We Install Automated Client Acquisition Systems That Brings Wealth Managers & Advisors Qualified HNW Individuals On Autopilot Without Relying On Referrals, Or Networking Events, Scaling Your AUM Efficiently
Meet The Founder - Marc Lynam
Marc has intense experience in acquiring clients for a wide range of businesses, his past experience started off running a revenue growth agency for solar companies based in the UK and Ireland which then diversified into providing cold email commercial client acquisition for B2B companies, partnering with the likes of manufacturing & supply companies, large Hvac, Painting, Roofing & Solar firms with multiple locations, and bringing over $6,000,000 of commercial contracts to these companies, after completing those endeavors he then embarked on a new division and mission of the company, for the past 14 months, scaling Wealth Management Firms & Advisors through a targeted client acquisition system built specifically for wealth management firms and advisors.
Structure
We integrate a refined client acquisition engine built specifically for wealth managers working with high-net-worth individuals.
No experiments, no wasted time just a streamlined system that delivers qualified appointments and consistent AUM growth.
Integration
Our team manages the full acquisition cycle so your only priority is engaging with high quality prospects and guiding them with your expertise.
When everyone stays in their zone of specialisation, performance and results multiply.
The mission is straightforward: increase your firm’s revenue. We go beyond basic lead generation, since contacts don’t translate into results.
We install proven, best in class frameworks that have been perfected with top wealth management firms across the globe.
