Niche-targeted SEO, marketing-rule-aware paid search, gated thought leadership, and centre-of-influence outreach for RIAs, regional banks, private wealth practices, and insurance brokerages. Measured against AUM, not impressions.
Most wealth and insurance practices are spending on cost-per-lead and cost-per-click metrics that disqualify out at the suitability check. The practice ends a quarter with hundreds of leads and a handful of qualified households.
The leak is not at the top of the funnel. It is at the qualification layer, the household-minimum check, KYC pre-fill, and the screening that decides whether an advisor calendar should ever be touched.
Famaash measures every dollar against cost per qualified household: leads that cleared screening and landed at or above the practice minimum on an advisor’s calendar.
Niche search, gated thought leadership, COI motion, and a qualification call centre that screens before the advisor sees the calendar.
SEO and paid search around the niches your practice actually wants. Physicians, business owners, executives, family offices, divorcees-in-transition.
White papers, planning guides, and webinars built to attract qualified households and supervised against marketing-rule requirements.
Centre-of-influence development with CPAs, attorneys, and bank lenders. Quarterly COI reviews, not coffee meetings.
Inbound and outbound suitability screening, KYC pre-fill, and advisor calendar booking. Only above-minimum households make it through.
A four-question audit benchmarked against the Famaash anchor engagement. Numbers in your inbox the same day.