Client Acquisition systems for RIA's
Attract High-Net-Worth Clients Without Cold Calls, Webinars, or Outdated Tactics
Struggling to predictably generate appointments with High-Net-Worth clients? We build customized client acquisition system for RIA’s like you.
The Silent Growth Killer for RIAs
Booking appointments with high-net-worth clients is a nightmare. You’ve built a successful firm, but traditional marketing methods are dragging you down.
If you want to break free from the chaos and unlock predictable, scalable growth, you need a system that works smarter, not harder.
High Acquisition Costs
Over the past 10 years, client acquisition costs for RIAs and CFPs have risen by 50-75%, making it harder to turn a profit on new clients.
Time-Consuming
The average advisor spends 15+ hours per week on prospecting - time that could be better spent on servicing clients or growing the business.
It’s Unpredictable
Current systems and methods for attracting HNW clients are unreliable and difficult to scale - making it nearly impossible to plan and consistently generate leads.
Your Success Partner
Your Partner in Modern Client Acquisition
At FunnelMySpace, we don’t just generate leads we build systems that deliver HNW clients straight to your calendar so you can focus on scaling.
Forget about a CRM full of unqualified leads. We deliver a streamlined, compliant client acquisition system that fills your schedule with ready-to-buy HNW prospects who are a perfect fit for your services.
We only work with RIAs, and we get it. You’re facing skyrocketing client acquisition costs, compliance challenges, and marketing strategies that don’t scale.
That’s why every system we design is custom-built to solve your unique problems - no one-size-fits-all solutions here.
You don’t have time to waste on unqualified leads or broken systems.
With FunnelMySpace, you get a predictable, compliant strategy that works bringing you high-quality prospects and freeing you up to do what you do best: close deals and grow your business.
We Don’t Wait for Opportunities - We Make Them.
While most firms sit back and pray someone clicks their little Google ad… we create demand.
We go upstream - educating and engaging high-net-worth prospects before they even realize they need financial planning.
So when they’re ready to act, you’re the only name they remember.
What If Mark Zuckerberg Married Gary Vee?
You’d get the ultimate growth engine.
We fuse Brand Building and Performance Marketing to give you both the sizzle and the steak.
Brand Building = Long-term trust, increased referrals, compounding ROI.
Performance Marketing = Immediate, trackable results that drive growth today.
What makes us different?
RIA-Specific Expertise
We exclusively work with financial advisors and understand your unique challenges.
Compliance-First Approach
Our systems are built with regulatory requirements in mind to keep you safe.
Quality Over Quantity
We focus on high-quality HNW prospects instead of fooding you with unqualified leads.
Predictable Results
Our systems deliver consistent, measurable outcomes you can build growth on.
Our Approach
Educational content that positions your firm as the authority
We create strategic, easy-to-digest content that builds trust and reinforces your expertise.
Real-time optimization for immediate results
Your campaigns are monitored and adjusted continuously to maximize performance and ROI.
Brand equity that compounds over time
Every piece of content strengthens your long-term reputation and visibility in the market.
Scalable growth with compliance in mind
We help you grow without sacrificing regulatory integrity or industry standards.
Built for RIA Compliance
This isn’t some marketing hack-job duct-taped together.
We build every system with compliance baked in from Day One.
✅ FINRA-aware content that won’t land you in hot water
✅ We modeled our system after the top-performing RIAs in the country
✅ Disclosure practices that tick all the right boxes
A System That Actually Fits You
Forget cookie-cutter crap. We don’t shove you into some templated funnel.
We engineer your acquisition system around YOU
Your budget
Your time
Your compliance needs
Your “on-camera or not” vibe
Because here’s the truth: All systems work. But not all work for YOU. We build the one that does. Period.
Let's take you from chasing leads to being the advisor everyone’s chasing.
Imagine this...
Your calendar is filled with high-net-worth prospects. Your team isn’t drowning in cold outreach.
And your marketing is actually working - without you needing to host another soul-draining seminar.
✅ A pipeline full of qualified prospects—without chasing
✅ A brand that builds trust and compounds over time
✅ Measurable ROI with marketing you can actually track
✅ Growth that feels sustainable—not like a gamble
This is what our clients experience. And they’re not unicorns - they’re advisors just like you who ditched outdated tactics and embraced a system that finally works.
A Personal Note
"When we entered this niche, I saw an industry flooded with cookie-cutter marketing that flat-out didn’t work.
Agencies promising high-net-worth clients but delivering leads who need a security check.
Every day, I hear about another advisor getting burned by “some agency” that took their money and gave them nothing in return.
I wanna fix the reputation of the marketing agencies.
We’re on a mission to be the best agency for financial advisors in the U.S., built on one thing - results and hard work...
I started FMS to fix what’s broken in this space.
Let’s build something that actually works."
- Peter
Free Strategy Call
Ready To Transform Your Client Acquisition?
Book a free strategy call today and let’s discuss how we can build a custom client acquisition system for your RIA.
No obligation - just a genuine conversation about your business goals
Actionable insight - you’ll walk away with at least one implementation item
Perfect fit focus - we only work with RIA’s we know we can help.
FunnelMySpace
Client acquisition system for Registered Financial Advisors. We help you attract high-net-worth clients predictably.
Copyright © 2025 FunnelMySpace All Rights Reserved
FunnelMySpace is not a compliance department for our clients. Advisors who work with FunnelMySpace are fully responsible for their own compliance.All of our work and intellectual property is copyright protected. All of our work is DMCA protected. You do not have the right to copy, modify, redistribute, or publish any of our intellectual property without written permission.
*Results mentioned are projections based on previous client experiences and should not be considered as guarantees. Individual results may vary significantly based on market conditions, firm capabilities, and other factors.
