Real numbers from real advisors.

Hampton runs a virtual tax advisory and exit planning firm built around tax mitigation strategy for high-net-worth business owners across the US. He started it on the strength of his own network, which meant every client arrived through a referral and he could never predict where the next one was coming from or charge what the work was actually worth. He partnered with Amplified to build a branded acquisition system, the ads, the video, and the funnel, produced to a standard his accredited prospects would take seriously rather than something self-shot. On $3,000 a month in ad spend, with Amplified as his only marketing channel, he went from roughly $250,000 collected in 2025 to a projected $2 million recurring revenue run rate eight months later. Leads stopped being the constraint, and Hampton has moved on to building the sales team behind them.

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.

Albrite Financial Group is a Frankfort, Kentucky practice built by Scott Kline over three decades of tax and estate planning work. Like most firms its size, growth came from two places: referrals, and in-person events. Neither was working the way they needed. Private briefings and dinner seminars meant coordinating around a single advisor's calendar, sending mailers, and training a team who weren't marketers, all for turnout that rarely came. Referrals brought good people, but nobody had ever built a system behind them. With the Amplified team, Albrite built its first real paid acquisition system. Chasen sat down to explain how it came together, and why it was handed over clearly enough that Albrite could eventually take the whole thing in-house and keep it running themselves.

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.

Michael Rosenberg has spent 45 years building his wealth management practice, Diversified Investment Strategies in Florham Park, NJ. With a mature book, he wanted a predictable way to add roughly one new client a month and replace natural attrition. But after decades of seminars, direct mail, cold calling, shared internet-lead vendors, and white-labeled ad agencies charging $3,000 to $5,000/month, nothing delivered exclusive, high-quality prospects under his own brand. After joining Amplified's Digital Wealth Prospecting system, and despite a delayed start due to surgery, Michael closed a $500,000 annuity that put his year over the top on profit, had a prospect with roughly $8M in investable assets walk into his office, and built $8 to $9M in new pipeline, all while owning his own ads, content, and brand. Now he scales entirely on his own timeline, ramping up or pulling back whenever he wants.