Lead Generation for financial advisors and RIAs.
Site looks like every other RIA's, the SEC Marketing Rule update opened the door to testimonials but the firm hasn't capitalized, and lead-gen is still cold-LinkedIn or COI referrals.
Lead Generation, built for the way financial advisors and RIAs actually win work.
Five outbound channels, one operating system
Cold email, cold calling, LinkedIn outreach, paid ads, and social media management — picked à la carte or wired together. Principal Advisor, Managing Director, or Marketing Leads who buy one usually add the rest within 90 days.
Vertical-specific list building
Pulled from eMoney, Redtail, Wealthbox, enriched with intent data, scrubbed for deliverability before a single message goes out.
Messaging tuned to financial advisors and RIAs
Every sequence references the work, the buying committee, and the language principal advisor, managing director, or marketing lead prospects actually use.
Booked meetings, not just delivered emails
Pricing is anchored to outcomes — most channels can be priced per booked meeting instead of flat retainer.
Investment range for financial advisors and RIAs.
What good looks like for financial advisors and RIAs.
We work with principal advisor, managing director, or marketing leads at financial advisors and RIAs who are tired of site looks like every other ria's, the sec marketing rule update opened the door to testimonials but the firm hasn't. Most engagements start with a Diagnostic & Roadmap so we agree on what to build before we build it.
Questions financial advisors and RIAs ask us.
Do you actually work with financial advisors and RIAs?
Yes. Lead Generation for financial advisors and RIAs is one of our active engagement types. We start with a 15-min discovery call to confirm fit before any scope or pricing.
What does this cost for financial advisors and RIAs?
From $600/mo per channel · compliance-reviewed messaging, vertical-specific lists.
How does this work with our existing tools?
We integrate with eMoney, Redtail, Wealthbox and the rest of your stack. We don't ask you to switch platforms — we wire into what you already pay for.
The SEC Marketing Rule makes our compliance team kill every campaign before it ships?
Fair concern. Lead Generation for financial advisors and RIAs is built specifically against this objection — not a generic agency template forced onto your vertical. We've worked under SEC Marketing Rule (Rule 206(4)-1) and FINRA advertising rules before — every asset is reviewable, every claim is sourced. The 15-min call is the cheapest way to find out if we're full of it.
See if SiteLyft is the right fit for your financial advisors and RIA.
15-min discovery call. We confirm fit, talk scope, and quote in writing within 24 hours. No pressure, no auto-renewing retainer.