For financial advice firms
How to go from being dependent on referrals to attracting 10–20+ new clients per month in 60 days using a dynamic scorecard acquisition protocol
Watch the walkthrough below.
For established firms in AU, NZ, the US, the UK and Canada
Case study: Profile Financial Services, Australia
They had the reputation. They didn't have the lead flow.
An established advice firm with A$750 million in funds under advice and a great client base, but 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
Qualified leads per month
After = 50+ 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]
[CAMPAIGN RESULTS + QUALIFICATION DATA · SCREENSHOTS]
What would this look like for your firm?
Take the growth scorecardKeep your referrals. Add a channel you control.
One connected journey, from first ad to new client.
The old way
Referrals and waiting
The new way
A channel you control
01
Reach
The ad
Wait for referrals and introductions
Ads reach suitable people beyond your network
02
Capture
The diagnostic
A generic PDF or “book a call”
Personal insight for them, fit data for you
03
Convert
The meeting
Raw leads sent to busy advisers
Qualified, booked and arriving prepared
04
Measure
The numbers
Judged on clicks and cost per lead
Tracked from ad spend to signed client
The result
Growth waits on the next introduction
New clients on demand, at a cost you know
How much revenue could this protocol add to your firm?
Pick two numbers. We'll do the rest.
1. Monthly ad spend
2. Annual fee per client
Referrals only
+0
extra clients you can plan for
With the protocol
+71
new clients a year
A$568,000
added annual fees
A$5.3
back per A$1 invested
All-in cost per client: A$1,521, covering ads and the cost of running the system.
Assumes A$850 in ads per client won and A$4,000 a month to run the systemAdjust
Ads per client won
Estimated from the case study's A$24 per lead, if 2–5% of leads become clients
Running costs per month
Appointment setter, CRM and tech, management, adviser time
Clients won = 12 months of ad spend ÷ ads per client won. All-in cost per client = (ad spend + running costs) ÷ clients won. Assumes clients stay at least a year. Case-study figures in Australian dollars. Illustrative only; not a forecast or a guarantee of results.
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, all 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?
Takes about two minutes. You'll get a personalised diagnostic for your firm, including:
For established firms in AU, NZ, the US, the UK and Canada
Questions firm owners ask us
Does this mean giving up referrals?
No. Keep them. You’re building an additional channel so growth doesn’t depend entirely on when the next introduction arrives.
Does completing a diagnostic make someone a qualified prospect?
Not automatically. Their answers help you assess fit, but you still need to confirm their situation and willingness to explore advice. That’s what the qualification step is for.
Do we need to hire another person immediately?
The appointment-setting role needs a clear owner. That could be someone on your existing team, or a dedicated hire as volume grows. What matters is that the work has time allocated and a consistent process.
When do we increase the budget?
When actual client outcomes support the economics, and your team can handle more volume. Increase in stages and keep checking the results. A profitable test gives you a reason to test more spend; it doesn’t guarantee the same return at every budget.
How do you keep everything compliant?
Compliance comes first, not last. Before anything goes live, your compliance person or licensee reviews and approves it: the ads, the diagnostic questions and results, the landing pages and every follow-up email. We build to your rules and your regulator’s advertising requirements, keep a record of what was approved, and nothing launches or changes without sign-off.
Who is this not for?
Firms that are happy with the business referrals bring and don’t want more clients, firms without cash to fund advertising consistently, and anyone expecting ads alone to turn strangers into clients without timely follow-up or proper adviser conversations.
growth scorecardTake the scorecard