Could your practice generate hundreds of qualified leads per month through paid advertising?
Join us for a FREE live webinar on February 17 at 3pm EST
See the actual online ads, landing pages, and framework behind $200M in new AUM – and discover how you can apply this digital marketing approach to help grow your firm.
See what's already working in digital marketing for advisors - so you don't start from zero.
By the end of this 90-minute case study, you’ll learn how to make digital marketing work for your practice – and what steps to take next.
Most advisors think paid advertising is for wire houses and billion-dollar RIAs.
Or they tried online ads once, burned through thousands of dollars in a few weeks, and decided “digital marketing doesn’t work for advisors.”
But what if the problem wasn’t digital marketing. What if it was the approach?
That’s exactly what this webinar will show you.
On this live case study webinar, you’ll see the digital marketing system behind $200M in AUM growth in 2025: the actual campaigns, landing pages, and numbers that generated hundreds of qualified leads.
We’re not holding back anything. You’ll see exactly what drove these results:
- See the exact landing pages and ads that drove $200M in new AUM so you know what successful advisory campaigns look like.
- Learn the positioning framework that made these campaigns work and why most advisor marketing fails before it starts.
- Understand why custodial referrals rarely build the practice you want, and a quick path to break free from them
Frequently Asked Questions
What's the cost for the webinar?
This webinar is free to attend.
Will it be recorded?
Yes, all registrants will receive the replay recording.
What actually happens during the 90 minutes?
This is a live case study breakdown of how Lifeworks added $200M in AUM in 2025 using digital marketing (and how we are expanding the approach in 2026).
We’ll walk through the actual campaigns, landing pages, ad creative, and conversion numbers.
You’ll see the positioning framework that made it work, understand the unit economics behind a $3,000 CAC and $130,000 LTV, and learn how this systematic approach can apply to your practice.
Is this right for my firm size?
Yes.
The math is the same regardless of your budget.
What matters is understanding how to build campaigns that convert and how to think about marketing investment correctly.
If you’re ready to move beyond referrals and build a growth machine, this webinar will show you what’s possible.
Will I be able to use this to start or improve my own digital marketing?
You’ll walk away understanding what high-performing advisor campaigns look like and how the math behind paid advertising actually works.
You’ll have the knowledge to kick-start or improve your own digital marketing efforts – whether you want to build campaigns yourself or hire an agency and know exactly what to look for and how to evaluate their work.
Is this too technical/not technical enough?
No marketing or technical background is needed.
This webinar is designed for advisors, not marketers.
We’re showing real campaigns, real landing pages, and real conversion metrics – so you’ll see the tactical execution.
The goal is to show you what works, explain why it works, and help you understand the systematic approach behind it.
Will you really show actual numbers and campaigns or just talk about them?
We won’t hold anything back.
We’re sharing screenshots, campaign dashboards, and the real numbers behind $200M in AUM growth with digital marketing – including CAC, LTV, conversion rates, and lead volume.
This is a transparent look at what we actually ran in 2025 and the results it generated.
I'm Ready To Scale
Register for the webinar on February 17 to build a clear plan to grow your firm in 2026.