For advisory firms
Turn AI Into Your Next Source of Qualified Clients
We build AI-powered outbound systems for advisory firms that identify your ideal prospects, personalise outreach, qualify responses, and book qualified conversations directly into your calendar.
Built for advisory firms • No Long-Term Commitment • Done-for-You
The problem
Your advisers shouldn't be spending their time prospecting.
Financial advisers already have enough on their plate. They're dealing with:
- Client meetings
- Reviews
- Compliance
- Administration
- Follow-ups
- Existing client relationships
- Referrals
- Business development
But consistent new-client acquisition still needs to happen.
The problem isn't finding people.
It's finding the right people, reaching them with the right message, and consistently turning conversations into meetings. That's what we build.
How it works
Your client acquisition system
We build a system around your firm's ideal client profile. AI is the mechanism — the product is consistent, qualified conversations.
Identify
We identify prospects that match your firm's ideal client profile.
- Business owners
- Doctors
- Executives
- Professionals
- Pre-retirees
- High-income households
Research
AI researches each prospect and surfaces relevant information that can be used for personalised outreach.
Personalise
Instead of generic "Hi, we provide financial advice…", your prospects receive relevant, personalised messaging.
Reach
The system runs targeted outbound campaigns across the channels appropriate for your strategy.
Qualify
Responses are analysed and prospects are separated into: Interested → Qualified → Not Ready → Not Relevant.
Book
Qualified prospects are directed toward your calendar. Your adviser gets involved when there's an actual conversation worth having.
Real results
What advisers sent us
Unprompted emails from advisers after putting the system to work.
Hey,
Just wanted to loop back. We're now at 9 qualified meetings booked since we launched, all within the first 7 weeks.
The thing that got me was that our advisers weren't involved until the prospect was already in the calendar. That's not how it usually works for us.
Appreciate the team's work on this.
James Rutherford
Principal Adviser, Capital Path Advisory
Hi,
Wanted to flag this. I used to block out 6 to 8 hours a week just for prospecting. That's basically gone now. The system handles identification, outreach, and qualification in the background.
I only step in when there's an actual conversation worth having. Really changes how I think about business development.
Michael Torres, CFP
Managing Director, Apex Advisors
Hi,
Honestly wasn't sure this would work differently to what we'd tried on LinkedIn before, but it did.
The messaging was specific enough that people actually replied. We had 6 qualified meetings in the first month which for us is really strong.
Will keep you posted.
Sarah Langford
Senior Adviser, Meridian Advisory
Wanted to give you some honest feedback at the 60 day mark.
The qualification piece is what actually sets it apart. Every prospect that's hit our calendar already knows what we do and why they're talking to us. No wasted first meetings.
That alone has changed the feel of our pipeline.
David Kessler
Founder and CEO, Keystone Management
Hey,
Just wanted to loop back. We're now at 9 qualified meetings booked since we launched, all within the first 7 weeks.
The thing that got me was that our advisers weren't involved until the prospect was already in the calendar. That's not how it usually works for us.
Appreciate the team's work on this.
James Rutherford
Principal Adviser, Capital Path Advisory
Hi,
Wanted to flag this. I used to block out 6 to 8 hours a week just for prospecting. That's basically gone now. The system handles identification, outreach, and qualification in the background.
I only step in when there's an actual conversation worth having. Really changes how I think about business development.
Michael Torres, CFP
Managing Director, Apex Advisors
Hi,
Honestly wasn't sure this would work differently to what we'd tried on LinkedIn before, but it did.
The messaging was specific enough that people actually replied. We had 6 qualified meetings in the first month which for us is really strong.
Will keep you posted.
Sarah Langford
Senior Adviser, Meridian Advisory
Wanted to give you some honest feedback at the 60 day mark.
The qualification piece is what actually sets it apart. Every prospect that's hit our calendar already knows what we do and why they're talking to us. No wasted first meetings.
That alone has changed the feel of our pipeline.
David Kessler
Founder and CEO, Keystone Management
Morning,
Just a quick one. The pipeline really hasn't slowed down like I expected it might.
We had 4 qualified prospects book this week alone. What stands out is that the outreach doesn't feel automated. Prospects reply like they've had a real conversation already.
