We’ll Book Your Firm 15+ Appointments Per Month With $500K+ Qualified Prospects In 45 Days Or You Don’t Pay.
We build and operate a compliant, qualification-first client acquisition system that creates predictable, high-quality prospect conversations, reducing founder dependency and increasing enterprise value.
We’ll Book Your Firm 15+ Appointments Per Month With $500K+ Qualified Prospects In 45 Days Or You Don’t Pay.
We build and operate a compliant, qualification-first client acquisition system that creates predictable, high-quality prospect conversations, reducing founder dependency and increasing enterprise value.
We’ll Book Your Firm 15+ Appointments Per Month With $500K+ Qualified Prospects In 45 Days Or You Don’t Pay.
We build and operate a compliant, qualification-first client acquisition system that creates predictable, high-quality prospect conversations, reducing founder dependency and increasing enterprise value.
We’ll Book Your Firm 15+ Appointments Per Month With $500K+ Qualified Prospects In 45 Days Or You Don’t Pay.
We build and operate a compliant, qualification-first client acquisition system that creates predictable, high-quality prospect conversations, reducing founder dependency and increasing enterprise value.
Are You Currently Struggling With These Issues?
Many advisory firms struggle with the following:
❌ Growth That Acquirers Can’t Underwrite
Your growth depends on referrals, networking, or personal relationships, making it unpredictable and difficult to value at a premium.
❌ Excessive Partner Time Spent On Business Development
Senior advisors are spending time educating and qualifying prospects instead of focusing on client relationships and firm strategy.
❌ Limited Pipeline Visibility
With only 30-60 days of visibility, planning hires, succession, or an exit becomes guesswork.
Are You Currently Struggling With These Issues?
Many advisory firms struggle with the following:
❌ Growth That Acquirers Can’t Underwrite
Your growth depends on referrals, networking, or personal relationships, making it unpredictable and difficult to value at a premium.
❌ Excessive Partner Time Spent On Business Development
Senior advisors are spending time educating and qualifying prospects instead of focusing on client relationships and firm strategy.
❌ Limited Pipeline Visibility
With only 30-60 days of visibility, planning hires, succession, or an exit becomes guesswork.
Are You Currently Struggling With These Issues?
Many advisory firms struggle with the following:
❌ Growth That Acquirers Can’t Underwrite
Your growth depends on referrals, networking, or personal relationships, making it unpredictable and difficult to value at a premium.
❌ Excessive Partner Time Spent On Business Development
Senior advisors are spending time educating and qualifying prospects instead of focusing on client relationships and firm strategy.
❌ Limited Pipeline Visibility
With only 30-60 days of visibility, planning hires, succession, or an exit becomes guesswork.
Are You Currently Struggling With These Issues?
Many advisory firms struggle with the following:
❌ Growth That Acquirers Can’t Underwrite
Your growth depends on referrals, networking, or personal relationships, making it unpredictable and difficult to value at a premium.
❌ Excessive Partner Time Spent On Business Development
Senior advisors are spending time educating and qualifying prospects instead of focusing on client relationships and firm strategy.
❌ Limited Pipeline Visibility
With only 30-60 days of visibility, planning hires, succession, or an exit becomes guesswork.
Are You Currently Struggling With These Issues?
Many advisory firms struggle with the following:
❌ Growth That Acquirers Can’t Underwrite
Your growth depends on referrals, networking, or personal relationships, making it unpredictable and difficult to value at a premium.
❌ Excessive Partner Time Spent On Business Development
Senior advisors are spending time educating and qualifying prospects instead of focusing on client relationships and firm strategy.
❌ Limited Pipeline Visibility
With only 30-60 days of visibility, planning hires, succession, or an exit becomes guesswork.
Why Choose Palisades Ridge
We install client acquisition infrastructure using our Appointment Conversion System, designed to make growth predictable, transferable, and attractive to acquirers.
