Choose the Growth Plan
That Fits Your Practice

Whether you want to start small or scale fast, we have a plan that delivers predictable HNI client acquisition.

Precision Access Plan

$X,XXXupfront

10 pre-vetted HNI leads @ $XXX each

Perfect for advisors who want to test with a small, low-risk batch before scaling.

10 HNI leads

$XXX per lead

What's Included:

  • 10 pre-vetted HNI leads with $500k+ investable assets
  • Direct booking into your calendar
  • Real-time notifications + CRM integration
  • Weekly status updates & dedicated support

Guarantees:

  • No-Show Protection — if a lead doesn't show, you don't pay
  • First 10 Guarantee™ — if you don't close at least 1 client from your first 10 leads, we replace the batch for free
Best for:

Advisors who want to test with a small, low-risk batch before scaling

Most Popular

Growth Engine Program

$X,XXX/month + ad spend

100+ qualified HNI leads per month (Lead cost between $100-$250 per lead)

For advisors/agencies ready to scale client acquisition with enterprise-level predictability.

100+ leads/month

$100-$250 per lead

What's Included:

  • Done-for-you Google Ads management & optimization
  • Funnel + CRM build with automations
  • Weekly performance reviews
  • Territory exclusivity (only one advisor per region)

Guarantees:

  • If we don't deliver 100 qualified leads in 31 days, we work free until quota is met
  • Extra leads above 100 are free of charge
Best for:

Advisors/agencies ready to scale client acquisition with enterprise-level predictability

Why Advisors Say It's a No-Brainer

Just one HNI client with $500K+ in assets under management can generate $5,000–$7,500 in annual fees (1–1.5% typical). That single client more than covers multiple months of service — and most advisors retain clients for years.

Other agencies charge more with no guarantees.

Our model includes risk reversal (you don't pay for no-shows, and we work free until targets are met).

Your ROI is baked in — predictable pipeline > unpredictable referrals.

Ready to Get Started?

Choose your plan and start filling your calendar with qualified HNI prospects.