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

Can a Carry Trade Help a Widow Generate $50,000 Annually from Her $1

Unlock potentially higher returns on your retirement savings with a strategic carry trade approach.

Can a Dividend Portfolio of $1

See if your inherited IRA can provide the income you need.

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Can Alex Afford His $1.2M Dream Home? Plan Your Retirement Today.

Unlock your dream retirement home by accurately calculating your full monthly housing costs. Plan wisely and retire comfortably.

Can a Low-Yielding Dividend Stock Actually Destroy Wealth? MVA Analysis for a $1

Uncover hidden value destruction: Discover how focusing solely on dividend yield can erode your inheritance's long-term growth potential. See how Market Value Added (MVA) can reveal the true story.

Can Amazon Keep Growing? How Dr

Is Amazon still a growth stock? Use our retention ratio calculator to analyze Amazon's potential for future expansion and see if it aligns with your investment goals. This simple tool helps you determine how much of Amazon's earnings are being reinvested for future growth, critical for long-term investing.

Can a Widow Increase Her IRA Returns? A DuPont Analysis Case Study for a $1

Uncover hidden opportunities to boost your Return on Equity and maximize your retirement income with our DuPont Analysis Calculator. Optimize your investment strategy for long-term financial security.

Can "Blue Chip" Really Cover College? How the Millers Can Find Undervalued Stock...

Uncover potentially undervalued stocks with our Market Capitalization Calculator and strategically allocate funds to tackle rising college tuition. Ensure a financially secure future for your children's education while maximizing investment returns.

Can Buying a $45,000 3D Printer Save My Company $120,000 in Retirement?

Evaluate the financial impact of in-house 3D printing versus outsourcing for a potential early retirement.

Can Carol Afford Her Dream Home? Solve Her $1.8M IRA Inheritance Puzzle

Discover if Carol's inherited IRA and existing debts allow her to purchase a new home.

Can Company ABC Sustain its 18% Return on Sales After Expanding into Emerging Markets?

See how a Return on Sales (ROS) analysis helps tech executives like you ensure continued profitability amidst expansion risks.

Can Continuous Compounding Grow $3.2M in RSUs to $5M Before Retirement?

Estimate your future wealth with continuous compounding interest and accelerate your retirement savings. Maximize your gains through precise calculations and strategic investment planning.

Can Cutting 15% of Low-Impact Dev Tasks Save You $450,000 Annually? A Man-Hours ...

Optimize your software development team's efficiency and reduce operational costs by strategically identifying and automating low-impact tasks. Use our Man Hours Calculator to uncover hidden inefficiencies and unlock significant savings.

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