LEON FINANCIAL SERVICES
Predictable Growth System Proposal
Building a predictable flow of the right clients. A growth system tailored for Leonardo Gelain Leon Financial Services.
Why You're Here
You've built a trusted advisory practice grounded in real planning and long-term relationships.
Now the goal isn't more activity. It's controlled, predictable growth with the right households.
Growth that strengthens your practice, protects your time, and supports your long-term vision.
The Focus
Controlled growth
Right households
Protected time
Long-term vision
Your Current Position
Your foundation is strong. The opportunity now is not capability—it's consistency and predictability of incoming ideal clients.
Established Base
Strong client relationships already in place
Clear Philosophy
Proven planning approach that works
Complex Capability
Ability to serve sophisticated households
Systems Ready
Support infrastructure already functioning
The Growth Goal
Over the next 12 months, achieve measurable progress. This requires a system—not scattered marketing.
Revenue Growth
Increase revenue 20–30%
Right Households
Add the right households, not just more households
Service Quality
Maintain service quality and personal standards
Long-Term Stability
Build toward independence and practice stability
The Reality Today
Right now growth depends on unpredictable factors. The result: Good opportunities exist, but the flow isn't controlled.
Each element operates independently, creating inconsistent results and reactive growth patterns.
The Real Risk
Without a predictable acquisition system, growth becomes reactive instead of planned.
Reactive Growth
Growth becomes reactive instead of planned
Manual Effort
Follow-up depends on manual effort
Inconsistent Experience
Lead experience feels inconsistent
Wasted Time
Time is spent sorting instead of advising
This isn't a marketing problem. It's an infrastructure gap.
The Opportunity
Your Strength
Your strength is comprehensive planning. Not transactions. Not quick sales. Not commodity advice.
When the right households understand your approach, they move forward with confidence.
System Requirements
Attract aligned prospects
Educate before first meeting
Filter poor fits automatically
Make conversations meaningful
The Strategy
Controlled Demand Engine
We build a Controlled Demand Engine for your practice. Not more marketing—a structured client acquisition process.
Attract
Qualified prospects consistently
Communicate
Your philosophy clearly
Respond
Immediately and professionally
Guide
Into right conversations
Phase 1: Message & Positioning
We translate your planning philosophy into a clear client journey. Result: prospects arrive already aligned.
This becomes the backbone of website messaging, video scripts, lead funnels, and appointment flow.
Phase 2: Ideal Client Attraction
We implement an authority-based attraction system focused on the decisions that matter most to your clients.
Retirement Income
Retirement income sustainability
Tax Strategy
Tax-aware distribution decisions
Healthcare Costs
Healthcare cost realities
Family Stability
Long-term financial stability for families
This positions you as the advisor for households seeking real planning clarity.
New Customer Outreach: Paid Traffic Channels
To complement the organic flow, we can selectively use Facebook, Google, and LinkedIn ads to amplify our reach. We’d run these channels in a controlled test, ensuring alignment with your values and client profile.
- Facebook: Target pre-retirees in your geography with educational content.
- Google: Capture high-intent searches (e.g., “retirement planner near me”) with well-positioned offers.
- LinkedIn: Engage professionals who value planning depth, using your authority-driven content.
We'd recommend your ad budget to start $1500 /mo., per channel. We'll start with 1 channel and can add more after results come in.
Phase 3: Referral & Partner Amplification
Instead of waiting for referrals, we build a structured process. Growth becomes intentional, not accidental.
This systematic approach transforms passive referral hope into active partnership momentum.
Phase 4: High-Intent Lead Capture
Replace Generic Lists
We replace generic lead lists with targeted capture systems.
01
Educational landing pages
02
Simple diagnostic entry points
03
Clear scheduling pathways
04
Built-in filtering for alignment
The Result
Fewer random inquiries. More meaningful conversations.
Phase 5: Unified Communication System
This solves your biggest operational frustration. No more multiple phone numbers. No more scattered follow-up.
Central System
One system for calls, texts, and email
Immediate Response
Automated response workflows
Consistent Identity
Unified identity across all outreach
Clear Tracking
Track every prospect interaction
Phase 6: Conversion Optimization
We refine the entire prospect journey. Goal: Improve conversion rates without increasing meeting load.
Each touchpoint is designed to build confidence and filter alignment before valuable meeting time.
Expected Results
1
90–180 Days
- More consistent qualified inquiries
- Clearer alignment before meetings
- Reduced time on poor-fit prospects
- Higher pipeline visibility confidence
2
Long Term
A practice that grows steadily without increasing stress or sacrificing standards.
Investment
$5,000
Initial System Setup
One-time investment to build your foundation
What's Included
Messaging framework
Funnel structure
Communication system integration
Automation workflows
Ad campaign development
(Meta, Google, YouTube or LinkedIn)
(Meta, Google, YouTube or LinkedIn)
Ongoing Growth Management
$2,500
2nd month - Ongoing Management
Continuous optimization and support
Continuous optimization
Funnel monitoring
Messaging refinement
Performance tracking
Ad account management
System improvements as practice evolves
This includes 1 ad channel. Each additional channel will be $1250.
Performance Commitment
90-days after launch:
Once our system is implemented and active, we'll achieve 10+ qualified conversations per month or we continue working at no additional management fee until we do.
Because the objective isn't activity. It's measurable progress.
Why This Works For You
This approach fits advisors who value long-term relationships over transactions. In short: It supports the practice you've already built—and makes growth predictable.
Long-Term Relationships
Value relationships over transactions
Steady Growth
Want steady growth, not marketing noise
Professional Experience
Prefer clarity and professionalism in client experience
Comprehensive Planning
Serve households through comprehensive planning
Next Step
If this direction feels right, we finalize scope, begin implementation, and start building your predictable growth system.
1
Finalize Scope
Confirm details and timeline
2
Begin Implementation
Launch system setup
3
Build Growth System
Create predictable client flow