For independent financial advisors and RIA owners
More booked consultations. Every ad tied to the clients it brought in.
Neyo runs your ads, follows up with every new prospect and books the first meeting. Your compliance team approves every ad before it runs. A strategist who knows advisory practices manages it and answers for booked consultations and new clients, not clicks.
Book a call- Pre-retirees, rollover reviewGoogle SearchDiscovery booked$740,000
- Business owner, sale planningLinkedInSecond meeting$2,300,000
- Physician, first financial planMetaPlan presented$520,000
- Retired couple, income planMicrosoft AdsNew client$1,150,000
- Ad click
- Instant email
- Discovery meeting
- Client in Redtail
Households from Redtail
01 · The problem
Clients take months to decide. Most marketing stops at the click.
What most advisors do
Count on referrals and client events, add a seminar or a few ads, and judge the ads by clicks and form fills.
Why it fails
Prospects take months and several meetings to trust an advisor. Ad reports end at the click and never reach your CRM, so a form fill that goes nowhere looks the same as a household that signs.
What it costs you
Growth rises and falls with how many referrals come in. Prospects who wait days for a reply talk to another advisor, and nobody can say which marketing brought in your best clients.
What Neyo does instead
Every ad, follow-up and meeting is tied to the household it produced in your CRM. Your strategist moves budget toward the campaigns that bring in clients, and every new ad goes to compliance before it runs.
02 · What we run
Everything between the ad and a new client.
One system, run by software every day and managed by a strategist who knows how advisory practices win clients.
Ads
Google, Meta, Microsoft and LinkedIn ads for the clients you want most: pre-retirees, business owners and professionals.
Landing pages
Pages for each service and each type of client, built to book a first meeting, with the disclosures your compliance team requires.
Instant follow-up
Every new prospect gets a text or email right away, through channels your compliance team approves, so interest doesn't cool while they compare advisors.
Booking
Prospects book a discovery meeting on your calendar, without the back-and-forth.
Revenue attribution
Each new household in your CRM is traced back to the ad that started it, so you see new clients and assets by campaign.
Your strategist
Knows how advisory practices grow, manages the whole system with you and answers for booked consultations and new clients, not clicks.
03 · Measurement
How we measure success for financial advisors.
Every number comes from your CRM and your ad accounts, not estimates. These are the ones your strategist reports on.
Booked consultations by campaign
How many discovery meetings each campaign put on your calendar, not how many clicks it got.
Cost per booked consultation
What you paid in ads for each meeting that was actually booked, by campaign.
New clients by campaign
The households that signed on, traced back to the ad that started the conversation.
New assets by campaign
The assets those new clients brought, as recorded in your CRM, so you know which campaigns to grow.
Time to first reply
How fast new prospects hear back, before they move on to another advisor.
04 · How it works
From first call to booked consultations in three steps.
- 1
Connect your CRM and ad accounts
We connect Neyo to Redtail, Wealthbox or Salesforce Financial Services Cloud during setup, so every new household is traced back to the ad that started it. Your ad accounts and data stay in your name.
- 2
We launch and run it
Your strategist builds the plan around the clients you want and the way your compliance team reviews marketing. The platform runs the ads, the follow-up and the booking.
- 3
You see new clients by campaign
See booked consultations, new clients and new assets for every campaign, straight from your CRM.
05 · Comparison
How Neyo compares for financial advisors.
| AI-only marketing tools | Typical agency | Neyo | |
|---|---|---|---|
| Who runs it | You do, inside the software | An account team that also serves other clients | The platform, every day, managed by your strategist |
| Who answers for results | Nobody | An account manager, once a month | A strategist who knows advisory practices |
| What counts as success | Clicks and form fills | Impressions, clicks and leads | Booked consultations and new clients in your CRM |
| New prospect follow-up | Not included | Left to your office | A text or email right away, through channels your compliance team approves |
| Knows your business | No | Sometimes | Built around referrals, long decisions and compliance review |
Who runs it
- AI-only marketing tools
- You do, inside the software
- Typical agency
- An account team that also serves other clients
- Neyo
- The platform, every day, managed by your strategist
Who answers for results
- AI-only marketing tools
- Nobody
- Typical agency
- An account manager, once a month
- Neyo
- A strategist who knows advisory practices
What counts as success
- AI-only marketing tools
- Clicks and form fills
- Typical agency
- Impressions, clicks and leads
- Neyo
- Booked consultations and new clients in your CRM
New prospect follow-up
- AI-only marketing tools
- Not included
- Typical agency
- Left to your office
- Neyo
- A text or email right away, through channels your compliance team approves
Knows your business
- AI-only marketing tools
- No
- Typical agency
- Sometimes
- Neyo
- Built around referrals, long decisions and compliance review
06 · Questions
Questions advisors ask us.
Who owns the ad accounts and the data?
You do. Your ad accounts, tracking and customer data stay in your name, and you keep all of it if you ever leave.
Does our compliance team see ads before they run?
Yes. Every ad, landing page and follow-up message goes to your compliance team first, and nothing runs until they approve it.
Can you target people close to retirement?
Not by age on Meta. In the US, Meta puts ads for investment services in a special ad category, which rules out targeting by age, gender or zip code. We reach people planning for retirement through what they search for, and with ads written for that stage of life.
What do you need from me to start?
Access to your CRM and ad accounts, the clients you most want to reach, how your compliance review works, and a kickoff call with your strategist.
How fast will I see results?
Clients take time to decide, so we track booked consultations first, then new clients. Your strategist gives you a realistic timeline on the first call.
What does it cost?
It depends on your goals, your market and your ad spend. We walk through the options on the call.
07 · Book a call
Book a 30-minute call.
Four quick questions, then pick a time. We'll look at how you win clients today and show you how Neyo would run your marketing.
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