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Specialized Marketing For Independent Fiduciary RIAs
We connect fiduciary RIAs with high-value clients through fully in-house, compliant growth systems.
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Mohamed Quddam - CEO, Founder
Lovant Media is a full-service marketing agency for RIAs. We handle everything from Facebook, LinkedIn, Google advertising, CRM development, email & SMS nurturing, to compliant landing page development etc.
Our team works directly with independent fiduciary advisors and RIA leaders to make the entire client acquisition process simple and stress-free. What we enjoy most is helping advisors hit their goals or taking careers to the next level! We let our results and strong guarantee speak for itself.
Lead Generation
We use major platforms like Facebook, Instagram, Linkeddin, YouTube, and Google to generate leads. Each platform has its strengths, and we tailor our approach to find high-net-worth prospects wherever they are online.
Book Appointments On Autopilot
With our U.S. based in-house appointment setters, you won’t waste time with unqualified leads. We pre-screen every prospect to match your ideal client profile so you only speak with serious, high-quality leads.
Nurture, Nurture, Nurture
You'll get access to a custom CRM we’ve built for financial advisors. When someone shows interest, they’re automatically added to your database and receive ongoing, branded emails and texts for 12+ months. So when they face financial concerns, you’re the first person they think of.
High Quality Leads For Less Work
Do 10% of the work by being the face of the business. We just want you to be a great Advisor, take our appointments and CLOSE MORE CLIENTS!
The future is data-driven.
50
Qualified meetings
25
Show up ready to engage
12
Book second meetings, 20-30% close rate
$1M
Avg asset per propsect
FAQs
We offer tailored packages for Independent Advisors and Teams. The packages range from $6k-12k. We GUARANTEE CLOSED DEALS or you don't pay. It's very simple.
When we entered this industry, we saw too many financial advisors getting burned by marketing agencies. Promising high-net-worth clients but delivering weak leads and no real results. We started Lovant Media to fix what’s broken. Our goal is simple: become the most trusted agency for financial advisors in the U.S. built on results, not fluff. Let’s build something that actually works.
Simply book a discovery call and we can chat to see if you're a good fit!
Every advisor’s timeline is different, but we focus on building a pipeline of high-quality prospects quickly—and the advisors who engage early tend to see results faster.