Managed ads. Managed search. Approved by your CCO.
Gro is how we bring you new clients. Run paid campaigns for fast leads, search and AI work for lasting visibility, or both. Our team does the work. You take the meetings.
Fast leads
First leads usually in 30 to 60 days.
$750/month minimum
Lasting visibility
Builds over 4 to 9 months, and keeps working.
$1,500/month flat
Your whole paid campaign, run for you.
You set the ad budget and pay Google and Meta directly. We handle everything else, from the first ad to the booked meeting.
Google and Meta ads
Ad wording, images, audience targeting and reminder ads, tested and adjusted every month.
Your own landing page
A branded campaign page with a lead form, calendar booking, disclosures and tracking.
Instant lead follow-up
Every new lead gets a text and email within 90 seconds, and you get a call task.
Follow-up that keeps going
Approved email sequences, appointment reminders and 30, 60 and 90 day check-ins.
CCO approval first
Ads, pages and emails go to your CCO before launch. No approval, no campaign.
Clear reporting
Weekly lead and meeting reports, plus a monthly review of what to change.
Choose who you want to meet.
Each offer speaks to one type of client and one real worry. We tailor it to your area, account minimums and style.
Retirement Income Review
For people who have saved well and want to know it will last.
Will my savings really last 30 years?
Tax-Smart Retirement
For high earners who want to keep more of what they built.
Am I paying more tax than I need to?
Second Opinion Portfolio Review
For investors not sure they are getting enough from their current advisor.
Is my portfolio set up right for me?
Business Owner Exit Readiness
For owners planning a sale who want the money side ready first.
What does selling my business mean for my family?
Social Security Timing
For people deciding when to claim and how it fits their income.
When should I actually claim?
Concentrated Stock Review
For people with too much of their wealth in one employer's stock.
How do I diversify without a huge tax bill?
Be the firm Google shows and AI recommends.
Gro Search covers classic SEO and the newer work of getting named in AI answers, all in one flat monthly fee with no ad spend.
Starting audit
Technical, content and local review, plus the gap between you and competing firms.
Website fixes
Page titles, descriptions, headings, speed, mobile layout and technical improvements.
Content that answers real questions
Articles and FAQ pages based on what your ideal clients actually ask, approved by your CCO.
AI answer visibility
Help AI tools understand your website and track which AI answers name your firm.
Local search and listings
Google Business Profile, advisor directories and consistent business details.
Authority building
Relevant publication mentions, links and a full re-audit every 90 days.
Shield Lite: your top five fixes, done in the first 30 days.
We fix the most urgent problems from your audit at no extra charge, before and while your campaigns start.
- Replies drafted for unanswered Google reviews
- Broken Form ADV or disclosure links fixed
- Domain and security certificate expiry alerts
- A sharper LinkedIn headline, written for you
- A 30 day recheck to confirm every fix is in place
Not sure where to start? The audit will tell you.
Free, in one business day. Get a recommendation: Ads, Search, both, or just Shield.
Results depend on your market, competitors and starting point. We do not guarantee leads, rankings or timelines.