We Built Your
Entire Funnel.
Ads, landing page, VSL script, email sequences — every asset you need to acquire high-net-worth clients in the Tri-Valley. Ready to deploy. This isn't a pitch. It's a preview.
We Did Our
Homework.
Before building a single asset, we spent over 10 hours studying Mirador Capital Partners inside and out — your website, your philosophy, your market position, your differentiators. Here is what we uncovered.
Skin in the Game
Advisors invest the majority of their own liquid assets in the same strategies offered to clients — a profound statement of conviction that most firms only claim, never prove.
Profitable. Simple. Fun.
Your client experience page articulates a unique value proposition that moves beyond returns to address the emotional and lifestyle benefits of wealth management — rare in this industry.
Downside Risk Focus
Explicit emphasis on managing downside risk provides significant reassurance in volatile markets — a proactive, protective stance that sophisticated investors actively seek.
Fee-Only Fiduciary
Three Certified Financial Planners® on staff, zero commissions, complete transparency. In an industry perceived as opaque, this builds immense trust with the right clients.
Hyper-Local Tri-Valley
Don's community involvement and Mark's Pleasanton roots signal authentic local expertise — a significant draw for regional clients who value shared community values.
True Family Office
Integrated wealth management, tax planning, philanthropic guidance, and estate planning in one relationship — positioning Mirador as a comprehensive family office, not just an investment manager.
Proactive Education
Regular videos, emails, blog posts, and a Next-Generation Education initiative demonstrate a commitment to client empowerment that reduces anxiety and deepens loyalty.
Modern Tech Stack
Black Diamond and MoneyGuide Pro provide clients with instant, transparent access to their dynamic financial plan — a modern, client-centric differentiator in a relationship-driven industry.
Everything Built. Ready to Deploy.
Every asset below was built specifically for Mirador Capital Partners. Click any section to explore the full deliverable.
Our Research Process
Our team dedicated over 10 hours to thoroughly researching Mirador Capital Partners — meticulously reviewing your website (miradorcp.com), public profiles, team backgrounds, and market positioning. This extensive review allowed us to gain a deep understanding of your operational philosophy, client-centric approach, and competitive differentiation.
The 8 insights above represent the most strategically significant findings — the ones that directly informed every asset in this package. The funnel strategy, VSL script, ad copy, and email sequences are all built around these differentiators.
Why This Matters for Your Ads
Most agencies run generic wealth management ads. "Grow your wealth. Book a call." The problem is that every competitor says the same thing. The insights we uncovered — skin in the game, the Profitable/Simple/Fun positioning, the hyper-local Tri-Valley identity — are the hooks that make your ads stop the scroll and your landing page convert at a premium rate.
Every asset in this package is built around what makes Mirador genuinely different. Not what sounds good. What is actually true and provable about your firm.
Everything is Built.
Let's Launch It.
Campaigns live within 2 weeks. If you want to work together, let's talk. If not, keep the assets — no strings attached.