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

Doctor Doubles Practice Efficiency, Saves $60,000 Annually with FTE Optimization

Optimize your workforce for maximum profitability. Use our FTE Calculator to identify staffing efficiencies and boost your bottom line.

Doctor's Dilemma

Calculate and compare depreciation methods to minimize your tax burden and accelerate debt repayment. This calculator provides clarity and confidence in your financial planning.

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Doubled Lead Generation: Advisor Achieves 100% Growth with Streamlined Tool.

Advisor doubles lead generation, achieving 100% growth using Golden Door Asset's AI tool, boosting AUM by $500,000 in six months.

Double Their Client Base & Reduce CAC by 15%

Discover how the Millers, facing rising college costs, leveraged strategic marketing to boost their Etsy business and slash customer acquisition costs. Our CAC calculator provides the insights you need to achieve similar success and secure your financial future.

Double Your Online Revenue: See How the Johnsons Added $300,000 with CRO.

Unlock the potential of your online store! See how a simple conversion rate optimization strategy, powered by our conversion rate calculator, can dramatically increase your sales and revenue.

Double Your Rental Income: Dr. Sharma Achieves 90% Occupancy with Expert Insights

Unlocking the profit potential of your vacation rental property starts with maximizing occupancy. Our calculator helps you optimize your bookings and revenue.

Doubling Leads: Advisor Achieves 117% Growth with Targeted Marketing Tool

AI-powered marketing tool drives a 117% increase in qualified leads, projecting a $350K boost in annual recurring revenue.

Doubling Leads & Closing 30% More: Advisor Tool Case Study

Golden Door Asset's AI tool helps an RIA double leads, close 30% more deals, and increase revenue by $300,000 annually.

Doubling Leads & Cutting Costs: How AI Boosted Advisor Growth by 40%

AI lead generation and client management helped an RIA firm increase advisor growth by 40% and cut marketing expenses by $250K.

Doubling Leads: Financial Advisor Generates $500K in New Business

AI-powered lead generation helps financial advisor double qualified leads, generating $500,000 in new assets under management (AUM) in six months.

Doubling Leads: Financial Firm Achieves 117% Growth with Advisor AI

Financial firm achieves 117% growth in qualified leads and projected $750K AUM increase using Golden Door Asset's Advisor AI.

Dr. Anya's $15,000 Side Hustle: Optimizing Billable Hours for Faster Debt Payoff

Uncover hidden income potential as a busy physician. Use this Billable Hours Calculator to maximize your earnings from moonlighting shifts and accelerate your student loan repayment strategy, all while maintaining a healthy work-life balance.

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