One niche. One job: your pipeline.
We are a marketing agency for financial advisers, run by people who understand how retirement money actually gets raised.
The story
Built after watching good advisers stay invisible
After years of watching skilled advisers lose appointments to firms with louder marketing, one pattern kept repeating. The best financial advisers spend almost all their time on the work in front of them, and almost none on the system that brings the next client through the door.
Castillo Consulting Services exists to fix that. We run the entire outbound marketing system for advisory practices: database reactivation, AI clone video content, email marketing and reputation management. You keep advising. We keep the pipeline full.
How we work
What it's like to have us in your corner
One niche, deep
We only serve financial advisers. Every campaign, script and offer is built around how business owners actually choose someone to handle their retirement money.
Appointments, not vanity metrics
Impressions don't pay your rent. Every report we deliver centers the number that matters: qualified appointments on your calendar.
Direct access
You work with Antonio directly. No account-manager relay, no junior team learning on your budget.
Let's look at your pipeline together
The growth assessment takes four minutes and I review every answer personally.
The Adviser Growth Map: A map shows where you are and where you're going