45+
Appointments per week
How Compass Retirement replaced events with digital acquisition and reached 45+ appointments weekly
3x
AUM production increase
8x
ROI
Industry
Retirement Planning
Firm type
Independent RIA
Highlight
3x AUM growth
The challenge
Compass Retirement had plateaued. For years, Marvin's firm ran on local events and seminars, a model that worked at small scale but had a hard ceiling built into it. Geography limited reach. Room capacity capped attendance. And every event required manual effort, upfront cost, and weeks of planning for results that were never guaranteed. There was no system, no compounding, and no way to scale without proportionally scaling the overhead. The pipeline was unpredictable, revenue was lumpy, and the firm had outgrown the approach that got it there.
The solution
AdvisorsHub replaced the event model entirely with a digital acquisition system targeting pre-retirees and HNW clients across multiple channels. No more event logistics. No more geographic limits. The system ran continuously, attracting qualified prospects and booking them directly onto Marvin's calendar.
- Full digital acquisition system replacing all seminar and event spend
- Multi-channel targeting reaching pre-retirees beyond local geography
- Direct calendar booking, no intermediate steps or manual follow-up
- 24/7 automated pipeline filling appointments around the clock
The results
The transformation was immediate and compounding. Within weeks of launch, appointments were flowing consistently. The event calendar became optional.
- 45-50 qualified appointments generated every single week
- 3x increase in AUM production sustained month over month
- 8x ROI on total system investment
- Consistent, predictable pipeline replacing unpredictable event revenue
"Their revolutionary system consistently delivered around 45 qualified appointments a week, completely transforming our AUM production."
Marvin M.
Founder, Compass Retirement
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Screenshot 1
Screenshot 2Before
- Growth limited by local event and seminar model
- Hard geography and capacity ceilings
- Inconsistent pipeline and monthly revenue swings
After
- Digital acquisition replaced event-dependent marketing
- 45-50 qualified appointments per week
- 3x AUM production and 8x ROI
Conclusion
Compass Retirement did not just fix a marketing problem, they replaced an entire business model. The shift from event-based to digital acquisition was not incremental. It was structural. And the results tripled AUM production as a direct consequence.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.