Clear Target Creative | Client-Acquisition Systems for Independent Financial Advisors

WHAT WE BUILD

We build the whole system, not just the pieces.

Most agencies sell you marketing tactics. We build the system around them, because in high-trust niches the tactics alone are not what converts.

1

Cold traffic that finds the right prospects

Meta ads built around the specific signals that identify your ideal client, not generic targeting.

2

Trust assets that earn the conversation

Educational webinars, on-camera content, and nurture sequences designed for an audience that doesn't book calls with strangers.

3

Qualified appointments on your calendar

Applications that filter for fit, qualification standards that match your firm's criteria, and weekly reporting that shows every step.

THE OFFER

The 90-Day Sprint.

A focused engagement where we install your complete client-acquisition system, then optimize it across seven iteration cycles using real campaign data.

PHASE 1

Discovery & Alignment

Lock in your ideal client, message, and where current acquisition breaks down.

Days 1–5

PHASE 2

Funnel Buildout

Ad hooks, funnel pages, application, CRM, automations, full tracking.

Days 5–20

PHASE 3

Creative Execution

One focused shoot day captures ads, trust content, and authority video.

Days 10–20

PHASE 4

Launch

Campaigns go live. Tracking confirmed. Real data starts flowing.

Day 20

PHASE 5

Optimization

Seven two-week iteration cycles. We refine the system using real appointment data.

Days 21–90

CASE STUDY · AXIOM VALUE

Federal-retirement firm. $500K+ TSP niche.

Axiom Value answered a question most financial firms never get to test: can cold paid traffic produce the same caliber of prospect as a workshop you've spent years building?

HEAR FROM AXIOM VALUE

195

Webinar registrations

6

Booked qualified calls

2

Converted clients (~$600K TSP each)

$334

Avg cost per booked qualified appointment

WHAT THAT IS ACTUALLY WORTH

$2,003.67

Total ad spend across both campaigns

→

~$1,000

Ad spend per client acquired

→

$12,000

Added recurring annual revenue

Illustrative, at a standard 1% advisory fee on two balances of roughly $600K. Around $1,000 to acquire a client, against revenue that renews every year and compounds into the value of the practice. Most marketing is judged on what it returns in the first year. This is the number that keeps paying.

The takeaway: two campaigns, a quarter apart, on $2,003.67 in total ad spend. Each one converted a client at roughly $600K, against a firm-wide average account size of $273K. Cold traffic did not produce a lower caliber of prospect than the workshops. It produced a higher one, at a fraction of the spend.

Results shown are from actual campaigns we ran for Axiom Value. Not a guarantee of future performance. Actual results vary by audience, market conditions, and sales process. Firm-level figures are from publicly filed Form ADV data. The identities of the converted clients are anonymized to protect their privacy.

ABOUT

One industry, one region, by design.

We started as a marketing agency working across multiple industries. The work that actually moved the needle was always with independent financial advisors.

So we focused. One industry. One region. One specific job: building client-acquisition systems that work inside the trust standards financial services demands.

That focus is what makes the work compound. Every campaign informs the next. Every piece of trust content becomes a template. Every compliance lesson is baked into how we operate. The depth is the product.

Compliance-conscious by default

Every asset we produce is reviewed against fair-and-balanced, no-projection, substantiation standards before it ever reaches your compliance team.

Focused, not generalist

We work exclusively with independent financial advisors and wealth management firms in DC, Maryland, or Virginia.

Transparent reporting

You see your numbers every week: cost per lead, booked, qualified, shown, and acquisition. No black box.

Built around your existing trust

Our job is to extend your expertise to people you would never otherwise reach, not to replace it.

Client-acquisition systems built for independent financial advisors in the DMV.