The Hidden Cost
The seminar trap quietly costs you $200,000 a year.
Seminars work. A good presenter closes roughly one client per event. Run fifty events a year, you walk away with forty new clients. Nobody argues with that. But here's what nobody talks about — what it actually costs you to get there.
Your True Hourly Rate
$1,000 – $2,500
That's what a seasoned advisor managing $200M–$400M in AUM earns per hour when you back the math out of annual revenue. Every hour you're not in a revenue-producing seat, you're paying that rate out of pocket.
The Real Price
Book the venue. Print the materials. Pray the weather holds.
Present for ninety minutes. Work the room afterward. Chase the booking. Play phone tag for two weeks. Sit through the consultation. Follow up three more times.
All of that — for one client.
Run fifty seminars a year, and you've quietly written a $200,000 to $500,000 check. Paid in the one currency you can never get back.
The question isn't whether seminars work. The question is: what's the highest-leverage use of your time?
The Math
The number that runs your business is $1,500.
$1,500 in marketing produces one new client. That client walks in with $450K in investable assets — which generates $4,500/year at a 1% AUM fee. Every year. For the next decade.
The AUM+ Funnel — $10K Ad Spend
What that spend actually turns into.
Qualified Leads
66
pre-screened
Meetings Booked
26
40% blended
New Clients
5–9
at 20%–35% close
Per Month, Every Month
$2.25M – $2.7M in new AUM · $22,500 – $40,500 in new annual revenue
The AUM+ Difference
Why this works when everything else fails.
Three reasons the math above isn't theoretical — it's the blended result across every AUM+ territory.
01
Sourcing That Actually Targets Your Ideal Client
Years of testing — iteration after iteration across ad creative, copy, landing pages, and offer architecture — to isolate the patterns that pull $500K+ pre-retirees and retirees out of the scroll and into a booked call. Not tire-kickers. Not warm bodies. Qualified.
Built specifically for the $250K–$2M household.
02
Speed to Lead That Buries the Competition
Most advisors follow up 46+ hours after a lead submits. By then, the lead is cold — and they've already Googled your competitor. Our ISA team phones every lead within five minutes. The data is unambiguous: a 5-minute callback is 21x more likely to convert to a booked meeting than a 30-minute one.
5-minute contact. 21x conversion multiplier.
03
Follow-Up That Doesn't Quit After the First No
A layered email and text sequence that stays in front of your prospect whether they book on day one or month three. This is why our show-up rates are the highest in the industry — not because our prospects are better, but because the system never blinks.
Show-up rates that outperform every seminar in your market.
Scale-Up Path
Referrals run out. Ad budgets don't.
A referral comes when it comes. You can't schedule one. You can't 3x them next quarter. But an ad budget? That's a dial. Here's what each turn of the dial looks like.
$10K
Monthly — The Foundation
Qualified Leads~66
Meetings Booked~26
New Clients5–9
New AUM$2.25M – $2.7M
$25K
Monthly — The Accelerator
Qualified Leads~165
Meetings Booked~65
New Clients13–23
New AUM$5.6M – $6.75M
$50K
Monthly — The Compounder
Qualified Leads~330
Meetings Booked~130
New Clients26–45
New AUM$11.25M – $13.5M
The firms that dominate a market don't have more referrals than you. They just turned the dial earlier.
Territory Exclusivity
55 markets. 104 seats total. That's the entire country.
Two RIAs per major market. One per boutique. Each number you see below is the total investable HNW wealth sitting inside that market — the pool you'd be swimming in. Once a seat's locked, we stop running ads for the advisor two miles down the road, and the entire pool becomes yours to fish.
$8.4T
Total Addressable AUM