great content gets you noticed.
great emails get you clients.

Turn your engaged social media audience into booked discovery calls with a custom-built lead funnel. Because engagement is great, but revenue is better.

*Only 3 spots available for Q4 delivery

YOU’VE MASTERED CONTENT CREATION.

here's what's missing.

You're consistent, you're engaging, and people clearly respond to your posts. But, most of the time, your best prospects are not ready to jump from LinkedIn straight into a financial planning conversation. 

And that’s because clients need to see your expertise consistently, understand how you're different from other advisors, and trust you enough to share their financial details with you. 

Otherwise, they’ll happily tap “Like” and keep scrolling. 

In other words, your potential clients are disappearing somewhere between reacting to your posts and booking a call on your calendar.

that’s why you have great engagement...

But it's not translating into discovery calls as consistently as you'd like.

But you're spending hours each week creating content with no way to convert that attention into conversations.

But when someone does finally reach out, you have no idea what specific post or insight convinced them to book a call—so you can't replicate it.

But you're starting to wonder if all your personal branding is moving the needle on your business goals, or if you're just really good at getting likes.

YOU’RE READY TO TAKE YOUR AUDIENCE FROM

"that was a helpful post…" to “this is the advisor i want to work with."

The issue isn't visibility. You've already got that. The issue is what happens after someone engages with your content.

Most advisors create content → get likes → hope someone reaches out. But there's a crucial step missing: systematically moving engaged followers into a space where you can build real relationships with them.

That's where email marketing comes in. 

It gives you a direct line to the people who are already interested in what you have to say.

where most financial advisors lose clients

An overview of the client journey

casual followers

This is where you build visibility and attract attention through consistent content creation on LinkedIn, speaking engagements, and networking.

engagement

You've mastered this part!

enrichment

interested prospects

This is where relationships deepen through email nurture sequences and lead magnets so prospects feel comfortable sharing their financial details with you.

This is the missing piece.

committed clients

This is where relationships deepen through email nurture sequences and lead magnets so prospects feel comfortable sharing their financial details with you.

enrollment

With more enrichment, enrollment grows.

Most successful advisors excel at Engagement and know how to handle Enrollment. Enrichment is the missing piece, and email is where it happens.

with the right email strategy you’ll:

Turn your expertise into predictable revenue.

Your content will work harder for you, systematically building an email list of prospects who are genuinely interested in financial planning services and ready to take the next step.

Fill your calendar with pre-qualified discovery calls.

Instead of hoping your next post will be the one that finally gets someone to reach out, you'll have prospects booking calls because your email sequence has already built trust and positioned your value.

Never lose track of a warm lead again.

You'll have a system that captures interested prospects and keeps them engaged until they're ready to hire an advisor. No more wondering "what happened to that person who used to comment on all my posts?"

INTRODUCING…

relationship accelerator

A done-for-you lead funnel that turns your engaged social media audience into booked discovery calls 

You'll get a custom lead magnet designed for your ideal clients, a landing page with an optimized user experience, and a complete welcome sequence that builds trust and positions your expertise.

Plus, my team will set up the entire system in your email platform so it's ready to work immediately. That means you stay in your zone of genius—advising clients and creating content. We’ll take care of the rest.

INVESTMENT: $5,000

*Only 3 spots available for Q4 delivery

FROM LEAD STRATEGY TO TECH SET UP,

we handle it all for you

  • During our 90-minute strategy session, we'll identify exactly who your ideal clients are and what lead magnet and nurture strategy best fits your audience. 

  • We'll write and design your signature lead magnet—one that attracts prospects you want to work with while repelling tire-kickers. Then we'll craft your 5-7 email welcome sequence that strategically nurtures your best-fit clients so your discovery call calendar fills up with prospects who are excited to work with you.

  • We handle all the backend work in your email platform—automation sequences, landing page integration, and lead capture forms. Leave the techie stuff to us.

