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

200% Lead Increase: Financial Advisor Closes More with Personalized Portfolios

Financial advisor achieves a 200% lead increase and projects $150,000 revenue growth with AI-powered personalized portfolios.

300% Lead Increase: Advisor Generates Millions in AUM with New Tool

Advisor uses AI to generate 300% more leads and millions in AUM in six months, without cold calling.

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30% More Leads: How Advisor X Boosted Growth with Targeted Content.

Advisor X saw 30% more leads using targeted, AI-powered content, generating $75,000 in estimated annualized revenue.

3X Lead Conversion: Advisor Sees $250K Revenue Boost with AI Tool

Golden Door Asset's AI tool triples lead conversion, boosting revenue by $250K for an independent RIA by identifying qualified leads.

3X More Leads, 25% Higher Conversion: Advisor Tool Case Study

Golden Door Asset tripled leads and boosted conversion by 25% for an RIA using AI, resulting in a $350,000 revenue increase.

529 Vision: Funding Futures Wisely

A case study demonstrating how our lead generation tool empowers families to make informed 529 college savings decisions, balancing ambitious educational goals with prudent financial planning.

Accelerate Debt Payoff: See How Dr. Lee Projected $18,000 Extra Loan Payments

Maximize your 12-hour shift earnings and accelerate your debt payoff!

Accelerate FIRE: See How Dr. Emily Slashed $280K Student Loans and Retired Early

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Accounting Profit and Opportunity Analysis

Discover the potential profitability of investing your inheritance in a senior care franchise, using our Accounting Profit Calculator to determine if this entrepreneurial path is right for you.

Accrual Ratio Reveals $27,000 Red Flag

Avoid hidden asset erosion during divorce proceedings. Use our Accrual Ratio Calculator to uncover potential earnings manipulation and protect your financial future. Gain clarity and ensure a fair settlement.

Accrual Ratio Reveals Hidden Costs: How John Saved $150,000 on His Business Sale

Uncover hidden accounting practices and boost your business valuation with our Accrual Ratio Calculator. Perfect for owners planning their exit strategy.

Analyze David's $3.2M RSUs: Can He Afford His Dream Porsche 911?

Retiring tech executive assesses if their RSU wealth allows for a luxury sports car without jeopardizing financial goals.

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