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What does the AUM ASCEND Pipeline System cost?

Our implementation fee ranges from $5,000 to $20,000 depending on your market complexity and customization needs. This includes complete funnel build-out, compliance review, and 90-day optimization. After setup, you pay only for qualified appointments that show up—typically $200-400 per show depending on your market.

How much time do I need to invest in this?

About 5-7 hours during the first two weeks for onboarding (positioning calls, brand asset collection, compliance review). After that, your only time investment is showing up for the qualified appointments we book on your calendar. The system runs itself—you focus on closing.

How do you ensure SEC/FINRA compliance?

Every piece of content goes through our compliance-first creation process. We never use performance guarantees, improper testimonials, or misleading claims. All materials are designed for easy approval by your compliance department. Most advisors get approval within 48 hours.

What does "pay per result" mean exactly?

You only pay for qualified appointments where the prospect actually shows up. If they book but don't show, you don't pay. If they're not qualified (under $500K investable), you don't pay. We carry the risk of no-shows and unqualified leads—you only pay when a real prospect is sitting in front of you.

What makes the AUM ASCEND Pipeline different from other marketing agencies?

Three things: (1) We only work with wealth managers—no generalists; (2) Geographic exclusivity means you're never competing with our other clients; (3) Pay-per-show pricing means our incentives are perfectly aligned with yours. Most agencies take your money whether they deliver or not. We only get paid when you do.

How quickly will I start seeing appointments?

Most advisors see their first appointments within 2-3 weeks of launch. Full ramp-up to 13-26 monthly appointments typically takes 30-45 days as we optimize targeting and messaging based on real data from your market.

What's the 5-year ROI on this investment?

Conservative math: 15 appointments/month × 40% close rate × $500K average AUM × 1% annual fee = $30K annual revenue per month of pipeline activity. Over 5 years with compounding, advisors typically see 20x+ ROI on their total investment. One $2M client pays for years of the system.

Why is geographic exclusivity important?

We limit to one advisor per metro area because advertising costs and prospect quality degrade when multiple advisors target the same audience. Geographic exclusivity protects your investment and ensures you're not competing against our own clients. Once a market is claimed, it's locked.

Do I need to create any content myself?

We handle everything: ad creative, landing pages, video scripts, email sequences. You'll record one 3-5 minute video following our proven script (we provide teleprompter text and coaching). That's the only content you create—we handle everything else.

What if the appointments aren't converting for me?

If appointments are showing but not closing, we review your sales process together. We've helped dozens of advisors optimize their close rate with call recording review, objection handling frameworks, and follow-up sequences. Your success is our success—we don't make money unless you close.

Can I pause or cancel the service?

Yes. After the initial 90-day optimization period, you can pause or cancel with 30 days notice. However, if you cancel, you lose geographic exclusivity and another advisor can claim your market. Most advisors who pause do so for capacity reasons—they have too many prospects to handle.

What platforms do you advertise on?

Primarily Meta (Facebook/Instagram) and YouTube, where high-net-worth individuals spend significant time. We test and optimize across platforms to find where your ideal prospects engage most. All campaigns are compliance-reviewed before launch.