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Predictable First Meetings for Independent Financial Advisors
Attract 10–30+ qualified prospects each month using a simple, education-based system.
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Mohamed Quddam - CEO, Founder
Lovant Media is a full-service marketing agency for RIAs. We handle everything from Facebook, LinkedIn, Google advertising, CRM development, email & SMS nurturing, to compliant landing page development etc.
Our team works directly with independent financial advisors and RIA leaders to make the entire client acquisition process simple and stress-free. What we enjoy most is helping advisors hit their goals or taking careers to the next level!
Lead Generation
We use platforms like Facebook, LinkedIn, YouTube, and Google to get your message in front of the right people. Each campaign is designed to attract individuals who are actively thinking about their finances — not just casual browsers.
First Meetings On Autopilot
Prospects go through a short educational video that explains your approach and who it’s for. By the time they reach your calendar, they’ve already seen the value and completed a simple form — filtering for people who are more likely to be a strong fit.
Automated Follow-Up
Every prospect is automatically added to your system and receives consistent follow-up through email and text. This keeps you top of mind, so when they’re ready to move forward, you’re the advisor they think of.
More Meetings, Less Effort
You focus on what you do best — having conversations and closing clients. The system handles the attraction, education, and filtering so you’re not chasing leads or wasting time on poor-fit prospects.
The future is data-driven.
34
First Meetings
19
Book Second meeting
5
New clients
$1M
Avg asset per Client
FAQs
We’re currently working on a performance-based model, where you pay per qualified meeting that shows up.
This allows you to test the system without taking on unnecessary risk.
If it makes sense, we can walk you through the details on a short call.
When we entered this industry, we saw too many financial advisors getting burned by marketing agencies. Promising high-net-worth clients but delivering weak leads and no real results. We started Lovant Media to fix what’s broken. Our goal is simple: become the most trusted agency for financial advisors in the U.S. built on results, not fluff. Let’s build something that actually works.
Simply book a discovery call and we can chat to see if it makes sense.
That depends on your close rate — but most advisors start getting booked appointments within the first few weeks. From there, it usually only takes a few solid conversations to close your first client.