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

$1M in New Assets: How XYZ Advisors Supercharged Lead Gen

XYZ Advisors supercharged lead gen with AI, gaining $1M AUM and 40% more qualified leads in six months.

$1M in New AUM: How Personalized Tax Strategies Attracted High-Net-Worth Clients

RIA gains $1M AUM in 3 months using AI-powered tax strategies, attracting HNW clients and boosting competitiveness.

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$1M Portfolio Boost: See How AI Doubled Client Acquisition.

Golden Door Asset helped an RIA double client acquisition and add $1M AUM by leveraging AI-powered lead generation.

$2,000,000 Mutual Fund Nest Egg

Plan your post-sale investment strategy and build a robust, low-cost retirement portfolio with our Mutual Fund Calculator. Understand the long-term impact of fees and optimize your returns for a secure financial future.

"$200,000 Annual Income at 4% Yield

Maximize your post-sale wealth with a strategic dividend investing plan. Use our calculator to determine the optimal dividend yield for your income goals and discover high-quality dividend stocks.

$27,000 COGS Reduction: How the Andersons Streamlined Their Etsy Business

Cut your craft supply costs and boost profitability using our Cost of Goods Sold Calculator. Optimize your Etsy business and maximize profits with Golden Door Asset.

$27,000 Saved

Uncover hidden revenue leaks on your website and optimize for higher conversion rates with our Exit Rate Calculator.

$275,000 Parking Savings

Unlock the hidden value in commercial real estate investments using precise parking ratio analysis. Project future cash flows and optimize your retirement income strategy with data-driven decisions.

$280K Debt-Free Faster

Unlock the power of Net Asset Value (NAV) analysis to optimize your investment strategy and conquer debt faster. This calculator empowers you to make informed decisions and potentially shave years off your repayment schedule.

$280K Debt, Max 401k: Anya Finds Hidden Currency Profits with Arbitrage Tool.

Maximize your returns with triangular arbitrage - even while balancing student loans and aggressive retirement contributions. Find hidden profits in global currency markets with this powerful tool.

$280K Debt to $3M Retirement: Anya's Investment Rate Blueprint

Unlock the secret to reaching your investment goals, even with significant debt. Discover the interest rate needed to build a secure financial future and retire early.

$2 Million AUM in 12 Months: How AI Drove Lead Gen

Golden Door Asset helped an RIA acquire $2M AUM in 12 months using AI-powered lead generation, boosting leads by 35%.

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