Advisor DFY Insights
Data-driven guides on client acquisition and AUM growth.
Every insight is built on cited industry research — Kitces, Cerulli, Capgemini — plus free calculators you can run on your own practice. No fluff.
01
9 minStart Here — The Complete Guide
Financial Advisor Lead Generation: What Actually Works
Channel-by-channel cost data from 800+ advisory firms, the retirement wave putting assets in motion, and why warm transfers beat lead lists.
02
7 minHow to Get High Net Worth Clients
Where the wealth actually is, what $1M+ households respond to, and which acquisition channels waste your money.
03
6 minClient Acquisition Cost for Financial Advisors (+ Free Calculator)
Calculate your CAC in 30 seconds and benchmark it against Kitces Research data.
04
6 minHow Much Is Your Book of Business Worth? (+ Free Calculator)
Estimate what your advisory book would sell for based on AUM, fees, and real revenue multiples.
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