Our Process

See exactly how we generate 10-20 qualified appointments for financial advisors every month using data intelligence and personalized outreach

Phase 1: Strategic Discovery

Ideal Client Deep Dive

  • 60-minute strategy session to understand your perfect client

  • Document net worth range and income requirements

  • Identify life stages and trigger events

  • Map geographic and industry preferences

  • Uncover specific pain points that we solve

Multi-Source Data Collection

  • LinkedIn Sales Navigator for professional targeting

  • Industry databases for specialized lists

  • Public records for recent transactions

  • SEC filings for executive prospects

  • Professional directories and associations

Value Proposition Mapping

  • Identify how you’ll be different from other advisors

  • Document your specialized expertise an credentials

  • Craft your unique “why you, why now” message

  • Develop case studies and success stories

  • Create your elevator pitch for ideal clients

Phase 2: Data-Driven Research

Trigger Event Identification

  • Recently sold or acquired a business

  • Job changes, promotions, or retirement

  • Liquidity events (recent IPO, acquisition, funding)

  • Geographic relocations

  • Industry-specific milestones

Contact Verification

  • Find and verify professional email addresses

  • Cross-reference data across multiple sources using premier data enrichment tools such as Clay or Apollo

  • Build complete prospect profiles

  • Validate contact information accuracy

  • Create personalization data points

Compliance Review

  • Review your firm’s compliance guidelines

  • Adjust all messaging templates to meet requirements

  • Get pre-approval on outreach templates

  • Ensure all claims are supportable

  • Document approval process for future campaigns

Phase 3: Personalized Outreach

Message Development

  • Personalized subject lines for each prospect

  • Opening that references specific details

  • Value prop connected tor their situation

  • Clear, simple call-to-action

  • Compliance-approved language

Multi-Touch Campaign

  1. Touch 1: Initial Personalized Outreach

  2. Touch 2 (Day 3): Value-add with insight

  3. Touch 3 (Day 7): Different Angle Approach

  4. Touch 4 (Day 10): Case study/success story

  5. Touch 5 (Day 14): Final Value-Add

Response Management

  • Handle common questions and objections

  • Qualify interest and fit

  • Schedule directly to your calendar

  • Send confirmation with agenda

Phase 4: Appointment Delivery

Utilizing Your Branding

  • Create stories to send to your ideal clients who resonate with your personal branding

  • Envision a professional voice to send to clients based on your preferred public persona

Continuous Optimization

  • Weekly response of response rates

  • A/B testing subject lines and messages

  • Identify best performing triggers

  • Refine targeting based on results

  • Incorporate your meeting feedback

Quality Assurance

  • Verify they meet your minimum criteria

  • Confirm understanding of services

  • Validate genuine interest level

  • Double-check meeting commitment

  • Prepare prospect brief

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