ProspectPrestige

Every financial advisor I've talked to wants to scale. But most are stuck relying on referrals, outdated marketing, or grinding out one-on-one sales calls. Meanwhile, a small group of elite advisors.. are quietly adding $10M+ in AUM in just 6 to 9 months. Here’s what they do differently: ? They attract high-net-worth clients at scale. - No cold calling. - No networking events. Just a system that brings in premium clients on demand. ? They don’t waste time on unqualified leads. Most advisors take meetings with anyone who will talk to them. The top 1% pre-filter prospects so every call is with a serious, high-value client. ? They turn trust into conversions—fast. Building authority doesn’t mean posting random LinkedIn content. It means following a proven trust-building sequence that naturally moves prospects toward a decision. ? They close at 50%+ (or higher). A system that brings in leads is useless if you can’t convert them. The best advisors use a high-trust, no-pressure sales process that turns conversations into clients for life. This is how we’ve helped firms generate $10M+ in revenue—without chasing leads or relying on word-of-mouth. At The 8-Figure AUM Playbook, I’ll break down exactly how this system works, so you can install it in your business. Random growth isn’t an option. Predictable, scalable AUM is. ?? https://lnkd.in/g2m6cCGU

Most financial advisors think ads don’t work for their business. “It’s too expensive.” “My clients don’t click on ads.” “I tried once, and it didn’t bring in any business.” The problem isn’t the ads. It’s that most advisors don’t know what good ad performance looks like. Here’s the truth—if your numbers don’t look like this after 60 days of running Meta ads, something is broken: ? Under $50 CPM (cost per 1,000 impressions) ? 2.5%+ CTR (click-through rate—meaning your ad is actually getting attention) ? Under $20 cost per lead opt-in (qualified prospects showing interest) ? Under $300 cost per booked appointment (meaning your funnel is converting) And here’s where most advisors mess up: ? They target too broadly (or too narrowly) ? Their messaging is generic and sounds like every other advisor ? They don’t nurture leads properly after they opt in The good news? These numbers can and should improve over time with the right optimization strategies. We’ve helped advisors scale to $10M+ in AUM by dialing in these exact benchmarks—turning their lead flow into a predictable client acquisition system. At The 8-Figure AUM Playbook, I’m breaking down how top financial firms systematically attract and close high-net-worth clients using ads, funnels, and automation. Growth isn’t an expense. It’s an investment—if you know what you’re doing that is. ?? https://lnkd.in/g2m6cCGU

If you think posting LinkedIn content and slapping a Calendly link on your profile is enough to get high-net-worth clients… You’re in for a rude awakening. Because in financial services, trust is everything. And trust isn’t built by: ?? Spamming your LinkedIn feed with random content. ?? Posting generic financial tips that sound like everyone else. ?? Expecting people to magically book calls just because you exist. The advisors who actually get clients from LinkedIn follow a strategic authority-building system that includes: ? A high-converting lead funnel. Your posts should lead to valuable resources, not a sales pitch. ? A nurturing sequence. Prospects need multiple touchpoints before they trust you—this means emails, follow-ups, and direct engagement. ? A powerful sales process. The best advisors don’t just “take meetings.” They have a system that turns conversations into clients at a 50%+ close rate. This is exactly how we helped an accounting firm in Charlotte bring in $500,000+ in tax and advisory revenue—by building a real system instead of relying on “hope marketing.” At The 8-Figure AUM Playbook, I’m showing you the exact roadmap top advisors use to consistently attract and close high-value clients. Because in this industry, authority (and business) isn’t given. It’s built. ?? https://lnkd.in/g2m6cCGU

Most financial advisors create a financial plan. But the advisors who dominate the high-net-worth market... Create a roadmap. A financial plan is a document. A roadmap is a journey. And your ideal clients don’t just want numbers on a page— they want to see the path... from where they are to where they want to be. That means: → A clear, step-by-step process (so they know what’s coming next). → Milestones to measure progress (so they feel momentum). → Guidance on decisions before they become problems (so they trust you as their guide). Because let’s be real— wealthy clients don’t want more information. They want certainty. They want to know that by following your roadmap, their future is secure, their wealth is growing, and their financial worries disappear. That’s how you turn one-time clients into lifelong relationships. And that’s exactly what I’ll show you at The 8-Figure AUM Playbook—how to position yourself as the trusted guide your clients can’t afford to go without. ?? https://lnkd.in/g2m6cCGU

