Financial Advisors:
Build a Self-Funding Client Funnel That Pays for Its Own Ads
Financial Advisors:
Build a Self-Funding Client Funnel That Pays for Its Own Ads
Cost Per Lead To Zero System
Cost Per Lead To Zero System
Install NoEqual’s CPL-to-Zero System, a self-funding marketing system built to offset your ad spend and bring your net CPL as close to zero as possible
You're About To Discover:
Why getting clients is harder than ever in 2025, and one shift you can make to make it easier.
How to build a self-funding client funnel that runs on autopilot.
How to “Solve for $0” where you attract pre-qualified clients without cold calls or unqualified ad clicks.
Are You Stuck on the Client Acquisition Hamster Wheel?
Across the country, thousands of financial advisors are asking the same questions:
“Where is my next ideal client coming from?”
“Referrals are great, but not predictable enough for consistent growth.”
“How do I stand out in a crowded market where every advisor sounds the same?”
The hardest part about being a financial advisor today isn’t giving great advice, it’s getting qualified prospects to walk through the door.
The old playbook is collapsing: cold calls go unanswered, live events are harder to fill post-COVID, and AI-driven robo-advisors flood the space.
The game has changed and advisors who rely on outdated prospecting are falling behind.
Stop pouring money into outdated methods.
Start using a system designed to pay for its own growth.
Why Traditional Client Acquisition Is Breaking
Just five years ago, a simple “book-a-call” ad funnel could fill an advisor’s calendar. In 2019, the average cost to acquire a client was ~$3,119. Today it’s $5,000–$7,500 which means many advisors sit in the red for months before recouping the spend.
Scroll through the Facebook Ad Library and you’ll see hundreds of near-identical ads for financial planning, retirement planning, and estate services.
These ads are publicly available in the Facebook Ad Library. They’re shown here for educational purposes only.
This is the Attention Economy at work, more competition for the same digital “real estate” which drives costs up.
The advisor who can pay the most wins, which means margins get eaten and growth slows. Advisors are no longer just competing locally but nationally. We’re in a “winner takes most” environment.
Instead of sinking thousands into ads for unqualified prospects, we transform your expertise into a self-funding top-of-funnel product. The revenue from that product offsets your ad spend, bringing you more qualified prospects at near-zero net cost.
Meet Zach Suter
I’m Zach Suter, founder of NoEqual.
After generating over $10,000,000 in revenue through my marketing and sales funnels, I created the CPL-to-Zero System to solve one question:
How can advisors acquire clients on autopilot without burning their margins or their time?
The Simple Math
Behind The
CPL-to-Zero System
Why Our Self-Funding Funnel Works When Others Don’t
Business is the game of two numbers: how much it costs to acquire a client and how much that client is worth over their lifetime. Advisors who master this math win.
Starbucks spends millions on ads and premium locations selling $3 coffees because they know each new customer is worth $14,000 over a lifetime.
Independent advisors don’t have that kind of cushion. Your client’s lifetime value is huge, but floating $5,000–$7,500 per client up front is painful.
Our CPL-To-Zero System bridges that gap. We turn your expertise into a self-funding top-of-funnel product. The revenue from that product offsets your ad spend, bringing you more qualified prospects at near-zero net cost.
Landmark Moments: Your Key to Standing Out
The fastest way to cut ad costs and attract qualified clients is to show up at the exact moment they are ready to act. We call these moments Landmark Moments.
People actively seek financial advisors when they are on the cusp of a major life change. Selling a business. Getting ready for retirement. Navigating family transitions. These moments trigger decisions and open wallets.
Most advisors understand this instinctively but fail to leverage it. As more advisors flood advertising channels with generic “financial planning” ads, it becomes harder to stand out.
At NoEqual, we pinpoint the landmark moments your ideal clients experience and build a top-of-funnel product around one of them. By positioning you at the exact life trigger, you stand out from competitors and pay less to reach the right prospects.
Each of these can be a unique lead magnet
As prospects engage with your Landmark Moment product, we guide them naturally to their next major financial concern. This creates a seamless path from first interaction to becoming a client.
Here’s how we build it.
Transform Your Expertise Into a
Top-of-Funnel Product
Our goal isn’t to sell a $27 digital product. Our goal is to create a self-funding front end that engages prospects and moves them seamlessly to a discovery call with you.
We design your top-of-funnel product to be consumed, tracked, and acted upon.
Bite-Sized, Trackable Course Modules:
We divide your expertise into a five-day course, 20–30 minutes per day. This format keeps prospects engaged and lets us track their progress so we can refine content where drop-off occurs.
Personalized Video Introductions:
Each module begins with a short video from you explaining the key takeaway and why it matters. This builds rapport and positions you as the trusted advisor.
