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

Save Like Dr. Sharma: Compare Loan Offers & Potentially Cut $45,000 in Interest

Don't leave money on the table! Easily compare loan offers to find the lowest interest rate and optimize your student loan repayment.

Save Like Dr. Sharma: Compare Mortgage APRs and Unlock $17,500 in Savings

Unlock hidden savings by accurately comparing mortgage offers with all fees included. Stop overpaying and start building wealth.

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Save Like Dr. Sharma: Recoup $384 on Rent & Optimize Debt Repayment

Simplify your move-in rent calculations and maximize your financial efficiency. Ensure you're only paying for the days you occupy your new apartment. This quick tool helps avoid overpayment and keeps your budget on track.

Save Like Eleanor: Eliminate PMI & Free Up $375/Month for Retirement

Uncover how a 68-year-old widow leveraged her inheritance to strategically eliminate PMI, saving hundreds monthly and securing her retirement. Use our PMI Calculator to determine if you're overpaying on your mortgage!

Save Like John: Cut Portugal Realtor Fees & Keep $65,000 For Retirement

Planning your dream retirement in Portugal? Don't let unnecessary realtor commissions eat into your savings. Use our calculator to negotiate effectively and understand the VAT implications, maximizing your retirement funds.

Save Like John: Maximize Retirement with Our $60,000 Real Estate Commission Negotiator

Calculate your net proceeds and negotiate the best commission rate to maximize your retirement nest egg. This calculator empowers informed real estate decisions, saving you thousands.

Save Like Sarah: Calculate Your Partial Rent & Keep $2,347 After Your Sale

Planning your post-exit life? Don't overpay on rent! This calculator helps you precisely determine your partial month's rent, ensuring you keep more of your sale proceeds for the things that truly matter.

Save Like Sarah: Slash Cell Phone Bills by $480 Yearly with Plan Comparison

Don't overpay for your cell phone plan! Compare your current plan to alternatives and find the best deal for your new budget.

Save Like the Millers: Cut $75,000 from Your Lake House Mortgage

Discover how strategic mortgage planning can unlock substantial savings on your lake house dream while ensuring financial flexibility. This calculator helps you navigate mortgage terms, understand the impact of prepayment options, and minimize long-term interest costs.

Save Like the Millers: Uncover Hidden Currency Costs & Save $35,000 on Vacation

Don't let exchange rates ruin your dream vacation! Use our PPP calculator to budget effectively and avoid overspending.

Save Like the Smiths: Cut $60,000 in Textbook Costs with This Simple Strategy

Uncover hidden savings in your family's spending by understanding comparative advantage – starting with college textbooks.

Save Like the Smiths: Cut $7,800 from Your Parent PLUS Loan Today.

See how a simple APR comparison saved the Smiths thousands on their children's education. Don't let sneaky interest rates eat away at your family's future; calculate your true cost of borrowing today!

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