In mid-2025, major advertising platforms implemented new restrictions on financial services targeting.

Age ranges, net worth indicators, and investment and wealth interest targeting all got severely limited and became almost impossible to target.

The result? Marketing companies that relied on those options suddenly couldn’t deliver.

Advisors saw their workshops flooded with unqualified attendees, or worse, empty seats, causing ROI to collapse with the same spend while bringing in only a fraction of the income.

But we saw this coming. And we built a Solution.

It’s our Unique 360 Targeting Method, which allows us to keep our targeting capabilities and adds a two-part filtering process to train the AI to find the best prospects in your city.

We use precise data to qualify prospects before launching any direct mail or digital campaign, then actively vet and grade registrations to help our AI refine targeting.

We verify both the financial fit and the intent of each prospect, so you can convert more attendees into clients and drive the highest ROI from workshops with filled seats.

We packaged this method to be completely done-for-you, and it includes everything you need to run successful workshops.

Like city & area analysis, custom ad and mailer creation, access to our Power Boost™ Dashboard, marketing on various media like direct mail and digital, end-to-end email and SMS reminders/sequences, and much more.

This exact process has helped multiple FMOs, RIAs, independent financial advisors, and attorneys produce record results with our method compared to competitors (we have many case studies as part of our call)

It also helps keep the wrong people out: too young or too old attendees, unqualified appointment-setters, low-intent registrants, empty classes even with higher spend, and rooms full of tire-kickers.

And every time we run a workshop for new clients, they see new potential in their area. We then show them how to scale further and maximize their ROI.

We’re so confident in our method because we’ve proven it across hundreds of campaigns and multiple topics, that we offer a money-back guarantee if your workshops don’t bring high-net-worth prospects.

So, it's a no-brainer to test this method and compare it to your current process.

And all it takes is a 15-minute call to see if our strategy would help qualify, fill, and close more clients from your workshops.

If this sounds like something you’d like to test, click the button below 👇 to book a call with our team.

On the call, we’ll walk you through our case studies, confirm whether your city is still available, and if it is, build a personalized strategy for your area at no cost.