In an increasingly competitive advisory landscape, connecting with qualified, high-net-worth investors remains a top priority for growing firms. For Fiat Wealth Management, a $500M AUM advisory firm, partnering with WiserAdvisor proved to be a key driver of measurable results and meaningful client conversations.
26% Meeting Rate → 75% Move to Next Steps
The Challenge
Converting Prospects into Active Client Engagements
Fiat Wealth wanted to increase meaningful engagements with investors who fit their $500K+ profile. The firm had tested multiple marketing channels but found that many failed to generate consistent or qualified meetings.
The Solution
WiserAdvisor’s Digital Lead Generation Program
In September 2024, Fiat Wealth joined WiserAdvisor’s digital lead generation program to attract qualified, investor-ready prospects. Using WiserAdvisor’s matching algorithm and verification process, the firm received leads aligned with its ideal client profile.
Performance Highlights
Fiat Wealth Lead Generation
- 26% Meeting Rate, Highest Among all Marketing Channels
- 75% Conversion from First to Second Meetings
- 2 New Clients Closed and More in Pipeline
- Consistent Prospect Pipeline Growth
Summary
Quality over Quantity in Lead Generation
WiserAdvisor delivered more than just leads — it delivered conversations that convert. By focusing on pre-qualified, high-net-worth prospects, Fiat Wealth Management built a sustainable pipeline of opportunities while maximizing efficiency and ROI.
The meeting set rate
is the highest we have
from our marketing services.
– Jamey Guidry
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Schedule a consultation with one of our experts today to see how you can benefit from compliant client reviews and supercharge your organic lead generation.