Predictable Growth Acquirers Will Pay For
We replace referral dependency with a documented, repeatable system for generating qualified prospect conversations — a core driver of higher exit multiples.
Reduced Founder Dependency
By pre-qualifying and pre-educating prospects before they ever reach your calendar, senior advisors reclaim time while maintaining conversion quality.
Pipeline Visibility For Strategic Planning
Our system creates consistent inbound demand, allowing firms to plan hiring, expansion, and succession with confidence.
Proof The Model Works
We demonstrate that the same client acquisition structure is already used at institutional scale and across multiple independent advisory firms, under full regulatory scrutiny.
What we install is a localized, compliance-aligned implementation of this established acquisition approach, adapted to your firm, your market, and your regulatory environment.
Fisher Investments
Demonstrates that education can replace selling by establishing credibility and context before any conversation.
myCFO
Shows how problem-led education pre-frames meetings as analytical reviews rather than sales discussions.
Capital Partners Wealth Management
Illustrates that the same education-before-calendar structure applies to independent advisory firms.
Next Phase Advisors
Highlights the role of authority-driven education and confirmation in setting expectations before a consultation.
Firm names are shown for illustrative purposes to demonstrate commonly used acquisition structures. No affiliation or endorsement is implied.
Proof The Model Works
We demonstrate that the same client acquisition structure is already used at institutional scale and across multiple independent advisory firms, under full regulatory scrutiny.
What we install is a localized, compliance-aligned implementation of this established acquisition approach, adapted to your firm, your market, and your regulatory environment.
Fisher Investments
Demonstrates that education can replace selling by establishing credibility and context before any conversation.
myCFO
Shows how problem-led education pre-frames meetings as analytical reviews rather than sales discussions.
Capital Partners Wealth Management
Illustrates that the same education-before-calendar structure applies to independent advisory firms.
Next Phase Advisors
Highlights the role of authority-driven education and confirmation in setting expectations before a consultation.
Firm names are shown for illustrative purposes to demonstrate commonly used acquisition structures. No affiliation or endorsement is implied.
Proof The Model Works
We demonstrate that the same client acquisition structure is already used at institutional scale and across multiple independent advisory firms, under full regulatory scrutiny.
What we install is a localized, compliance-aligned implementation of this established acquisition approach, adapted to your firm, your market, and your regulatory environment.
Fisher Investments
Demonstrates that education can replace selling by establishing credibility and context before any conversation.
myCFO
Shows how problem-led education pre-frames meetings as analytical reviews rather than sales discussions.
Capital Partners Wealth Management
Illustrates that the same education-before-calendar structure applies to independent advisory firms.
Next Phase Advisors
Highlights the role of authority-driven education and confirmation in setting expectations before a consultation.
Firm names are shown for illustrative purposes to demonstrate commonly used acquisition structures. No affiliation or endorsement is implied.
Add Enterprise Value With Palisades Ridge
This is the 3-step process we use to install predictable growth infrastructure
Step 1
Qualification Call
We assess firm maturity, growth objectives, and alignment.
If there’s no fit, we don’t proceed.
Step 2
System Install & Management
We build and operate the Appointment Conversion System (including messaging, qualification, education, and optimization) over a 30-day pilot.
Step 3
Predictable, Transferable Growth
You now have a documented client acquisition system that supports higher valuation multiples and long-term scalability.
Add Enterprise Value With Palisades Ridge
This is the 3-step process we use to install predictable growth infrastructure
Step 1
Qualification Call
We assess firm maturity, growth objectives, and alignment.
If there’s no fit, we don’t proceed.
Step 2
System Install & Management
We build and operate the Appointment Conversion System (including messaging, qualification, education, and optimization) over a 30-day pilot.
Step 3
Predictable, Transferable Growth
You now have a documented client acquisition system that supports higher valuation multiples and long-term scalability.
Add Enterprise Value With Palisades Ridge
This is the 3-step process we use to install predictable growth infrastructure
Step 1
Qualification Call
We assess firm maturity, growth objectives, and alignment.
