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Award-Winning Digital Organic Growth Platform for Hybrid RIAs & Financial Advisors
Connecting Financial Advisors & HNW Retirees via Online Education
At Clients Blackbox, Inc. – we’re dedicated to one mission: educating America on better retirement strategies. We help Americans learn about safer retirement planning strategies while connecting them with fiduciary retirement planning specialists.
We’re an Official Meta Business Partner and the #1 Meta advertising partner to hybrid retirement planning RIAs.
in less than 14 months !
Clients Blackbox is the only marketing system that took a Registered Investment Advisor (RIA) from 0 ($0 Revenue) to the Inc. 5000 in less than 14 months.
Unlike other marketing services, we secure booked appointments with highly qualified prospects—92% of whom have more than $500k in investable assets, and over 45% with more than $1M.
Our data-driven educational campaigns use custom content that we script, you record, and we edit, helping to build trust and credibility. By the time prospects book an appointment, they are informed, committed, and ready to take action. This system saves you time, eliminates the need for a business development rep, and drives higher ROI by connecting you directly with ready-to-buy clients, making your business more efficient and profitable.
Ready to grow your practice with high-value appointments? Book a demo today!
5 Reasons to Choose Clients Blackbox
#1
Fully Done-For-You Compliant & Branded HNW Video Marketing System for RIAs
Why it’s important: More time and energy to focus on high-level strategies and client relationships, accelerating both your growth and your personal freedom.
✅ With this: We handle scripting, compliance reviews, editing, and publishing, while you record only about two hours every few months
Without this: Months of trial and error, wasted six or seven figures, and slower revenue growth that keeps you from moving forward with confidence
#2
Compliance-Friendly, On-Brand Educational Campaigns
Why it’s important: Faster sales velocity, greater credibility, and a stronger reputation—translating into a more sustainable and fulfilling practice
✅ With this: Each campaign is tailored to your firm’s voice and passes compliance checks from the start, so prospects immediately see you as a trusted authority (not as a sales person)
Without this: Months of trial and error, wasted six or seven figures, and slower revenue growth that keeps you from moving forward with confidence
#3
High-Net-Worth Retirement Planning Prospects & Record-Setting Results
Why it’s important: A consistent pipeline of HNW clients, increased profits, and higher advisory productivity
With this: We consistently attract pre-retirees with $1.5M+ in assets and helped attract a $13M virtual retirement planning case—likely the largest ever without meeting in person
Without this: Massive loss due to opportunity cost, faster advisor burnout and higher turnover, decreased morale and missed AUM targets
#4
4-Dimensional Targeting for Ideal Clients
Why it’s important: Attract the perfect-fit client to your firm by reaching the right person at the right time with the right message
✅ With this: We leverage Meta’s tools, proprietary data, purchased lists, and strategic retargeting to pinpoint the right prospects at the right time
Without this: Wasting 20-50% of your budget on the wrong audiences, slashing your ROI, making digital not profitable for you
#5
100% Virtual Growth—No Seminars Required
Why it’s important: Avoid seminar burnout and get rapid growth with less stress, more free time, and the freedom to focus on what matters most, both professionally and personally
✅ With this: Scaling is as simple as increasing your ad spend—no travel, no events—just a flexible system that grows alongside your ambitions
⚠️ Without this: Expensive, time-consuming seminars and webinars that slow you down, limit your reach, and strain your schedule
Let's see if there's a mutual fit here
Apply to book a free marketing consultation with us
IN THE MEDIA
CityBiz | September 2024
The marketing landscape for financial advisors is evolving, and Alex Khassa, CEO of Clients Blackbox, is leading efforts to shift away from traditional methods like webinars and seminars, focusing instead on social media advertising and virtual sales to engage potential clients more efficiently and effectively in today’s fast-paced digital environment.
Read the article: The Evolution of Lead Generation for Financial Advisors in 2024 by Alex Khassa of Clients Blackbox
MarketWatch | September 2024
Alex Khassa, CEO of Clients Blackbox, is spearheading a transformation in financial advisor marketing by advocating for a shift from traditional webinars and seminars to more immediate, direct social media advertising and virtual sales strategies, enabling advisors to engage prospects faster and more efficiently in 2024.
Read the article: The Evolution of Lead Generation for Financial Advisors in 2024
Swift Chat| September 2024
In this Swift Chat, Alex Khassa, founder of Clients Blackbox, discusses with Jonny Swift how precision-engineered video ads on social media are revolutionizing financial advisor marketing by prioritizing speed-to-lead, offering immediate access to content, and enabling faster scaling and higher ROI for advisors.
Listen to the podcast: Swift Chat with Alex Khassa: Revolutionizing Financial Advisor Marketing with Precision Video Ads
yahoo!finance | September 2024
Alex Khassa, CEO of Clients Blackbox, is spearheading a transformation in financial advisor marketing by advocating for a shift from traditional webinars and seminars to more immediate, direct social media advertising and virtual sales strategies, enabling advisors to engage prospects faster and more efficiently in 2024.
