The 90-day acquisition + AI system for independent financial advisors.
We build the engine that fills your calendar with qualified prospects, then deploy Claude Finance Agents into your workflow so prep work disappears. Productized. Repeatable. Deployed in 90 days.
Anthropic just changed what an advisor's week looks like.
On May 5, 2026, Anthropic launched Claude for Financial Services — purpose-built AI agents for portfolio review, IC memos, pitch decks, tax-loss harvesting, and client email triage.
The advisors who deploy them in 2026 will compound a structural advantage over advisors who wait until 2027. Capacity expands without headcount. Prep time collapses. The reps writing IC memos by hand are competing against firms whose memos are drafted before the meeting starts.
But the agents only matter if you have a system to feed them — a steady flow of qualified prospects and an operational layer that captures every signal. That's what Massmarket for Advisors builds.
Built for advisors who…
- Run $50M–$500M in AUM
- Are turning away prospects, missing follow-ups, or working weekends to keep up with reviews
- Want a productized build, not a 6-month custom engagement
- Are ready to deploy AI agents in the next 90 days, not 'someday'
- Want a partner who's actually built financial services businesses, not just consultants
What we build for you in 90 days.
- [→]HighLevel CRM + pipeline + automation, fully provisioned in your firm voice
- [→]Meta cold-traffic + retargeting campaigns (creative built in-house, managed end-to-end)
- [→]Nurture sequences across email, SMS, and voice
- [→]Native English-speaking inbound lead qualification + calendar booking
- [→]First booked calls hitting your calendar by week 4
- [→]Google high-intent search layered onto Meta
- [→]Creative iteration based on first-30-days conversion data
- [→]Pipeline + nurture optimization
- [→]Volume of qualified booked calls 2–3× the day-30 baseline
- [→]Claude Finance Agents deployed inside your workflow (Portfolio Review, Pitch Deck, IC Memo, Tax-Loss, Meeting Notes, Compliance, Email Triage)
- [→]Agents tuned to your firm voice + standard operating procedures
- [→]Custodial feed integrations (Schwab, Fidelity, Raymond James, Pershing)
- [→]Your team trained on the agent review-and-approve workflow
"We sell you cash flow on day 30, AI on day 90
— in that order."
Most AI agencies sell you "agents" on day one and figure out acquisition later. We do it the other way around. The foundation generates revenue starting week 4. The agents amplify what you've already built — they don't replace it.
Investment.
Two productized tiers. Pricing bands shown; exact figures confirmed on the strategy call after we understand your AUM, current stack, and acquisition baseline.
Acquisition engine + HighLevel + ad management + lead handling. Foundation live by day 30.
- SETUP
- Mid four figures
- MONTHLY
- Low four figures
- COMMIT
- 3-month minimum,
then month-to-month - TIMELINE
- Live by day 30
Everything in Foundation + Claude Finance Agents deployed in your workflow. Agents live by day 90.
- SETUP
- Low five figures
- MONTHLY
- Mid four figures
- COMMIT
- 12-month commitment
- TIMELINE
- Foundation day 30,
agents day 90
Need a fully custom build with bespoke data orchestration across your entire business? That's our flagship custom engagement at massmarket.ai — mid five figures starting investment, scoped per client.
Built by someone who's actually built and sold a financial services business.
Massmarket AI is built by Rob Eason, the highest-rated native English-speaking HighLevel admin on the platform and the #1 partner in AI Employee Unlimited activations globally.
Before Massmarket, Rob built and sold a 60-employee financial services firm (credit repair + business funding) that served over 10,000 customers and earned 600+ five-star reviews.
Common questions.
How is this different from hiring a marketing agency + an AI consultant separately?
Do I have to use HighLevel? I already use Wealthbox / Redtail / Salesforce.
What if the Claude Finance Agents change or Anthropic raises prices?
Do I have to commit to the agent tier upfront?
What's the realistic ROI on the agent tier?
Can I see the lead magnet PDF first?
Book a 30-minute strategy call.
No pitch. No deck. We'll diagnose where you're bottlenecked and tell you honestly if Foundation or Foundation+Agents is the right starting point — or if you're not ready for either yet.
OR EMAIL ROB DIRECTLY: rob@massmarket.ai