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IAS

IAS Advisor Retainer — DFY lead gen for annuity advisors

retainerlead-genannuity-advisorspythonghl
paid demand · meta + google qualified advisor advisor advisor

Problem we walked into

Annuity advisors who want a steady book of qualified prospects but can't run a marketing org themselves. Every advisor on the program needs an end-to-end funnel that works without their attention.

What we built

A done-for-you lead generation retainer model: ad creative + landing pages + intake + nurture + booking + advisor handoff, packaged as a per-advisor unit. Advisors plug in. Leads come out the other side, qualified.

Tech under the hood

Python services for ad orchestration + lead routing, GHL for the per-advisor CRM and nurture, Meta + Google as the demand layer, Cloudflare for the hosted landing surfaces.

What changed

Same end customer Signal sells to — annuity advisors. The infrastructure underneath is the muscle: programmatic spin-up of new advisor instances, structured lead handoff, cohort-level reporting that doesn't require an ops team to run.