If there’s no fit, we don’t proceed.
Step 2
System Install & Management
We build and operate the Appointment Conversion System (including messaging, qualification, education, and optimization) over a 30-day pilot.
Step 3
Predictable, Transferable Growth
You now have a documented client acquisition system that supports higher valuation multiples and long-term scalability.
What's Included
Client Acquisition System Install
A full build-out of your Appointment Conversion System, including:
High-level market & competitor research
Messaging architecture for qualified investors only
Cold-traffic landing page + VSL (5–15 minutes)
Hard qualification system (Typeform + Calendly)
Tracking & platform conditioning setup
Managed Demand Creation
30 long-form ad creatives (60–90 seconds each)
Retargeting system (30 short-form assets)
Pre-consultation education email sequence (12–16 emails)
Post-consultation nurture flows (9 sequences)
Optimization & Oversight
Daily optimization
Weekly reporting
Weekly strategy calls
Clear performance criteria tied to appointment quality
What's Included
Client Acquisition System Install
A full build-out of your Appointment Conversion System, including:
High-level market & competitor research
Messaging architecture for qualified investors only
Cold-traffic landing page + VSL (5–15 minutes)
Hard qualification system (Typeform + Calendly)
Tracking & platform conditioning setup
Managed Demand Creation
30 long-form ad creatives (60–90 seconds each)
Retargeting system (30 short-form assets)
Pre-consultation education email sequence (12–16 emails)
Post-consultation nurture flows (9 sequences)
Optimization & Oversight
Daily optimization
Weekly reporting
Weekly strategy calls
Clear performance criteria tied to appointment quality
What's Included
Client Acquisition System Install
A full build-out of your Appointment Conversion System, including:
High-level market & competitor research
Messaging architecture for qualified investors only
Cold-traffic landing page + VSL (5–15 minutes)
Hard qualification system (Typeform + Calendly)
Tracking & platform conditioning setup
Managed Demand Creation
30 long-form ad creatives (60–90 seconds each)
Retargeting system (30 short-form assets)
Pre-consultation education email sequence (12–16 emails)
Post-consultation nurture flows (9 sequences)
Optimization & Oversight
Daily optimization
Weekly reporting
Weekly strategy calls
Clear performance criteria tied to appointment quality
About Me
Hi, I'm Allen.
I started working in client acquisition and growth infrastructure after watching strong advisory firms get undervalued — not because of performance, but because growth wasn’t systemized.
Palisades Ridge exists to solve that problem.
About Me
Hi, I'm Allen.
I started working in client acquisition and growth infrastructure after watching strong advisory firms get undervalued — not because of performance, but because growth wasn’t systemized.
Palisades Ridge exists to solve that problem.
About Me
Hi, I'm Allen.
I started working in client acquisition and growth infrastructure after watching strong advisory firms get undervalued — not because of performance, but because growth wasn’t systemized.
Palisades Ridge exists to solve that problem.
Get Your Free System Review
Let’s evaluate whether your firm is positioned for a premium multiple, and what’s missing if it’s not.
Get Your Free System Review
Let’s evaluate whether your firm is positioned for a premium multiple, and what’s missing if it’s not.
Get Your Free System Review
Let’s evaluate whether your firm is positioned for a premium multiple, and what’s missing if it’s not.
FAQs
Everything you need to know.
What exactly is the "Appointment Conversion System" and what am I getting?
It’s a done-for-you client acquisition engine + valuation booster.
You get the ads (with scripts), the VSL, landing pages, the CRM/tech stack, follow-up email + phone scripts, and appointment booking system. Basically, everything you’d need if you built a marketing department from scratch—but it’s pre-built, tested, and installed for you.
A predictable pipeline doesn’t just bring new clients. It can add 2–3x your enterprise value when you decide to sell your book, because buyers pay big premiums for firms with repeatable acquisition systems.
What's the core problem this solves for me?
Most firms are amazing at managing liquidity but rely on referrals / logistically intense seminars for growth.
