Proven lead generation strategies and case studies for RIAs. Explore tools, calculators, and campaigns that consistently attract high-net-worth prospects.
This case study explores how a physician, Dr. Anya Sharma, leveraged the Cap Rate Calculator to evaluate a potential commercial real estate investment. Facing significant student loan debt and managing a small practice, Dr. Sharma sought to diversify her portfolio and generate passive income, but needed a clear way to assess profitability.
This case study examines how a Residual Income Calculator and companion tools empower CPAs to provide advanced advisory services. We'll explore how to optimize billing rates, boost practice valuation, and deliver significant value to clients like Dr. Anya Sharma, a physician seeking to understand her practice's true worth.