We Install HNWI Client Acquisition Systems for RIAs Who Want More $1M+ Households
We build and run retirement class + webinar funnels that attract high-AUM retirees in your local market. Then our team does the grind: talks to every lead, qualifies them on assets and timeline, answers their questions, handles the follow-up, and books the serious ones straight onto your calendar. You just take the meeting. No retainers. Performance-aligned compensation.
Book a 20-Min Strategy CallSee how it worksFor SEC-registered RIAs and IARs only. We do not work directly with retail investors.
The system, end to end
Built specifically for independent RIAs.
If you are:
…this is built for you.
Seminars, dinner events, and lead brokers are tired channels.
Most firms we talk to say the same three things:
Our calendar is either slammed or empty.
Feast-or-famine pipelineWe spend five figures on events to maybe get one or two good households.
Dinner-seminar mathLead vendors send tire-kickers who ghost when they hear our minimums.
Bought-list fatigueYou don't need more noise. You need a repeatable way to get serious, high-AUM households who already understand what you do and show up prepared for a real planning conversation.
How the High-Net-Worth Funnel works.
A machine that finds $1M+ retiree households in your market, warms them up on your behalf, and hands your team booked meetings. We run it. You advise.
Your face. Your brand. Your class.
We script and produce a compliant "Retirement Tax & Income Class" starring you, built for your city and your ideal household size. You record it once. It works every day after.
We put it in front of the right retirees
Meta + search campaigns that pull 55–75 year-olds with $500,000+ saved into your class, in your market. Asset-gated on the way in. Education-only messaging your CCO will sign off on.
Our team does the grind, 24/7
Every registrant gets contacted. We qualify them on assets and timeline, answer their questions, chase the no-shows, run the follow-up, and book the serious ones onto your calendar as a "Retirement Map Call." You never touch a cold lead.
We tune it toward your best clients
We track what actually matters: assets per lead, show rate, close rate, new AUM. Then we move spend toward whatever is producing your biggest households, every week.
What gets installed in your practice.
A small expert team obsessed with one thing: filling your calendar with qualified, ready-to-plan $1M+ households.
I've spent a decade building paid-acquisition systems that have driven hundreds of millions of dollars in value for financial services businesses. I specialize in one thing: putting serious $1M+ retiree households on RIA calendars.
I've run multi-million-dollar media budgets, built funnels that have each cleared seven figures, and spent years doing client acquisition for financial services companies where compliance isn't optional. That's the background I bring to your firm: direct-response discipline, education-first messaging, and a healthy respect for your CCO.
You'll deal with me, not an account manager. I'm on the strategy call, I'm on the weekly pipeline review, and my upside is tied to yours.
Aligned with your growth, not our retainer.
We operate as a performance-aligned partner. If we don't help you add new households and new AUM, our upside is limited. We prefer that pressure. It keeps us obsessed with results.
What you pay up front
You cover ad spend. We cover build and brainpower.
- Funnel installed on your domain
- Webinar script + ad scripts customized for you
- Ad account run and managed
- 24/7 qualification & booking assistant installed
- Weekly pipeline review
Get 5 qualified meetings in 30 days, or you don't pay us a dollar.
If by day 30 you haven't had at least 5 qualified meetings with $500k+ households that fit your niche, we'll either work another 30 days at no management fee, or help your team take the funnel in-house and part ways as friends. No performance fees owed. You keep everything we built.
We can't guarantee investment performance or AUM growth; that's your domain and regulated for a reason. We can guarantee our effort and our willingness to take the risk with you. You're never locked into a long-term contract with a black-box vendor who stops picking up the phone.
Designed to play nicely with your CCO.
Straight answers.
Do you guarantee new clients?
No. We don't control markets or prospects. We control inputs: traffic, education, and systems. That's why our fees are tied to actual new client households and fees collected, not vanity metrics.
Who owns the assets and the data?
You do. The funnel is operated for your firm; we don't custody or manage assets, and we don't cross-sell your prospects.
Can you work with multiple firms in my area?
One firm per metro. We don't run the same class against itself in the same market, so pilot slots are allocated by geography.
What does my team actually have to do?
Three things. Record the 45-minute class and three short ad clips (about a half-day, once). Give your compliance officer a look at everything before it goes live. Take booked meetings within 48 hours. We handle the rest.
How does compliance review work?
Your CCO or compliance provider sees every page, script, email, and ad before it's used, and can red-pen anything. The class is educational only: no performance, no guarantees, no product pushes. We keep copies of everything for your books and records.
What happens at day 30?
We sit down with the numbers: registrations, show rate, qualified meetings, new households. If it's working, we continue on a simple monthly engagement with the same performance terms. If not, you keep the funnel and the data and we part friends.
Want a calendar filled with serious retiree conversations instead of guesswork?
On a short call, we'll:
- Look at how you get clients today
- Map the education-first funnel into your existing process
- Decide together if there's a fit
No pressure, no contracts on the call. 20 minutes.
Book your 20-min strategy call
We'll reply within one business day with times.
For SEC-registered RIAs and IARs. We don't work with retail investors.
Got it. ✓
We'll be in touch within one business day with a few times.
Education-first client acquisition systems for independent RIAs. We build and run retirement class funnels that bring qualified pre-retiree and retiree households to your calendar.
HNW Acquisition is a marketing services firm. We are not a registered investment adviser, broker-dealer, or financial planner, and nothing on this site is investment, tax, or legal advice. We do not work with retail investors. Results described are illustrative of the system's design, not a promise of outcomes for any firm. © HNW Acquisition.