Read the article: The Evolution of Lead Generation for Financial Advisors in 2024
businesswire | September 2024
Alex Khassa, founder and CEO of Clients Blackbox, is leading a transformation in financial advisor marketing by encouraging a shift from traditional webinars and seminars to more effective social media advertising and virtual sales processes that cater to the immediate needs and preferences of today’s digital consumers.
Read the article: The Evolution of Lead Generation for Financial Advisors in 2024
Advisor Perspectives VettaFi | July 2024
Financial advisors are increasingly recognizing the limitations of traditional marketing funnels and are shifting toward direct targeting and educational content on social media platforms like Meta, which allows for more precise and effective lead generation by leveraging algorithms and user intent to engage prospects who are ready to take action.
Read the article: Six Reasons to Shift from Traditional Marketing Funnels, and What to Do Instead
Advisorpedia | June 2024
This article outlines an 11-step strategic plan for holistic financial advisors in 2024, focusing on goal setting, precise marketing budgets, and leveraging virtual opportunities to expand client bases and assets under management for scalable success.
Read the article: A Strategic Guide To Achieving Financial Advisory Goals in 2024: An 11-Step Plan
Media Source Portal | May 2024
Alex Khassa, Founder and CEO of Clients Blackbox, was named a 2024 Merit-Award Winner for Social Media-Based Marketing, recognizing his innovative approach to marketing and communication strategies for financial advisory firms, positioning him as a leading figure in the industry.
Read the article: Alex Khassa and Clients Blackbox Named 2024 Merit Award Winner for Marketing and Communications
Merit Awards | May 2024
2024 Winners List: Alex Khassa, Founder and CEO of Clients Blackbox, was named a 2024 Merit-Award Winner for Social Media-Based Marketing, recognizing his innovative approach to marketing and communication strategies for financial advisory firms, positioning him as a leading figure in the industry.
Read the article: 2024 Winners for Marketing & Communications
Insurance Newsnet | March 2024
Financial advisors are shifting from traditional marketing funnels to direct targeting on social media platforms like LinkedIn, Facebook, and Instagram, using smart algorithms and data to reach ideal clients more efficiently and cost-effectively, while still emphasizing the importance of educational content and maintaining a strong professional presence.
Read the article: How Social Media Makes Client Acquisition Smarter and Cheaper
Speaker From iHeart Radio | January 2024
Founder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his wildly profitable virtual marketing system.
Listen to the podcast: Interview with Alex Khassa, Founder of Clients Blackbox
Think Advisor | January 2024
This guide reveals five key strategies for financial advisors to run profitable Facebook ads, focusing on creating a strong funnel, using online scheduling tools, expanding geographically, incorporating engaging “edutainment,” and mastering campaign metrics to ensure impactful and cost-effective results.
Read the article: 5 Secrets to Profitable Facebook Ads for Financial Advisors
NASDAQ | January 2024
Choosing the right financial advisor is crucial to protecting and growing your wealth, and this article outlines the “4 Cs”—Competence, Communication, Character, and Cost—as key factors to evaluate when selecting the best advisor for your unique financial situation.
Read the article: The Art & Science of Choosing The Right Financial Advisor Ror You
Business Innovators
In this interview, Alex Khassa, founder of Clients Blackbox, discusses how innovative marketing strategies and a focus on specialization can give financial advisors a competitive edge, emphasizing the need to stand out from industry norms like seminars to achieve business growth.
Read the article: Alex Khassa, Founder of Clients Blackbox, Interviewed on the Influential Entrepreneurs Podcast
Fiduciary Financial Advisors who are focused on retirement planning:
If you want more high-net-worth retirement planning meetings without seminars, we can help.
Click the button below to apply now!
What Others Are Saying About This
"Alex has created what I think is the finest, most well thought-out, most well conceived program. I fully endorse it."
David Macchia
Communications Consultant to The Largest Insurance Companies In the USA (Responsible for $140B+ In Premium)
"I've worked with Alex for 3 years. In our first campaign, for every $1 I spent on ads I made back $11. Alex does what he says."
Jen Trowbridge
Retirement Planning Specialist for Women
"I met Alex through one of his ads and since then I've quadrupled (4X) my production. This was easily the best decision I've made in my business."
Jonathan L.
Retirement Income Planning Specialist
"In two years, I've grown my business tenfold. I went from $10 million in new assets per year to over $18 million per month with a team of advisors. Each advisor brings in an average of $3 million monthly. Every dollar I invest in ads with Alex returns at least $10."
Aaron C.
Founder & CEO of fast-growing hybrid RIA
“It’s been great to see the quality remain consistent.. I’ve onboarded $1M already ($500k FIA + $500k AUM) and have $16M in pipeline…”
Matt E. - Private Wealth Advisor
“At First, I Was Skeptical… But Now… I Expect To At Least Double or Triple My Business In The Next 6-12 Months! $4M New Assets in 2 Months… ”
Zack S. - CEO & Financial Advisor
"I've Closed $1.7m FIA + $1.5M AUM in Under 3 months. The Lead Quality is Incredible! It's given me over 7 times return on my investment, and I still have over $8M in Pipeline..."
