The average financial advisor manages $90M in AUM. The top 10% manage $500M+. The difference isn't investment performance -- it's marketing infrastructure. We build growth systems for advisors who want to scale beyond dinner seminars and cold calls.
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Seminars cost $120/lead with a 3-month sales cycle. LinkedIn and SEO deliver leads at half the cost with higher intent. The industry is shifting to digital-first acquisition.
One UHNW client is worth 33x an emerging wealth client. Advisors who target $1M+ AUM prospects through content and digital spend less per dollar of AUM acquired.
"Every time we work with an advisor managing $30M-$100M, the same patterns show up..."
Benchmarks from government data and industry sources.
| Metric | Bottom 25% | Median | Top 25% | Yours |
|---|---|---|---|---|
| AUM | $30M | $100M | $500M+ | -- |
| New Clients / Month | 1 | 4 | 12 | -- |
| Cost Per Lead | $120 | $65 | $25 | -- |
| Lead-to-Client Conv | 8% | 18% | 35% | -- |
| Avg New Client AUM | $250K | $800K | $3M+ | -- |
| Client Retention | 88% | 94% | 98% | -- |
| Google Reviews | 5 | 25 | 100+ | -- |
| Website Conversion Rate | 0.8% | 2.5% | 5.2% | -- |
Want to see where you stand?
Get Your Free ScorecardHow to read this: If your lead-to-client conversion is below 8% or you're acquiring fewer than 1 new client/month, your pipeline has a targeting or nurturing problem.
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