We Help Top Advisors Add $10-50M To Their AUM Annually
Powering 120+ advisors
Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients coming to you... 10-20+ high-value booked appointments guaranteed
Get A Price
"Your team has done a phenomenal job so far. We've never had this many calls in our firm's history." - George G.
How does Agoura work?
Guaranteed Pre-Qualified Appointments On Your Calendar
Attract Leads
If you aren't getting enough appointments, you are likely not being seen by enough people. Getting attention (from the right people) is step one. We've formulated exactly what content HNW individuals are drawn to and how to get it in front of them. We use AI to determine exactly what audiences are most likely to convert when put in front of our content.
Rigorously Qualify
Now you have leads. But, you can't take leads to the bank. Our team now qualifies each prospect before they ever hit your calendar. If they meet your pre-determined requirements for investable assets, intent, and other factors, we will allow them access to your calendar to schedule in a meeting with you.
Close Deals
A new-age marketing process demands a new-age sales process to work optimally. After helping over a hundred advisors, we've identified exactly what is likely to decrease your close rate on appointments. You'll have access to the Agoura Academy, and your Client Success Manager to coach you every step of the way.
Partner Stories
Anthony Frambes
Kentucky
Added $23M in AUM in Just 8 Months
“It weeds out the tire kickers. It’s putting people on my calendar that are ready and want to talk… Without me having to go and put on some seminar.”
Jordan Breslow
Pennsylvania
Jordan Breslow From Breslow Financial .Produced $96k In. .New Insurance Commissions. In Just 90-Days
Ngoc Lee
California
Generated Over 128 IUL Applications & 40+ Appointments On The Calendar.
For Ngoc Le… All With Incomes Higher Than $100k/Yr.
For Ngoc Le… All With Incomes Higher Than $100k/Yr.
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What Sharp Advisor Results Look Like
Justin Oliveras
"The techniques AgouraGrowth uses are absolutely intelligent. They have a highly trained team to qualify and book appointments for you. In one month we generated 85 leads and 10 booked appointments."
David Soto
"AgouraGrowth is the best lead source that I have used in my career. The extra step that they add with qualifying clients and leads who call in is essential to making sure my time is well spent."
George G.
"Out of 32 appointments set and shown from you guys so far. I've closed 8 which is right around a 25% closing rate. Those 7 clients have results in exactly $3,374,000 added to our book and we're not even halfway through the partnership."
Alexis Chavez
"7 total appointments taken so far and we've signed 2 and looks like 1 more willing be signing next week! That's $1.8M on the week (considering the third closes)"
Partner with us
With us, every advisor is a long-term partner in growth.
1 - See if you qualify. We offer 100% exclusivity with our appointments, therefore we accept a limited number of financial advisors in each area. That's right - no more chasing recycled leads.
2 - Begin implementation. Most advisors are live and ready to take calls within 2 weeks. While we set your campaigns up for launch, we'll train you how to drastically increase your close rate through our Agoura Academy.
3 - Ongoing scaling. After launch, we'll work closely together to continuously optimize your growth strategy & support your new client base.
Results Focused, Compliance Vigilant
Apply concepts with confidence and your organization’s approval.
Frequent Questions
Will this work with my compliance department?
Yes! This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.
How does your pricing structure work?
At Agoura, we do things differently. We don't do "pay per lead" or "pay per appointment" because that business model is fundamentally flawed. Marketing companies that use the "pay per lead" model get paid based on how many leads you buy, and not whether that lead actually shows up, is qualified or becomes a client - the incentives are off. Our goal isn't to flood you with leads but rather to only get you in front of the people that you want to be working with.
How long does it take to see appointments on my calendar?
You can say goodbye to month-long setup times. We will have your campaign ready within 7-10 days. Within 24-72 hours of going live, you are likely to see your first appointment scheduled.
What type of show up rate and close rate can we expect?
On average we are seeing an 70% show up rate and 25-50% close rate on the appointments that you speak with. If you're an experienced and motivated financial advisor. Appointments that don't show up, aren't counted in our guarantee.
Who do you serve?
We help financial advisors and insurance agents, whether you're independent or with a broker dealer - we can help!
For additional questions, please email support@agouragrowth.com