Scaling Client Acquisition for Financial Service Professionals

Convert Prospects
into Clients with
Done-For-You,
‍ AI-powered Solutions.

AI is Powerful.
It can also be complex.
We're the humans that make it DELIVER results!

AI will transform client acquisition and retention, but most firms waste time, team resources and a lot of capital simply trying to piece it together.

At Prospect - We remove that roadblock.
Learn More
Learn More
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Watch the Prospect Advantage
Daniel
Wealth Manager
68%
Reduction
in reporting time.
Rachel
Financial Analyst and Planner
18h
Increase in
billable hours
Your entire Client Growth System, built and managed for you
Prospect evolves with you using our proven 4P method to help you grow your client acquisition and retention systems.
PROFILE 
We analyze your business, identify gaps, and uncover growth opportunities so every strategy is rooted in data and tailored to your firm.
PACKAGE
We build and integrate a custom suite of AI-powered tools designed to generate leads, nurture prospects, and streamline client management.
POLISH
We upgrade and optimize your digital presence so prospects experience the same level of excellence online that they expect from your firm.
POWER
We deploy and manage your complete client acquisition and retention system, driving measurable growth while you focus on serving clients.
The Result - A pipeline of clients and zero churn. We deliver, implement and manage proven AI solutions at a fraction of a new hire.
FREE INDUSTRY REPORT
See the Solutions
Client Revenue Increased with AI Solutions
$680,000
April
May
June
July
working overtime
solving equation
making progress
working overtime
solving equation
making progress
aligning team
sending invoices
resolving conflicts
aligning team
sending invoices
resolving conflicts
personalizing schedule
surfacing info
generating summary
personalizing schedule
surfacing info
generating summary
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
Revenue Summary
$80,000
April
May
June
July
working overtime
solving equation
making progress
working overtime
solving equation
making progress
aligning team
sending invoices
resolving conflicts
aligning team
sending invoices
resolving conflicts
personalizing schedule
surfacing info
generating summary
personalizing schedule
surfacing info
generating summary
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
AI Solutions
Human Intelligence,
powered by AI solutions,
that works around the clock to guarantee you results.
Prospect evolves with you, learning your patterns and pushing what’s next into now.
High-converting Pipeline
We fill your pipeline with qualified, ready-to-convert prospects through fully managed AI systems that work around the clock.
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Frictionless Onboarding
We streamline the entire onboarding process so clients start strong, stay engaged, and experience immediate confidence in your firm.
GET STARTED
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Long-term Retention
We keep clients connected with personalized, automated communication that builds loyalty, increases lifetime value, and reduces churn.
GET STARTED
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Need some help?
We’re here to answer your questions and get you started.
Contact our team
Contact our team
Before Prospect
“Amy, do we have more clients getting onboarded soon?”
“Hi, I still need help with my taxes and expenses?”
attachment_153.zip
“I'm done, I am taking my portfolio elsewhere”
“TLDR? I didnt get my report”
“Soz, me again, How many emails and calls did you make today ?”
Client meeting cancelled
"We missed client invoices, how?"
"Our payroll is so high with nothing being done, help!"
Slow Client Acquisition
Scattered communication
Lost revenue
WITH Prospect
“Hi Boss, I've found 3 new clients, they are onboarded and invoices paid - what can I help with now?.”
Get started now
Get started now
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Rated 4.97/5 from 500+ reviews
Prospect empowers your entire client acquisition, conversion and  retention needs -
all for one low monthly price.
Prospect handles the repeatable with precision—lead generation, prospect conversion and client nurturing —so you can focus on client delivery, not acquisition.

We provide this... and so much more
Request a Call
Request a Call
Email Outreach
We will set up your cold email machine including mailboxes, automations, custom copy for outreach and help you build or grow a direct email list.
LinkedIn Outreach
We optimize your profile, build authority, and run automated outreach campaigns that consistently connect you with qualified prospects.
Digital Ad Management
We create, schedule, and manage strategic content that builds trust, drives engagement, and turns followers into clients.
SEO for google and Chatgpt
We deploy AI-driven SEO strategies that boost visibility, attract high-intent traffic, and convert searchers into new clients.
Auto-nurturing CRM
We automate personalized follow-ups and workflows that keep prospects engaged and move them seamlessly toward becoming clients.
Automated Sales Development Rep
We deploy a trained SDR that qualifies leads, books meetings, and drives consistent sales opportunities without the overhead.
AI Client Management Employees
We build and manage intelligent client systems that streamline onboarding, communication, and retention so you can scale relationships with ease.
Sales and Client Call Analyzer
We analyze calls with AI to uncover insights, track performance, and optimize every conversation for higher conversions.
Custom Client Portals
We design and manage branded portals that give clients seamless access, improve retention, and enhance the overall client experience.
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PLUS for a limited time:
Over $24K in white-glove bonuses that allow us to invest in your success.
ONLY FOR PRO, Done For You CLIENTS WHO SIGN UP BEFORE THE END OF 2025
We're making it stress-free, streamlined and risk-free to scale your services with Prospect in 2026. Sign up for our Done For You Annual Partnership and receive...
Brand Optimization
$7,500 value
We don’t just drive traffic — we make sure your brand converts visitors into clients. A full refresh of website, social media, sales assets, logo and more
Review Capture Campaign
$4,500 value
Turn your happiest clients into your strongest marketing asset. We'll make it simple for your clients to share their experience to all online platforms
AI Receptionist
$12,000 value
Never miss a client call or prospect again. With our AI Receptionist, every inquiry is answered, routed, and logged — giving your firm the professional, always-on support clients expect.
Need some help?
We’re here to provide support and assistance.
Take Advantage Now
Take Advantage Now
Client Growth
“We’ve gained 37%
client growth with Prospect.”
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Watch video (1:03)
How We Do It
“Prospect has transformed our entire acqusition pipline.”
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Watch video (1:53)
What Could Be
“Our client turn is down by 90%”
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Watch video (4:11)
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Rated 4.97/5 from 500+ reviews
Designed to scale,
‍without holding you back.
Whether you’re launching or scaling, Prospect fits how you work—not the other way around.
Prospect AI Suite
AI-powered Prospect Management
No Commitment
Book A Demo
Book A Demo
Includes:
  • Custom Suite of Products
  • Dedicated Success Manager
  • 14 Day Set-up and On-boarding
  • Chat, Slack and Email Support
Prospect Pro Team
Managed, Done-for-you Prospect Management
90 Day Commitment, then month to month
Book A Demo
Book A Demo
Includes:
  • Everything in the AI Suite
  • Accelerated Onboarding
  • Done-For-You Operations
  • Unlimited Requests
  • Bi-weekly Strategy Calls
  • Early access to new features and all software upgrades
  • Priority support - 7 Days a Week
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Rated 4.97/5 from 500+ reviews

Download your free industry report on how to leverage AI securely and get results.

Discover how firms like yours are using AI to win new clients, streamline onboarding, and keep clients longer — without adding more overhead.
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Deliver what matters, automate the rest.
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