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

$48,000 Missed Opportunity

Uncover hidden SaaS potential & avoid costly investment mistakes with clear LTV:CAC analysis. Maximize returns, minimize risk.

$500,000 Goodwill Opportunity

Avoid overpaying for intangible assets. Quickly assess goodwill value in a tech startup acquisition using this critical tool. Get an accurate valuation and negotiate the best possible deal.

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$500,000 Missed Opportunity

Unlocking hidden value in your equity compensation is crucial as you approach retirement. This calculator helps you determine if your stock options are truly creating economic value.

$500,000 Retirement Boost

Unlock Hidden Value: Calculate your yield to call on callable bonds for optimal retirement income planning. Minimize risk and maximize your investment return.

$500,000 Savings Over 5 Years

Discover how autonomous AI agents can revolutionize your medical practice, reducing burnout and boosting revenue by automating administrative tasks. This calculator shows the financial impact of integrating AI scribes, allowing you to focus on patient care.

$52,000 Forex Opportunity

Unlock Forex profits in retirement. Calculate your forward premium accurately and manage currency risk.

$5M AUM Growth: See How Advisors Boosted Client Acquisition by 30%

Golden Door Asset helped advisors increase AUM by $5M and client acquisition by 30% using AI lead generation.

$5M AUM Increase: How Data-Driven Insights Landed New High-Value Clients

Data insights fuel $5M AUM increase for RIA, enabling targeted high-value client acquisition with AI-powered lead generation.

$5M AUM Jump: Advisor Leverages Automation for 30% Client Growth

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$5M Business Exit

Unlock the true value of your business before selling. Accurately calculate your EBITDA to negotiate a better deal and secure your financial future.

$5M Business Sale

Planning to sell your business? Use this calculator to fine-tune your Net Operating Assets (NOA) and maximize your sale price. Unlock hidden value and negotiate from a position of strength.

$5M Exit Strategy

Safeguard your hard-earned wealth. Use our VaR calculator to understand the potential downside of your investment portfolio and ensure a comfortable retirement after selling your business. Plan your future with confidence.

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