The Way Financial Advisors Acquire New Clients

The Wealth Management Prospecting Tool that helps you become the firm leader in New Assets and New Clients

how advisors acquire new clients

Finally, a platform designed to help Wealth Advisors acquire new clients

Our mission was simple, to design a platform for Advisors that target high net worth leads and prospects that have complex planning needs.

leveraged by advisors from

1200px Ameriprise Financial logo.svg
UB
Merrill Lynch logo

TESTIMONIALS

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The thing I like best about this platform is its simplicity and the ability to help me focus on what I need to do to acquire new clients.

– Stacy M. Ameriprise , $4.5m in New Assets

testimonial 2 1

Our team has grown from 2 to 4 advisors over the course of the year. We brought on 2 Junior Associates that have done very well in marketing and prospecting with the Affluensee Platform.

– David L. UBS Private Wealth , $6m In New Assets

testimonial 4 1

We have had some major shifts in prospecting methods over the last 2 years, this helps me know what I need to show to a prospect.

– Ken N. Merrill Lynch, $8.5m in New Assets

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I like to know as much as I can about a prospect, and they deserve it. The platform helps me understand how I should be approaching them.

– Jennifer W. New York Life, $3.5m In New Assets

Keep a Full Pipeline

Wake up and have new prospects to market to each and every day

Acquire New Clients

We had 1 outcome in mind, to provide you the tools to win new assets

Boost Team Efforts

Have junior associates get into revenue generating production quickly

Messages That Win

Use our high percentage messages or use our ideas to create your own

The Way Wealth Advisors Find New Clients

Earn your first client within the first 3 months or the 4th is free

You work hard for your clients and help plan around some very complex situations. Now, your goal is just to help more of them.

We have you covered.

Group 19

You need to know the right information to make a solid connection

Your prospects expect you to know something about them before contacting them. Affluensee is how you find the ideal clients for financial advisors.

We have it all laid out for you.

Group 20

You are actively prospecting, but your tools are slowing you down

Affluensee was built for the Advisor that wants to move fast, acquire new clients and focus on prospects with complex planning needs.

Be aware of these types of leads

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You need a new process that works

We have been there, and we have improved the platform based on feedback from our past and current users. You reap the rewards of thousands of messages, wins and losses.

How we came up with the process


Who Is This Wealth Management Prospecting Tool For?

It’s not for everyone. This is for the Advisor that wants to make the most of their prospecting time. No more list building, name gathering, referral asking or empty pipelines. If you are focusing on qualified prospects, The Affluensee Wealth Management Prospecting Tool will help you to acquire new clients.

What kind of prospects are in the platform?

Mainly, they are individuals with busy lives, are in the corporate space and have investable cash available. This allows them to be more receptive to your outreach, ideas and a meeting.

How do you find these prospects?

We build out prospect profiles which help identify information we can use to find prospects that are most likely to use Trust and Estate, Alternative Investments, Lending, Stock Option Planning and Family Office Planning.

What kind of assets should I expect to win over the course of a year?

Every advisor and prospect is different. We have seen Advisors win anywhere from 1-3 new clients every 3 months depending on their level of prospecting. Asset averages total around $3 million for every 3 clients.