SEE WHY ADVISORS CHOOSE COMPOUND SCALE
STOP RENTING SHARED LEADS. OWN YOUR FUTURE.
Stop renting shared leads or getting locked into overpriced contracts. Own your funnel, your audience, and your future.
FEATURE
COMPOUND SCALE
ADVISOR HAMSTERWHEEL
TEMPLATE TITANS
SHINY BOX
LEAD LOTTERY
Monthly Fee
✓ $2,000/mo
❌ $5,000/mo
❌ $5,000/mo
❌ $15,000/mo
❌ $5,000/mo
Contracts
✓ None
❌ 3–4 month
❌ 3–4 month
❌ 3–4 month
❌ Annual
Ad Tracking Window
✓ 365 Days
❌ 7 Days
❌ 7 Days
❌ 7 Days
❌ None
Funnel System
✓ Multi-point trust funnel
❌ Ad → page
❌ Ad → page
❌ Ad → page
❌ None
Lead Nurture
✓ Automated re-engagement
❌ None
❌ None
❌ None
❌ None
Lead Nurture
✓ Yes
❌ No
❌ No
❌ No
❌ No
Cost per Appointment
✓ 40–60% less
❌ Higher
❌ Higher
❌ Much higher
❌ $400–$800
40–60% lower cost per appointment
365-day ad tracking — know what's working
No contracts — cancel anytime
Own your funnel and data
The Client Acquisition System Built for Financial Advisors
Stop chasing cold leads. We build done-for-you marketing systems that put qualified, educated prospects directly on your calendar — so you can focus on what you do best.
Start Scaling NowSuperior Conversion
Warm prospects who've been educated on your value before the first call. Our multi-point trust funnel means higher show-up rates and higher close rates than any competitor.
365-Day Ad Tracking
While competitors lose track of prospects after 7 days, our server-side tracking follows them for a full year. Every dollar you spend keeps working 52x longer — driving down your cost per client month after month.
Complete Automation
Set it and scale it. From ad delivery to appointment booking to lead nurture follow-ups — the system runs while you serve clients. No manual prospecting required.
Full Compliance
Built for regulated industries. Every ad, funnel page, and piece of educational content includes proper disclaimers and regulatory language. No surprises, no cleanup.
Pricing Built for RIAs
Retainers half what competitors charge. No long-term contracts at Founders pricing. ROI that actually makes sense for your practice — not just the agency's bottom line.
Dedicated Support
Real people. Not ticket queues or chatbots. Your system is monitored and optimized by a team that understands financial services marketing inside and out.
No Contracts
Month-to-month at Founders pricing. Results keep you — not paperwork. If the system is working (and it does), you'll want to stay. We don't need to force it.
Pre-Qualified Prospects
They show up educated, interested, and ready to talk. Our funnel pre-qualifies on assets, educates on your approach, and books them when they're ready — not before.
| Feature | Compound Scale | Premium Agencies | Lead Vendors | DIY |
|---|---|---|---|---|
| Monthly Fee | ✓ $2,000/mo | ❌ $5K–$15K/mo | ❌ $100–$200/lead | ⚠ $0 + time |
| Contracts | ✓ None | ❌ 3–6 months | ❌ Annual | ✓ None |
| Ad Tracking | ✓ 365 days | ❌ 7 days | ❌ None | ❌ 7 days |
| Funnel System | ✓ Multi-point trust funnel | ❌ Ad → landing page | ❌ None | ⚠ Build your own |
| Lead Nurture | ✓ 48 automated touchpoints | ❌ Basic or none | ❌ None | ⚠ Manual |
| Leads Exclusive? | ✓ 100% yours | ✓ Usually | ❌ Shared 2–5x | ✓ Yes |
| Own Your Data | ✓ Yes | ❌ No | ❌ No | ✓ Yes |
| Cost/Appointment | ✓ ~$150–$200 | ❌ $400–$800 | ❌ $400–$800 | ❌ $500+ |
Compound Scale was built by an advisor with 20+ years in the industry who managed over $100MM at Wells Fargo before launching his own independent RIA. This system was created to solve the exact client acquisition problems he faced — and then packaged for advisors like you. Featured in Forbes, Bankrate, and Yahoo Finance for expertise in retirement planning.
Founders Plan
- Complete lead generation system setup
- Pre-qualified prospects with $1.5MM+ assets
- 365-day server-side prospect tracking
- Multi-point trust funnel with full automation
- 20–30 qualified appointments per month
- Automated lead nurture & re-engagement
- You own the system, data & audience
- Advisor training & dedicated support
Advisors Plan
- Complete lead generation system setup
- Pre-qualified prospects with $1.5MM+ assets
- 365-day server-side prospect tracking
- Multi-point trust funnel with full automation
- 20–30 qualified appointments per month
- Automated lead nurture & re-engagement
- You own the system, data & audience
- Advisor training & dedicated support
Elite Package
- Everything in Founders Plan
- Personal video production & branding
- Custom scripts written for your practice
- Dedicated account manager & weekly calls
- 35–50 qualified appointments per month
- Advanced retargeting campaigns
- Priority support & strategy sessions
- Quarterly performance reviews
System Results
- 33 Booked Appointments/Month Average
- $1.5MM Average Prospect Assets
- 365-Day Prospect Tracking
- ~$3,000–$4,000 Ad Spend Required
- Superior Show & Close Rates
To Qualify You Must
- Be a Licensed Financial Advisor
- Want to Grow Your AUM
- Be able to meet virtually
- Have good camera, lighting and background
Ready to Scale Your Practice?
Fill out the form below and we'll reach out to see if we're a fit. No pressure, no obligation.