Free guide for wealth firm founders and growth leads
The modern wealth manager's guide to client acquisition
Seven practical steps for wealth firm founders and growth leads who rely on referrals and need more new clients.
Download the guide
Get the 31-page guide to winning more clients than referrals bring, written for wealth firm founders.
- Work out how many new households you need to replace the money that leaves each year
- Decide where to show up and where to spend: Google, AI assistants, paid ads and articles, with US and Canadian marketing rules in plain words
- Meet the rest of the family so you're lined up to help with the succession, and turn initial interest into new clients
Download the guide
Inside the guide
Tools your leadership team can use the same week.
An acquisition budget and payback worksheet
A breakdown of the money that leaves your firm each year
A one-page ideal client profile
A self-check for Google and AI assistants, including ChatGPT and Claude crawler settings
Four numbers and a stop rule for every paid ad source
Five steps to track from first contact to funded account
A look at the pages
Size the gap referrals leaveIllustrative numbers to replace with your own 
Give every family member an app they will openReal OneVest screens, shown with sample data 
Acquisition budget and payback worksheetPrintable pages to fill in with your own numbers
From leaders scaling with OneVest
“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
Turn initial interest into new clients.
OneVest is an operating system for wealth firms that connects your client data, custodians and workflows in one platform.