Referrals aren't enough. Cold calling is dead. Now what?
SAM starts warm conversations with your ideal clients—professionals approaching retirement, business owners with liquidity events, executives who need wealth guidance. Professionally.
No credit card required • 14-day free trial • Cancel anytime
The modern advisor's challenge
Cold calling doesn't work anymore
People don't answer unknown numbers. Compliance limits what you can say. The old prospecting playbook is obsolete.
Referrals are great—but inconsistent
Happy clients recommend you... sometimes. You can't build a business on "sometimes." You need predictable prospect flow.
Your ideal clients are hard to find
Pre-retirees, business owners with exits, executives with complex needs—they're out there, but how do you reach them?
Prospect professionally, automatically
Find your ideal clients
SAM identifies professionals matching your target profile—by career stage, industry, company size, and signals of wealth events.
Start trust-based conversations
SAM reaches out with messages that position you as a resource, not a salesperson. Warm, professional, relationship-focused.
Build relationships over time
Financial decisions take time. SAM nurtures relationships with relevant touchpoints until they're ready to have a serious conversation.
Growing your practice
| Seminars/Events | Lead Services | SAM | |
|---|---|---|---|
| Monthly Cost | $2,000-5,000 | $500-2,000 | $199 |
| Lead Quality | Variable | Often cold | ✅ Targeted |
| Your Voice/Brand | ✅ | ❌ Shared leads | ✅ |
| Relationship-First | ✅ | ❌ Transactional | ✅ |
| Consistent Prospecting | ❌ Event-driven | ❌ Depends on service | ✅ Daily |
| Compliance-Friendly | Training needed | Risk of issues | ✅ Your control |
Questions advisors ask
LinkedIn prospecting is generally allowed, but check with your compliance department. SAM gives you full control over messaging—nothing is sent without your voice and approval process.
SAM targets by job title, company size, career tenure, and industry. Filter for executives at mid-to-late career stages, business owners, or professionals at companies with recent liquidity events.
The opposite—if done right. SAM sends personalized, value-focused messages that position you as a resource. No mass templates, no spam tactics, no desperation.
Purchased leads are shared with other advisors and often cold. SAM creates exclusive conversations with people who match your ideal client profile—and you're the only advisor they're hearing from.
Financial decisions take time. SAM nurtures relationships with relevant touchpoints until timing aligns. Some of your best clients will come from 6-12 month nurture sequences.
Build your practice without compromising your professionalism.
Start your 14-day free trial. Warm conversations with your ideal clients—automatically.
✓ Compliance-friendly approach • ✓ Cancel anytime • ✓ No credit card required