Example
Personalized Video Introductions:
Every chapter begins with a quick intro video from you, clearly outlining what they'll learn and why they should be excited for the upcoming content.
Example
Actionable Quizzes & CRM Integration:
After each module, prospects complete a brief quiz that applies the lesson to their own finances. Their answers flow directly into your CRM, giving you a full picture of their needs before the call.
Throughout the experience we invite prospects to schedule a discovery call. By the time they click, they’re already engaged and pre-qualified.
With so many engaged prospects, the next question is how to track and convert them efficiently.
That’s where our client funnel and nurture system comes in.
How We Turn
Prospects Into Buyers
Once prospects enter your top-of-funnel product, our job is to convert them into clients. We do this with an in-depth client funnel that tracks each step, automates follow-up, and guides them seamlessly to a meeting with you.
Phase 1:Top-of-Funnel Buyer Tracking
We monitor each prospect’s journey through your product so we can see exactly where engagement peaks or drops off. This allows you to adjust content and improve completion rates.
Four Key Stages:
New Buyer
Started Course
Finished Day 3
Finished Course
As prospects move through these stages, automated email and SMS flows keep them engaged and nudge them to complete the program.
Phase 2: Qualified Prospect Conversion
Once prospects are engaged, our system focuses on converting them into booked meetings and ensuring they show up.
Key Actions We Automate:
Track how many prospects book a meeting and how many attend
Send email and SMS reminders to boost show-up rates
If a prospect no-shows, automatically enroll them in a 30-day re-engagement sequence
Unlike generic advertising, your prospects have already invested five days in your specialized content. They’ve learned your approach and shared their information, making them far more likely to book, attend, and convert than someone who clicked a random ad.
This entire system is pre-built for your convenience. You log in, see exactly where every prospect stands, and manage your pipeline.
More engagement, more meetings held, and a higher client conversion rate.
Everything Included to Transform Your Practice
Your entire CPL-to-Zero client acquisition system built, launched, and optimized for you.
Custom Top-of-Funnel Product
Transform your expertise into a digital product that attracts pre-qualified prospects and generates revenue to offset your ad spend.
Engaging Course Videos
Five personalized video introductions to build rapport and boost completion rates.
Interactive Quizzes
Collect prospect data automatically while reinforcing learning and engagement so that way you can go into your first meeting prepared.
High-Converting Ads
A suite of 50+ professionally crafted ad creatives, continuously tested and refined to lower acquisition costs.
Dedicated Sales Page
A persuasive long-form page engineered to convert prospects into buyers.
Automated Nurture Sequences
50+ emails and SMS messages to guide prospects, increase show-up rates, and re-engage drop-offs.
Integrated CRM System
A streamlined dashboard pre-loaded with prospect data so you can track every stage from first click to client conversion.
Space Is Limited, Apply Now to Secure Your Spot
(Only 3 Of 5 Spots Available Through 2025)
Because we build and manage each CPL-to-Zero system by hand, we only work with a small number of financial advisors at one time. This ensures every campaign gets the attention and customization it deserves.
Right now we have limited openings for new advisors who want to build a self-funding client funnel. Once these spots are filled, we will close enrollment until the next round.
When you join, you’ll get a complete done-for-you system: custom top-of-funnel product, high-converting ads, nurture automation, CRM integration, and ongoing optimization. Everything you need to acquire high-value clients at near-zero net cost.
Because we want our first few advisors to win big right out of the gate, you’ll also receive two powerful bonuses when you sign up now.”
Bonuses
Bonus #1:
Test Before Launch,
Building Market-Proven Funnels
Most advisors guess which offer will work.
We remove the guesswork.
Before building your final top-of-funnel product, we run three rapid tests to find out exactly what prospects respond to.
This is what other marketing firms charge for, at NoEqual this is just a test.
Market Idea Validation: Three distinct product concepts tested with real prospects.
Dedicated Mini-Funnels: Each idea gets its own simple funnel to gauge interest.
Prospect Interest Tracking: We see which concept prospects “flag” as most appealing.
Data-Driven Development: We build your full top-of-funnel product based on hard data, not assumptions
Why This Helps You
Know your best-performing angle before investing a month of work.
Launch with confidence that your funnel will resonate and convert.
Save time and money by skipping ideas the market doesn’t want.
Bonus #2:
“Solve for $0” Referral Engine.
Turn Every Client Into a Growth Engine
The end of one sale should be the beginning of the next.
Our “Solve for $0” Referral Engine automatically turns each happy buyer into a volunteer marketer for your brand.
Instead of spending more on ads, you get more clients from the ones you already have.
