Ivanta Growth

Done-for-you Meta campaigns for financial advisers, under your own brand.

We run the ads, the lead form and the follow-up, and show you every lead and meeting in your own portal.

Your brand, your approvals

Every lead and meeting visible

Your compliance team approves everything before launch

Plain reporting, no guarantees

Two ways to work together

Guide Leads

Education-led ads. People download your compliance-approved guide and leave their details. Each lead reaches your portal instantly, with when they said they would like to talk. You follow up. Priced per lead, with ad spend included.

Booked Meetings (pilot firms)

Book-a-call ads under your brand. People choose a time in your advisers' diaries, with an instant text confirmation and reminders. Priced per held meeting, with ad spend passed through at cost. We are taking a small number of pilot firms.

What you see in your portal

New lead alerts

Instant alerts with a response timer.

Example layout

New lead—
Response timer—

Pipeline

New, contacted, booked, held, client.

Example layout

New—Contacted—Booked—Held—Client—

Results

Leads, booked, held, show rate, and cost per held meeting, which is what you pay.

Example layout

Leads—
Booked—
Held—
Show rate—
Cost per held meeting—

Compliance records

Approved guide, ad and form versions with dates.

Example layout

Guide version—
Ad version—
Form version—

Monthly report

A plain summary of the month, reviewed with you.

Example layout

How we work with your compliance team

We draft the ads, lead form, guide and follow-up messages, with a source for every fact. Your compliance team approves everything before launch. Every guide carries a 'correct as at' date and is refreshed after each Budget.

From signing to live: typically three to four weeks

1

Days 1-2

Kickoff call

Your goals, area, how many meetings you want and how you follow up.

2

Week 1

Access and setup

Page and ad account access, tracking and your portal login.

3

Weeks 1-3

Compliance and build

We draft the ads, form, guide and messages. Your compliance team approves them, and we test everything end to end.

4

Weeks 3-4

Launch

After your final sign-off, campaigns go live on an agreed budget.

Ongoing

Optimise and report

We monitor performance continuously, adjust creative, targeting and budget as the data comes in, send you a weekly summary and review results with you every month.

Timing depends on how quickly access and approvals are returned. Your compliance team's review time varies by firm.

Is Ivanta Growth right for you?

A good fit if…

  • You can follow up new enquiries quickly, ideally within the hour
  • You have adviser capacity for new meetings
  • You want clear reporting on leads and meetings
  • Your compliance team will approve ads, forms and guides before launch

Probably not a fit if…

  • You want guaranteed numbers or the cheapest possible shared leads
  • Nobody is free to respond to new enquiries
  • You want ads to run without compliance approval

Frequently asked questions

Meet Ben

Ivanta is run by Ben. You deal with him directly, not a call centre. Ben previously ran a lead generation business supporting financial advisers.

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