Inbound
We turn your expertise into content that earns trust at scale, so the right people come to you first.
For independent wealth advisors
Online prospecting,
Online prospecting,
done right.
We build relationship development engines that book you calls.
The channels your next clients are already on
Three components to filling your calendar.
Inbound and outbound, directly on the platforms your ideal clients use most.
Outbound
We start the right conversations for you. Personal outreach to the exact people who fit your book, every day.
Tailored to where your clients are
We run the same playbook on up to five platforms. We find where your ideal clients spend time, then tailor it to each one.
8+ discovery calls booked straight to your calendar, every month.
How we help you attract your ideal clients.
M
Map the market
Define your ideal client
Find your prospects
Rank them by fit
A
Approach the right people
Like and comment
Send a connection request
Land on their radar
G
Gain their attention
Build content pillars
Capture your voice
Create and publish your posts
N
Nurture the prospect
Build awareness
Share free resources
Position your solution
E
Engage in conversation
Start a conversation
Earn the reply
Surface their problem
T
Transform into a client
Book the call
Prepare for the call
Lead the discovery call
Our Magnet System: custom built for you.
Not your average marketing agency.
Built for advisors
Compliance-aware from day one. We work alongside your compliance and marketing teams, so everything we publish under your name is reviewed and safe.
Always your voice
Every post and message sounds like you, drawn from your own library. You approve what goes out.
Multi-channel reach
LinkedIn, Meta, and the platforms your ideal clients actually spend their time on.
Volume others can't reach
AI-enabled delivery lets us run personal outreach and content at a scale a manual team cannot match, so you reach far more of the right people.
Speed to market
We get your campaign live within three weeks of signing up, so you start booking calls fast, not months down the line.
Full transparency
Live numbers on a simple dashboard, so you always see what is working.
Your results timeline.
What happens after signing up?
Onboarding
Week 1
Personalizing your campaign
Three things set your foundation. We build your Advisor Voice Profile so everything sounds like you. We turn everything you have already written into a source library we draw on for future content. And we optimize your LinkedIn profile so it is sharp and specific before we drive a single prospect to it.
Onboarding
Week 2
Setting up your campaign
We build your content strategy, create your DM campaign and lead magnets, and get your first batch of posts approved and ready to publish.
Onboarding
Week 3
Setting up your communication channels
We set up approval channels with your compliance and marketing teams, plus a direct line to you for content ideas and bespoke material. We connect your LinkedIn and chosen platforms to Wealth Navigator, then link your booking page to your calendar so booked calls land straight in your schedule.
Onboarding
Week 4
Deploying your Magnet System
We deploy your custom inbound and outbound pipeline and start the prospecting process. Outreach and content go live, with you approving each step, and the first real conversations begin to warm up.
Continuous Management · Monthly Service Delivery
Your Magnet System in operation.
Map
2,600 Prospects found Approach
600 Connection requests Gain
60 Posts published Nurture
10,000+ Impressions Engage
2,000 Conversations Transform
8 Discovery calls booked Typical monthly figures, based on conservative benchmarks.
FAQs
I've worked with marketing services before and didn't see much from it. What makes this different?
The old way hands you a stack of generic posts, then leaves you to figure out the rest. That wasn't your fault, you just never had a system that learns your voice and your niche and gets sharper every week. That's the whole difference here.
How does this work with my compliance requirements?
It's built compliance-first, so every piece is written to stay inside your firm's rules before it ever reaches you. You review and approve everything, so nothing goes out that you and your compliance team haven't cleared.
Most of my business comes from referrals. Where does this fit in?
Referrals are great, but you can't control when they show up or when they stop. This keeps the right prospects steadily warming up to you in the background, so your growth doesn't sit and wait on someone else remembering your name.
Will the content still sound like me?
It's trained on your own words, your stories, and the way you actually talk to clients. You read every piece before it goes out, so the only thing that ships is the stuff that sounds like you on your best day.
I'm pretty busy. How much time does this take, and how do I know it's working?
It's built to take work off your plate, not pile more on, so you're spending minutes a week, not hours. And you can see exactly which posts and conversations turn into booked meetings, so you're never guessing where your clients came from.
Let's get started.
We book qualified discovery calls onto your calendar so you can focus on advising instead of prospecting.