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 the Millers Combat Inflation to Secure a 5% Real Return on $300,000

Ensure your college savings outpace inflation and achieve your desired real return with our Fisher Equation Calculator.

Help the Millers Find Out: Can They Afford a $600K Lake House?

Determine if a second home purchase is financially sound using the 28/36 Rule. Avoid becoming house poor and discover affordable loan options.

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Help the Millers Generate $200,000 More Retirement Income with Optimized Portfolio Allocation

Discover how AI-powered portfolio optimization unlocked $200,000 in extra retirement income for the Millers, showcasing benefits for wealth management.

Help the Millers Reduce Taxes by 28% and Achieve Their Dream Retirement Goals

See how AI saved the Millers $48K in taxes, boosting retirement and strengthening advisor relationships.

Help the Millers Save $16,000: Unmask Hidden Rental Costs with This Calculator

Don't get fooled by flashy incentives! This calculator reveals the true cost of rent, helping you make smarter financial decisions.

Help the Millers Save $37,000 on Tuition: Refinance Your Mortgage Today

Refinance your mortgage strategically to free up cash for accelerating college fund contributions and avoid massive student loan debt. See how much you can save!

Help the Millers Save $375/Month: Refinance or Stick with Their Mortgage?

Easily compare mortgage scenarios to find the best loan terms. Discover the optimal mortgage strategy for your financial future and save thousands of dollars.

Help the Millers Secure $1.2 Million Retirement Nest Egg with Strategic Investment Planning

See how AI helped the Millers project a $1.2M retirement nest egg, a 15% increase over initial projections, enhancing accuracy and client confidence.

Help the Millers Unlock a 15% ROI with Energy-Efficient Home Upgrades

Unlock hidden returns by investing in energy-efficient home upgrades. Use our ROI calculator to see how much you could save and the financial impact on your investment portfolio.

Help the Smiths Achieve 20% Higher Returns with a Tailored Investment Strategy

Golden Door Asset's AI tool improved Smith's returns by 20% through tailored strategies, streamlining workflow and building client trust.

Help the Smiths Achieve 20% Higher Returns with Personalized Investment Guidance

Golden Door Asset helped the Smiths achieve 20% higher returns with personalized investment advice, unlocking an additional $40,000 in wealth.

Help the Smiths Add $7,500+ Overtime Pay to College Savings Fund

Maximize your overtime earnings and strategically allocate them to future college expenses. This overtime calculator simplifies complex calculations, showing exactly how much extra income you can generate with extra hours. Plan smarter for your family's financial future.

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