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Founder: Sam Brotman
Firm: Brotman Law
Location: San Diego, CA
Services: Tax Strategy & Tax Controversy (Defense) for High-Net-Worth Business Owners
“I think we have the best ROI on Facebook ads... ever.”
Brotman Law is a high-level tax law firm focused on solving complex problems for high-income business owners. With an ultra-niched offer and incredible case value, Sam Brotman needed a way to consistently reach elite prospects—and had been burned by multiple agencies in the past.
- 🎯 Targeted 7- and 8-figure business owners
- 📈 Generated staggering lead volume in a short time
- 💰 Closed multiple high-ticket opportunities with long-term value
- 🔁 Built a system that works while Sam is with family on Sundays
- 🧠 Turned Facebook into a channel for elite client acquisition
“We’ve potentially generated hundreds of thousands—if not millions—from this campaign.”
“We’ve generated hundreds of thousands—maybe even millions—from this one campaign.”
— Samuel Brotman, Founder, Brotman Law
“Marketing agencies tend to be complete snake oil.”
Sam had tried it all—Facebook ads, other agencies, and custom campaigns—but nothing produced results. His unique offer required precision targeting, intelligent strategy, and qualified attention, not just mass exposure.
- Needed ultra-targeted reach to attract the right audience
- Tired of vanity metrics and lack of accountability
- Wanted a partner with a real strategy, not just tactics
Daniel and the Wealthy Clients team built a system based on:
- 🎯 Hyper-focused positioning and messaging for millionaire business owners
- 📹 A funnel sharp enough to convert someone like Sam himself
- 📊 Transparent reporting & performance-based iteration
- 🧑💻 Close collaboration with Sam’s internal marketing assistant
- 💡 Campaigns that worked even when Sam was offline
“You weren’t just full of it. You showed the data. You showed the proof.”
Business Impact
- ⚖️ Brought in top-tier legal cases with large, complex value
- 📈 Opened referral and long-term relationships beyond the initial offers
- 🧭 Gained freedom to focus on the legal innovation, not demand gen
- 🔂 Ongoing refinements continue to improve performance and consistency
“Now we have something always on—even while I’m with my family.”
“Simple. Not easy. But it works—and it works well.”
If you’re serious about growth and tired of tactics without strategy—Wealthy Clients builds real pipelines with real ROI.
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