For Retirement & Wealth Advisors
Qualified
Retirement Funnels
We build and run custom 30-day retirement planning funnels on our end and deliver the qualified leads to you. Add appointment booking and B.I.R.D. reaches every lead within 60 seconds and books them onto your calendar. No shared leads. No cold calling.
Why Advisors Choose Us
- Proven Meta FunnelPeople near retirement see our Facebook & Instagram ads, watch a short video and ask to speak with a specialist. Each lead is matched to your states and savings level.
- Sub-60s Speed-To-LeadB.I.R.D. reaches new leads within 60 seconds and checks their retirement savings against your criteria.
- Automated Booking & CadenceConfirmed meetings go straight onto your calendar and into your portal, confirmed by text.
The old lead vendor model is broken.
Buying recycled lists or artificial quota packages leads to burnout, low intent, and wasted ad dollars.
Shared Leads
Competing with 5 other advisors racing to call the exact same stale contact.
Arbitrary Quotas
Vendors pushing confused leads onto your schedule just to fulfill a contract.
The Big Ad Bird Solution
A custom 30-day funnel built and run for you, with B.I.R.D. reaching every lead in under 60 seconds.
Start getting qualified leads.
Book a short call. We set your states and lead criteria on your onboarding call, and your campaign goes live about a week later.
Schedule Strategy Call