Fill Your Calendar with Roth Conversion Prospects
We target pre-retirees with $250K+ in IRA or 401(k) assets who are worried about rising tax rates, and deliver qualified Roth conversion appointments directly to your calendar.
Min Cost Per Lead
Appointment Show Rate
Avg Cost Per Appointment
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How We Generate Roth
Conversion Appointments
Conversion Appointments
A 7-step system that takes a cold prospect from first ad impression to booked appointment, completely done for you.
Audience Research & Targeting
We identify pre-retirees and retirees aged 50–70 with significant IRA or 401(k) balances who are likely to benefit from a Roth conversion, targeting by income indicators, life stage, and financial behavior signals.
Ad Creative & Messaging
We write ad copy that speaks directly to the tax anxiety your prospects feel, 'Are you paying more taxes in retirement than you need to?', and positions a Roth conversion consultation as the solution.
VSL Landing Page
A dedicated Video Sales Letter page explains the Roth conversion opportunity in plain language, builds urgency around current tax rates, and pre-qualifies prospects before they book.
Lead Capture & Qualification
Prospects fill out a short form indicating their IRA/401(k) balance range and timeline to retirement. Only qualified leads, those with meaningful conversion potential, get through to your calendar.
Automated Follow-Up Sequences
Email and SMS sequences nurture leads who don't book immediately, educating them on Roth conversion windows and tax law changes to keep them engaged until they're ready to act.
Appointment Booking
Qualified leads book directly onto your calendar via an automated scheduling link. You show up to a call with a prospect who already understands what a Roth conversion is and why they need one.
Optimization & Scaling
We monitor cost per lead, show rate, and close rate weekly. Winning ad creatives get scaled; underperformers get replaced. Your campaign improves every month.
How We Compare to Generic Marketing Agencies
Most agencies don't understand the Roth conversion market. Here's the difference.
WAdvisors Growing with Roth Conversion Campaigns
Real results from advisors who have run Roth conversion campaigns with Advisor Systems.
Everything You Need to Launch
- Done-for-you Facebook & Instagram ad campaign setup
- Roth conversion VSL script and landing page
- Audience research targeting pre-retirees with large IRA balances
- Lead qualification form filtering by asset range and timeline
- Automated email and SMS follow-up sequences
- Calendar integration for direct appointment booking
- Weekly performance reporting and campaign optimization
- Compliance-aware ad copy and landing page copy
- Optional: AI avatar for video ads if you prefer not to record yourself
Frequently Asked Questions
Pre-retirees and retirees aged 55–70 with $250K+ in traditional IRA or 401(k) assets who are in a lower tax bracket now than they expect to be in retirement. This includes people who have recently retired, sold a business, or experienced a temporary income dip, all situations where a Roth conversion makes strong financial sense.
Primarily Facebook and Instagram, where we can target by age, income indicators, and life stage events like retirement. For higher-net-worth prospects, we also test LinkedIn and YouTube pre-roll ads.
Cost per lead typically ranges from $15–$60 depending on targeting, geography, and ad creative. Because Roth conversion prospects tend to have larger asset bases, the revenue per closed client is significantly higher than many other niches, making the economics very favorable.
Our landing page forms ask prospects to indicate their IRA/401(k) balance range, their timeline to retirement, and whether they’ve ever considered a Roth conversion. This filters out unqualified prospects and ensures you’re only speaking with people who have real conversion potential.
Yes, significantly. With ongoing discussions about tax rate increases and the expiration of current tax provisions, many pre-retirees are actively looking for guidance on whether to convert now. This creates a strong hook for ad campaigns: ‘Tax rates may rise. Is your IRA protected?’
Absolutely. Roth conversion prospects often overlap with retirement tax planning and annuity prospects. We can run these campaigns simultaneously with separate ad sets and landing pages, or sequence them to cross-sell to existing leads.
We write ad copy and landing pages with financial services compliance in mind, avoiding specific performance claims, using appropriate disclaimers, and keeping messaging educational rather than prescriptive. We recommend you review all materials with your compliance officer before launch.
Most campaigns are live within 10–14 business days of onboarding. This includes audience research, ad creative, landing page build, and follow-up sequence setup.
Ready to Launch Your
Roth Conversion Campaign?
Roth Conversion Campaign?
Book a free 30-minute strategy call. We'll review your current situation, identify the best Roth conversion targeting for your market, and show you exactly what a campaign would look like.
Book a Free Strategy Call