Wealth & finance · Licensed Revenue Engine · USA & Canada

High-net-worth prospects expect white-glove response — not a generic form

Seminar, referral, and inbound intake with AUM scoring and compliance-aware nurture.

The revenue leak in Wealth Management & RIAs

RIAs lose seven-figure AUM opportunities to slow seminar follow-up and manual CRM hygiene.

What partners get

How each part is used

Cartoon explainers show outcomes only — capture, routing, booking, and owner telemetry. Proprietary build details stay private so the engine cannot be copied from the public site.

Signal capture

Every call, form & DM for wealth management — scored and routed in under 60 seconds.

Nurture lane

72-hour + 7-day follow-up for prospects who don't book on first touch.

Owner command

Live pulse: pipeline, channel ROI, and conversion — not end-of-month guessing.

Viral creative factory

Story ads from tested frameworks — Source Protocol script + motion rails, any niche.

Explainer walkthroughs

  1. The leak costing RIA operators · 2:10
    HNW prospects choose the advisor who responds same-day with substance.
  2. Your RIA revenue engine · 2:35
    One system from first inquiry to booked revenue.
  3. Value-based licensing · 1:55
    Built for operators with budget — priced on value, not seats.

Frequently asked questions

What does a Source Protocol Revenue Engine do for Wealth Management & RIAs?
Seminar, referral, and inbound intake with AUM scoring and compliance-aware nurture. Typical outcomes include: AUM-scored intake; Seminar & webinar nurture; Compliance-safe sequences.
What revenue leak does Source Protocol address in Wealth Management & RIAs?
RIAs lose seven-figure AUM opportunities to slow seminar follow-up and manual CRM hygiene.
Is the Wealth Management & RIAs demo a generic template?
No. Each partner receives a bespoke licensed build scoped to Wealth Management & RIAs. PM Media takes limited partners per niche and metro so the engine and telemetry stay uncommon in your market.
How do I start with Wealth Management & RIAs?
Open the Wealth Management & RIAs demo, watch the cartoon explainers narrated by Lilly, then book a complimentary audit. Book RIA audit.

Limited partners per niche and metro. Book RIA audit · All verticals