Application Received. Let’s Finalize Your Strategy.

I’ve received your details. Based on your AUM range and goals, it looks like you’re a strong fit for the Boutique Authority Build.

I’ve tentatively reserved a production slot for your firm. To secure it, please lock in your 30-Minute AUM Pipeline Strategy Call using the calendar on the right.

What happens on this call? This is not a high-pressure sales pitch. It’s a consulting session to verify that our infrastructure matches your growth goals.

The Diagnosis: We’ll review your current Trust & Capture gaps (“lead leaks”) and your application answers.

The Solution: I’ll recommend the exact tier (Authority Launch vs. Boutique Authority Build vs. Scale Infrastructure) based on your team and targets.

The Timeline: We’ll map your rollout—Day 7: Vibe Check, Day 30: Go-Live, Day 30–45: Referral Activation.

How to Prepare:

• Please be in front of a computer (we’ll review your site together).

• If decision-makers or Compliance need to weigh in, please invite them to the call.