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

$75,000 Retirement Nest Egg at Risk? Use Cost of Equity to Avoid Overvalued Tech Stocks

Ensure your hard-earned RSUs contribute to a secure retirement by accurately valuing potential investments. This calculator helps you determine if a stock's price reflects its true risk and expected return.

$75,000 Retirement Savings Lost to Hidden Fees? See How Sam Avoids the Expense Ratio Trap

Don't let high expense ratios erode your hard-earned retirement nest egg. Use our calculator to visualize the real cost of investment fees and protect your future income.

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Uncover the exact annual interest rate Sarah and Mark need to achieve their ambitious college savings goal. Secure your family's future with our compound interest calculator.

Lead Gen Case Studies

$75,000 Retirement Nest Egg at Risk? Use Cost of Equity to Avoid Overvalued Tech Stocks

$75,000 Retirement Savings Lost to Hidden Fees? See How Sam Avoids the Expense Ratio Trap

$800,000 College Savings Gap: Sarah & Mark's Path to 7.8% Returns

$850,000 Savings

$85,000 DSCR Improvement

$85,000 Extra for College? How the "Boring" Side Hustle on YouTube Saved Our Kids' Education Fund

$85,000 in Uncollected Revenue

$85,000 Saved

$850/Month Mutual Fund Contribution

$87,000 College Savings Opportunity

$87,000 Lost to Fees? See How a Tech Exec Cut His Portfolio's Expense Ratio

$875,000 Undervalued Tech Stock? How a Golden Door Asset Calculator Helped a Tec...