For financial advice firms
How to go from being dependent on referrals to attracting 10–20+ new clients per month with $1m+ to invest in 60 days
Using a dynamic scorecard acquisition protocol. Watch the walkthrough below.
Free 2-minute scorecard · Includes an indicative price for your firm
Case study — Profile Financial Services, Australia
They had the reputation. They didn't have the flow.
An established advice firm with A$750 million in funds under advice and a great client base — getting just one or two referral leads a month.
Results reported in Australian dollars.
Before
1–2
referral leads a month
New business depended on introductions
No way to choose when or how many arrived
Leads per month
After = 30 qualified leads a week × 4, at the week-four rate.
Hear it from the client
Shane, CEO of Profile Financial Services
On what changed when the firm stopped waiting on referrals.
[RUNTIME · e.g. 1:30]
What would this look like for your firm?
Score my firm — freeKeep your referrals. Add a channel you control.
Four shifts, from first ad to new client relationship. Each one only works if it connects to the next.
What could a paid channel add to your firm?
Pick a monthly budget and your typical client fee. Compare it with relying on referrals alone.
Monthly ad budget
Average annual fee per client
Referrals only
+0
extra clients you can plan for
Growth waits on the next introduction
With the protocol
+63
new clients in 12 months (≈ 5.3 a month)
$504,000 in added annual recurring fees
Every $1 in ads returns $8.4 in annual fees
How this is calculated
Assumes about $950 in ad spend to win each client, and that new clients stay for at least a year. Your real figure depends on lead cost, booking, attendance and conversion — the stages this protocol measures and improves. Illustrative only; not a forecast or a guarantee of results.
Who's behind this
Harry Fletcher-Jones
I connect commercial strategy with practical execution: who we're trying to reach, what makes them respond, how the technology supports the journey, and how we turn that interest into a client relationship. That means advertising, landing pages, diagnostics, CRM, automation and sales follow-up — working together.
The Profile Financial Services results came from putting this approach into practice.
Getting someone to become a qualified lead is one step. What happens afterwards matters just as much.
The Advice Firm Growth Scorecard
Is your firm ready to grow beyond referrals?
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