Peak-Excitement Automation: We install an automated trigger system that starts the moment the buyer schedules a meeting with you. This is when the prospect is most excited about the next step, and we offer
Irresistible Offer Architecture: We then have custom built financial calculators that prospects will get access to once they have shared your lead magnet with their friends and family.
Frictionless Sharing System: We build one-click sharing buttons, and pre-written social media posts tied to each customer's unique referral link, making it effortless for your new fans to spread the word.
Automated Reward Fulfillment: We integrate the tracking and fulfillment system to ensure that when a referral is made, the reward is delivered instantly to your prospect.
Your marketing funnel grows smarter and more cost-effective over time. While others stay trapped in the client acquisition hamster wheel, your business runs on a self-reinforcing growth loop where your best customers bring your next best customers.
Note On Compliance
Because we are offering more educational material we are allowed to create a referral program.
Compliance Rules For Referrals
When you offer an incentive for a referral that leads to a new client, you are essentially paying a "solicitor" or "promoter." The SEC allows this, but only if specific conditions are met to protect consumers. The primary concern is that a potential client must be made aware that the person referring them is being compensated and therefore has a conflict of interest.
Under the SEC Marketing Rule, if you provide compensation for a referral (endorsement), you must satisfy several conditions. The most critical are:
Disclosure: You must clearly and prominently disclose whether the person giving the referral (the endorser) is a client and whether they are being compensated. The new client must be made aware of the arrangement.
Written Agreement: For most compensation arrangements (especially with other professionals or dedicated solicitors), a written agreement is required.
Oversight: You must have a reasonable basis for believing that the referral/endorsement complies with the Marketing Rule.
Disqualification: You cannot compensate someone for a referral if they are a "bad actor" or subject to certain disqualifying events.
What Our First 3 Months Look Like Together.
Month 1: Test
This month focuses on testing ideas before investing time
into building your CPL-To-Zero System.
Week 1: Research
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 2: Concept Validation
Based on our research, we'll launch a small, targeted ad campaign to test different top-of-funnel product concepts. This data-driven approach ensures we validate demand and don't take a shot in the dark on what will resonate most effectively.
Weeks 3 & 4: Feedback
By the end of week 3 we will have enough data to make the best decision on how to package your seminar into a top of funnel product. We will present our findings and then start building your product.
Month 2: Product Development
This month we build your top of funnel product
Weeks 5 & 6: Product Development
During the first half of month 2 we will write all the copy for your top of funnel product based on the feedback we got from the market in weeks 3&4. This is typically around 35-50 pages of content. This includes the quizzes prospects will go through so that you will be better prepared for the first meeting.
Weeks 7 & 8: Design & Video Editing.
Once the copy is approved, we will go and design the product. We will take all the copy and put it into a digital PDF. We will send you the scripts for the 5 videos and edit those and place them into the digital product.
Week 1: Research
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 2: Concept Validation
Based on our research, we'll launch a small, targeted ad campaign to test different top-of-funnel product concepts. This data-driven approach ensures we validate demand and don't take a shot in the dark on what will resonate most effectively.
Weeks 3 & 4: Feedback
By the end of week 3 we will have enough data to make the best decision on how to package your seminar into a top of funnel product. We will present our findings and then start building your product.
Month 2: Product Development
This month we build your top of funnel product
Weeks 5 & 6: Product Development
During the first half of month 2 we will write all the copy for your top of funnel product based on the feedback we got from the market in weeks 3&4. This is typically around 35-50 pages of content. This includes the quizzes prospects will go through so that you will be better prepared for the first meeting.
Weeks 7 & 8: Design & Video Editing.
Once the copy is approved, we will go and design the product. We will take all the copy and put it into a digital PDF. We will send you the scripts for the 5 videos and edit those and place them into the digital product.
Month 3: Optimize & Scale
This month we launch and continue to optimize the sales funnel.
Weeks 9: CRM Integration
We will integrate the product into the CRM that way every quiz answer will be tied directly to prospects. Then we will build out email and text campaigns to encourage prospects to book a meeting with you.
Weeks 10 & 11:Launch And Optimize
We will see where people are falling off in the sales funnel and continue to optimize it so that way you have an asset that will bring in meetings after we finish working together. This means look at how many people are clicking on ads, how many of them move on to buy the product, how many then schedule a meeting. Then make small tweaks to ensure you have a up and running sales funnel.
Week 12: Bonus- Referral Engine
Once everything is optimized, we will build out your referral engine. An extra piece of content prospects get if they choose to share your top of funnel product with friends and family.
Weeks 13-16: Rake in the Meetings and Continued Optimization
After refining the product and marketing funnel to peak performance, your calendar will now consistently be filled with highly qualified meetings. At this point, the self-liquidating sales funnel will largely run on auto-pilot, allowing you to focus on what you do best: advising clients.
