Proven lead generation strategies and case studies for RIAs. Explore tools, calculators, and campaigns that consistently attract high-net-worth prospects.
This case study examines Dr. Anya Sharma's financial dilemma: should she prioritize aggressive student loan repayment or utilize a variable annuity to supplement her retirement savings? We explore how financial tools can help her make informed decisions.
Dr. Anya Sharma, a busy physician and practice owner, felt overwhelmed managing her finances. Despite a high income, significant debt, and practice expenses obscured true profitability. This case study showcases how targeted financial tools revealed overlooked opportunities.