A different kind of lead gen for advisorsFor owners of advisor firms
We’d rather find you 100 right-fit clients
than send you 1,000 wrong ones.
Targeted outcome$20M – $100M in AUM · 12 months
Setup time30 days, AI-accelerated
Down payment100% money-back guaranteed
i.
Less volume.
Fewer prospects on your calendar. Each one of them already a fit.
ii.
Better fit.
Pre-screened on our end against your specific criteria — not anyone with a pulse and a 401(k).
iii.
Higher close rates.
Not because we’re magic. Because we removed the meetings that were never going to close.
01
The Tuesday meeting that goes nowhere.
You know the meeting we mean.
It’s a Tuesday at 2pm. You’ve blocked 45 minutes for a prospect a “lead gen partner” sent over. Within four minutes, you can tell they’re not a fit — wrong asset level, wrong life stage, wrong reason for the meeting, wrong something. But you’ve already shown up, so you do the courteous version of the call.
You ask the questions. You explain your fees. You wish them well.
You hang up at 2:42. You won’t hear from them again. They won’t refer anyone. They were never going to.
That meeting cost you 45 minutes plus the 15 minutes of context-switching on either side. An hour of your day, gone, in service of someone else’s volume model.
Now multiply that by every wrong-fit meeting you took last year.
Your time becomes the cost of their model.
02
Two ways of doing lead gen.
Most lead gen firms work on volume. They send you the quickest, easiest leads they can produce, in as much volume as they can produce them. You’ll get a few new clients out of it because some percentage of any volume converts. But the cost is your time, the wear on your team, and a calendar full of meetings that don’t go anywhere.
We do the opposite. We engage with thousands of prospects on our end. We screen them. We sort them. We hold conversations and ask the qualifying questions before they ever reach your calendar. By the time someone is sitting across from you, the question isn’t “are they a fit.” It’s “are we going to work together.”
Most lead gen firms
×Volume in, volume out — whoever closes them, closes them
·Pre-screened on our end against your specific criteria
·We do the qualifying conversations before they reach you
·Your time goes to people genuinely worth meeting
·Specific outreach to specific people for specific reasons
·Close rate visible because the meetings are real
·You’re the advisor
03
How it works.
The work starts with you, not with strangers. We sit down to understand the specific kind of client you serve best — the problem you solve better than anyone, the person across town who doesn’t yet know you exist but should.
Then we go find them. Not “anyone with a pulse and a 401(k)” — them, specifically. We engage them in conversations they actually want to have, address the real things they’re dealing with, and educate them about how you’d help. By the time they reach out to you, they’re already most of the way to “yes.”
i. The fit
Identify
The exact problem you solve better than anyone, and the specific person who’s living that problem right now.
ii. The reach
Engage
Targeted outreach at scale — but on our end, not yours. We have the conversations. We do the qualifying.
iii. The screen
Filter
We sort the genuine matches from the wrong fits. The wrong fits never reach you. The right ones get prepared.
iv. The meeting
Set the table
By the time they sit across from you, they aren’t a lead. They’ve been pre-screened against your criteria — and they want to be there.
04
Three months of work, in thirty days.
Research · Story · Outreach · System Build
All of it.
Two years ago, building this system took us 90 days of deep work. Today, with the right use of AI inside our process, we have it built and producing matches in 30.
The work itself is more thoughtful, not less. AI doesn’t write your story or pick your clients — we do, with you, the way we always have. It just compresses what used to be the slow part: research, segmentation, asset production. The judgment is still ours. The relationships are still yours.
05
Three engagements. All done-for-you.
Each one includes the full system: positioning, audience research, asset creation, system build, nurture sequences, and meeting setting. The differences are scope, scale, and the AUM range we’ll honestly target with you.
i.
The Specialists’ Engagement
$20M – $40M added · 12 months
$15,000
+ $4,000/mo ad spend & operations
For boutique firms with a defined niche and a $250K–$500K typical client. Built for steady, compounding match-quality growth.
ii.
The Practitioners’ Engagement
$30M – $70M added · 12 months
$22,500
+ $6,000/mo ad spend & operations
For growing firms ready to deepen their specialization and expand match volume without losing the boutique feel.
iii.
The Founders’ Engagement
$50M – $100M added · 12 months
$35,000
+ $8,000/mo ad spend & operations
For established firms targeting $2M–$10M clients, ready to become the recognized name in their corner of the industry.
Optional add-ons: match-flow website rebuild · local SEO · LLM/AI search optimization · AI automations
A real conversation · No pitch
Request a fit call.
We’ll both decide together.
The way it works: tell us a few things about your firm and pick a time. We’ll call you personally within 24 hours to confirm. If we both think it makes sense, we schedule a 30-minute Zoom — no slide deck, no pitch.