We run your Meta and Google campaigns end-to-end — building the landing page, setting up follow-up automation, and routing every piece of content through Glynac compliance review before anything goes live.
Book a Campaign Call →You set the media budget. We handle everything else — ads, pages, follow-up, compliance, and reporting.
Offer selection, audiences, Meta and Google ad campaigns, retargeting, creative testing, and monthly budget recommendations.
One campaign landing page with your video, lead form, compliance disclosures, calendar path, source tracking, and ad cutdowns.
Forms, thank-you pages, calendar booking, source tags, and clean handoff into your Lead Desk and CRM.
Approved email sequences, SMS where allowed, advisor call tasks, meeting reminders, and 90-day follow-up.
A focused workspace for campaign leads — status, last activity, next task, booked meetings, and pipeline value in one place.
Full Glynac review workflow, weekly lead reports, monthly optimization reports, and pipeline summary.
Each campaign is built around a proven offer — already tested across hundreds of RIAs. We customize it for your firm and your compliance requirements.
For pre-retirees 55–70 with investable assets who want a second opinion on their income plan.
For business owners and executives approaching retirement who are concerned about tax efficiency.
For prospects who are currently with another advisor and have questions about their current allocation.
For business owners planning a sale or transition in the next 3–7 years who need a financial plan.
For pre-retirees who are confused about Social Security timing and how to sequence income sources.
For executives or employees with heavy employer stock concentration and a need for diversification planning.
Target client, AUM minimum, geography, niche, website, CCO contact, and any existing ADV restrictions.
Our team creates the ad copy, landing page, email sequence, call script, and compliance disclosure checklist.
All materials go to your CCO via the Glynac portal. They review, request changes, or approve — with a full audit trail.
Once greenlit, ads go live. Leads flow into the Lead Desk. Follow-up begins automatically.
You see leads, booked meetings, cost per lead, and pipeline value every week. We optimize monthly.
Gro is built around the Glynac compliance portal — not as an afterthought, but as the core workflow.
Every asset — ad copy, landing page, emails — is submitted to Glynac with AI-generated compliance notes.
Your compliance officer sees a clean checklist. They can approve, request changes, or reject — with full comment history.
Every approval is logged, timestamped, and downloadable. Full audit trail ready for exam review.
Only approved materials go live. Nothing bypasses the compliance workflow.
Every Gro engagement starts with a free digital audit. We learn your firm, find the gaps, and build a campaign plan — before you spend a dollar on ads.
Get Your Free Audit First →Already done the audit? Book a campaign call directly →