🚨 ATTENTION LICENSED INSURANCE AGENTS & FINANCIAL ADVISORS 🚨

Attract High-Net-Worth Roth Conversion & Annuity Opportunities

Without Seminars, Cold Calling, or Shared Leads

We built a client acquisition system exclusively for annuity-focused advisors who want consistent access to high-asset retirement prospects — not generic leads sold to five other agents.

LIMITED CALENDAR AVAILABILITY & WAITLISTS APPLY

Here’s How to Actually Generate High-Net-Worth Annuity & Roth Conversion Opportunities in 2026…

Right now…

  • Your ad and marketing costs are rising

  • You don’t have a predictable, consistent flow of QUALIFIED leads

  • Your ads are stuck and you can’t figure out how to scale

  • Your lead quality ain’t what it used to be

  • And you can’t stand out from your competitors

Something needs to change —


and you’re about to see exactly what that is…

The truth about the annuity & retirement advisory space is this:

You have a lot of competitors…
but very few of them are actually competitive.

Most advisors:
• Sound the same
• Market the same
• Still rely on referrals, seminars, and outdated tactics from 2012

And yet…

There has never been more opportunity to dominate your local market with paid media and modern acquisition systems.

BUT — there’s one big disclaimer ⚠️

You need to know exactly what you’re doing.

That’s where we come in.

At FINANCE LEADS LABS, we’re working with annuity-focused advisors who are quietly scaling right now — adding consistent Roth conversion and annuity opportunities every single month.
(You can see the case studies above this section.)

With experience across hundreds of advisors, millions in ad spend, and a team of 7- and 8-figure growth marketers, we’ve turned this into a repeatable system.

So confident, in fact, that we’re willing to put a real guarantee behind it.

Here’s the deal:

We’ll audit your current marketing and build a custom game plan showing you exactly how to increase qualified annuity & Roth conversion opportunities in the next 90 days.

Not “leads.”
Not vanity metrics.


Real conversations with qualified, high-asset prospects.

And if we can’t improve on what you’re already doing?

We’ll work for FREE — and even refer you to someone else.

No strings.
No long-term contracts.
No fine print.

To get started, all you need to do is say “maybe.”

We’ll walk you through the audit, the strategy, and exactly how this would work in your market.

Click the button below to apply.

To dominating your market in 2026 🏖️

Pranav Kalra

CMO & CO-Founder

P.S. Why would we offer a guarantee like this?

Because we only partner with advisors we’re confident we can help.

If we take you on, it’s not to collect a setup fee —
it’s because we’re focused on scaling your annuity & Roth conversion pipeline and delivering real, measurable results.

We’re not interested in short-term engagements or quick wins.

We partner with advisors for years, not months, and we take ownership over performance — not excuses.

So if you’re ready to work with a team that actually understands the annuity space, treats your business like their own, and is accountable for results…

Click the button below to apply.

Step 4 - See Our Client Portfolio Currently Getting Results

THE PROOF?

100+ Appointments Booked — And Counting...

Retirement & Income Planning Advisor

  • Facebook & Google Ads

  • 3x New Appointments in 30 Days

  • CPA dropped by 41%

  • 27% landing page conversion rate

New Advisory Firm Launch

  • 4 Locations, 1 Streamlined Funnel

  • 62% Increase in Booked Appointments

  • Automated Follow-Ups + Retargeting

  • $43 Cost Per Qualified Booking

Solo Annuity Advisor

  • Meta Ads Only – Hyperlocal Targeting

  • 2x ROI in First 14 Days

  • 19% Conversion Rate on Cold Traffic

  • Scaled to $10k/mo in Ads with Steady Flow of New Patients

High-Net-Worth Annuity Specialist

  • Targeted Ads for Auto Injury Keywords

  • $68 Cost Per Booked PI Appointment

  • 100+ Leads in First 30 Days

  • 22% Conversion Rate from Landing Page

Local Retirement Advisor

  • Facebook Ads Targeting Local Moms

  • 3x Growth in Monthly Appointments

  • $37 CPL for High-Intent Leads

Multi-Advisor Firm

  • Full Funnel Built & Launched in 2 Weeks

  • Booked Out First Month Within 10 Days

  • $29 CPA from Cold Traffic

  • Instant Local Awareness with 5-Mile Radius Targeting

Ready to scale your practice with paid ads in 2026?

All you need to do is say “maybe”.

Hit the button to apply.

How It Works

Apply For Your Free Game Plan & Audit

We only work with ONE ADVISOR/AGENT per region , so let’s first see if we’re a good fit.

  • Audit your current ad accounts

  • Build a custom New Growth Plan

  • Show you exactly how our system brings in prepaid, pre-screened, booked appointments

No long-term contracts. Just results. Apply now before your area is taken.

WE CREATE VIRAL STYLE VIDEO ADS

We create location-specific viral ad campaigns

for your Advisory using proven, high-converting hooks and winning copy.

We’ll take care of:

  • Local market research

  • Scroll-stopping ad creative

  • Proven ad copywriting

  • Targeted setup on Facebook & Instagram

  • Ongoing optimization for results

Everything’s live and running in just 2-3 DAYS not WEEKS—so you can start booking real patients, FAST.

YOUR PATIENT COORDINATOR TEAM

Now it’s time for your new plug-and-play patient coordination team to help you close more appointments.

