Get Leads Worth $10M in Assets Every Month Or You Don't Pay
If your new leads don’t have you questioning whether to keep this a secret from other RIAs, you don’t pay—simple as that.
Turn Key Solution RIAs
mONTHLY aum cOMMITMENT
Guaranteed $10M AUM Leads
Receive qualified leads every month with a total of $10 million+ in declared investable assets, ensuring high ROI for your practice.
Verified U.S. Investors
Qualified $500K+ Leads
Connect exclusively with U.S.-based leads, each declaring $500k+ in assets, delivered directly to your inbox.
Complimentary Extras
Bonus Leads Included
Get additional leads under $500k in assets as a free value-add to grow your network.
Complimentary Extras
Bonus Leads Included
Get additional leads under $500k in assets as a free value-add to grow your network.
Streamlined Delivery
Lead's Delivered Directly
Receive leads via email in real-time, ensuring you never miss a growth opportunity.
Risk-Free Guarantee
Get Results Or Your Money Back
We uphold our promise—should we fail to achieve the $10M AUM guarantee, you qualify for a refund of our service fees. Your trust is paramount to us, and we ensure transparency in our dealings.
FAQ
Explore the vital aspects of our service offerings and process.
You will receive leads exclusively from U.S.-based residents who have declared investable assets of $500,000 or more. These leads are verified to ensure quality and alignment with your AUM goals.
We guarantee that the total declared investable assets of the leads provided each month will equal or exceed $10 million. If we don’t meet this commitment, you qualify for a refund of the service fee.
Leads are verified through a form submission where individuals declare their investable assets. We make reasonable efforts to ensure the information is accurate and aligns with the criteria outlined in the agreement.
Leads are delivered directly to your email in real-time, ensuring you have immediate access to connect with potential investors.
If the total declared investable assets of the qualified leads provided within 30 days fall short of $10 million, you are eligible for a refund of the $2,500 service fee. The ad spend portion is non-refundable.
Bonus Leads are additional leads with less than $500,000 in declared investable assets. These leads are included as a complimentary value-add but do not count toward the $10M AUM commitment.
The service costs $5,000 per month, which includes $2,500 for lead generation services and $2,500 for ad spend. The service fee is eligible for a refund if the AUM guarantee is not met.
Yes, this is a month-to-month agreement, and you can cancel by providing a written notice at least 30 days before the start of the next billing cycle.
Leads will be delivered on a rolling basis throughout the month, ensuring a steady flow of qualified prospects. The process begins as soon as the initial payment is made and the agreement is signed.
No, there are no hidden fees. The $5,000 monthly fee covers both the ad spend and the service fee, with no additional costs beyond this unless otherwise agreed upon.
The $10M AUM is calculated based on the total declared investable assets of all qualified leads provided within a 30-day period. Leads with less than $500,000 in assets (Bonus Leads) are not included in this calculation.
We are committed to ensuring your satisfaction. If you encounter issues, you can contact our support team to resolve concerns or address any discrepancies in lead quality. Additionally, the refund policy ensures protection if the $10M AUM guarantee is not met.