Stop paying top dollar for mediocre agency results
Most shops bill senior rates and staff the work with whoever is free. You get the invoice. You do not get the outcome.
Audit this financial market
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Financial · exclusive geo
Wirehouses own brand search. Independents still have to buy the next household.
Edward Jones, Northwestern Mutual, and Fidelity run national funnels. Independent RIAs and planners lose the first meeting to a shared list or a junior pod. Exclusive capture, conversion pages, and an operator on the cell is the other stack.
- One financial client per geo — not your competitor
- Personally run campaigns, budgets, and accounts
- Flat fee. 24/7 cell. KPI reports with explanations
(702) 375-795424/7 · Las Vegas · nationwide
Why this is not an agency page
the Schwartz lead system, built for financial services.
One client per industry, per geo
Exclusivity is written in. Your competitor is not run in the same market — unlike agencies that stack accounts on the same keywords.
Campaigns, budgets, and accounts personally overseen
Every budget. Every account. Every conversion page. Not a junior pod with a senior name on the deck. Personally.
30+ years — from the Yellow Pages
Lead gen that started when the book on the kitchen counter was the media plan. Not a second-year employee learning on your dime.
Full service, operator-built
Conversion pages proven in test, not in a mockup. AI and API build. Admin-level Google, Meta, and social certification.
The cell is answered 24/7
No ticket queue. No ‘your account manager is out.’ Call the cell. It is on.
Real KPI reports, with explanations
Booked consults, jobs, CAC, and what to do next. Not a vanity dashboard and a shrug. Data plus the sentence that makes it usable.
Flat fee. Not a percent of spend.
Agencies take a cut of your media — a conflict dressed up as a partnership. A flat fee is charged to produce demand, not to inflate the budget.
Their better people have probably been taught here
Harvard and Stanford MBA faculty. If an agency hire ever sounded unusually sharp, there is a decent chance they sat in those rooms.
Read the bioThis vertical
How demand actually gets bought
Wealth management, retirement, fiduciary, and “financial advisor near me.” High-ticket, compliance-aware. Every booked meeting has to be attributed.
National names to study, not copy blindly: Edward Jones, Northwestern Mutual, Fidelity, Merrill, Ameriprise.
What you get
- Advisor conversion pages that book the first meeting
- Exclusive paid search — one practice per geo
- Compliant tracking from click to sitting at the table
- KPI reports with explanations, not vanity sessions
Owners, not agencies
What it sounds like when the operator actually answers.
We were paying agency rates for dashboards. Sam answered on a Sunday, rebuilt the conversion pages, and consult volume actually moved. First operator I have hired who reports like a CFO.
Elena M.
Med spa owner · Scottsdale
The last shop was running our competitor on the same keywords. Sam put exclusivity in writing. Replace calls are ours now — not a shared list.
Derek H.
HVAC owner · Dallas
Full-arch is a knife fight in paid search. He runs the accounts himself. No junior, no ‘pod.’ Close rate on consults is the first number on the report — with a sentence explaining it.
Priya S.
Implant center · Tampa
FAQ