  • Your complete system goes live and starts working immediately. You'll have an automated funnel capturing qualified leads while you focus on creating great content and serving your dream clients.

WHAT’S INCLUDED?

everything you need to turn your audience into booked discovery calls

CUSTOM LEAD MAGNET

A high-value resource that showcases your unique expertise. Designed specifically for your ideal clients. 

EMAIL WELCOME SEQUENCE

A strategic nurture series that builds trust, positions your value, and moves prospects closer to booking a call. Each email has a purpose, and together they create the relationship you need before someone's ready to discuss their financial future. 

90 MINUTE STRATEGY SESSION

We'll align on your messaging, ideal client profile, and funnel goals so everything feels authentically you—not like something written by someone who's never worked in financial services.

BONUS: COMPLETE TECH SET UP & IMPLEMENTATION

We handle all the backend work—email platform setup, automation sequences, landing page integration. You get a system that's ready to work, not a bunch of pieces you have to figure out how to connect.

CONVERSION-OPTIMIZED LANDING PAGE

A professional, user-friendly page that captures leads without friction. 

WHAT ADVISORS ARE SAYING

about their new lead funnels

"My eBook is one of my favorite marketing pieces, and this is all thanks to Hillary."

Before working with Hillary, I spent hours trying to figure out how to start my ebook. I would stare at a blank Word document for hours, intimidated. After meeting Hillary, it became very clear that she was going to take my vision and turn it into a reality. Since then, I have been able to significantly increase my email list for my newsletters and use the ebook to collect emails from people watching my YouTube videos.

— Ryan Canfield, AIF®, President of Victus Wealth Management

"You nailed it and captured how I think (in my marketing)."

Before teaming up with Hillary, I relied on generic, big-brand materials to communicate with clients. Working with Hillary's team changed that. Together, we developed a professional, custom-branded PDF workbook that I'm incredibly proud of. The result was materials that are every bit as high quality as what I was using before, but now with my own branding and in my own words.

— Nathan Lee, CFP®, Owner of Servet Wealth Management

IF YOU’RE WONDERING…

"isn’t email marketing a long-game strategy?
i want to get more clients now."

Think of your lead funnel like a compound interest curve. Yes, the biggest returns show up long-term as relationships deepen and referrals multiply. But you can accelerate those early gains when you know how to promote your lead magnet effectively.

That's why everyone who works with me gets access to my private podcast series on lead magnet promotion. 

You'll learn exactly how to get your new lead magnet in front of qualified prospects immediately—through organic strategies, strategic partnerships, and targeted outreach that fills your pipeline fast.

The compound growth is the long game, but the initial momentum starts working right away.

you’re a perfect fit for relationship accelerator if you are…

the consistent creator

You've been posting regularly for months and have built a solid following that clearly engages with your content. But you're frustrated that all those likes and comments aren't translating into discovery calls as consistently as you'd hoped.

the time-strapped professional

You're successful but stretched thin. You know email marketing could help grow your business, but between serving clients and creating content, you don't have the bandwidth to figure out another marketing channel on your own.

the scaling advisor

You're at that growth phase where you're busy enough with clients that you can't spend hours learning email marketing, but not quite at your revenue goals yet. You want to systematically nurture prospects without adding another full-time job to your plate.

MOST ADVISORS THINK THEY NEED MORE FOLLOWERS.

what they actually need is better follow-up.

Hi! I’m Hillary, and in the last five years as a marketer for financial professionals, I’ve learned that the advisors who scale consistently aren't necessarily the ones creating the most content. They're the ones who've figured out what happens after someone engages with that content.

You know how to show up, share insights, and build an audience. That's amazing! You've got half the puzzle figured out.

The missing piece isn't more posts or better hooks. It's what happens after someone engages. It's having a systematic way to move people from "this person shares helpful content" to "this is the advisor I want to work with."

