More of the right clients.None of the prospecting.
Most outbound tools sell their leads to multiple advisors and still leave you doing the work. WealthHawk does the opposite — we run the outreach in your firm’s brand and book the meetings for you.
Request a strategy call →Still one of the best ways to win clients.
It still works: affluent prospects pick up, and most commit within two meetings. Advisors abandoned it because it got hard — compliance, call-blocking, and the cost of staffing a team. We make it work for you with real, trained people on the phone — not AI, not robocalls — calling in your firm’s name, every script built for FINRA and SEC supervision.
From your ICP to a meeting you walk into prepared.
You sit in on one working session. We run everything after it — the sourcing, the writing, the calls, the booking — all under your firm’s name.
- 01
Define your ICP
Together, in one working session, we pin down exactly who you want as a client — not a generic persona. Yours. It’s the one step we need you for.
- 02
We find the money in motion
We match liquidity events, IPOs, acquisitions, and fundraises against that ICP. Only prospects who fit.
- 03
We build the message
We write the scripts and messaging in your firm’s voice, then tailor each one to the prospect’s specific event.
- 04
We run the outreach
We run calls, email, LinkedIn, and direct mail in parallel — all under your firm’s name.
- 05The difference
We hand off the meeting
We hand you every booked meeting with full sourcing and context — who they are, what happened, why they fit. You walk in prepared, not cold.
Live within days. Meetings within weeks.
Most advisor growth waits for the client.
Referrals, content, events — the ways advisors grow are valuable, but they’re passive. They bring the right client in when the client is ready. What tends to be missing is someone actively going out to start the conversation. That’s the piece we add, alongside everything a firm is already doing.
The best source there is — and the one to protect. But it comes on its own schedule, not yours, and you can’t force it without leaning on the relationships you’ve built.
Publish and wait to be found. It compounds over years — but you don’t choose who arrives, or when.
Great for staying top of mind. But you’re casting wide and hoping the right person is in the room.
Resold to a dozen advisors at once — so you’re the 20th call, and you’re still the one dialing.
WealthHawk is the active complement.
The one channel that goes out and sources — real callers reaching the right prospects in your name, every day. It runs alongside your referrals and marketing, feeding the pipeline they can’t fill on their own.
Built for how advisors are regulated.
Handing outreach to a partner in your name only works if it’s built for supervision. WealthHawk was — by people who’ve spent their careers inside FINRA- and SEC-regulated firms.
Reviewed before it sends
Every message is checked against advertising and supervision rules before it goes out.
A full audit trail
Every call, email, and touch is logged — with a one-click record for your compliance officer.
Your workflow, your call
Route everything for pre-send approval, review in batches, or set the cadence your firm requires. Final approval always sits with you.
Built by insiders
Led by veterans of LPL Financial and Charles Schwab who know the rules from the inside.
“Organic growth is what separates the advisors that win. WealthHawk helps advisors find more of the clients they already enjoy serving.”
