Financial Services Success Story

How Wealth Partners LLC Captured $12M in New Assets

From low-quality leads to high-value clients with AI-powered qualification and retention

580%
Lead Quality Improvement
65%
Client Retention Rate
$12M
Assets Under Management

Company Overview

Wealth Partners LLC

A boutique financial advisory firm specializing in high-net-worth client services, managing over $150M in assets for 800+ affluent clients.

  • $150M+ assets under management
  • 800+ high-net-worth clients
  • 15 financial advisors

Key Metrics Before

1.2/10
Lead Quality Score
42%
Client Retention Rate
8 weeks
Lead Qualification Time

The Challenge

Wealth Partners was drowning in low-quality leads while struggling to retain existing high-value clients, limiting growth and profitability potential.

Specific Pain Points:

  • Poor Lead Quality: 95% of leads didn't meet minimum asset requirements
  • Manual Qualification: Advisors spending 8 weeks per lead with poor conversion
  • Client Churn: Limited touchpoints leading to 58% annual churn rate
  • Missed Opportunities: No systematic approach to upselling existing clients

The Growth Ceiling

"Our advisors were burning out chasing unqualified leads while our best clients felt neglected. We needed a way to focus on quality prospects and keep our existing clients engaged."

- Michael Chen, Managing Partner, Wealth Partners LLC

The Solution: Qualify™ + Retain™ AI Agents

Wealth Partners deployed both Qualify™ for intelligent lead qualification and Retain™ for proactive client retention, creating a comprehensive client lifecycle management system.

Key Features Implemented

Smart Lead Scoring

AI assesses net worth, investment goals, and qualification criteria automatically

Personalized Retention

Tailored communication sequences based on client portfolio and behavior

Opportunity Detection

AI identifies upselling opportunities and optimal engagement timing

Automated Workflows

Seamless handoff from qualification to advisor assignment

The Results

580%
Lead Quality Improvement
From 1.2/10 to 9.2/10 score
$12M
New Assets Captured
8% portfolio growth
65%
Client Retention
+23% improvement

Monthly Performance Metrics

185
Qualified Leads/Month
72%
Lead-to-Client Rate
$2.1M
Monthly New AUM
3.2x
Advisor Productivity
"The combination of Qualify™ and Retain™ transformed our entire business model. Our advisors now work only with pre-qualified, high-value prospects while our AI keeps existing clients engaged. We've added $12M in assets in just 6 months."
Michael Chen
Managing Partner, Wealth Partners LLC

Ready to Transform Your Financial Practice?

See how Qualify™ and Retain™ can improve your lead quality by 580% and boost client retention.

Get Your Financial Services DemoLearn About Qualify™