That makes revenue unpredictable—and buyers know it.
We fix this by creating a predictable, scalable system that brings you qualified high-net-worth appointments month after month. That means more growth now and a higher valuation later.
How does the Appointment Conversion System system acutally work?
It’s built around five core pieces:
1) Targeting high-net-worth prospects already looking for help.
2) Educational ads and content that builds trust before you ever talk
3) A plug-and-play appointment system built to only send you qualified prospects.
4) Follow-up infrastructure that keeps leads warm automatically.
5) Ongoing measurement and optimization so the system keeps improving.
How much does this cost and why is it worth the investment?
One time build & implementation is between $2.5K - $20K + (optional) performance-based management (we only profit when you get qualified appointments).
Now here’s the math:
Average client brings in $7,5K–$30K+ annual revenue + bring their friends & family
Average client lifetime = 20+ years in wealth management.
That means the lifetime value of a $1M+ client is $150K–$600K, often higher.
Our average CAC (client acquisition cost) = $3,267 per $1M AUM client (vs industry average of $8,500+). That means you normally break even with one client in the first year—and every dollar after that is 90–95% margin because clients stick.
How much of my time will this take?
Setup = about 5-7 hours across 3 weeks.
Ongoing = 1-2 hours a week reviewing appointments, plus 1 hour monthly for strategy.
That’s it. We run the ads, we build the system, we manage everything.
We’ve hired marketing agencies before and they flopped. Why is this different?
3 reasons:
1) We only work with RIA's / wealth managers / financial advisors and know compliance, your business model, and your audience.
2) We don’t just do “marketing tactics.” We build the whole system end to end.
3) We’re performance-based. No results, no profit.
Most agencies hand you leads. We build you an asset—an acquisition system that makes your firm more valuable.
What if we can’t handle a lot of new clients right now?
No problem. We control the flow of qualified appointments to match your capacity, and you can scale up when you’re ready.
Many firms use the early growth to hire another advisor and self-fund expansion.
Our service is complex with multiple stakeholders. Can this still work?
Yes. We’ve built this system for firms that serve ultra-high-net-worth families, multi-generational wealth, and business owners.
The educational content lays the groundwork before they even meet with you, so complex conversations move faster and feel easier.
What happens once the system is built?
You own the infrastructure—ads, scripts, pages, flows, tech stack, everything.
After the 60 days, you can keep running it yourself or stick with us.
Most firms stay with us because we keep optimizing and our performance-based model means we’re motivated to keep delivering.
Will this work in my area?
Yes, as long as there’s a large enough pool of high-net-worth individuals (typically in markets of 50,000+ people). We give exclusivity so we don’t work with your direct competitors in your area.
What if we don't have a huge budget for ad spend?
You don't need a "crazy" ad spend budget to start. We recommend starting with at least $3000 / month in ad spend, but because our system is designed for upfront profitability, this isn't a "cost" in the traditional sense - it's an investment with almost immediate return.
It's designed to be efficient. We start with a focused budget to prove the system works, then scale up based on results.
Because the ROI is so strong and you book a lot of qualified meetings, the system quickly becomes self-funding.
Many clients use the profit from their first few clients to fund increased ad spend.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With the Appointment Conversion System, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With ASCEND, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
Ready To Finally Get The Predictable Clients & High Multiple You Deserve?
If you have questions, email allen@palisadesridge.com.
FAQs
Everything you need to know.
What exactly is the "Appointment Conversion System" and what am I getting?
It’s a done-for-you client acquisition engine + valuation booster.
You get the ads (with scripts), the VSL, landing pages, the CRM/tech stack, follow-up email + phone scripts, and appointment booking system. Basically, everything you’d need if you built a marketing department from scratch—but it’s pre-built, tested, and installed for you.
A predictable pipeline doesn’t just bring new clients. It can add 2–3x your enterprise value when you decide to sell your book, because buyers pay big premiums for firms with repeatable acquisition systems.
