Ad spend goes straight to the platform

Essentials and Pro require a monthly media budget — $1,000 (rising to about $1,500 from month seven) and $3,500 minimum. It's paid directly to Meta, never marked up, and never part of the program fee. You approve every budget.

Essentials and Pro are a different build

They replace the Basic and Fundamentals website template and shared content library with a custom ~15-page site and original content written in your voice. They're not add-ons.

You can start smaller and add later

Everything Basic and Fundamentals build — the database, the integrations, the hosting — carries forward. Moving up adds rather than restarts.

Returns that build with tenure

Median cumulative return on program fees for enrolled advisors above the $5M annual production floor, through 30 June 2026. Insurance commissions only. Past results, not a projection; no return is promised or guaranteed.

Neither leading platform publishes managed paid advertising

FMG Suite and Snappy Kraken sell marketing software with a content library. Essentials and Pro run paid campaigns against a media budget — a different kind of product, not a pricier version of the same one.

Reach the right audience

Target by location, age, interests, and other available criteria so budget goes to relevant prospects.

Measure what matters

Track impressions, clicks, engagement, and leads to see how your advertising is performing.

Build your audience over time

Site visits and campaign interactions create retargeting audiences to reconnect with interested prospects.

Learn & refine

Campaign data shows which audiences, messages, and creative work best, so each campaign improves on the last.

Both campaigns run simultaneously.

What we need from you

• Meta access — admin access to the appropriate Meta Business Manager and ad account.
• Payment method — a valid payment method within Meta. Ad spend is billed directly by the platform.
• Budget approval — you approve campaign budgets before advertising begins.

What our team handles

• Campaign strategy and setup
• Meta Pixel and conversion tracking
• Conversion API configuration, when applicable
• Paid ads landing pages
• Audience development
• Ad creative and copy
• Campaign launch and management
• Performance monitoring
• Quarterly reporting and recommendations

Two or three events a month, advertised

A dedicated Meta campaign for each dinner seminar or course, launched at least 15 days out, with creative rotated mid-flight to protect results.

Registration to follow-up, automated

Paid-ads landing pages in GHL, automatic confirmations and reminders, and every registrant added to your CRM and nurture.

A warmer audience, faster

Event ads build retargeting audiences quickly, so your always-on budget can focus on discovery call and white paper campaigns.

Calls booked and tracked

We schedule discovery calls on your calendar through GHL, so cost per registrant and cost per booked call both show up in your reporting.

Registrants per event, 2026

Why results improved

Cost per registrant fell from $123 to $75 between the first five events and the last five.

• New tracking pixel — built in July so results reconcile cleanly with GHL.
• Dedicated paid-ads landing page — launched July 22 in GHL, just for ad traffic.
• Creative rotation — budget shifts mid-flight to the image that converts.
• Seasonal pacing — one event a month in summer, when attendance dips.

Basic and Fundamentals: a chosen site design of ~20 pages, a full marketing database, and a managed content program. Essentials and Pro: managed client-acquisition programs with paid media, original content, and a custom build.

Marketing software with a content library — and at their top tiers, a done-for-you service that executes organic marketing: email, social, and blogs.

Comparing Essentials to a competitor's top tier compares a content and acquisition program to a content program. Start from what each one does.