Weeks 9: CRM Integration
We will integrate the product into the CRM that way every quiz answer will be tied directly to prospects. Then we will build out email and text campaigns to encourage prospects to book a meeting with you.
Weeks 10 & 11:Launch And Optimize
We will see where people are falling off in the sales funnel and continue to optimize it so that way you have an asset that will bring in meetings after we finish working together. This means look at how many people are clicking on ads, how many of them move on to buy the product, how many then schedule a meeting. Then make small tweaks to ensure you have a up and running sales funnel.
Week 12: Bonus- Referral Engine
Once everything is optimized, we will build out your referral engine. An extra piece of content prospects get if they choose to share your top of funnel product with friends and family.
Weeks 13-16: Rake in the Meetings and Continued Optimization
After refining the product and marketing funnel to peak performance, your calendar will now consistently be filled with highly qualified meetings. At this point, the self-liquidating sales funnel will largely run on auto-pilot, allowing you to focus on what you do best: advising clients.
Only 3 of 5 Spots Are Available.
Apply today to secure your CPL-To-Zero System.
FAQ:
This sounds great, but won't building and managing this take a lot of my time?
While your initial input for the seminar content is crucial, we handle 90% of the heavy lifting for you. Our team takes your existing material, transforms it into an engaging 5-day product, manages your ad campaigns, sets up all automations, and integrates with your CRM.
You get a streamlined system that's designed to run with minimal ongoing effort on your part, freeing you up to focus on what you do best: advising clients.
How do you ensure everything is compliant with financial regulations?
Compliance is paramount in the financial industry, and it's a top priority for us. We work with your existing, compliant seminar content as the foundation. While we craft engaging copy and creative, all materials are subject to your final review and approval to ensure they meet your firm's specific compliance standards.
How quickly can I expect to see results?
Month 1 focuses on testing your product, validating its appeal.
Month 2 is focused on building your product.
Month 3 is dedicated to launching your campaigns and gathering initial data.
By Month 4, we enter the intensive optimization phase, where we fine-tune everything based on real-world performance. While results can vary, our goal is to have your calendar consistently filled with highly qualified meetings by Weeks 13-16, allowing your self-liquidating funnel to run effectively.
What kind of financial advisor is this best suited for?
This system is ideal for financial advisors who:
Are tired of unpredictable referrals and costly, ineffective cold outreach.
Want a predictable and scalable client acquisition system.
Have existing valuable seminar content or deep expertise they want to leverage digitally.
Are ready to invest in a modern marketing approach that stands out from the competition and provides a clear ROI.
Are looking for high-quality, pre-qualified prospects who are already engaged with their expertise.
This sounds great, but won't building and managing this take a lot of my time?
That's a common concern, and it's precisely what we've designed NoEqual to solve. While your initial input for the seminar content is crucial, we handle 90% of the heavy lifting for you. Our team takes your existing material, transforms it into an engaging 5-day product, manages your ad campaigns, sets up all automations, and integrates with your CRM. You get a streamlined system that's designed to run with minimal ongoing effort on your part, freeing you up to focus on what you do best: advising clients.
How do you ensure everything is compliant with financial regulations?
Compliance is paramount in the financial industry, and it's a top priority for us. We work with your existing, compliant seminar content as the foundation. While we craft engaging copy and creative, all materials are subject to your final review and approval to ensure they meet your firm's specific compliance standards. We understand the regulatory landscape and build our strategies to support your need for a fully compliant marketing funnel.
What if my seminar content isn't "digital product" ready?
Don't worry! That's exactly where our expertise comes in. You provide the valuable insights and knowledge from your existing seminars, and our team specializes in repurposing and structuring that content into the engaging, bite-sized, 5-day format that performs best as a top-of-funnel product. We handle the copywriting, video scripting, quiz development, and design to ensure your expertise is presented professionally and effectively.
How quickly can I expect to see results?
Our process is designed for systematic growth. As outlined in our 3-month journey, Month 1 focuses on building and testing your product, validating its appeal. Month 2 is dedicated to launching your campaigns and gathering initial data. By Month 3, we enter the intensive optimization phase, where we fine-tune everything based on real-world performance. While results can vary, our goal is to have your calendar consistently filled with highly qualified meetings by Weeks 11-12, allowing your self-liquidating funnel to run effectively.
What kind of financial advisor is this best suited for?
This system is ideal for financial advisors who:
Are tired of unpredictable referrals and costly, ineffective cold outreach.
Want a predictable and scalable client acquisition system.
Have existing valuable seminar content or deep expertise they want to leverage digitally.
Are ready to invest in a modern marketing approach that stands out from the competition and provides a clear ROI.
Are looking for high-quality, pre-qualified prospects who are already engaged with their expertise.