What's the core problem this solves for me?
Most firms are amazing at managing liquidity but rely on referrals / logistically intense seminars for growth.
That makes revenue unpredictable—and buyers know it.
We fix this by creating a predictable, scalable system that brings you qualified high-net-worth appointments month after month. That means more growth now and a higher valuation later.
How does the Appointment Conversion System system acutally work?
It’s built around five core pieces:
1) Targeting high-net-worth prospects already looking for help.
2) Educational ads and content that builds trust before you ever talk
3) A plug-and-play appointment system built to only send you qualified prospects.
4) Follow-up infrastructure that keeps leads warm automatically.
5) Ongoing measurement and optimization so the system keeps improving.
How much does this cost and why is it worth the investment?
One time build & implementation is between $2.5K - $20K + (optional) performance-based management (we only profit when you get qualified appointments).
Now here’s the math:
Average client brings in $7,5K–$30K+ annual revenue + bring their friends & family
Average client lifetime = 20+ years in wealth management.
That means the lifetime value of a $1M+ client is $150K–$600K, often higher.
Our average CAC (client acquisition cost) = $3,267 per $1M AUM client (vs industry average of $8,500+). That means you normally break even with one client in the first year—and every dollar after that is 90–95% margin because clients stick.
How much of my time will this take?
Setup = about 5-7 hours across 3 weeks.
Ongoing = 1-2 hours a week reviewing appointments, plus 1 hour monthly for strategy.
That’s it. We run the ads, we build the system, we manage everything.
We’ve hired marketing agencies before and they flopped. Why is this different?
3 reasons:
1) We only work with RIA's / wealth managers / financial advisors and know compliance, your business model, and your audience.
2) We don’t just do “marketing tactics.” We build the whole system end to end.
3) We’re performance-based. No results, no profit.
Most agencies hand you leads. We build you an asset—an acquisition system that makes your firm more valuable.
What if we can’t handle a lot of new clients right now?
No problem. We control the flow of qualified appointments to match your capacity, and you can scale up when you’re ready.
Many firms use the early growth to hire another advisor and self-fund expansion.
Our service is complex with multiple stakeholders. Can this still work?
Yes. We’ve built this system for firms that serve ultra-high-net-worth families, multi-generational wealth, and business owners.
The educational content lays the groundwork before they even meet with you, so complex conversations move faster and feel easier.
What happens once the system is built?
You own the infrastructure—ads, scripts, pages, flows, tech stack, everything.
After the 60 days, you can keep running it yourself or stick with us.
Most firms stay with us because we keep optimizing and our performance-based model means we’re motivated to keep delivering.
Will this work in my area?
Yes, as long as there’s a large enough pool of high-net-worth individuals (typically in markets of 50,000+ people). We give exclusivity so we don’t work with your direct competitors in your area.
What if we don't have a huge budget for ad spend?
You don't need a "crazy" ad spend budget to start. We recommend starting with at least $3000 / month in ad spend, but because our system is designed for upfront profitability, this isn't a "cost" in the traditional sense - it's an investment with almost immediate return.
It's designed to be efficient. We start with a focused budget to prove the system works, then scale up based on results.
Because the ROI is so strong and you book a lot of qualified meetings, the system quickly becomes self-funding.
Many clients use the profit from their first few clients to fund increased ad spend.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With the Appointment Conversion System, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With ASCEND, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
Ready To Finally Get The Predictable Clients & High Multiple You Deserve?
If you have questions, email allen@palisadesridge.com.
FAQs
Everything you need to know.
What exactly is the "Appointment Conversion System" and what am I getting?
It’s a done-for-you client acquisition engine + valuation booster.
You get the ads (with scripts), the VSL, landing pages, the CRM/tech stack, follow-up email + phone scripts, and appointment booking system. Basically, everything you’d need if you built a marketing department from scratch—but it’s pre-built, tested, and installed for you.
