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 Struggle to Success: $100K in New Leads with Advisor AI

Advisor AI generates $100K new revenue for RIA firm in six months using AI-powered lead generation, identifying and nurturing high-potential prospects.

From Struggle to Success: 30% Lead Boost with Advisor Platform

An RIA boosted qualified leads by 30% using Golden Door Asset's AI advisor platform, generating an estimated $150,000 in potential new AUM.

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From Struggle to Success: 30% More Leads with Personalized Financial Guidance

An RIA increased lead generation by 30% using AI-powered personalized financial guidance, projecting $75M AUM growth.

From Struggle to Success: Doubling Leads and Boosting AUM by 40%

RIA firm achieves 40% AUM growth and doubles leads using Golden Door Asset's AI-powered lead generation in just 12 months.

From Struggling to $1M AUM: One Advisor's 300% Lead Gen Boost

Golden Door Asset helped an advisor increase leads by 300%, growing their AUM from $250k to over $1M in one year.

From Struggling to $1M+: Client Acquisition Soars 300% with AdvisorTech.

Golden Door Asset's AI platform helps an RIA achieve a 300% increase in client acquisition and $1M+ in AUM within 6 months.

From Supply Chain Chaos to Predictable Profits

Optimize your manufacturing budget and boost profitability by identifying and rectifying discrepancies in direct material costs. This calculator empowers data-driven decisions, leading to significant cost reductions and improved financial forecasting.

From Tech CTO to Yacht Owner: $3.2M RSUs Need Value Investing?

Discover if Benjamin Graham's principles can help you identify undervalued stocks and secure your retirement dreams. Use our Graham Number Calculator to make informed investment decisions.

From Tech Exec to Content King

Turn your passion project into a lucrative retirement income stream by optimizing your website ad revenue. This calculator shows you how to unlock the hidden potential of your online content, just like John did.

From Tech Exec to Dividend Investor

Discover hidden gems in the market! This calculator helps you find companies with strong cash flow relative to their stock price, uncovering potential value that others miss. Make smarter investment decisions today.

From Tech Exec to Hobby Farmer: Avoiding a $25,000 Marginal Cost Mistake

Don't let your passion project drain your retirement savings. Calculate your true marginal costs before leaping into your next venture.

From Tech Exec to Savvy Investor

Unlock the true value of your RSU rollover and optimize your ETF portfolio for a comfortable retirement. This calculator helps you determine the Net Asset Value (NAV) per share of your target ETFs, ensuring you're getting the best possible price and minimizing costs.

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