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Professional Services · Wealth Management

Be the advisor pre-retirees already trust — before the first meeting.

Smart TV advertising that turns affluent households into qualified appointments — without buying another seminar dinner.

Sample Commercial

See What Your Financial Advisors Commercial Could Look Like

A real example of the kind of attention-grabbing spot we build for financial advisors brands.

Stack of outdated retirement seminar mailers on a desk
The Problem

Pre-retirees don't read your mailers. They Google your reviews.

Steak dinners convert one in fifty. Direct mail goes straight to recycling. Every advisor in your zip code is bidding on the same search keywords and the same LinkedIn ads. Meanwhile, the $1M+ household you want has already silently watched four hours of premium streaming TV tonight — and didn't see you once.

Our Approach

We put your firm in front of investable households — at home, on the couch.

EnerWay targets verified high-net-worth and pre-retiree households on premium streaming platforms inside your service area. Your story plays alongside the news, the docs, the prestige drama — the exact moments when wealth, longevity and legacy are already on their minds.

  • Verified HNW targeting

    $500K+ investable assets, 55+ age bands, business-owner households.

  • Fiduciary trust frame

    Premium-context placements build credibility before they ever Google you.

  • Geo-fenced to your radius

    Every impression lands inside your licensed states and drive-to-meeting zone.

Mature couple watching streaming TV in a warmly lit living room
The Numbers
$118
Avg. cost per booked discovery call
3.1×
Show-up rate vs. seminar leads
$1.4M
Median AUM of inbound households
Audiences we activate

We target the households that actually convert.

$500K+ investable assetsPre-retirees 55–67Business-owner householdsInheritance windowsRollover-event triggers

Lock in your category before the next advisor does.

We work with one wealth firm per metro. Reserve yours and turn streaming TV into a steady AUM channel.

Book Strategy Call

Limited partners per market & category