Each month we:

  • Assign a trained US-based coordinator to your account

  • Call every qualified lead within minutes

  • Pre-qualify and answer questions professionally

  • Book patients directly onto your calendar

  • Share feedback to improve your lead quality

We turn ad clicks into booked patients—so you can focus on delivering care.

Ready to scale your paid ads in 2026?

All you need to do is say “maybe”.

Hit the button to apply.

THE Chiro Scale Media Methodology.

100% Done-for-you

Market Research & Strategy

We reverse-engineer your local competitors, analyze your market, and gather insights directly from your patients to find your most profitable angles.

Data Tracking & Analysis

We ensure your pixel, CRM, and conversion data are accurate so you’re only optimizing based on real, qualified leads — not junk traffic.

Landing Pages Analysis

Our team designs and tests high-converting landing pages that act as digital appointment setters — built specifically to drive patient bookings.

Email & SMS Automation

Accelerate your patient pipeline. We set up automated follow-ups, reminders, and reactivation flows that boost show-up rates and reduce drop-offs.

Paid Ads & Creative

We handle everything from copy to visuals — built for chiropractors. Test dozens of angles and creatives that convert cold traffic into booked appointments.

CRO

We run monthly A/B tests on your funnels, pages, and CTAs to increase leads and lower cost per appointment — without increasing ad spend.

9 Reasons Why Fast Growing Finance Businesses Work With Us

Clear 90-Day

Growth Plan

Get your growth and strategy game plan to win and dominate your market by clicking the button below.

Proactive Account

Growth & Opportunities

Our team of experienced marketers come to you with ideas on how to grow your accounts, and find new opportunities to help you dominate.

Landing Pages

You won’t get stuck with juniors learning on your dime.
Access a team of marketers, specialists and business builders to help you build your empire.

No Lock In

Contracts

Are we crazy? No. We prove ourselves each and every month to deliver 10X the value that you invest in us.
We know you can’t get it anywhere else.

Full Transparency & Communication

Our data and scientific approach shows you everything that's happening and we communicate each week what we’re doing to improve the campaign.

Ownership Of

Results

The marketing campaign results are our responsibility. Rest easy knowing that we’re working tirelessly in the background to improve results.

A Full,

Proven System

If you want to grow your business you don’t need ads… you need a system! We build and manage your system to get QUALIFIED leads and sales.

Build Your

Competitive Moat

We don’t just work in one niche so your marketing looks like all your competitors … we swipe and deploy strategies from 100s of niches!

BONUS: Access All

Training & Courses

1,000s of smart Chiropractors have used our programs and training to grow. You will get free access to our CSM programs.

Are We A Good Fit For You?

Well, to be honest, we don’t know yet. We are a boutique agency that takes on just a handful of new practices each month, and it’s important to us that you are the right kinda client.

Here’s a few of the criteria we look for

  • You’re a licensed Financal Advior or Insurance Agent running an established practice

  • You genuinely care about helping patients — not just filling chairs

  • You’ve run ads before (or are ready to start with a budget)

  • You’re growth-minded and want to scale sustainably

  • You're open to letting our team handle the lead nurturing, follow-ups, and booked appointments

If this sounds like you, all you have to do is say “maybe” and apply for your audit and Game Plan to see if we are a good fit fort your Practice.

How We Compare

How We Compare

Plug & Play Performance Team

A full team ready to grow your business

Typical

Agencies

Stuck with junior media buyers

Hiring

In House

Costs $10,000s a month in wages

No Lock in Contracts

Why would you pay us money if we don’t make you money?

3-12 month contracts (traps)

But if you fire them, hiring is a pain in the🍑

Proactive Growth Strategies

We find new opportunities for you

You have to follow up

If you hire right…

Full Transparency Of Results

We find new opportunities for you

Try to hide behind vanity metrics

Maybe…

Focus on ROI

Success = positive ROI

Nope

Hopefully!

A Full System To Profitably & Predictably Acquire New Sales

Hell yeah!

Just ads

They don’t know how to do all this.

FAQs

Q. Do you have lock in contracts?

No. Just like any healthy relationship, you should be free to leave whenever you want to. It’s on us to make sure we are getting you results. And if you want to leave, why would we want to keep you begrudgingly / hold you hostage against your will and force you to work with us

Q. I'm not currently running Ads, but I think it's the platform for me. Can you help?

Maybe. We will do a viability check on Meta or Google ads platforms to see if ads are right for your business.

Q. Do you run any other traffic channels?

At the moment, we specialise in Google Ads & your post click conversion. We help to identify other traffic channels, and can show you how to create them, like Strategic Partnerships. 

Q. I don’t just want more leads… they need to be high quality!

There are 2 levers you can pull in your lead generation: quality or quantity. They are not mutually exclusive, but depending on the phase of your business, you may prioritise one over the other.

Q. I’ve been burnt before and wasted money - why are you different?

Usually, agencies or media buyers hide behind certain things and use them as excuses. “It’s the website/offer/landing page/algorithm”... and they conveniently don’t have the skills to actually help you with it. We do. We’ve created 500+ campaigns in over 120+ industries which include billion-dollar brands like Linktree & Kogan.

Ready To Plug In a Advisor-Generating Growth Team?

Want to know what it’ll take to consistently book more new patients each week—without chasing referrals or posting daily on social?

If you're ready to unlock a growth system that brings leads and appointments on autopilot… you know what to do 👇

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