory protection
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.
Superior Conversion
Best-in-class show-up and close rates through our complete education funnel
40-60% Lower Cost
Get more appointments at a fraction of the cost compared to other lead services
Exclusive Leads
Own your territory. No competition. No shared leads. Your market is yours alone.
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 ❌ |
✓ 40–60% lower cost per appointment
✓ Exclusive leads — no competition
✓ Cancel anytime — no contracts
✓ Smarter funnel — every lead nurtured until booked
PLANS AND PRICING
FOUNDERS PLAN
$2000/MO
- Complete lead generation system setup
- Territory protection (50-mile radius)
- Pre-qualified prospects with $1.5MM+ assets
- Complete automated funnel system
- 20-30 qualified appointments per month
No contracts - cancel anytime
PRICE AFTER DEC 1, 2025
$3999/MO
- Complete lead generation system setup
- Pre-qualified prospects with $1.5MM+ assets
- Offer item you get lorem ipsum
- 20-30 qualified appointments per month
- Completely automated appointment setting system
3 month contracts
ELITE PACKAGE
(COMING SOON)
$8499/MO
- Complete lead generation system setup
- Personal video production & branding
- Custom scripts written for your practice
- Dedicated account manager & weekly calls
- 35-50 qualified appointments per month
No contracts
FOUNDING MEMBERS: $2,000/month + ad spend
Advisors plan $3,300/month + ad spend
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
- $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.
- TERRITORY EXCLUSIVITY
One advisor per 50-mile radius.
Only 1 spots Left.
Your competition is seeing this same page.
"This system has consistently helped advisors bring in $3-5 MM in new AUM monthly."*
No payment required. Territory assignment within 24 hours.
Fully compliant system with all necessary disclaimers, regulatory language, and approval processes built-in.
*based on $4000/month ad spend
Territory assignment within 24 hours • No payment required to reserve
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.
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