The Intent-Based Appointment System Overview
The Predictable HNWI Client Acquisition System for Wealth Managers
You've tried lead gen before. Unqualified leads. Low-net-worth prospects. Terrible show rates. You burned thousands and got a list of duds.
The Problem
The Four Leaks Costing You Millions in AUM
You're not stuck because you're bad at what you do. You're stuck because of four leaks most agencies never fix (and they compound on each other).
→ Most marketing agencies give you one piece: Paid Ads, SEO, Or social media, or a cold lead list. Then they hope it works. It doesn't.
Because acquiring HNWI clients isn't a single-tactic problem. It's a system problem.
Think of it like a bucket with four holes. You can pour more water in (more marketing spend), but if the pipeline is leaking, you'll never fill your calendar with qualified, high intent appointments.
Most agencies just turn up the faucet. We patch the holes first.
Our system fixes all four leaks at once:
LEAK #1
You're fishing in the wrong pond (Audience)
LEAK #2
You're invisible to those who matter (Authority)
LEAK #3
Your prospects arrive cold and skeptical (Intent)
LEAK #4
You're chasing, not attracting (Process)
The Solution
THE INTENT-BASED APPOINTMENT SYSTEM
Each pillar fixes a specific leak. Each pillar amplifies the next. Together, they create a predictable and scalable system for acquiring high-net-worth clients.
Solution 1: Intent-Based Targeting
Target HNWIs actively searching for wealth management in your area.
Not cold prospects who've never heard of you.
Solution 2: The Omnipresence System
Prospects see you 15-20+ times before booking.
You become the trusted authority, not just another advisor.
Solution 3: The Reverse Selling Funnel
Qualified prospects come to you.
No chasing, no cold outreach, no sounding desperate.
Solution 4: The Pre-Call Ecosystem
Prospects arrive pre-sold, pre-qualified, and ready to talk business, not cold and skeptical.
Real Results: $10M in New AUM in 3 Weeks
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Jake Hesson | Bolvin Wealth Management Group
BEFORE: Jake was frustrated with lead gen funnels that delivered unqualified prospects tricked into booking with free ebook offers. He needed serious, high-net-worth clients who actually wanted to work with an advisor.
AFTER: Within his first few appointments, Jake closed a $3M client and is working with a $7M prospect. Every prospect arrives pre-qualified, watches his pre-call videos, and shows up ready to engage—not skeptical or confused.
Jake's insight: "It's not just that the prospects have high net worth. It's that they're really qualified—they're on the call because they want to work with a financial advisor. They weren't tricked. That's been all the difference."
Inside Our Client Conversations
Solution 1: Intent-Based Targeting
Stop chasing cold leads. Start attracting warm prospects.
The Problem:
Traditional marketing targets demographics, not intent. You're showing ads to people who might be a good fit but have shown no interest. It's like cold calling an entire zip code.
The Solution: Intent-Based Targeting
We identify HNWIs in your local area who are actively searching Google for wealth management services. We target based on keywords that signal immediate intent, such as "wealth management firms near me," "financial advisor for retirement," or "high-net-worth portfolio management."
The Result:
You're only speaking to the warmest prospects — individuals who already raised their hand and expressed a need. This alone dramatically increases conversion.
Solution 2: The Omnipresence System
Become THE authority in your market.
The Problem:
Even with the right targeting, prospects are skeptical. They don't know you. They're comparing you to every other advisor in the search results. You have no authority, so you're just another option.
The Solution: The Omnipresence System
We position you as THE authority in your market through multi-channel visibility. Before a prospect ever clicks on your ad, they've seen you 15-20+ times across different platforms.
They've seen your content, your message, your brand. You're familiar, credible, and trusted.
The Result:
By the time they see your main offer, they feel like they already know you. You're not a stranger; you're the go-to expert they've been seeing everywhere.
This builds know, like, and trust before the first conversation.
Solution 3: The Pre-Call Ecosystem
Turn appointments into pre-sold clients.
The Problem:
Most funnels book a call and hope for the best. Prospects show up cold, unprepared, and with their guard up. You spend the entire call trying to prove your value instead of discussing their needs.
The Solution: The Pre-Call Ecosystem
We turn the 12-72 hours before the call into your secret weapon. Through a series of automated, high-value touchpoints (VSLs, emails, case studies), we educate, nurture, and pre-handle objections.
We give them everything they need to know, so they arrive excited and ready to talk.
The Result:
Prospects arrive to the call pre-sold, pre-qualified, and pre-educated. Show rates increase, and conversations are high-intent from the start. The sales cycle is shorter because the trust is already built.
Solution 4: The Reverse Selling Funnel
Attract, don't chase.
The Problem:
Traditional sales is a chase. You chase leads, you follow up, you sound desperate. This kills your authority and puts the prospect in control.
The Solution: The Reverse Selling Funnel
We flip the script. Our messaging and funnel are designed to make qualified prospects come to you. We use a "cold-friendly" offer that speaks directly to their pain points and life events (retirement, tax planning, wealth transfer), positioning you as the specialist who can solve their specific problem.
The Result:
You're not chasing leads; you're attracting clients. The entire process is designed to have prospects self-qualify and book a call with you because they see you as the solution. You maintain authority and control of the sales process.
How The Four Pillars Work Together:
Each pillar fixes a specific leak. Each pillar amplifies the next.
Without Pillar 1, you're talking to the wrong people.
Without Pillar 2, you're just another advisor.
Without Pillar 3, your appointments are low-intent.
Without Pillar 4, you're stuck in the chase.
Together, they create a zero-leakage system that delivers consistent qualified HNWI appointments.
That's The Intent-Based Appointment System.
What Our Clients Are Achieving
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Martin, Subcontractor OS
"Since our first call with Jacob, we've done $22,500 in revenue in the last couple of weeks—directly from what they helped us build.
Their whole process is so slick and super dialed in. Jacob's marketing expertise is next level. Rhys' sales training: Unreal.
We've worked with paid media guys and advisors before, but none have come close to the value these guys deliver."
What Your Calendar Could Look Like
(Client Calendar: $25,000 Trust Offer in action—real calendars, real HNWI appointments)
Our Commitment
Qualified HNWI appointments directly in your calendar within 21 days of Ad Campaign launch.
Our Guarantee
If you don't have qualified calls on your calendar within 21 days of Ad Campaign launch, we'll give you your money back - and all the marketing assets (ads, funnels, emails, videos) are yours.
Why we can offer this: Our systems are proven. We've delivered thousands of qualified appointments. We know this works.
Real-Time Client Results
Our Own Appointment Pipeline
What's The Next Step?
You've seen the system. Now let's see if it works for YOUR practice.
Built for established Wealth Managers who want predictable HNWI client flow without relying on unpredictable referrals.
On your strategy call, we'll map out your custom acquisition plan.
Come prepared. Let's build your system.