Real numbers from real advisors.

Steven and his team at Colorado Wealth Group partnered with Amplified to scale their planning-first, high-trust client acquisition strategy. Within weeks of launching, they generated $36,000 in up-front planning fees and $7M+ in committed AUM, all while maintaining full control of their brand, process, and pricing. Rather than chase AUM through cold outreach or lead vendors, Steven is using the Digital Wealth Prospecting system to scale his firm toward $1 billion+ in AUM.

Alfred runs an independent advisory firm in Florida serving pre-retirees in the years before they leave work. For years his growth ran on in-person seminars and paid lead vendors, but the leads came in cold, the prospects had no idea who he was, and the ROI never matched the spend. With Amplified he built his own branded acquisition system, ads, video, and funnel pages that are his, not a vendor's. Prospects now self-book appointments already knowing who he is. Within the first week he was booking meetings, and two and a half months in he had closed roughly $5 million in new business across three clients, at a fraction of what the seminar route would have cost in time and money.

Foster has spent ten years in the business and now runs a practice he stepped into through a succession plan. For years his growth leaned on in-person events, referrals, and generic advertising he could never really track, high effort, inconsistent return, and a constant struggle to get in front of high-net-worth prospects who met his minimums. He launched the Digital Wealth Prospecting system at the start of January and was booking appointments almost daily within the first week. Because the funnel pre-qualifies every prospect, the people landing on his calendar now consistently meet his asset minimums and arrive already understanding the problems he can solve.

Ed owns Guanill Wealth Management in California and has built an established practice over many years. His growth ran primarily on seminars, and after COVID he tried digital marketing through several companies, but the funnels generated views without producing consistent appointments. Within his first 90 days on the Digital Wealth Prospecting system he added over $3 million in AUM and roughly $1.5 million in annuities, with quality prospects booking two to three appointments a week. The difference he points to is the quality of those appointments: rather than cold leads who do not know why they are there, his prospects arrive already understanding his process and ready to talk about exactly what concerns them.

A.J. is a partner and CFP at King Financial Network, a firm that has grown from $100 million to over $1 billion in AUM across the past decade by building a true multi-family-office team, in-house attorneys, CPAs, and insurance specialists serving high-net-worth households. With that referral-driven foundation established, A.J. partnered with Amplified to build the firm's digital arm: trust-first educational funnels, a content ecosystem, and a reactivation engine for their pipeline of 1,500+ prospects. His view is that digital is a long game, not a magic bullet. He recently closed a client who first engaged with the firm a full year earlier, proof that with the right content and consistent follow-up, a digital presence compounds into real business over time.