Multi-Channel Lead Generation · Financial Advisors & Wealth Managers
We build and run done-for-you outreach systems that put qualified discovery calls on your calendar. You pay a flat fee for our effort. You pay more only when calls are delivered. No calls, no performance fee.
The Problem
Your expertise isn't the issue. Your pipeline is. The right clients are out there — business owners and executives actively looking for a trusted advisor. Without a system to reach them consistently, you stay invisible to them.
Referrals are unpredictable and slowing down — you can't build a practice on hope.
Paid ads are expensive, saturated, and produce leads who don't know or trust you yet.
You don't have time to manage multi-channel outreach, follow-ups, and prospecting on top of serving your existing clients.
Most lead gen agencies send the same cold DMs to everyone — and your prospects can tell.
How It Works
We start with a deep-dive into who you serve best — net worth range, profession, geography, life stage. Your outreach only reaches people who are genuinely worth your time.
We handle everything — connection requests, personalized follow-up sequences, and conversation management. Every message is written to start a relationship, not pitch a product.
When a prospect is warm and ready to talk, we book them directly onto your calendar. You show up to conversations — not inboxes. You close deals, not cold leads.
Services
Take the whole pipeline off your plate, or just the part you don't have time for.
Before you commit to anything ongoing, test the targeting. We build your ideal client profile together, you approve it, and we go source three prospects that match. Then we get on the phone and you tell us whether those are the right people.
20-minute profile session — we build your ideal client criteria together
You approve the targeting criteria in writing before anything is sourced
Three matching prospects delivered with full contact detail and fit notes
Debrief — we review what landed and what the profile needs
This is a targeting test, not a lead package. Sometimes the first pass is exactly right. Sometimes it tells us the profile needs to shift — and that's worth knowing before either of us commits to something bigger. It's a paid engagement at one flat rate — the same for every client, quoted on your call — because the sourcing work happens whether or not the first three land. If they match your approved criteria and you're still not satisfied, we re-source once at no charge rather than leaving you with nothing. And if you move forward into any ongoing tier, the Proof Run covers your setup — you never pay for it twice.
Best for advisors who want to own every conversation themselves
Best for advisors who want warm conversations without doing the prospecting
Best for advisors who want zero pipeline management — just show up and close
Exact pricing discussed on your strategy call — tailored to your target market and volume goals
Book a Strategy Call →Why We're Different
Most agencies charge you the same whether they perform or not. We don't. Our model is built around one principle — your results are our responsibility.
Before we contact a single prospect, you review and approve the full list and every message. Outreach goes out from our domain, introduced as your business development team — never from your accounts, never as you.
You pay a flat monthly fee for our work — research, outreach, follow-up, and pipeline management. Performance fees only trigger when qualified calls are delivered. No calls, no performance fee.
Month-to-month after the pilot. No lock-in. No penalty for leaving. You stay because the pipeline is working — not because you're contractually obligated.
A qualified call is defined in writing before we start — decision maker, matching your target profile, confirmed attendance. If it doesn't meet the criteria, it doesn't count.
About
Keystone Outreach was founded on a simple belief: the best clients for financial advisors aren't found through ads or cold lists. They're found through consistent, strategic outreach across the right channels — at the right time.
I've spent years building and running outreach systems — managing prospect pipelines, crafting personalized messaging sequences, and turning cold contacts into qualified conversations for professionals across industries. I bring that same approach to financial advisors who are ready to stop waiting on referrals.
Let's Talk →Book a free 15-minute strategy call. We'll map out exactly what your pipeline could look like in 30 days.
Book Your Strategy Call