For independent RIAs with $50M to $250M+ AUM

We fill financial advisors’ calendars with business owners.

We work your dormant CRM first, then reach new people by email and LinkedIn. Your Compliance Team approves every message. A real person books every meeting.

See the exact outbound and reactivation system we’ll run for your firm.

  1. 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

  2. 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

  3. 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?

  4. 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.

  5. The meeting goes on your calendar

    Only when they fit your rules.

    Dana A. meets your advisorGoogle Meet invite sent
    Fits 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 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.

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 Meetings

Everything you get with the Advisor Pipeline system

Weeks 1 to 2

We build it

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

  1. Daily outreach

    Emails and LinkedIn messages go out every day to your new list and your past contacts, using only messages you approved.

  2. 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.

  3. Reply handling and qualification

    A real person reads every reply, answers basic questions, and checks each person against your rules before booking.

  4. 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

  1. 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.

  2. You own everything

    Domains, inboxes, lists, and messages live in your accounts. If you bring it in-house, your team keeps running it.

The meeting guarantee

At least 15 attended, qualified meetings in your first 90 days.

In your first 90 days from launch, we commit to at least 15 attended, qualified meetings that match your written criteria. If we're short, we keep working at our cost (no operating fee) until you've taken 15 such meetings.

Written into your services agreement

Conditions, so it stays fair on both sides

  • Agree on your ideal client and messages at kickoff
  • One advisor or owner on the weekly call
  • Follow the process we set for booked meetings

Qualified means your written criteria: AUM minimum, niche and geography, with a decision maker who shows up.

Your first step is a 20-minute call.

Start with your work email. A few quick questions, then pick a time to see if your firm is a fit.

Next: a few quick questions, then you pick a time.

FAQ

Book intro call
How fast do meetings start?

We plan to launch within 21 days of kickoff, unless compliance review takes longer. Meetings book as replies come in. The guarantee’s 90 days start at launch, so review time never counts against it.

How does compliance work?

Your Compliance Team approves every message before it sends. We send from separate domains and keep a reply log your Compliance Team can access. The compliance decision stays with your firm. Questions about investments, performance, or fees go to your advisor.

What counts as a qualified meeting?

A business owner or HNW individual who fits your agreed AUM minimum, niche, and geography, and attends the call live. You set those rules before we start. People who do not fit get a polite no.

Who owns the list and data?

You do. Domains, inboxes, lists, and messages live in your accounts, in your firm’s name. If you bring it in-house, your team keeps running it.