We help Firm Owners, Fund Managers, and “Founders" scale client acquisition

We are not an ordinary marketing agency...because the only thing that matters to us is you getting more clients.  We don’t care about clicks, impressions, or bad leads...we focus on getting you clients with our scientific approach to driving growth...So you don’t have to figure it all out on your own.

Who this is for

If you are a firm owner, fund manager, business owner with an existing business making at least $30K/month then there is a good chance you might have some of these challenges:

  • You can’t scale because most of your business is from referrals or centers of influence.

  • Your marketing is all based on in-person events that requires lots of your time.

  • Technology and marketing is not what you are good at and finding someone who is will cost you a small fortune.

  • You don’t have a virtual process in-place to attract and sign clients from anywhere.

  • Growth by acquisition is slow and it’s hard to know what types of clients you are really buying.

How it works

  • Custom Everything - We will design a growth strategy based on your business, your clients, and your goals. Then we will create all the assets, ads, presentations, design, and campaigns.

  • Tech Stack - Don’t like tech? We do...and we know what tools you need. We will set it all up and do it fast.

  • Weekly Coaching & Virtual Sales Training - If you run a business and want to scale your business beyond just the market in your backyard, you need to be able to bring on clients from anywhere. We will teach you how.

  • AND...perhaps the best part...No ongoing agency fees. We are compensated on the success of the campaigns we create. We will explain all the details and pricing on a call that you can schedule below.

  • AND so much more...

Case studies

Steve Holland - E3 Wealth
Ron Bullis - Lifeworks
Wally & Geordy Smith - Ridgegate

How to learn more

If you are a firm owner, fund manager, business owner with an existing business making at least $50K/month and you want some help to scale your business schedule a video call with one of our consultants below.

Schedule a call using the calendar below and somebody from our team will meet with you on a video call to see if it is a good fit. If you have any questions, email support@castorabbott.com