You Can't Scale Referrals
A referral can turn into a great client. But you can't control them - you're depending on other people to remember you at exactly the right moment.
You can't build predictable growth around that.
For Wealth Managers and RIAs
How RIAs & IARs are adding $2M–$5M in new AUM every month
— Without Seminars, Lead Vendors, Or Cold Calling…
The Old Way No Longer Works.
The problem isn't your ability to advise clients. It's that the channels most RIAs still rely on are unpredictable, geographically limited, and disconnected from how affluent prospects are finding advisors today.
Your Market Has a Geographic Ceiling
You're Still Fishing the Same Pond.
Seminars. Local networking, events.
They all keep you competing for the same prospects inside a limited radius - alongside every other advisor doing the same thing.
Affluent Prospects Have Already Moved Online
Affluent prospects are already spending time on Facebook and Instagram.
If your firm isn’t showing up in their feed, another advisor will.
You can’t win attention you never reach.
That's the pipeline problem AUM Engine is designed to solve.
The AUM Engine is a 3-part operating system that runs:
Acquisition
How you get in front of affluent prospects actively searching for virtual advice, without buying leads or cold calling.
Conversion
How you move them from first touch to booked call, using a VSL and nurture sequence that sells the meeting — not your services.
Fulfillment
How you deliver a premium virtual experience that justifies higher fees and builds referrals from clients you've never met in person.
Here’s Exactly What Gets Built Inside Your Firm
01
The AUM Engine Funnel
Complete VSL, landing pages, email/SMS nurture, and manual outreach templates. Built for fiduciaries. You own it outright.
02
Meta Ad Strategy
The traffic system that puts you in front of prospects actively looking for virtual advice.
03
Virtual Meeting Structure
How to run a first meeting that converts without the in-person handshake.
You own the engine. I just build it and hand you the keys.
Current Advisor Reporting
37 Day Intro Run
- $6,989 Ad Spend
- $26k Planning Fees
- 3.76x ROAS
60 Day Intro Run
- $8,250 Ad Spend
- $41K Planning Fees
- 4.96x ROAS
The Window Is Open. It Won’t Stay Open.
The advisors who figure this out early will lock down relationships with the retiring mass affluent before the rest of the industry catches up.
Right now, the opportunity is still there.
The cost to reach these prospects is still reasonable. The competition is still thin. That won’t stay true forever.
AUM Engine is built one firm at a time for advisors who want to move early — not after the market gets crowded.
FAQ / Objections
Running meetings on Zoom is 5% of the equation.
The other 95% is knowing how to promote, sell, and fulfill virtual services in a way that positions your firm ahead of this shift. That's what the AUM Engine covers.
The funnel and ad strategy are built around compliance-first messaging. No performance claims. No guaranteed returns. Just education that attracts qualified prospects.
You don't need one. We start with a Meta ad strategy designed for fiduciary customer acquisition costs — typically $150–400 per booked appointment with pre-qualified prospects.
The AUM Engine is customized to your firm during the build. Your licenses. Your compliance. Your niche. Not a template slapped with your logo.
Most firms are live and generating appointments within 30–45 days of build completion. The system runs on paid traffic — not SEO or content marketing — so you control the speed.