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Our Proven 4-Step Process

In the competitive sea of financial advisory, the challenge isn't just finding clients, but landing the right kind of clients—those "Big Fish" who are not just profitable but perfectly aligned with your expertise and services. How do we do it? Through a specialized, data-driven process tailored just for financial advisors.

Our comprehensive yet straightforward approach takes the guesswork out of client acquisition. You didn't become a financial advisor to spend your days navigating the murky waters of LinkedIn or making cold calls; you did it to provide invaluable financial guidance. That's why we're here—to handle the nitty-gritty of client acquisition so you can focus on what you do best.


Identify Your Ideal Target Market

We kick off our collaboration with an in-depth consultation to pinpoint your perfect catch — your ideal market. Leveraging our experience as financial advisors and campaign managers for 80+ firms, we guide you through the intricacies of LinkedIn Sales Navigator to build targeted searches. We don't just stop at identifying the market; we ensure its effectiveness and profitability, backed by real-world data.


Connect with Precision

Once your market is laser-defined, we take the helm of your LinkedIn profile to cast a wide yet precise net. With up to 400 tailored connection requests sent per week, your potential Big Fish will find it hard to swim away. Our team actively monitors and optimizes these campaigns, ensuring you get the best possible engagement.


Information Gathering - Your Net Full of Prospects

As your connection requests get accepted, we meticulously collect contact information from each profile. From email addresses to phone numbers, we populate a spreadsheet with this valuable data. For the 75% who don't list a phone number, we turn to ZoomInfo to fill in the gaps. No stone is left unturned as we prepare to move on to the next phase.


Hook, Line, and Scheduling

Now comes the moment of truth. Our U.S.-based phone experts, specialized in financial advisory appointment setting, reach out to these high-value prospects. You'll be paired with a dedicated "phoner" who understands the nuances of your business and excels at setting up introductory meetings. It's not just about making the call; it's about making it count.

Why Choose Us?

We don't just specialize in lead generation; we specialize in Big Fish client acquisition. From market identification to that crucial first meeting, we handle it all. Our seasoned team is adept at crafting campaigns that not only resonate but also convert. Get ready to reel in the Big Fish with us.

What Our Clients Say


Brandon, Financial Advisor

“This has been a game changer for me. As an advisor that still has military obligations, my practice can continue to grow without my direct involvement. Time is very important to me and this service has given me more time to devote to my clients.”
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