The Owned Client Acquisition System Behind Fast-Scaling RIAs, Hybrid Advisors, and FIA Producers

Aaron

Founder & CEO, Maryland RIA (name revealed privately on your strategy call)

The Flagship Case. A modern, Maryland-based RIA that scaled $18M → $360M+ in AUM in 24 months, crossed $1B+ in total client assets in August 2026*, and writes $250M+ in FIA premium annually. Inc. 5000 #371. Third-party verified. Public record.

*Combined assets under management and assets under advisement.

Andrew Whalen

Founder and CEO, Whalen Financial

A $16M relationship. A $15M relationship. The two largest deals ever closed on the network. Andrew Whalen came to Advisors Hub after seeing what the system did for our flagship Maryland RIA - same FMO, Advisors Excel - and his logic was simple: if the flagship can do it, so can we. The build came first: 637 qualified appointments on roughly $192K in managed ad spend, with cost per appointment falling from $508 at launch to the 280-315 range - and individual campaigns booking as low as $128. Then the funded results landed: 8 clients worth $39.3M in AUM in five months, including the $16M household that stands as the largest single relationship ever funded on the network, with a $15M client right behind it. That book returns 4.2X the ad spend in estimated first-year revenue alone - before counting a single FIA commission. Andrew has now signed our enterprise model, with three advisors trained on virtual closing, to scale ad spend, appointment volume, and AUM through 2027.

Matt Jadwisiak

Partner & CFO, Probitas Wealth and Planning

$5.5M in one deal. Another $1.2M closing right behind it. And now the enterprise upgrade. Matt Jadwisiak had already tested the field - multiple agencies, multiple lead marketplaces. He came to Advisors Hub because nothing else compared: professional, fully-branded video creative, genuine ownership of the system, the flexibility to run it his way, and a team relationship he could count on. In his first months on the system, he closed a $5.5M physician-family relationship - Right behind it, a $1.2M relationship, with a strong pipeline of additional $500K-$3M+ households in motion. Matt has now signed our enterprise model to scale ad spend, appointment volume, and closed AUM through 2026.

Jonathan Leonard

Founder & CEO, Leonard Financial Solutions

From one appointment to a $13M relationship. Jonathan Leonard came to Advisors Hub and our Ex Partner in 2023 as a pure FIA producer specializing in income protection for high-net-worth retirees. A single appointment through the system turned into a $13M AUM relationship, $5M FIA included - and after that we scaled him to write $45M in annual production, sold entirely virtually. No seminars. No shared leads. Just a predictable pipeline he owns.

Mark Kennedy

Founder & CEO, Kennedy Wealth Management LLC

A $2M FIA closed in the first 45 days - and five deals right behind it. Mark Kennedy came to Advisors Hub with a single-state focus: California. Right after we implemented the exact flagship system inside Kennedy Wealth Management and completed one round of optimization, the results started landing - his firm funded a $2M FIA from a single prospect within the first 45 days, with five more deals moving through his pipeline. Show rates climbed past 55% in the strongest months, and the cost of an income-focused FIA appointment came down to a $566 average per booked call. With the machine proven, Mark scaled to the enterprise model, where his advisors receive weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments into signed clients faster.

Chris DeGiacomo

Licensed financial advisor & CFP at McAdam Financial

More meetings in one month than SmartAsset delivered in five. Chris DeGiacomo had been paying SmartAsset roughly $3,300 a month for shared leads not appointments - prospects handed to three competing advisors at once, most of whom never wanted to meet an advisor at all. Within his first three months on the Advisors Hub system, he closed $600K in new AUM with a strong pipeline still building. In his own words: more meetings in the last month with Advisors Hub than in the prior four-to-five months with SmartAsset combined.

Jeff Montgomery

Founder & CEO, Montgomery Financial

From a $2K-higher CPA to a steady stream of $1M+ prospects - every month. Jeff Montgomery came to Advisors Hub from a previous provider where his cost per appointment ran roughly $2,000 higher. In his first months on the system, his team booked 120 qualified appointments - heavily weighted toward genuine high-net-worth prospects, including multiple $5M+ households and several at $10M+. Today Montgomery Financial is running at a steady 30+ qualified appointments per month at roughly a $300 cost per appointment, with pipeline quality that's stayed consistently high. His team also gets weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments into signed clients faster. Jeff has now signed our enterprise package to scale ad spend, appointment volume, and AUM further through 2026. In his own words: You guys are great, and I'm very happy with you.

Jay Kirkwood

CFP, Founder & CEO, Secure Financial Management

From duplicate leads and empty promises to a $900K closed relationship and a +80% show rate. Jay Kirkwood had cycled through most of the major marketing agencies in the space before Advisors Hub - and got the same result every time: poor performance, duplicate and fake appointments, and low CPA promises that never held up. His team was struggling with unqualified traffic and paying for it. With Advisors Hub, he invested $18K targeting a single state - Texas - and the difference was immediate. Real, qualified appointments, a +80% show rate, and his firm's first closed deal on the system - an ideal-client relationship totaling $900K in assets, with $348K placed in FIA. His advisors also receive weekly virtual-sales coaching from Advisors Hub - the same closing framework we've built from 65,000+ HNW conversions - to convert those appointments into signed clients faster. With a strong pipeline of additional deals in progress, Jay is now expanding the system into additional states.

