ConvertSource runs paid social, lead generation and search programs for financial advisors, wealth managers, RIAs, insurance agents, annuity planners and legacy planners. The agency limits itself to a small number of firms at a time, concentrating attention on campaigns built specifically for retirement income, asset preservation and legacy planning audiences. Clients include life, final expense and protection-focused insurance agencies alongside wealth management practices working with pre-retirees and business owners. Work centers on generating qualified conversations rather than raw traffic, with every campaign measured against appointments booked and cost per lead.
Service lines cover paid social, lead generation, seminar marketing and SEO, deployed to reach retirees and pre-retirees focused on income, preservation and what they plan to leave behind. Creative and campaign structures are built with the SEC Marketing Rule, FINRA guidelines and state insurance regulations in mind, since compliance constraints shape messaging for this audience. Reporting tracks cost per lead, booked meetings and revenue outcomes instead of click-through metrics, giving advisory and insurance clients a direct line between ad spend and appointments set with prospects.
Campaign work draws on more than 20 years of performance marketing experience. In one insurance and annuity brokerage engagement, the agency generated 742 leads at $18 each and produced a return on ad spend of 22 times the media investment. That same cost-per-lead discipline carries into life, final expense and protection appointment programs, where the goal is a predictable, repeatable cost per booked meeting rather than a one-time spike in leads.