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

$18,000 College Fund Boost: Exploiting Put-Call Parity for Risk-Free Returns

Uncover arbitrage opportunities in options trading and potentially accelerate your college savings plan. This calculator helps you identify mispriced options, leading to risk-free profits.

$18,000 Profit or Bust

Calculate potential biotech stock profits, factoring in commission fees and risk tolerance, to strategically fund college savings.

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$185,000 Down the Drain

Don't let investment fees erode your hard-earned savings. See the real cost of high expense ratios and how to optimize your 529 plans for maximum growth.

$187,000 Student Loan Forgiveness: How This High-Income Couple Can Still Qualify

Discover how strategically navigating income-driven repayment plans can lead to significant student loan forgiveness, even with a high household income and looming college costs. This case study shows how optimizing repayment plans frees up capital for future family expenses.

$1.8 Million Inheritance: Optimize Your IRA Returns with MIRR Analysis

Secure your financial future and maximize your IRA inheritance by strategically evaluating investment opportunities with the MIRR calculator. Discover investments that outperform traditional returns while minimizing risk.

$1.8M IRA Inheritance: Eleanor Secures $75K/Year Retirement with PVIFA.

Secure your retirement by understanding the present value of future annuity payments. Use our PVIFA calculator to optimize your IRA inheritance and plan a stable income stream. Don't let taxes erode your wealth; plan smarter with Golden Door Asset.

$1.8M IRA Inheritance: Unlocking Tax-Efficient NOPAT Growth in Retirement

Maximize your inherited IRA with tax-efficient strategies and superior operating profit analysis.

$1.8M IRA Rescue: Eleanor Finds Liquidity & Peace of Mind

Unlock the potential of your inheritance and navigate market liquidity with confidence. Learn how to assess a stock's true availability for trading and minimize risk in your retirement portfolio.

$1.8M IRA Rollover: Avoid Costly Lease Mistakes & Maximize Retirement Income

Don't let confusing lease terms erode your hard-earned retirement savings. Our Money Factor Calculator helps you decipher hidden lease costs and ensures you're getting the best deal.

$1.8M IRA to Lasting Legacy: Eleanor's Path to Secure Retirement

Discover how strategic compounding can transform your inherited IRA into a secure financial future. Project your growth and explore tax-efficient withdrawal strategies for lasting wealth.

$1.8M IRA to Retirement Income: Dividend Stocks & Market Cap Analysis

Discover how to use market capitalization to evaluate dividend stocks and potentially secure a comfortable retirement income from an inherited IRA. Our calculator helps you assess risk and growth potential.

$1M AUM in 6 Months: Advisor Achieves 300% Growth with Lead Gen Tool

An RIA achieved 300% AUM growth in six months using Golden Door Asset's AI lead generation, adding $1M AUM.

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