RESULTS

Advisor Success Stories

10 CASE STUDIES
$60B+ AUM IMPACTED
40% AVG. OPEN RATE
How a Solo Advisor Added $2 Million in AUM with
Done-For-You Marketing, Marketing Automation

How a Solo Advisor Added $2 Million in AUM with "Done-For-You" Marketing

Mike Acevedo
Mike Acevedo Financial Planning
Explosive Growth: Doubling AUM from $20B to $40B in Five Years
Marketing Automation, Enterprise Marketing

Explosive Growth: Doubling AUM from $20B to $40B in Five Years

Advisors Excel
Advisors Excel
Engineering Explosive Engagement: Achieving a 40% Email Open Rate
Marketing Automation

Engineering Explosive Engagement: Achieving a 40% Email Open Rate

Christopher Mediate
Mediate Financial Services
Cultivating a $150,000/Year Relationship with One Automated Campaign
Marketing Automation

Cultivating a $150,000/Year Relationship with One Automated Campaign

John Suarez
Peristyle Wealth
Breaking the Growth Ceiling: A 250% AUM Increase
Marketing Automation

Breaking the Growth Ceiling: A 250% AUM Increase

Kevin Lonergan
Pacific Wealth Management
From Manual Outreach to Modern Authority: Scaling Secret
Marketing Automation

From Manual Outreach to Modern Authority: Scaling Secret

Antonio Lugo
Antonio Lugo Financial
Reclaiming 9 Hours a Week: The Vertex Capital Efficiency Secret
Marketing Automation

Reclaiming 9 Hours a Week: The Vertex Capital Efficiency Secret

Michael Baker
Vertex Capital Advisors
1,100+ Form Fills: Kevin Wade’s Lead Generation Powerhouse
Marketing Automation

1,100+ Form Fills: Kevin Wade’s Lead Generation Powerhouse

Kevin Wade
Centennial Advisors, LLC
Extraordinary ROI: How One Email Paid for a Year of Marketing
Marketing Automation

Extraordinary ROI: How One Email Paid for a Year of Marketing

Hannah Buschbom
Ameriflex Financial
Scaling Engagement: 200,000 Emails and 25,000 Clicks
Done-For-You Marketing, Personalized Websites, Marketing Automation

Scaling Engagement: 200,000 Emails and 25,000 Clicks

Chad Karl
StoneX Wealth Management