Your Practice Is Ready To Grow. The Old Playbook Isn't.
Shared lead vendors: you're racing four other advisors
The same prospect sold to multiple advisors. No filtering, no context, no idea who you are.
Seminars and dinners: your growth is capped by the room
Venue costs, mailers, and a two-week lag before anyone sits down with you.
Running ads yourself: the channel isn't the problem
Meta works for retirement advisors. What breaks is the creative, the compliance, the follow-up, and the hours.
Two Ways To Work With Us
All pricing is custom to your markets, goals and capacity. Engagements start at $3,000.
Build-out: we build it, your team runs it
Retirement ad campaigns, qualifying funnel, pre-call video, CRM pipeline and automations.
Management: we build it and run it with you
Everything in the build-out, plus ongoing campaign management, in-house appointment setting, and reporting at every stage.
We own the system. You own the room.
We own the ads and creative, the qualifying funnel, speed to lead and setter qualification, confirmations and reminders, and the pre-call video. The advisor owns showing up prepared, running a great consultation, and following up.
Our commitment
If management campaigns aren't producing the appointment volume we agreed on, we keep optimizing at no additional management fee until they do. Ad spend continues during that time. Specific terms are in the service agreement.
Frequently Asked Questions
How much does it cost to work with A1Media?
All of our pricing is custom. It depends on your markets, your goals, and the scope of work.
An engagement with A1Media starts at $3,000 and ranges up to $15,000. We'll give you exact pricing on your strategy call once we understand your practice.
What types of engagements do you offer?
We offer two types of engagements:
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Build-out. We build your ad campaigns, qualifying funnel, pre-call video, and CRM pipeline, then hand the system to your team to run.
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Management. We build the system and then run it with you, including campaign management, optimization, and appointment setting.
On your strategy call, we'll recommend the option that fits your capacity and goals.
What's included?
Depending on your engagement, A1Media can build and run:
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Retirement-focused Meta ad campaigns on Facebook and Instagram
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Landing pages and funnels built to qualify retirees and pre-retirees
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A pre-call video that introduces you and explains what to expect from the consultation
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A CRM pipeline with automated confirmations, reminders, and follow-up
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A setter team that calls, qualifies, and books prospects directly onto your calendar
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Reporting so you can see what's working at every stage
Who pays for advertising?
Ad spend is separate from our fees. It's paid directly to the ad platforms from your own payment method, so you always see exactly where your budget goes.
We never exceed your approved ad budget without your sign-off.
Where do the prospects come from?
We generate consumer demand directly through Meta advertising on Facebook and Instagram and through our retirement brand website. We don't buy data from third-party companies.
Prospects respond to retirement-focused advertising before entering our qualification and appointment-setting process. From there, prospects are followed up with, qualified, and scheduled directly onto your calendar.
Who owns the leads?
You do. Every lead generated through your campaigns belongs to you, including after our engagement ends.
We don't sell, resell, or share your leads with other advisors or firms.
What is a qualified appointment?
Our standard qualification criteria are:
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Aged 55+
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At least $200,000 in investable household assets
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Actively planning for retirement
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Understands why they're meeting with you
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Scheduled for a 10+ minute phone or video conversation
We can tailor these criteria to your practice during onboarding.
What does the prospect know before the meeting?
Prospects know the conversation is about retirement planning before they're scheduled.
Prospects who book also receive a short pre-call video that introduces their advisor and explains what to expect from the meeting, so they show up informed instead of confused.
Do you guarantee results?
No, and you should be careful with anyone who does. What we commit to is the work: the campaigns, the qualification standard, and continued optimization until your management engagement hits the agreed appointment volume.
What happens in the consultation is yours.
What if the system isn't producing appointments?
On management engagements, if your campaigns aren't producing the appointment volume we agreed on, we keep working on them at no additional management fee until they do.
Your ad spend continues during that time, and the specific terms are spelled out in your service agreement.
What results have you seen?
As an illustrative example, the average opportunity has been around $200,000 in investable household assets, and prospects typically take 3 to 4 meetings over 4 to 6 weeks to reach a decision.
Illustrative examples across appointments we've tracked. Results vary significantly based on the advisor, sales process, and follow-up. We don't promise a particular number of appointments, clients, or revenue.
Can I speak with an A1Media client before getting started?
Absolutely. We're happy to connect qualified prospective clients with advisors currently working with A1Media so you can hear about their experience directly.