Real Advisors. Real Results.
See how the Asset-Flow™ System transformed these advisory practices with measurable, compliance-first growth.
Results Achieved
ROI in 90 Days
New Clients Monthly
AUM Added
Faster Conversion
The Challenge
Summit Wealth Group relied heavily on unpredictable referrals and struggled with inconsistent monthly client acquisition. They needed a scalable, compliance-first solution to generate qualified retirement leads.
The Solution
We implemented the complete Asset-Flow™ System with AI-powered targeting focused on retirement-ready households earning $150K+ in their market. Automated follow-up sequences and educational content built trust before the first meeting.
Key Metrics
The Asset-Flow™ System completely transformed our practice. We went from chasing referrals to having qualified prospects reaching out to us. The compliance-first approach gave us complete peace of mind.
Results Achieved
New Accounts Monthly
Lead Qualification Rate
Pipeline Growth
More Consultations
The Challenge
Horizon Advisory had strong local presence but lacked the time and resources to scale their outreach. Cold calling was time-consuming and yielded low-intent prospects. They needed an automated system that didn't compromise quality.
The Solution
We deployed Smart Workflow Automation with an AI receptionist that qualified leads, booked consultations, and followed up in their brand voice. Custom landing pages with retirement planning content attracted high-intent prospects.
Key Metrics
We were skeptical about AI handling our client conversations, but the system learned our voice perfectly. Now we focus on what we do best—serving clients—while the system brings them to us.
Results Achieved
Higher Client Value
AUM Growth in 6 Months
Qualified Leads Monthly
Client Satisfaction
The Challenge
SecurePath Financial was getting leads, but they were often unqualified or below their ideal client profile. They wanted to attract retirement-ready households with $500K+ in investable assets while maintaining compliance.
The Solution
We refined their targeting with advanced demographic and behavioral data, focusing on pre-retirees aged 55-70 with specific income and asset thresholds. Fiduciary-focused content positioned them as trusted retirement specialists.
Key Metrics
The quality of leads has been exceptional. We're now working with exactly the type of clients we want to serve, and the compliance-safe approach means we never worry about regulatory issues.
Ready to Write Your Success Story?
Join these advisors who transformed their practices with the Asset-Flow™ System. Book your free audit today.
Join 200+ advisors already generating qualified leads on autopilot