Customers

Real results from RIAs already scaling toward $1B+ AUM

How Mary Land consolidated its acquisition stack to boost booked meetings

452

meetings booked in 3 months

53%

open rate in 3 months

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How Leonard reclaimed pipeline momentum: 3.2x reply rate and under 3% bounces

78%+

open rate on AI-recommended leads

3.2x

reply rate on AI-recommended leads

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Compass Retirement

AUM production increase

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Paragon Tax Advisory

1,114

appointments at $95 CPA

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Cornerstone Wealth

60%+

appointment show rate

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Trusted by industry leaders

"We stopped chasing and started closing. Revenue consistency was something I'd given up on until this."

Aaron.

Founder & CEO

B.A. Schrock Financial

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CF Financial

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ML Mary Land Aaron., CEO	AUM growth	$35M -> $240M AUM in 12 months	Read story
LF Leonard Financial Jonathan Leonard, CEO	Low CPA	$28 CPA record cost per appointment	Read story
CR Compass Retirement Marvin M., Founder	AUM growth	3x AUM production increase	Read story
CW Cornerstone Wealth Anthony	Show rate	60%+ show rate across all campaigns	Read story
PT Paragon Tax Advisory Jim McLane	Long-running	2+ years zero maintenance	Read story
PF Pineywood Financial David	Rapid scale	195 appointments in under 45 days	Read story
JC J.Hagan Capital Jon	Low CPA	394 appointments at $151 CPA	Read story
BS B.A. Schrock Financial Ben Shrock	Low CPA	328 appointments at $150 CPA	Read story
CF CF Financial Kyle	Rapid scale	161 appointments HNW targeting	Read story

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The firms managing $1B+ AUM didn't get there by outspending anyone. They got there by owning a system that works while they focus on clients.