Case Studies & Testimonials of clients, who did not mind being stated
Real results from real clients who transformed their practices with our help
Individual Success Stories
Financial professionals who achieved remarkable results
Geoff
Australian Tax Advisor
About client:
Geoff is an Australian advisor with more than 37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For first month, we found success since Geoff had 9 meetings, 1 immediate close for $4000 consultation, most of clients became clients within months of repatriating back to Australia.
Jaroslav
Slovak Investment Advisor
About client:
Geoff is an Australian advisor with more than 37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For first month, we found success since Geoff had 9 meetings, 1 immediate close for $4000 consultation, most of clients became clients within months of repatriating back to Australia.
Matthew
Financial Advisor from UAE
About client:
Matthew is a fully qualified Level 4 UK regulated financial adviser, with over a decade of experience in financial services industry.
Results:
Matthew managed to close a prospect in just his 2nd video call in 5 days after starting to work with us. Later on, we managed to get more than 28 people who wanted to speak with him in a span of 2 months.
Norman
Financial Advisor from Dubai
About client:
Norman Lowe is a Chartered Institute of Securities Qualified Wealth Manager (ICWM) operating from the UAE and has been working in offshore cross-border investment and advisory arena since 2005.
Results:
Norman started with a healthcare. We successfully managed to have more than 200 conversations through LinkedIn prospecting in first month.
Life Insurance Agent
Slovakia
About client:
The client is a individual focusing on selling life insurance policies in Slovakia
Results:
In just 5 months of working with this clients he closed 8 life insurance policies through targeted Facebook ads. With only €200/month in ad spend, campaign delivered 135 leads and a strong 3x ROI.
Company Success Stories
Teams and organizations that achieved remarkable growth
Financial Advisory Company
Žilina, Slovakia
About client:
Company with team of 32 Financial Advisors, saw opportunity in selling products through informational brands
Results:
1,700+ Leads in 3 Months for an Informational Brand with just €300/month in ad spend. With 27,000 clicks and over 650,000 impressions, strategy helped scale lead generation before transitioning to high-value personal brand campaigns.
Pleroma a. s.
Slovak Financial Advisory company
About client:
Company with team of 24 Financial Advisors, saw opportunity in recruiting through online space.
Results:
With just €200 in ad spend, we generated 82 leads from 2 cities with fewer than 20,000 residents each. The campaign led to 3 successful hires and delivered great cost-per-lead results.
4mil€ in ARR
Financial Advisory Company
About client:
Company with team of 42 Professionals, which we worked for the last 15 months
Results:
Since November 2023, we've helped this financial company generate more than 3,500 leads across Facebook and Google Ads.
Small Team
High-Ticket Clients
About client:
Small team of financial professionals working specifically with companies.
Results:
This campaign used a low-ticket offer (45€ per sale) to start relationships and then upsold to €5,000+ financial services. With €711 spent on ads, campaign generated 49 purchases and 5 high-ticket upsells, resulting in over €28,000 in revenue in just 2.5 months.
European Financial Advisors
Austria Focus
About client:
The team of Financial Advisors focusing on clients in Europe
Results:
We helped a this team to launch campaigns in Austria, and generate 113 leads, from which they closed 12 clients - 7 of them for high-ticket services, over span of 8 months. With a total ad spend of just €3,300, this campaign returned over €25,000 in revenue and continues to run successfully.
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