We helped Regent Peak Wealth Advisors open 6 new mandate conversations with high-net-worth individuals (HNWIs) in the first 45 days past liquidity events.
Company overview
Regent Peak Wealth Advisors is an independent advisory firm based in Atlanta, Georgia. The firm serves individuals and families with significant wealth, including business owners, entrepreneurs, corporate executives, multi-generational families, trustees, and board directors.
Its approach centers on independent advice, objective guidance, and helping clients navigate complex financial decisions.
We worked with Regent Peak to identify individuals aligned with its existing ideal client profile and open relevant conversations about potential advisory mandates.
The challenge
Regent Peak needed to connect with more people who fit its existing client profile. In wealth management, broad outreach is rarely enough. Potential clients must have relevant financial circumstances and a reason to consider an advisory relationship.
The challenge was to identify suitable individuals without relying on generic prospecting or changing the firm's positioning. Outreach also needed to reflect the discretion and trust expected when discussing personal wealth and financial decisions.
The process
We used Regent Peak's existing positioning to define the criteria for identifying potential clients. This included business owners, entrepreneurs, senior executives, and individuals or families with more complex financial needs.
We then sourced and evaluated prospects based on their alignment with the firm's advisory services, focusing on relevant professional backgrounds, decision-making responsibility, and circumstances that could make an advisory conversation appropriate.
Outreach was tailored to the audience and the firm's positioning. Rather than using aggressive sales messaging, we focused on opening relevant conversations with people who could reasonably benefit from Regent Peak's services.
The solution
We built a targeted sourcing and outreach process around three priorities:
ICP-based sourcing
Identifying individuals who matched Regent Peak's existing ideal client profile rather than targeting affluent people broadly.
Fit-based qualification
Evaluating prospects for their relevance to the firm's advisory services and the likelihood that a conversation would make sense.
Personalized outreach
Opening conversations in a measured, professional way that respected the trust and discretion expected in wealth management.
The results
Within the first 45 days, we helped Regent Peak open 6 new HNWI advisory conversations aligned with its existing ideal client profile.
The work focused on connecting the firm with relevant prospective clients rather than generating a high volume of unqualified leads. This gave Regent Peak new opportunities to discuss potential advisory relationships with people it was already positioned to serve.
Schedule
Free: We'll map companies in your ICP that are either in a buying window or closely match your best customers. Then we'll walk you through how to convert them with a tailored GTM playbook.
You can walk away with the playbook and data, or let us execute it for you through a short pilot.
