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Do you want more clients?

 

We can help with effective data-driven marketing solutions tailored for Financial Advisors

 

Learn how we can help you  

Read about data-driven marketing

Do you want a streamlined way to get new clients?

 
There are over 800,000 Financial Advisors prospecting for clients in the U.S.
 

How do you plan to stand out, easily engage and convert prospects?

 
We help Financial Advisors thrive in today’s changing and highly competitive market
with comprehensive data-driven marketing solutions at all stages of the customer journey.
 

Ask yourself... 

 
⊕  Are you feeling a little invisible to your prospects?
 
⊕  Are you using data to locate and define your ideal clients?
 
⊕  Are you struggling to attract leads and convert them into clients?
 
⊕  Are you concerned about how to sustain the growth of your firm in a digital age?
 
⊕ Have you been doing the same thing for years and it’s just not working anymore?

 

At Curio Haus, we’re here to help.

We work with financial advisors who are:

Growth Centric

Growth Centric

I need to win more good-fit clients.

Solution Focused

Solution Focused

I need a better way to convert prospects into clients.

Regional Leaders

Regional Leaders

I'm focused on regional growth, sustainable client retention, and referrals.

Data Driven

DATA DRIVEN

I want to use the best analytics to drive my marketing strategy.

How we help you succeed

Get the details

Drive with Digital Life Analytics®

Attract with Smart Digital Ads

Engage with Qualified Leads

Convert with Active401k®

Watch. Do. Grow.

Learn how to drive growth with videos from disruptive leaders in Sales, Marketing, Hospitality and FinTech.
WATCH MORE

Do you know what drives the Top 25% in your region?
We do.

Privacy is important

Active on niche sites

Less is usually more

Quality builds trust

accolades 

Sonia is amazing! She’s a motivated, intelligent, integrity-driven strategist. She always takes care of the details and collaborates with teams effortlessly.

Pablo D. Executive Vice President

Sonia is able to strategize and execute for both short-term and long-term success. Her efforts produce high-quality results consistently. Sonia possesses a winning combination of technical skills, business sense, uncommon creativity.

Amnon R. CEO

Forward thinking, intelligent, energetic and self-motivated leader. Sonia denotes a lot of analytical capability and willingness to develop excellence in every project she touches. Working with her is a sign of success.

Xavier E. General Manager

Sonia went above and beyond to fully flush out all of the details with no concern for time. It was very refreshing. In my opinion, the service I received in this single phone call could have been sold as a package that lasted for six months at a much higher cost. I really think Curio Haus over delivered. I plan to work with them on a long-term basis

Travis M. BROKER / Executive Board Member

I have been working with Sonia Dumas of Curio Haus for over a year now and I truly appreciate her marketing knowledge and wisdom regarding my upcoming web platform for advisors. Her ideas and strategies are spot on concerning the care one must take in understanding and implementing a processed approach in launching my site. They say content is king, and I’ll add that targeted and relevant content is even better as it sets you apart from “the madding crowd”. Sonia is a firm believer in this concept and her consultative skill set combined with her passion for helping advisors makes her a superior consultant to the advisor space.

James E. CEO

Learn what smart lead generation requires ...

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Drive with Digital Life Analytics®

Knowledge is power.  Digital Life Analytics® gives you real insights into the emotional drivers of your ideal clients.

Is your marketing investment backed by data or assumptions?
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Attract with Smart Digital Ads

Attract your prospect's attention through targeted digital ads and emotion-driven content to motivate action.

Do your ads focus on your prospect's vision life?

 

Team Lead Icon

Engage with Qualified Leads

We provide the strategy, an exclusive lead funnel for your region, and hand-off qualified prospects ready to take action.

This premium service is only available to advisors who meet our qualifications to ensure prospects receive the best advisory experience. Schedule a good-fit conversation.
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Convert with Active401k®

Make it easy for prospects to experience your value by using prospect converting technology that never competes with you and allows you to monetize your expertise.

What are you using to make prospect conversion as simple as point and click?

Let's Talk

Let’s discuss your goals to drive growth and convert more clients over the next few quarters.

Our discussion will be completely obligation-free and confidential.

Our focus is on quality engagements and we only work with an exclusive group of qualified advisors.

When you're ready, schedule a conversation here.

 

Call Us

(855) 268 1341

Visit Us

210 E. Main Street
Montrose CO 81401

Send A Quick Message

Office

Curio Haus
210 E. Main Street
Montrose CO 81401 
(855) 268 1341

 

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