The average financial advisor manages $90M in AUM, and the top 10% manage $500M+. The gap isn't investment performance. It's marketing, and we build growth systems for advisors who are done with dinner seminars and cold calls.
Get Your Free Financial Advisor Market ReportLive numbers from government and public sources. Refreshed monthly via DataPulse.
Seminars cost $120/lead and take 3 months to close. LinkedIn and SEO bring leads at half the cost, with more intent. The industry is going digital first, with or without you.
One UHNW client is worth 33x an emerging wealth client. Advisors who go after $1M+ AUM prospects with content and digital pay less per dollar of AUM they bring in.
"Every advisor we meet between $30M and $100M tells the same story..."
Numbers 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: Lead-to-client under 8%, or fewer than 1 new client a month? That's not a traffic problem. That's a targeting or follow-up problem.
Book a 30-min Financial Advisor Strategy Session (free).
We pull your market data: competitors, gaps, openings.
You get a custom Market Report. Yours to keep, no strings.