DIGITAL MARKETING PLATFORM
More than leads.
A completely done-for-you digital marketing platform built by advisors with marketing expertise.
The Advisor Growth Problem
Growth starts with acquiring quality prospects.
We eliminate the problems you’ve experienced with other lead generation systems.
Tactive addresses all five challenges.
Our program leverages proven advertising strategies that generate qualified leads and books meetings for you. Once captured, our advanced platform ensures each lead is nurtured through automated emails, texts, and call connects. And for your existing clients, our life event detection ensures you never miss an opportunity to deepen the relationship and grow their account.
Full-Service Marketing
A complete marketing engine, not just leads.
Reaching the right audience requires precision navigation. Tactive maps the trajectory of every campaign, identifying the right prospects and guiding them through every stage of the journey.
Audience Identification
We customize content to your niche services and specific audiences — not broad, generic appeals.
Omnichannel Advertising
Your ad dollars work as hard as you do. We design, implement, and optimize campaigns across every channel.
Long-Term Engagement
Prospects need more than a single touchpoint. Our nurture campaigns build trust over months, not hours.
Automated Follow-Up Systems
Leads receive the right message at the right time, fewer missed opportunities and more wins.
Daily Campaign Optimization
We continuously monitor performance and adapt to market trends so your campaigns stay competitive and effective.
Life Event Detection
Marriage, birth, and other significant life events trigger personalized marketing actions to engage your audience at the right time.
Lead Quality
100% advisor-owned leads.
Other systems reward the first advisor that contacts the prospect. Our system ensures every lead is exclusively yours.
$0.00M
Avg. Asset Size
Per prospect entering your pipeline
0
Avg. Prospect Age
Prime decision window
0%
Exclusive Leads
Never shared with another advisor or agent
Platform Performance
Proven growth metrics.
Consistent, measurable results that compound over time to transform your advisory practice.
0
Booked Appointments
Per month
0
New Clients Per Year
10% closing ratio
$0M
Added AUM Annually
Consistent growth year over year
Strategic AI Enhancements
AI isn’t just for big tech, it’s for advisors like you.
Turn every lead into an opportunity with AI tools that never miss a beat.
Full Conversational AI
AI that learns each condition you promote and responds to prospects with nuance
AI Lead Response
Under 1-minute response times because responding within 60 seconds yields 4x better results
AI Avatar Marketing
Engaging AI avatar video outreach that builds trust and captures attention at scale
Automated Booking
AI-powered scheduling that books 4–6 appointments per week, completely automated
Smart Prospect Profiling
Advisor receives the entire financial picture from the software before the first meeting
AI Nurture Campaigns
Automated email, text, and voice messages that nurture prospects through the entire sales process
Long-Term Nurturing
Prospects need more than a single touchpoint.
Every message is designed to keep you top of mind and move prospects closer to conversion.
Timely Email Sequences
Automated emails designed to keep prospects engaged and moving toward a meeting
SMS & Text Nurturing
Two-way text messaging that feels personal, not automated, building trust over time
Call Connect Alerts
Our One Connect feature notifies you of interested prospects and connects you with one tap
Booking Opportunities
At every stage, prospects are presented with opportunities to schedule a call with you
12-Month Pipeline
We nurture leads for over a year because 63% of prospects won’t decide for at least 3 months
Life-Event Detection Engine
Know what’s happening in your clients’ lives before they tell you.
Reach out at exactly the right moment with exactly the right conversation. Scruffy monitors behavioral signals and data patterns to surface major life events.
Marriage
Signals Detected
Name change, new joint accounts, beneficiary updates
Advisor Opportunity
Consolidate assets, update estate plans, review insurance coverage
New Child
Signals Detected
Beneficiary additions, 529 inquiries, life insurance changes
Advisor Opportunity
Education planning, life insurance review, estate plan updates
Job Change
Signals Detected
401(k) rollover activity, income shifts, new employer benefits
Advisor Opportunity
Rollover guidance, benefits optimization, updated financial plan
Home Purchase
Signals Detected
Large withdrawals, mortgage inquiries, address changes
Advisor Opportunity
Cash flow restructuring, mortgage strategy, property insurance
Retirement Transition
Signals Detected
Distribution requests, Social Security timing, income shifts
Advisor Opportunity
Drawdown strategy, tax optimization, Medicare planning
Child Leaving for College
Signals Detected
529 distributions, financial aid filings, budget changes
Advisor Opportunity
Rebalance savings goals, adjust cash flow, revisit retirement timeline
Frequently asked questions
Everything you need to know about growing your practice with Tactive.
Is this truly done-for-you?
Yes. We handle everything -- ad creation, placement, optimization, CRM setup, automated follow-up sequences, and long-term nurturing campaigns. All you need is 20 minutes per day to take calls and close.
How fast will I see results?
Our onboarding takes 5-7 days from strategy session to launch. Clients typically see their first qualified leads within the first week of running campaigns. One wealth advisor generated 11 qualified leads within 6 days.
I've tried digital marketing before and it didn't work. What makes this different?
Most advisors who've had bad experiences with digital marketing ran into one of five problems: generic ads that attracted the wrong people, leads that went cold because nobody followed up fast enough, low show rates with no reminder system, no nurture sequence for prospects who weren't ready yet, or shared leads that were already burned by the time they called. Tactive was built specifically to solve all five. It is not a lead vendor -- it is a complete growth system.
What if a prospect is not ready to meet right now?
That is exactly what the 12-month nurture pipeline is built for. Research shows 63% of prospects will not make a financial decision for at least three months. Most advisors give up long before that. We stay in front of your prospects with timely emails, texts, and booking opportunities so that when they are ready, you are the first call they make.