Claire Robertson CFP
Blue Chip Advice
Quick note.
Just signed our second new client who came directly through the outbound system. Both converted quickly, both came in already understanding our value prop.
The ROI is pretty obvious at this point.
Nathan Park
Summit Advisory Group
Hi,
90 days in. 19 qualified conversations total. Our close rate from first meeting is around 35%.
The quality of leads coming in is noticeably better than what we get through referrals. Less hand-holding, more direct conversations about outcomes.
Angela Morrison
True North Advisory
Morning,
Another reply came in this morning from a prospect we'd reached out to last week. They'd already looked at our website, knew who we worked with, and asked specifically about our retirement planning service.
That's exactly the kind of lead we want. Not just curious, already informed.
Brad Wilson
CW Management
Morning,
Just a quick one. The pipeline really hasn't slowed down like I expected it might.
We had 4 qualified prospects book this week alone. What stands out is that the outreach doesn't feel automated. Prospects reply like they've had a real conversation already.
Claire Robertson CFP
Blue Chip Advice
Quick note.
Just signed our second new client who came directly through the outbound system. Both converted quickly, both came in already understanding our value prop.
The ROI is pretty obvious at this point.
Nathan Park
Summit Advisory Group
Hi,
90 days in. 19 qualified conversations total. Our close rate from first meeting is around 35%.
The quality of leads coming in is noticeably better than what we get through referrals. Less hand-holding, more direct conversations about outcomes.
Angela Morrison
True North Advisory
Morning,
Another reply came in this morning from a prospect we'd reached out to last week. They'd already looked at our website, knew who we worked with, and asked specifically about our retirement planning service.
That's exactly the kind of lead we want. Not just curious, already informed.
Brad Wilson
CW Management
Stop buying attention. Start creating conversations.
The goal isn't:
- More leads
- More emails
- More automation
- Another AI tool
The goal is:
More conversations with people who could actually become your clients.
Behind the scenes
What actually changes
Your current process
- Prospecting↓
- Manual research↓
- Writing emails↓
- Sending emails↓
- Checking replies↓
- Following up↓
- Updating CRM↓
- Trying to book meetings
Every step costs adviser hours.
Our system
- 01Ideal Client Profile↓
- 02AI Prospect Research↓
- 03Personalised Outreach↓
- 04AI Response Classification↓
- 05Qualified Prospect↓
- 06Calendar Booking
Who it's for
Built for advisory firms that want to grow
This is designed for firms that:
- Have an established advisory practice
- Have a clearly defined ideal client
- Want more qualified conversations
- Don't want advisers spending hours prospecting
- Have capacity to take on new clients
- Are willing to use technology to improve growth
Honest fit
Probably not a fit if…
- You're looking for thousands of unqualified leads
- You want a generic email-blast service
- You don't have capacity for new clients
- You're looking for a chatbot
- You're expecting AI to replace your advisers
We're building a client acquisition system — not replacing your advice team.
AI adoption in advice carries real concerns around privacy, accuracy and governance. Your advisers stay in control of every client conversation.
The difference
Why this isn't another AI agency
Most AI agencies say
“We automate your business.”
We say
“Let's identify where your next clients could come from — and build the system to reach them.”
Strategy first
Then we build the automation around it.
Deliverables
What's included
Ideal Client Research
Define exactly who your firm should be targeting.
Prospect Identification
Build targeted prospect lists based on your ICP.
AI Research & Personalisation
Research prospects and create relevant messaging.
Outbound Campaign
Deploy targeted outreach campaigns.
AI Lead Qualification
Automatically classify and prioritise responses.
Meeting Booking
Qualified prospects are directed toward your calendar.
Reporting
Track prospects → outreach → replies → qualified → meetings.
Next step
See if this could work for your firm
Book a free 20-minute Growth Audit. During the call we'll look at:
- 1Your ideal client
- 2Your current acquisition channels
- 3Who you could be targeting
- 4Where AI/outbound could fit
- 5What a client acquisition system could look like for your firm
No obligation.
“Give us your ideal client profile. We'll show you 25 prospects we'd target and the exact messaging we'd use to reach them.”
Book Your Growth Audit
FAQ