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

From $0 to $1M in AUM: How One Advisor Used AI Automation

An advisor achieved $1M AUM in under a year by using an AI lead generation platform, reducing marketing costs and client acquisition time.

From $1.2M to $8M: How Martha Achieved Retirement Goals by 70

Plan your ideal retirement with our compound interest calculator and personalized investment strategies.

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From $250/Night to $310/Night

Unlock the earning potential of your short-term rental property! Our ADR Calculator helps you optimize pricing strategies, maximize revenue, and achieve your financial goals. Plan for your family's future with confidence by turning your property into a high-performing asset.

From $2.5M to $3M: How Reducing Debt-to-Equity Added $500K to My Business Sale

Selling your business is a once-in-a-lifetime event. Optimize your company's financial health for a higher valuation by understanding your Debt-to-Equity ratio and making strategic improvements before you list.

From $3.2M in RSUs to $5M Retirement Goal: Calculate the Required Growth Rate

Plan your retirement with confidence by determining the exact return needed to reach your financial goals. Achieve financial security with our easy-to-use compound interest calculator.

From $3.2M RSUs to Retirement Ready: John's Tax-Smart Wealth Plan

Plan your retirement with confidence! See how strategic investments and regular contributions can maximize your wealth, even with potential tax implications.

From $4,200 to $1

Uncover hidden investment fees eroding your wealth and learn how to reclaim your financial future. This calculator reveals the shocking impact of even small expense ratios on your long-term returns.

From $4M Sale to Secure Retirement: Bob's 30-Year Wealth Growth Plan

Plan your post-business sale investment strategy for a secure retirement. Calculate your potential wealth growth with compounding interest.

From $5M Business Sale to Secure Retirement

Selling your business is just the first step. Use our Break-Even Point Calculator to determine the minimum investment income needed to maintain your lifestyle and ensure a financially comfortable retirement. Plan confidently, knowing your post-tax income will cover your expenses.

From $5M Business Sale to Secure Retirement

Planning to sell your business? This calculator helps you optimize your free cash flow to boost its valuation and ensure a financially secure retirement. Understand your company's true value and negotiate from a position of strength.

From $5M Exit to $500K Passive Income

Planning your exit strategy? Discover how to leverage your website's existing traffic to generate significant passive income post-sale using our Website Ad Revenue Calculator. Estimate your potential earnings and optimize for a financially secure future.

From $5M Exit to Future-Proofing Finances: Calculating Your True Spending Power

Navigate your post-sale financial landscape with confidence by understanding your discretionary and disposable income. Plan for retirement and new ventures with precision.

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