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 Reducing Churn by 3% Net You an Extra $1

Optimize your SaaS business's customer retention and project potential revenue gains. This calculator provides crucial insights for strategic planning and maximizing profitability before key milestones like retirement.

Can Reducing Employee Absence by 1

See how strategically managing employee absences can significantly boost your company's profitability using our Absence Percentage Calculator. Discover the hidden costs of absenteeism and unlock potential savings today.

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Use our Balloon Payment Calculator to explore strategies to minimize our overall interest paid on our home improvement loan.

Lead Gen Case Studies

Can Reducing Churn by 3% Net You an Extra $1

Can Reducing Employee Absence by 1

Can Refinancing Save the Thompsons $10,000 on Their Kitchen Loan?

Can REITs Offer Stability? How Calculating D/E Ratios Can Protect Your $1.8M IRA

Can Robert Retire Early? Calculate the Revenue Needed to Launch a Profitable Consulting Side Hustle

Can Robotic Farming Generate $70,000/Year for the Millers' College Funds?

Can ROIC Save $47,000 in Taxes? How a Tech Executive Maximized RSU Value Before Retirement

Can Sarah Erase $65,000 in Debt and Secure Her $1.8 Million Inheritance?

Can Sarah Retire Early? $500,000 Working Capital Buffer Analysis for Optimal Liquidity

Can Sarah's Night Shift Net Enough to Tackle $300K Debt and College?

Can Sarah & Tom's New Bakery Scale Profitably? Projecting Average Variable Costs...

Can She Afford a Home Healthcare Aide Using Tax-Efficient Roth Conversions?