Your best prospects get pitched every day. Most advisor DMs sound the same, so they will get ignored.
Your practice runs on trust, and trust starts with a conversation that doesn’t feel like outreach. Converta teaches you to open those conversations as the quarterback: you ask, listen, lead.
We consult you for 12 weeks on using our Converta System.
We rebuild your profile around one niche, build your target lists, and coach you live through your real conversations. You learn to book discovery calls with your ideal clients yourself, then to build referral partnerships with CPAs and estate attorneys, so business keeps coming while you’re with clients.
This is not lead buying, automating messages in your name, or using anyone else’s script. You get a skill that’s yours to keep.
Limited to agents and advisors per state.
900K+
Client Impressions
100+
Meetings Booked
300+
Referral Partner Conversations
1,100+
Newsletter Sign Ups
AGENCY-WIDE ENGAGEMENT
South Shore Medicare and Health Insurance Advisors
Nurtureflow built the LinkedIn system for the entire agency, running across every advisor in parallel.
REAL ESTATE & HEALTH INSURANCE NICHE
Medicare / Real Estate Agent
Boston · New to Medicare · 26 Years in Real Estate
190K+ Impressions in 6 Months
50+ Qualified Partner Conversations
150+ Newsletter Sign Ups
10 Clients Signed
BEFORE
Had no idea how to grow his Medicare practice, fewer than 10 clients in his book, and had never posted online, let alone known what to say.
AFTER · 6 MONTHS
50+ calls booked with financial advisors. Grew a Medicare newsletter from scratch. Now seen as a go-to Medicare expert, even as a newcomer, and receives 2-3 referrals a month
HEALTH INSURANCE NICHE
Principal Broker / President
Boston · 15+ Years in Health Insurance
20K+ Impressions in 2 Months
40+ Newsletter Sign Ups
15+ Qualified Partner Conversations
BEFORE
Two agencies, a calendar with no gaps, and no way to build new referral partners. He wanted to grow his brand but hadn’t posted in years
AFTER · 2 MONTHS
His brand is finally growing. LinkedIn now shows his 1,000+ Medicare consultations and 100+ seminars, he’s getting invited onto podcasts, and he brings in 3 inbound partners a month. Even during AEP, he has time for LinkedIn outreach and bookings.
Gamic Media
We consulted Aryan every other week on his LinkedIn DM strategy.
INVESTMENT BANK NICHE
Founder, Deal Origination Agency
Texas · Investment Banks, PE & M&A
10+ Qualified Bookings
$11K Cash Collected
BEFORE
Was only running cold email for his agency. He’d tried LinkedIn content and reaching out to M&A firms, but had no idea how to sound human in the DMs.
AFTER
Realized niching down into investment banks was the right call. Now more upfront with his ICP in DMs, and onboarding 1-2 new clients a month from LinkedIn.
What I keep seeing
Struggling on LinkedIn in financial services? It’s probably one of these.
The Problem
DMs that never get a reply
Openers like “How’s it going?” that lead nowhere
Prospects who ignore anything that feels like outreach
Messages that read like AI or automation
A profile that doesn’t say what you do or why anyone should trust you
Little or no content, so your account looks like it could be fake
The Vision
Come across as curious, not pitchy, and sound like you, not AI
Add 2-3 ideal clients from LinkedIn every month
Earn trust on first click, with a profile that shows what you do and who you help
Build a predictable pipeline that doesn’t depend on referrals or word of mouth
Build referral partnerships with CPAs and estate attorneys
Keep the skill: run it all yourself, with no agency and no ad spend
Consistently get reply rates over 30%
How This Actually Works
Month 1: The Quarterback Positioning
We define your niche, build your target lists, and rebuild your profile so prospects know who you help the moment they click. You start daily outreach, and your first discovery call gets booked.
Month 2: The Advanced Trust Layer
You unlock the DM setter bot for follow-ups, objections, and asking for the call. We review your live conversations together, and you sign your first 1-2 clients.
Month 3: Extensions of You & Outbound Mastery
We refine your outbound until you run it without us. Then you learn to build referral partnerships with CPAs and estate attorneys, so business keeps coming even when you’re busy.
What's Included
What This Actually Buys You
Medicare agent for your clients
We pair you up with one, so you can cover retirement-age clients without leaving your lane.
Custom AI for financial services outreach
Paste in the conversation and get guidance in your voice.
Private community
Learn from other agents and advisors who are also all in with you.
Feedback specific to you
Your niche, your voice, your numbers.
Full setup
Niche and ICP, Sales Navigator lists, and a Notion tracker.
Profile optimization
We rebuild your profile for you.
What does the consulting actually look like?
Will this work for my practice?
How much time will I need each week?
How soon will I see results?
What about compliance?