A predictable pipeline doesn’t just bring new clients. It can add 2–3x your enterprise value when you decide to sell your book, because buyers pay big premiums for firms with repeatable acquisition systems.
What's the core problem this solves for me?
Most firms are amazing at managing liquidity but rely on referrals / logistically intense seminars for growth.
That makes revenue unpredictable—and buyers know it.
We fix this by creating a predictable, scalable system that brings you qualified high-net-worth appointments month after month. That means more growth now and a higher valuation later.
How does the Appointment Conversion System system acutally work?
It’s built around five core pieces:
1) Targeting high-net-worth prospects already looking for help.
2) Educational ads and content that builds trust before you ever talk
3) A plug-and-play appointment system built to only send you qualified prospects.
4) Follow-up infrastructure that keeps leads warm automatically.
5) Ongoing measurement and optimization so the system keeps improving.
How much does this cost and why is it worth the investment?
One time build & implementation is between $2.5K - $20K + (optional) performance-based management (we only profit when you get qualified appointments).
Now here’s the math:
Average client brings in $7,5K–$30K+ annual revenue + bring their friends & family
Average client lifetime = 20+ years in wealth management.
That means the lifetime value of a $1M+ client is $150K–$600K, often higher.
Our average CAC (client acquisition cost) = $3,267 per $1M AUM client (vs industry average of $8,500+). That means you normally break even with one client in the first year—and every dollar after that is 90–95% margin because clients stick.
How much of my time will this take?
Setup = about 5-7 hours across 3 weeks.
Ongoing = 1-2 hours a week reviewing appointments, plus 1 hour monthly for strategy.
That’s it. We run the ads, we build the system, we manage everything.
We’ve hired marketing agencies before and they flopped. Why is this different?
3 reasons:
1) We only work with RIA's / wealth managers / financial advisors and know compliance, your business model, and your audience.
2) We don’t just do “marketing tactics.” We build the whole system end to end.
3) We’re performance-based. No results, no profit.
Most agencies hand you leads. We build you an asset—an acquisition system that makes your firm more valuable.
What if we can’t handle a lot of new clients right now?
No problem. We control the flow of qualified appointments to match your capacity, and you can scale up when you’re ready.
Many firms use the early growth to hire another advisor and self-fund expansion.
Our service is complex with multiple stakeholders. Can this still work?
Yes. We’ve built this system for firms that serve ultra-high-net-worth families, multi-generational wealth, and business owners.
The educational content lays the groundwork before they even meet with you, so complex conversations move faster and feel easier.
What happens once the system is built?
You own the infrastructure—ads, scripts, pages, flows, tech stack, everything.
After the 60 days, you can keep running it yourself or stick with us.
Most firms stay with us because we keep optimizing and our performance-based model means we’re motivated to keep delivering.
Will this work in my area?
Yes, as long as there’s a large enough pool of high-net-worth individuals (typically in markets of 50,000+ people). We give exclusivity so we don’t work with your direct competitors in your area.
What if we don't have a huge budget for ad spend?
You don't need a "crazy" ad spend budget to start. We recommend starting with at least $3000 / month in ad spend, but because our system is designed for upfront profitability, this isn't a "cost" in the traditional sense - it's an investment with almost immediate return.
It's designed to be efficient. We start with a focused budget to prove the system works, then scale up based on results.
Because the ROI is so strong and you book a lot of qualified meetings, the system quickly becomes self-funding.
Many clients use the profit from their first few clients to fund increased ad spend.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With the Appointment Conversion System, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
We already get steady referrals. Why change?
Referrals are great—but they’re not scalable or predictable. Buyers know that. If all your growth depends on referrals, it caps your valuation multiple.
With ASCEND, you’re showing buyers:
Predictable new business each month.
A system that doesn’t depend on you personally.
That can easily move you from a 3–4x EBITDA multiple to 5–8x+, which could mean millions more at exit depending on your size.
Ready To Finally Get The Predictable Clients & High Multiple You Deserve?
If you have questions, email allen@palisadesridge.com.