Lower Client Acquisition Costs for Finance Firms — Guaranteed

We help wealth managers, advisory firms, and financial service providers book more qualified meetings in 90 days — or we pay you 3x your investment with our Titans Assurance.

The 7-Step Client Acquisition Playbook for Financial Advisors

Discover compliance-safe strategies to increase booked meetings without cold calling or chasing referrals. Download our free PDF now.

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Done-for-You Finance Marketing Solutions

Our premium services deliver measurable results for fintechs, wealth managers, banks, and investors, with compliance-safe strategies that drive high-value leads.

Brand Development

Build a high-trust brand identity that resonates with affluent clients and meets FINRA/SEC compliance standards.

Paid Media

Targeted LinkedIn, Google, and Meta ads designed to attract high-net-worth leads while adhering to regulatory guidelines.

Content Strategy

Educational webinars, whitepapers, and LinkedIn posts that position you as a trusted authority in finance.

Analytics & Reporting

Transparent dashboards tracking lead quality, campaign ROI, and client acquisition costs for actionable insights.

The Titans Assurance

If we don’t hit your target metric in 90 days, we pay you triple what you paid us. That’s our commitment to your success.

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Why Choose Duques Consulting?

We specialize in done-for-you marketing for fintechs, wealth management firms, banks, and investors, navigating FINRA and SEC compliance to drive results.

“Our mission is to get you more qualified meetings, faster — without the guesswork.” — Founder, Duques Consulting

Book Your Free Strategy Call

Discover how our done-for-you services can reduce your CAC by 15–20% in 90 days, backed by our Titans Assurance.