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

Avoid Lisa's $75,000 Tax Bill: Master Your NVIDIA RSUs Before Retirement

Calculate your average cost basis in volatile tech stocks and optimize your RSU sales for tax efficiency. Golden Door Asset helps you navigate complex equity compensation strategies.

Avoid Overpaying: Ed Saves $75,000 on Fix-and-Flip with Smart ARV Analysis

Maximize your fix-and-flip investment with our ARV Calculator. Determine the Maximum Allowable Offer (MAO) and avoid overpaying on your next property. Make smarter, more profitable real estate decisions.

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Avoid overpaying for your dream retirement home after a life-changing event. This calculator helps you determine a smart offer, factoring in market conditions and the property's true value, ensuring you don't fall prey to emotional bidding.

Lead Gen Case Studies

Avoid Lisa's $75,000 Tax Bill: Master Your NVIDIA RSUs Before Retirement

Avoid Overpaying: Ed Saves $75,000 on Fix-and-Flip with Smart ARV Analysis

Avoid Overpaying: Help Clients Like Eleanor Save $15,000 on Their Dream Home

Avoid Overpaying: See How Sarah & David Could Save $35,000 on Stocks

Avoid Overpaying: See How the Millers Saved $32,000 on a Hot Stock

Avoid Overpaying: See How the Millers Saved $75,000 with Price Per Square Foot

Avoid the 400% Trap: See How Sarah Dodged a Payday Loan Disaster

Becoming a Millionaire While Drowning in Debt: Dr. Anya Sharma's 15-Year Plan

Black-Scholes Options Strategy

Blackwell's CPA Firm Valuation: $250K Increase with Staff Leverage Analysis

Blended Interest Rate Savings: How Dr. Anya Sharma Cut Her Loan Payments by $750/Month

Boost Business Valuation by 8% by Optimizing Fixed Asset Turnover