Lead Gen Case Studies

Proven lead generation strategies and case studies for RIAs. Explore tools, calculators, and campaigns that consistently attract high-net-worth prospects.

2,781 case studies

Help Eleanor Minimize Taxes & Maximize Her $1.8M IRA Inheritance

Maximize your IRA inheritance: Discover the blended tax rate and minimize your tax burden.

Help Eleanor Preserve Her $1.8M IRA Inheritance and Secure Her Future

Boost your financial security and maximize your inheritance with smart net worth planning.

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Help Eleanor Slash IRA Taxes & Unlock $1.8 Million Inheritance with Strategic Planning

Unlock the potential of your inherited IRA and minimize your tax burden with strategic loan planning.

Help Eleanor Turn Her $1.8M IRA into a Montana Ranch Retirement Dream

Plan your legacy: Calculate the feasibility of purchasing land for your retirement ranch using inherited IRA funds.

Help Evelyn Renovate Mom's House and Protect Her $1.8M IRA

Use this calculator to compare loan options for home renovations, ensuring you make the best financial decision while preserving your inherited IRA.

Help George Decide: $2.5M Home or Rent & Invest After $5M Business Sale?

Unsure whether to buy a luxury home or rent and invest after a major windfall? This calculator helps you make the right decision.

Help Helen Avoid a $50,000 Loan: Smart IRA Tax Strategies for Widows

Should I take out a personal loan to pay the taxes on my inherited IRA?

Help Helen Protect Her $1.8M IRA: Outsmart Inflation & Secure Her Future

Navigating retirement income after loss? This calculator helps you understand how inflation erodes your IRA's purchasing power and plan accordingly. Safeguard your financial future with informed decisions about withdrawals and investments.

Help John Afford His $75,000 Dream Car Without Risking Retirement

Calculate the maximum car you can comfortably afford after a major liquidity event, ensuring your retirement funds remain secure.

Help John Decide: $10M Lottery, Annuity or Cash? Maximize Retirement Savings Now!

Optimize your lottery windfall with our annuity vs. lump sum calculator.

Help John Generate $150,000 Lifetime Income After Selling His Landscaping Business

Discover the power of perpetual income streams. This calculator helps you understand the present value needed to fund consistent, never-ending cash flow, ensuring your financial security after selling your business. Plan your future with confidence and clarity.

Help John Protect His $5 Million Exit: Calculate Real Returns After Inflation

Shield your retirement nest egg from the eroding power of inflation. Use our Fisher Effect Calculator to understand the real return on your investments after factoring in inflation.

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