Not cold prospecting. The warm names the firm can already see.
This play covers the named, warm people a firm can already see and does not work: the brother who keeps asking who the client works with, the business partner after a liquidity event, the adult children in a $4M household who will inherit it and have never met the advisor, the held-away 401(k) outside the plan, and the clients of every centre of influence.
WealthAmp turns the warm names your firm can already see, the client's brother, the business partner after a liquidity event, the adult children who will inherit the household, into a ranked work list for each advisor and BDR. Genuinely cold prospecting is left to the tools that specialize in it.
A work list, not a lead list
WealthAmp turns those names into a ranked work list for each advisor and BDR, with public context added where that context genuinely helps the first conversation.
The next generation, specifically
About $124 trillion moves between generations over the coming decades, and roughly a third of advisors retire within ten years holding close to 40% of assets. The firms that keep those books will be the ones whose next-generation relationships were deliberate rather than accidental.
Where we stop
Genuinely cold names get handed to the prospecting tools that specialize in them — Finny, Aidentified, Catchlight. We do not duplicate that work, and we do not pretend to be good at it.
The BDR seat
Most firms above thirty advisors run a business-development function. They hold no book and open relationships an advisor later keeps. This play is their whole day — and because they are usually the heaviest daily user in the firm, their adoption arrives before advisor adoption and predicts it.
When a BDR passes a prospect to an advisor, no system records it today — so nobody sees that a third of handed prospects get no advisor contact within two weeks. We record the hand-off, and the Growth Office reports on it.
The working surfaces behind this play.
These are components of the growth layer, included with every seat. They are not products we sell separately, and never a reason to replace a capture tool that already works for you.
Find the prospects, answered.
Is this cold prospecting?
No. This play covers only the named, warm people the firm can already see and does not work. Genuinely cold names get handed to the prospecting tools that specialize in them: Finny, Aidentified, Catchlight. WealthAmp does not duplicate that work.
Why does the next generation matter so much?
About $124 trillion moves between generations over the coming decades, and roughly a third of advisors retire within ten years holding close to 40% of assets. The firms that keep those books will be the ones whose next-generation relationships were deliberate.
How does the BDR seat use this play?
It is their whole day: a ranked work list of warm names with public context added where it helps the first conversation. The hand-off to an advisor is recorded as a growth event, and the Growth Office reports on it.
See this play on your own book.
One meeting, one number: your organic growth rate, and your plan to move it. 15-30 minutes, no slideware.
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