The financial services industry runs on referrals. And that’s exactly why.... so many advisors, CPAs and planners struggle to scale. Because relying on word-of-mouth means your business growth is completely out of your hands. → No control over when referrals come in. → No way to predict revenue. → No real system for getting clients. And here’s the real kicker: If you ever want to sell your firm, a referral-based business isn’t worth much. Buyers want a lead generation system that keeps clients flowing in—without you. That’s why the top advisors aren’t waiting around for introductions. They have a proven marketing system that brings in high-net-worth clients, consistently. A system that we used to help a wealth planner bring in $2M AUM in under 60 days. A system that helped an accounting firm in Charlotte generate $500,000 in tax and advisory revenue. A system that replaced the entire marketing department of a smaller financial firm—without hiring a single person. At The 8-Figure AUM Playbook, I’ll show you exactly how to install this system in your own business. Growth shouldn’t be something you hope for. It should be something you control. ?? https://lnkd.in/g2m6cCGU

Most financial advisors believe they have a marketing problem. They don’t. They have a positioning problem. Think about it—every advisor offers: “retirement planning,” “tax-efficient strategies,” or “wealth preservation.” If you sound like everyone else, why would a high-net-worth client choose you? (They won’t.) Your ideal clients don’t want just a financial plan. They want a roadmap. A clear, step-by-step process that shows them exactly how they’ll reach their goals —without the stress, confusion, or endless industry jargon. That’s how you stand out. Not by talking about “fiduciary responsibility” (every serious advisor does that). Not by promising to “help them retire comfortably” (they’ve heard that before). But by showing them a predictable path to wealth, with a proven system that gets them there. At The 8-Figure AUM Playbook, I’m pulling back the curtain on exactly how top advisors are adding $10M+ in AUM in just 6 months—without relying on referrals or chasing lukewarm leads. If you’re tired of waiting for growth to maybe happen, this is your chance to take control. See you there. ?? https://lnkd.in/g2m6cCGU

Financial advisors, wealth managers, CPAs, and portfolio managers: —if you're not adding at least $10M in AUM every 6 months, you're leaving serious money on the table. Most advisors rely on referrals, outdated marketing, or blind prospecting—and it’s costing them millions. Meanwhile, a small group of elite professionals are quietly using a proven 9-step system to bring in high-net-worth clients, grow their assets under management, and scale their firms without chasing leads or hoping for word-of-mouth. On February 14, I’m pulling back the curtain on: ? The exact roadmap to bring in at least $10M in AUM in the next 6 months ? Why most advisors fail at scaling (and how to fix it fast) ? How to attract premium clients who trust you with their wealth—without cold calling or networking events ? The #1 marketing mistake keeping financial professionals stuck at the same revenue year after year This isn’t theory. This is the exact process used by top advisors to break through growth ceilings and consistently attract ultra-high-net-worth clients. No fluff. No “motivational” nonsense. Just a proven system that works. ?? Spots are limited. Register now and get the roadmap to $10M+ AUM in 6 months.

?? Ever hire a client and regret it instantly? We’ve all been there. The unfit client drains your time, Your energy, and—let’s be real— Your will to live. Here’s the kicker: Taking on the wrong client Can sink your business. ?? The solution? Learn to say “no.” Say no to 10 bad opportunities So you can say YES To the one great one. Because the right client Doesn’t just pay well— They help your business thrive. ?? I want to know... What's a "deal breaker"... That will make you FIRE a client? Share your wildest story below! ??

?? $10K clients vs. $2K clients... (the truth) Here’s the deal: $10K clients don’t just pay more. They’re better clients. Why? → They value your work. → They trust your expertise. → They invest in growth, not shortcuts. $2K clients? :( They want overnight results. :( They micromanage. :( They drain your energy. The truth? The bigger the investment, The bigger the commitment. Focus on clients who see your worth. it might take longer... BUT They’re worth every bit of your effort.

Ever wonder where your funnel is leaking money? ?? We created a tool that’s helped us track over $10M in revenue for our clients. It’s the same tool we use to: ?? Scale ad campaigns to $50,000+ per month ?? Track ROI with 2 minutes of work per week ?? Eliminate guesswork so every dollar works harder The best part? We want to share it with you—for FREE. ?? Want access to the tool? ?? Comment "Tool" below, and I’ll send it your way!