We find qualified investors and book them straight onto your calendar.
Book a Free 15-Min Strategy CallLimited spots available · No obligation
Who This Is For
If that's you — this was built for you. If not, this probably isn't the right fit.
If you nodded to even one of those — keep reading.
The Solution
Advisor DFY runs your client acquisition end-to-end. We target, qualify, and book pre-screened high-net-worth investors directly onto your calendar — so your only job is showing up and closing.
Every prospect has $500K+ in investable assets and is actively looking for a manager.
Your meetings are never shared with another advisor. Ever.
Qualified prospects book directly into your schedule — confirmed and ready to talk.
Real Meetings We Book
Has been self-managing a brokerage account for years. Feeling overwhelmed and ready to hand it off to someone he trusts.
Sold his HVAC company last year. Sitting on proceeds in a money market account and wants to put them to work.
Have accounts scattered across multiple old 401(k)s and brokerages. Want to consolidate and get a real plan.
"The quality of these conversations is completely different from anything I've experienced with other lead sources. These prospects actually show up prepared and ready to talk."
"I used to dread prospecting. Now I just show up to my calendar. It's honestly the best decision I've made for my practice."
"Every prospect I've met through Advisor DFY already understood what active management was. Zero time wasted on education."
AUM Calculator
Estimate the AUM you'd accumulate — and the recurring revenue it generates — across different time horizons.
Cumulative Value Over Time
* Estimates assume consistent meeting flow and client retention. Revenue reflects annual management fees only.
15 minutes. We learn about your practice, your ideal client, and what growth looks like for you.
We deploy targeted outreach to HNW investors already looking for portfolio management. No cold ads on your end.
Pre-screened, financially verified, and confirmed. You get their profile before the call so you're prepared.
Focus on what you do best — managing money and building relationships. We handle everything else.
Book your free 15-minute strategy call. We'll show you exactly how it works and whether it's a fit for your practice.
Spots are limited. No credit card required.