Win Wealthy Clients
Using Ken Fisher's Marketing
Ken Fisher Isn't Hoping For Referrals.
He Built A Marketing System That Gives Him High-Net-Worth Clients 24/7.
We'll Built The Same Marketing System... Tailored To Your RIA
- Trusted by RIAs managing up to $100B+ in AUM
Don't Know Me From Adam?
Hi – I’m Adam Sarhan
Interviewed $1 Trillion in AUM on Smart Money Circle.
#1 Best Selling Author
Quoted & Contributor to Forbes, Zerohedge, & Several Other Major Financial Media
I know this industry inside out.
And I also know this:
👉 Most RIAs don’t have a system to grow their AUM online…
I’m here to change that.
That’s why I built a simple, proven system to help RIAs attract wealthy clients
– without chasing, cold calling, or guessing, or waiting on referrals.
The Challenges Every RIA Faces
You're excellent at managing money. But marketing? That's another story.
If You're Like Most RIAs, Here's The Real Problem...
3 Timeless Mistakes RIAs Make:
- You rely almost entirely on referrals
- You're not running ads online
- Your website looks good... but it doesn't get you new clients
The truth:
it's not your fault.
No one ever taught RIAs how to acquire customers online.
Ken Fisher Cracked The Code.
Ken Fisher Built A +$300B Firm By Doing One Thing Better Than Anyone Else: Online Marketing
Here's His Formula:
-
Give Value First:
Run ads to free guides, retirement insights, wealth mistakes. -
Build Trust Online:
Email sequences that teach, don't sell. -
Invite Qualified Prospects:
To strategy session where the close happens naturally.
That's it.
The problem? Most independent RIAs don't know this system.
We'll Help You Implement It For Your RIA
- Trusted by RIAs managing up to $100B+ in AUM
We'll Build The
Ken Fisher Formula...
Tailored To Your RIA
Ken Fisher Built A +$300B Firm By Doing One Thing Better Than Anyone Else: Online Marketing
-
Lead Generation On Autopilot
Get lead magnets & ads that attract HNW clients 24/7. -
Nurture Until Ready
Get follow-ups: emails, texts, and retargeting that build trust. -
Compliance Handled
Everything is built RIA-compliant, so you can grow without risk.
- Trusted by RIAs managing up to $100B+ in AUM
Trusted By Wall Street & Main Street
Trusted By The Financial Industry's Smartest Voices & More
3 Simple Steps To
Start Attracting
Wealthy Clients
Start Acquiring Wealthy Clients To Your RIA In 3 Simple Steps
1
Book Your Free Strategy Session
We'll analyze your current setup and identify opportunities.
2
Get Your Custom Precision Plan
Tailored system for your RIA, based on Ken Fisher's formula.
3
Watch Qualified Clients Come To You
Spend your time on what matters most: growing AUM.
Limited Openings For This Quarter
We only onboard a few RIAs per quarter
to keep strategies hands-on and personalized.
If you want to attract high-net-worth clients the way Ken Fisher does – now is the time.
- Trusted by RIAs managing up to $100B+ in AUM