Generate a steady stream of trusting and ready-to-invest clients for your firm

With the #1 lead generation partner for finance professionals

Is this you?

  • You run an investment or financial services firm

  • Are ambitious and hungry to level up your firm

  • You’ll be in the same industry in 5 years from now

  • You want to outgrow competition during slow markets

Do you want to
crack the capital code?

Would it help to have a brand

that consistently attracts your ideal clients without the hassle of having countless meetings that don’t go anywhere?

How about....

  • Having more trusting conversations with clients

  • Spending less time chasing down investment commitments

  • Spending less money into your marketing campaigns

  • Having more confidence knowing where your next client is coming from

Why do personal brands work?

  • People buy from people, not companies

  • Because of this, personal brands generate more authentic conversations

  • Lastly, it’s the best way to duplicate yourself online and build more trust with investors while you sleep

How do you get attention on your brand?

  • It's time-consuming to build a brand, despite knowing it’s important.

  • However, leveraging targeted outreach is great way to initially get THOUSANDS OF EYEBALLS on your brand.

  • But wait? What if it didn’t have to drain your time or wallet?

How it works (the 3 S')

  • We set up your profile and business development infrastructure

  • You storytell your experience and thought leadership

  • We share your content with your ideal clients

The Process

  • Creating a shareable value resource for your firm

  • Done-For-You business development

  • Lead nurturing to build a list of trusting fans for your firm

  • 12 posts of content that's written in your own brand voice

This is especially for you if....

  • Your previous marketing campaigns had bone dry results

  • You’ve previously committed to putting more content on social media but didn’t have the right tools or the accountability

  • You don’t want to feel “salesy” and want an natural way to connect with your dream clients

This is not for you if...

  • You think building a brand is a sprint and not a marathon

  • You won’t be in the finance space in 5 years from now

  • You don’t have your company's operations figured out

To see if you qualify to crack the capital code, schedule your call below!👇


Meet Connor Kaplan....

  • Commercial Real Estate Enthusiast

  • Tech employee that turned into a lead generation scientist

  • AI Geek which helps with maximizing productivity and keeping your costs low

  • Born and raised in Ottawa, Canada, but loves escaping the winters to go to Portugal or USA

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Crack the Capital Code

With our 5 part video course (30 minutes)