That's exactly what email does when it's done right. You're closer to consistent client flow than you think. You just need a system that nurtures those relationships instead of letting them scroll right by.

why advisors choose to work with Moneta Copy

"Our pipeline is staying full without running other sources of marketing!"

Oh my gosh, it's SO easy to work with Moneta Copy. I've gained back so much of my time. The blogs and SEO work is almost solely driving my business and lead generation for our 1:1 calls as we're now ranking in second and third positions on Google for some of our keywords.

— Kristen Ricupero, Owner & CEO of Financial Fitness Coaching, LLC

"Our increased conversions are leading to higher revenue."

Traffic to our website, along with conversions, has increased significantly as our SEO team has been able to work with the content Moneta Copy is creating for our newsletters and weekly blog posts to improve our search engine rankings for targeted keywords.

— Jeremy Morris, Co-founder of Five Pine Wealth Management

"I feel so much more confident in my messaging that I put into the world."

Moneta Copy is fabulous and totally worth the investment! They are timely, professional, and are able to clearly write in my tone of voice for my audience. Great partnership with developing my brand. Collaborative, great listener and thinking partner.

— Khiara Cureton, Founder & President of AncHER Co.

FINANCIAL ADVISORS LOVE A JUICY ROI

that’s why relationship accelerator pays for itself with just one new client

If you typically work with clients who invest $500K+ with you, and you charge 1% annually, one new client relationship pays for this entire system in their first year of fees.

And here's the thing: advisors who invest in systematic lead nurture don't just get one new client. They build a predictable pipeline of qualified prospects who are already interested in working with a financial advisor.

This is the lead infrastructure that supports your business growth for years to come.

YOU’RE RIGHT!

this isn't for everyone…

If any of these sound like you, it might not be the right fit—at least not right now.

  • You're looking for a quick fix or overnight results. Email nurture is a relationship-building strategy, not a "get clients fast" scheme.

  • You're not consistently creating content yet. This system works for advisors who already have an engaged audience. It won't replace the need to show up and share your expertise.

  • You want to tinker with everything yourself. This is a done-for-you service, which means trusting our process and letting us handle the strategy and implementation.

  • You're not ready to invest in your marketing. At $5,000, this is for advisors who understand that one good client relationship pays for this system many times over.

you might be wondering…

  • We'll work together during our strategy session to determine what makes the most sense for your ideal clients and expertise. This could be a retirement readiness quiz, an ebook guide to working with an advisor, or something completely custom based on your niche. 

    The key is creating something unique and valuable for your best-fit clients—not a generic resource that attracts tire-kickers.

  • We'll have a 90-minute strategy session at the beginning to align on your messaging and goals, then we'll handle everything else. You'll review drafts and provide feedback, but we'll take care of the heavy lifting in terms of strategy, writing, and implementation.

  • Nope! If you have an existing email list, that's great. You're already ahead of the game. But the system we'll design is to help you build your email list even if you're starting from scratch. 

  • The process from start to finish usually takes about 4 weeks, depending on the complexity of your lead magnet and my team's availability.

  • We work with all major email platforms, including the compliance-approved platforms many financial advisors are required to use. During our strategy session, we'll confirm your platform and handle all the technical setup regardless of which one you're using.

  • If you've been consistently creating content for at least 6 months and have an engaged audience that responds to your posts, you're ready. 

  • Most email services give you templates and expect you to figure out the strategy. We create everything custom for your specific practice and ideal clients, then implement it for you. 

    Plus, we understand the financial services industry and compliance considerations that generic marketing companies don't.

YOU’VE BUILT THE AUDIENCE.

now let's build the system that converts them.

You've mastered creating content that gets attention. Your followers value what you have to say. But there's still a gap between someone liking your post and booking a discovery call with you.

Relationship Accelerator fills that gap. It's the systematic follow-up that turns casual engagement into genuine client relationships, allowing your expertise to translate into consistent revenue.

Your audience is already paying attention. Let's give them a reason to take action.

*Only 3 spots available for Q4 delivery