You booked this call because you're tired of the feast-or-famine referral cycle and ready for a predictable system to acquire High-Net-Worth clients.
On this call, we'll diagnose your practice and map out exactly how The Intent-Based Appointment System can deliver a consistent flow of qualified HNWI appointments.
But the more prepared you are, the sharper your strategy will be.
That's why we've put together these core resources. Review them before the call so we can spend our time on strategy, not surface-level questions.
Full Overview of Our System and Exactly What's Included
In this comprehensive page, we break down The Intent-Based Appointment System. The complete solution that helps Wealth Managers attract a consistent flow of qualified HNWI appointments without relying on referrals or cold outreach.
What's The Process, Timeline & What's Expected of You
The complete system breakdown: Intent-Based Targeting → Omnipresence → Cold-Friendly Offer → Reverse Selling Funnel → Pre-Call Ecosystem. All built and live in 21 days.
See the exact timeline, what's expected of you (3-4 hours total), and how you succeed with this system. This works even if you've never run paid advertising. Simple. Proven. Built for wealth managers.
This doc answers the 10 most common questions — from "How is this different from other lead gen?" to "What kind of ROI can I expect?" to "How do you target HNWIs specifically?"
Read it before the call. That way we skip surface-level stuff and dive straight into YOUR practice, YOUR goals, and YOUR custom acquisition plan.
Prepared advisors get strategies. Unprepared advisors get pitches.