💰The Wealth Manager Who Secured $100M in New Clients
📍 Industry: Private Wealth & Asset Management
📊 Key Numbers: $100M AUM | 2 Weeks to Close
Jason, a high-net-worth wealth manager, had one major problem—client acquisition was slow and inefficient.
🔹 The problem? He was relying on outdated referrals and cold email campaigns.
Then, he discovered The Well’s Investor Database.
✔ AI-matched him with 400 pre-qualified UHNW individuals actively seeking wealth management services.
✔ He secured 5 meetings in his first 48 hours.
✔ In 2 weeks, he onboarded 7 new clients with $100M in assets under management (AUM).
📌 Wealth Management Reality: The industry is hyper-competitive, and the right connections determine who wins.
💰 Cost of The Well: $120K
💰 AUM Gained: $100M+
🚀 In this game, access is everything. Do you have it?