Anthony Napolitano

Partner & Investment Advisor, Cornerstone Wealth Management

He saw the flagship case. Then he built a pipeline good enough to go enterprise. Anthony Napolitano came to Advisors Hub after seeing what the system did for our flagship Maryland RIA. His first package delivered 113 qualified appointments at a ~$340 blended cost - nearly every household verified at $500K+, and almost half between $1M and $10M+ - including a $460K FIA funded from the first month's cohort. So in October 2026 he moved up to the enterprise package, and month one told the story: appointment flow tripled, the new account settled at $343 per booked call, and a $1.6M AUM household signed on October 1 - the first day of the engagement. A predictable pipeline, built on infrastructure he owns. In his words: "I like you guys, and I trust what you do."

Jim McLane

Campaigns launched in 2020, still running for over 3 years

Campaigns launched in 2020, still running for over 3 years - 1,114 qualified appointments at a $95 cost, with zero major rebuilds in over three years.

Marvin Mitchell

Compass Retirement / Founder & CEO

An early believer in virtual appointments - 4,175 of them and counting. Marvin Mitchell was one of the first advisors to go all-in on virtual appointments, partnering with TBF & Advisors Hub back in the early-COVID period when most of the industry was still tied to in-person seminars. That early conviction compounded: $315K in managed ad spend has generated 4,175 qualified HNW appointments at just $76 each - the highest appointment volume anywhere on the Advisors Hub network.

Stuart Dickson

President, HD Money

A $1.6M household funded. Two advisors hired on appointment quality alone. Past $10K a month in ad spend inside the first quarter. Stuart Dickson launched HD Money on the Advisors Hub system in June 2026 and didn't wait to scale: ad spend passed $10K a month within the first full quarter. The appointment quality sold him before the closes did - when he saw the caliber of households showing up, he hired two additional advisors to handle the volume. Then the closes came: from the appointments that showed, a $1.6M household funded, split almost evenly between FIA ($800K) and AUM ($810K), with a $1M FIA second close landing in September. Show rates are holding, cost per booked call is averaging in the high $300s at scale, and with the added advisor capacity opening up more calendar availability, the next optimization pass is built to push that cost lower as he scales.

Jeff Johansen

Founder and CEO, Cambridge Financial Network

Three AUM & FIA relationships signed in two months. His biggest month ever, right after moving to enterprise. A calendar that hasn't slowed since. Jeff Johansen's first run with Advisors Hub proved the machine: $176 per booked appointment by month two, with the majority of households verified above $1M. So in September 2026 he moved Cambridge Financial Network up to our enterprise package - and the system responded immediately. September became his biggest month on record: 53 booked calls at $209 each, with a 64% show rate. Then the closes followed: three AUM & FIA relationships signed since going enterprise, two of them with paperwork e-signed in October, and a pipeline of 50+ prospects in active follow-up behind them. Across the whole engagement: 143 booked appointments at a $240 blended average, 65%+ of them $1M+ households, including 20 sitting between $5M and $10M+. The machine is cheaper than the market, the calendar is full, and the signatures are landing - and Jeff is now scaling appointment volume and AUM on the enterprise model.

Aaron

Founder & CEO, Maryland RIA (name revealed privately on your strategy call)

The Flagship Case. A modern, Maryland-based RIA that scaled $18M → $360M+ in AUM in 24 months, crossed $1B+ in total client assets in August 2026*, and writes $250M+ in FIA premium annually. Inc. 5000 #371. Third-party verified. Public record.

*Combined assets under management and assets under advisement.

Andrew Whalen

Founder and CEO, Whalen Financial

A $16M relationship. A $15M relationship. The two largest deals ever closed on the network. Andrew Whalen came to Advisors Hub after seeing what the system did for our flagship Maryland RIA - same FMO, Advisors Excel - and his logic was simple: if the flagship can do it, so can we. The build came first: 637 qualified appointments on roughly $192K in managed ad spend, with cost per appointment falling from $508 at launch to the 280-315 range - and individual campaigns booking as low as $128. Then the funded results landed: 8 clients worth $39.3M in AUM in five months, including the $16M household that stands as the largest single relationship ever funded on the network, with a $15M client right behind it. That book returns 4.2X the ad spend in estimated first-year revenue alone - before counting a single FIA commission. Andrew has now signed our enterprise model, with three advisors trained on virtual closing, to scale ad spend, appointment volume, and AUM through 2027.

Matt Jadwisiak

Partner & CFO, Probitas Wealth and Planning

$5.5M in one deal. Another $1.2M closing right behind it. And now the enterprise upgrade. Matt Jadwisiak had already tested the field - multiple agencies, multiple lead marketplaces. He came to Advisors Hub because nothing else compared: professional, fully-branded video creative, genuine ownership of the system, the flexibility to run it his way, and a team relationship he could count on. In his first months on the system, he closed a $5.5M physician-family relationship - Right behind it, a $1.2M relationship, with a strong pipeline of additional $500K-$3M+ households in motion. Matt has now signed our enterprise model to scale ad spend, appointment volume, and closed AUM through 2026.