AUM focused financial advisor transitioned from traditional prospecting methods to a social media–driven client acquisition system using Fintello.
Country: Canada 🇨🇦
Practice Type: Financial Advisory (AUM Focused)
Practice Stage: Established Practice
Primary Services: Holistic Financial Planning & Investment Management
Mitchell is a financial advisor based in Ontario, Canada, primarily focused on holistic financial planning with a strong emphasis on assets under management.
Before joining Fintello, his business was built almost entirely through traditional methods such as door-to-door outreach, seminars, and community networking.
When COVID-19 restrictions disrupted traditional prospecting channels, Mitchell was forced to rethink how he generated new business.
With in-person methods such as door knocking and networking events limited, he needed a new way to consistently attract prospects and maintain business growth in a changing environment.
Like many advisors in similar situations, he had limited experience with social media marketing and digital client acquisition systems.
The shift in market conditions created urgency to adapt so he does not get left behind on his AUM targets.
Rather than waiting for traditional channels to fully return, he chose to build a more resilient, digital-first business model that could operate regardless of external restrictions.
He joined Fintello to learn a structured system rather than experimenting blindly with social media.
They implemented the full Fintello client acquisition system focused on two core objectives: building a consistent online brand presence and generating predictable inbound and outbound leads.
ENGINE#1 – BRANDING
Content Marketing:
Regular posting of educational and trust-building content designed to position them across top social platforms (LinkedIn, Facebook, etc.) supported by automation tools to maintain consistency,
ENGINE#2 – LEAD GENERATION
Nirvana Funnel:
A dedicated retirement guide campaign that targets Canadian retirees and pre-retirees to offer a valuable guide and a complimentary retirement review.
LinkedIn Outreach:
Targeted automated outbound messaging campaigns focused on connecting with local business owners and high income executives.
Facebook Ads System:
Paid Facebook Retirement ads in 50 mile radius with average cost per lead of $12
Email Nurture System:
Automated weekly email sequences used to stay top-of-mind and convert warm leads into booked consultations over time.
✓ Nearly 10 New Prospect Meetings Generated
✓ Early Client Conversions in Progress
✓ Shift Toward Social Media–First Strategy
✓ Established Foundation for Long-Term Digital Growth
His biggest insight is that adaptation is no longer optional.
He emphasizes that following a structured system step-by-step is critical, especially for advisors new to digital marketing.
While still early in his journey, he believes the shift to social media will continue to compound and reshape how his business grows in the future.
See how Fintello AI helps your practice a) build a strong brand and b) Generate consistent qualified leads, appointments and attract ideal clients. FAST
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