Ronin SocialsSeminars + mailers
No established digital acquisition system.
WEALTH ADVISING · ORGANIC + PAID
From seminars and mailers to five qualified calls a week.
Wealth Management Firm
qualified calls booked per week
Over $500K in AUM reported in the deck.
THE TRANSFORMATION AT A GLANCE
Content + booking funnel
Batch content and Meta ads for 1031 prospects.
5 qualified calls/week
The deck reports over $500K in AUM; see the message context below.
01 / BEFORE
The starting point.
A family-owned wealth-advising firm depended on in-person seminars, word of mouth and mailers. The team had no established digital lead acquisition system.
02 / THE WORK
What Ronin changed.
Ronin batch-filmed content for LinkedIn, Facebook and YouTube Shorts, then ran Meta ads targeting 1031 clients into a booking funnel.
03 / AFTER
The reported outcome.
5 qualified calls booked per week. Over $500K in AUM reported in the deck.
SUPPORTING PROOF
Client-reported results.
Original screenshot withheld to protect client confidentiality.
Original screenshot withheld to protect client confidentiality.
The client message describes a new client as probably close to half a million in assets. The deck gives no total campaign timeframe. AUM is not revenue. Source: Ronin Socials Pitch Deck, page 20. Results are client-reported and vary by engagement.
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