Performance-based client acquisition funnel for independent fiduciary advisors.
The Problem
Independent advisors often rely on seminars, purchased lead lists, and referrals to generate new business. Advisor Jetpack's positioning focused on reaching affluent prospects dissatisfied with traditional wirehouse advice and connecting them with independent fiduciary advisors.
The Solution
Five-Email Nurture Sequence
Developed a five-email sequence to carry a sales argument, moving from the limitations of traditional acquisition methods to in-market arbitrage, the performance guarantee, and qualification.
Meta Ad Concepts
Developed new direct-response concepts across four messaging angles: ChatGPT ROI, the performance guarantee, wirehouse client acquisition, and prospect qualification.
Behavior-Triggered SMS
Created an SMS sequence activated by prospect engagement, extending the conversion process beyond email and reinforcing the offer's guarantee.
>> Built the five-email narrative and wrote the conversion copy.
>> Developed Meta ad concepts modeled on the account's highest-performing creative.
>> Created behavior-triggered SMS messaging for engaged prospects.
>> Structured the funnel to move prospects from initial interest through qualification and booked sales calls.
Investor's Review
Contributed Meta ad concepts and direct-response copy for the consumer acquisition brand supporting Advisor Jetpack, testing messaging angles for affluent investor audiences.
