Step 1 · Weeks 1 to 2
Build
We build your list of ideal clients and clean up your CRM. We write the messages, and you approve every one before anything is sent. We set up your LinkedIn and email so every message sounds like you, not a robot.
We put 8–15 meetings with HNW individuals and business owners on financial advisors’ calendars every month
For independent RIAs with $50M to $250M+ AUM who want a predictable pipeline of business owners and high-net-worth families, not just “more marketing.”
See the exact outbound and reactivation system we’ll run for your firm.
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List creation and enrichment
We build you a new list and clean up the one you have.
New list
Dana A.Founder, Apex LogisticsIdeal client- Business owners and HNWIs who match your ideal client, from our database
Your CRM
- De-duped, cleaned, and organized
- Better emails and phone numbers added where available
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We message them on LinkedIn
A short, personal note. No sales pitch.
Your firm
Hi Dana, congrats on selling your company. Open to a quick 20-minute call?
Dana connected -
We email new prospects and past contacts
Personal emails to new people on your list and to contacts already in your CRM.
Your firm
Hi Dana, following up on my LinkedIn note. Many owners have planning questions in the year after a sale. Worth a short call?
Dana
Maybe. What would we talk about?
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A real person handles every reply
Not a bot. A real person answers their questions and books the time.
Your firm
The tax and planning questions most owners have after a sale. Does Thursday at 2 work?
Dana
Thursday at 2 works.
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The meeting goes on your calendar
Only when they fit your rules.
Dana A. meets your advisorGoogle Meet invite sentFits your rules
Example: one prospect, from first message to booked meeting
Built for firms with 2 to 10 advisors and $50M to $250M+ in assets
8 figures
In ad spend the team has run for financial companies
198+
Financial institutions our team has worked with
30 days
Within 30 days of start you will have meetings on the calendar
Three steps. Up and running within 30 days.
Step 2 · Weeks 3 to 4
Launch
We contact the people already in your CRM first, because they answer fastest. New prospects start getting messages the same week. A real person answers every reply, every day, and books the first meetings onto your calendar.
Step 3 · Every week after
Grow
Every Monday you get one simple report: messages sent, replies, meetings booked, meetings attended, and what each meeting cost. If a number is off, we fix the list, the messages, or the volume before we ask you to spend more.
Your first step is a 20-minute call to see if your firm is a fit.
Get More Booked MeetingsEverything you get with the Advisor Pipeline system
Weeks 1 to 2
We build it
Strategy and targets
A 90-minute kickoff to agree on your ideal client, your area, and what counts as a qualified meeting. Then a monthly meeting target for each advisor, reported every Monday.
New outreach lists, plus CRM cleanup and enrichment
New lists of HNWIs and business owners who fit your ideal client. Your CRM de-duped and cleaned, with better emails and phone numbers added where available.
A message pack you own
Every email, LinkedIn message, follow-up, and reminder we send, written for your firm and kept in one doc your team owns.
LinkedIn profile tune-up
We rewrite one or two advisor profiles with a clear headline, a focused About section, and a book-a-call button.
Email and tracking setup
Separate sending domains and inboxes, warmed up before the first email goes out. Connected to your CRM and calendar so every reply and booking is tracked.
From week 3, every day
We run it
Daily outreach
Emails and LinkedIn messages go out every day to your new list and your past contacts, using only messages you approved.
Referral campaigns to CPAs and law firms
We contact CPAs and attorneys near you to set up intro calls about shared clients. A second source of HNWI clients beyond cold outreach.
Reply handling and qualification
A real person reads every reply, answers basic questions, and checks each person against your rules before booking.
Booking, reminders, and no-show follow-up
Qualified people go straight onto your advisors’ calendars with a short note on why you are meeting. Reminders go out before each call, and no-shows get a follow-up.
Every week
We report on it
Monday report and weekly call
Messages sent, replies, meetings booked, and meetings held, plus a 20-to-30-minute call to decide what to do more of and what to cut.
You own everything
Domains, inboxes, lists, and messages live in your accounts. If you bring it in-house, your team keeps running it.
What it costs
One setup fee, then a monthly retainer plus $750 for each qualified meeting that shows.
Setup
$10,000 one time.
This covers list build and enrichment, CRM cleanup, LinkedIn profile tune-up, domains and inboxes, message packs, and the full system setup before a single campaign goes live.
Ongoing
Each month you pay:
$5,000monthly retainer
plus
$750per qualified, attended meeting
A qualified meeting is with a business owner or HNWI who fits your agreed AUM minimum, niche, and geography, and attends the call live.
Examples
If we deliver 8 qualified, attended meetings in a month, you pay $5,000 + 8 × $750 = $11,000.
$11,000If we deliver 12, you pay $5,000 + 12 × $750 = $14,000.
$14,000If a month is slow and only 4 meetings happen, you pay $5,000 + 4 × $750 = $8,000.
$8,000
Your spend rises only when real people who fit your rules show up to talk with your advisors.
Our 90-day commitment
In your first 90 days, our target is at least 24 qualified, attended meetings.
If we fall short of that target, we keep running the system and managing campaigns at no additional management fee until we hit 24. You still cover any hard costs, but we do not charge extra for our time until that number is met.
This keeps us focused on the same thing you care about: real HNWI and business-owner conversations, not vanity metrics.
What do you actually do?
The same work, every week. We build a list of the right people. We send them marketing on your behalf that you have approved. We follow up until a real person answers. Then a real person on our team checks the reply, qualifies the prospect, and books the meeting on your calendar. We nurture them so they show up. We build automations and a system that lets you track and convert meetings at the highest rate. We measure one thing: what each meeting cost.
Who is this NOT for?
- Firms under $25M in assets, or firms that only charge by the hour
- Firms with no CRM data and no budget to build a list of their ideal clients
- Firms whose compliance team says no to all outreach
- Firms that want one campaign, not a system
- Firms with no advisor who has time for 8 or more new meetings a month
These are not judgments. They are the conditions the system needs to produce meetings.
What does it cost?
Setup is $10,000, one time. It covers list build and enrichment, CRM cleanup, a LinkedIn profile tune-up, domains and inboxes, message packs, and the full system setup before a single campaign goes live.
After setup, you pay a $5,000 monthly retainer plus $750 for each qualified, attended meeting. A qualified meeting is with a business owner or HNWI who fits your agreed AUM minimum, niche, and geography, and attends the call live.
In your first 90 days, our target is at least 24 qualified, attended meetings. If we fall short, we keep running the system at no additional management fee until we hit 24.
Will we get a lot of bad meetings?
No. Before we start, we ask you questions so you can tell us what a good fit looks like: how much they have, what job or situation they are in, where they are located, and what is going on in their life. A real person reads every reply. People who do not fit get a polite no. You only pay the meeting fee when the person fits your rules and shows up.
We have tried marketing agencies before.
So have most of the firms we talk to. Agencies sell things like a campaign, a website, or ad views. We sell what actually drives revenue: qualified meetings that happen, and the clients that come with them. We report one number every week. If the number is bad, there is no hiding. Our incentives are aligned with yours.
What do you need from us?
One demo call where we determine if we are a good fit. We work out who your ideal client is and how we will get them booked with you. We build you a list and/or you give us access to your CRM data so we can enrich your list. We transform your marketing and social pages with our proven systems and copywriting. Meetings get booked with your qualified dream clients. And your advisors show up with the biggest smile to the meetings we book.