Tyler B. - Retirement Specialist
Why Our Methodology Outperforms Other Marketing Strategies for Financial Advisors
Blackbox vs. Webinars
Blackbox vs. (Radio, TV & Seminars)
In short, we are the most optimized marketing system for Speed To Prospect. We get appointments not leads so it eliminates lead chasing. We qualify appointments before they get booked so it increases the average case size. We are providing a higher return on investment which provides more than enough self-generating expansion revenue. All of this can allow hybrid RIAs to grow faster with us than anything else.
Why We Exist
The Problem
Many pre-retirees and retirees lack a retirement income plan they can trust. This uncertainty manifests in several ways:
- Fear of running out of money in retirement
- Anxiety about outliving their savings
- Concerns over high financial advisory fees
- Worry about market volatility
- Stress about retiring at the wrong time
Our Solution
We partner with fiduciary retirement planners to create educational videos that promote their services on Facebook. These videos, branded under each advisor we work with, educate pre-retirees and retirees on safer retirement planning strategies. If viewers find the content valuable, they can connect with a retirement planning specialist to develop a custom retirement income plan at no cost.
Understanding The Challenge
Many Americans work hard, save, and invest for decades to reach retirement with savings ranging from $500,000 to $5 million but are unsure how to transform that nest egg into reliable income.ﾠ
While some may have financial advisors, they often lack confidence in their advisor’s ability to provide a dependable retirement income plan. Common fears include market crashes and the risk of falling prey to unscrupulous insurance salespeople. Although retirees might receive some income from Social Security, most do not have pensions. Even those who do find that “guaranteed” income rarely meets their necessary spending needs to maintain their lifestyle. Traditional financial advisors often recommend “fee-only” or “fee-based” approaches, which involve placing assets into bonds and taking market distributions during good years.ﾠResearch indicates this may not be the best way to maximize retirement income.
A New Approach
There are alternative strategies, backed by research, that can generate more retirement income from the same savings while protecting against market downturns and sequence of returns risk. These approaches can help prevent retirees from running out of money, offering a more secure and prosperous retirement.
How We Are Compensated
We do not get paid from consumers. We operate as a marketing partner to financial advisors. Our compensation comes from the marketing budgets of the advisors we work with. When advisors invest in our educational video campaigns, it helps them reach more potential clients while allowing us to continue educating the public.
The Impact
For every individual who books a consultation with one of our fiduciary retirement planning specialists, 2,500 others benefit from our free educational videos on social media. Over 90% of our educational efforts are free of charge to consumers. We operate as an educational company funded by marketing investments from retirement planning specialists—not consumers.
Why We Are The Best
7 Reasons Advisors Love Us
- Lower cost per client acquisition
- We are specialists (not generalists)
- We have proven marketing campaigns targeting HNW pre-retirees and retirees
- We save advisors time by providing self-booked self-qualified appointments (NOT LEADS – so advisors stop wasting time chasing non-fit prospects, and spend more time helping interested potential clients better plan for retirement)
- For Large Hybrid RIAs – We provide branded, exclusive, and self booked HNW appointments (Apply here)
- For independent advisors and smaller firms – We provide exclusive self-booked HNW appointments + virtual sales coaching through one of our partners (See Partner Offer)
- Many advisors are able to see tangible ROI of 7-10X which is superior to seminars, webinars, buying leads, etc.
Why Blackbox Works & Others Fail
Unique 4D hyper-Targeting Strategy
We ensure that our educational videos are seen by the right people using our 4-Dimensional Audiences.
1. META native audiences
We target audiences that are available within the META Platform. We target people who are looking for retirement planning services.
2. Past Appointments Lookalike Audiences
We use our database of 10,000+ HNW Appointments to target people similar to them who are likely to book a meeting with a retirement planner. More appointments = larger pool!
3. Lookalikes of HNW Databases
We buy databases of HNW 55+ year olds and create look-a-like audiences based off them.
4. Google Search Retargeting Audiences
We re-target people who google search for "retirement planning" on META. Which gives us Google quality meetings for META prices.
three steps to Helping More Retirees
what it's like working with blackbox, as an advisor
You may be a few steps away from doubling or tripling your business’s revenue faster than you thought possible…
01
Fiduciary Advisor application & vetting
With great power comes great responsibility. That’s why we only work with fiduciary advisors.
02
onboarding
If you’re the owner of a large hybrid RIA, we help you create your own custom branded videos.
If you’re a firm or independent advisor, we bring you appointments using one of our proven clients’ campaigns for maximum efficiency.
03
optimization & scale
We meet every other week with our direct clients to gauge the performance of the campaign, the ROI, and the qual/quant data. Based on performance, we are able to make recommendations to increase adspend and connect more advisors within the firm with HNW pre-retiree and retirees.
Growth Starts With A Conversation
Book a complimentary breakthrough marketing strategy session now.