Ronin Socials1. Expert-led content
Research audience questions, develop scripts, plan recording and edit content for the agreed channels. Your team provides the expertise and participates in recording.
CONTENT · META ADS · FUNNELS · FOLLOW-UP
Marketing and lead generation for financial advisors.
Ronin Socials connects expert-led content, Meta advertising, lead-capture funnels and follow-up to help financial-advisory businesses reach prospective clients. We build the marketing system; your team contributes its expertise, reviews the messaging and handles sales conversations.
Explore financial-services results ↓WHO THIS IS FOR
Build around a proven service.
Ronin works with established professional-service businesses with an average client value of $3,000 or more. For an advisory business, we first clarify the service you offer, who you can serve, the geography you cover, your review process and your capacity to respond to new inquiries.
The goal is a connected path from someone discovering your expertise to your team having a relevant conversation. Your offer, market, budget and follow-through shape the outcome.
WHAT RONIN BUILDS
Four parts. One connected process.
2. Meta advertising
Develop creative, set up campaigns and review performance. Messaging and targeting are agreed for your specific service before launch.
3. A lead-capture funnel
Connect the content or ad to a landing page, quiz or form. Collect the information needed to assess fit and give the prospect a clear next step.
4. Follow-up and feedback
Connect inquiries to the agreed CRM and follow-up workflow. Your team responds, runs sales conversations and reports the outcomes so we can improve the campaign.
Exact deliverables, channels, access and commercial terms are agreed in your proposal.
ILLUSTRATIVE PROSPECT JOURNEY
How an inquiry becomes a conversation.
Content or Meta ad
A prospective client encounters an explanation of a problem your service addresses.
Landing page + form
They submit their contact details and answer the agreed fit questions.
Relevant conversation
The agreed workflow and your team help a suitable prospect take the next step.
This explains the process; it is not a live campaign report or a promise of appointments.
FINANCIAL-SERVICES CASE STUDIES
The work and the reported results.
Wealth Management Firm: five qualified calls per week
Before: seminars, referrals and mailers. Ronin built: batch content and a Meta booking funnel for 1031 prospects. Reported after: five qualified calls booked per week and over $500K in AUM in the deck.
The message describes assets as probably close to half a million. AUM is not revenue; the deck does not give a total campaign timeframe.
Read the Wealth Management Firm case study ↗Retirement Services Firm: 112 qualified leads in month one
Before: a need for Meta lead generation and a funnel. Ronin built: a quiz funnel and Meta creative. Reported after: 112 qualified leads in the first month at approximately $8.53 per lead.
The client message discusses potential clients, not confirmed sales. A lead is not a new client.
Read the Retirement Services Firm case study ↗Source: Ronin Socials Pitch Deck, pages 19–20. Results are client-reported and vary by engagement.
Related insurance work: See the Insurance Agency case study ↗
QUALIFICATION + MEASUREMENT
Agree on what counts before launch.
We agree on fit criteria with your team, such as the service sought and geographic eligibility. We do not assume a universal minimum asset level or treat every form submission as qualified.
| Stage | What it means |
|---|---|
| Lead | A person has submitted an inquiry. |
| Qualified lead | The inquiry meets the fit criteria agreed for the campaign. |
| Booked call | An appointment has been scheduled. Attendance is still unconfirmed. |
| Attended meeting | The prospect joined the conversation, as confirmed by your team. |
| New client | Your team confirms the sale. This is a separate result from a lead or meeting. |
Campaign reporting should connect spend and inquiries to qualification, bookings, attendance and client outcomes where your team supplies those records.
YOUR ROLE
What we need from your team.
- Expertise: a clear service, audience and answers to real prospect questions.
- Participation: recording time, account access and timely feedback.
- Review: the person responsible for approving your firm’s marketing reviews the messaging before launch.
- Lead response: a named person handles inquiries and sales conversations.
- Outcome feedback: your team records fit, attendance and sales status so optimization reflects business outcomes.
THE FIRST 90 DAYS
Build, launch, learn and improve.
Days 1–14 · Build
Align the offer, fit criteria and responsibilities. Prepare the content, campaign and funnel assets in the agreed scope.
Days 15–30 · Traffic
Launch approved campaigns when access and assets are ready. Check the inquiry and follow-up path.
Days 31–60 · Scale
Use the early evidence to decide which messages and campaigns deserve more attention and budget.
Days 61–90 · Optimize
Review lead quality and sales feedback, then improve creative, the funnel and follow-up.
This is the deck’s planning roadmap. Timing depends on readiness and approvals; it is not a guarantee of results.
BEFORE YOU APPLY
Financial advisor marketing questions.
How does Ronin help financial advisors generate leads?
We connect expert-led content and Meta ads to a landing page, quiz or form, then connect inquiries to the agreed CRM and follow-up process. Your team supplies expertise, approves messaging and handles sales conversations.
Does Ronin create content and manage paid campaigns?
Yes. Content and paid campaign services are part of Ronin’s offering. The proposal specifies the channels, deliverables and responsibilities included in your engagement.
Who defines a qualified prospect?
We agree on practical fit criteria with your team before launch. A qualification label should reflect those criteria, with sales feedback used to check whether inquiries are relevant.
Who handles marketing approvals?
Your firm identifies its responsible reviewer and approval process. We build that review into the workflow before content or campaigns go live.
Does a booked appointment mean a new client?
No. A booked call, an attended meeting and a new client are separate stages. Your team confirms attendance and sales outcomes.
How much does it cost?
Pricing is scoped in a proposal based on deliverables, media budget and agreed commercial terms. Ask us to separate management fees, advertising spend and any performance component so the total commitment is clear.
What happens after I apply?
We review your business, service and acquisition goals to assess fit and define the proposed scope and responsibilities. Apply using the button below.
THE TEAM
Who is behind Ronin?
Sam Irizarry is Ronin’s founder and leads organic content. Josh Quinones leads paid advertising. This page is published by Ronin Socials LLC.
Meet the team and explore Ronin’s broader services ↗
Questions: [email protected]