--- title: "Wealth Management Firm — $63M+ In active pipeline | Aspen" description: "This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "name": "Get Aspen", "url": "https://getaspen.com", "logo": "https://getaspen.com/apple-touch-icon.png", "description": "AI implementation firm for financial advisors. Strategy, content, automation, and growth executed by operators who become your AI team.", "sameAs": [ "https://www.linkedin.com/company/getaspen" ] }, { "@type": "WebSite", "name": "Get Aspen", "url": "https://getaspen.com" }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is Get Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Get Aspen is an AI implementation firm for financial advisors. We become your AI growth team, powered by Aspen Agent, our AI platform built for advisors." } }, { "@type": "Question", "name": "Who does Aspen work with?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen works with ambitious financial advisory firms and RIAs that want to grow through AI-powered strategy, content, lead generation, client servicing, and automation." } }, { "@type": "Question", "name": "How is Aspen different from marketing software?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen is an AI agent that runs the work, not a tool the advisor has to configure. It sounds like the firm, stays compliant, and operates as a teammate that executes across marketing, lead follow-up, and client communication." } }, { "@type": "Question", "name": "What does Aspen Agent do for a firm?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen Agent runs websites, lead generation, outreach sequences, content, email nurture, and client servicing workflows like annual reviews, referrals, and Google reviews — end to end." } }, { "@type": "Question", "name": "How do I get started with Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Book a call with the Aspen team to walk through your firm's goals. If it is a fit, Aspen builds and runs your growth engine for you." } } ] } ] }, { "@context": "https://schema.org", "@type": "Article", "headline": "A full-funnel engine for business owners sitting on $5M+ gains.", "description": "This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine.", "image": "/__l5e/assets-v1/393bcb1b-0234-485e-a496-a5baaa9bc419/ecgs-pipeline-story-v2.png", "author": { "@type": "Organization", "name": "Get Aspen" }, "publisher": { "@type": "Organization", "name": "Get Aspen" } } ] --- [aspen ](#top) [Approach](#work)[Operators](#operators)[Work](#approach)[Resources](/resources) [Book a Demo](https://calendly.com/d/3rs-82d-kpc) [All transformations](/#approach) Story 02 · Lead Generation · Pipeline # A full-funnel engine for business owners sitting on $5M+ gains. This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine. Wealth Management Firm · California $63M+ In active pipeline ![Wealth Management Firm case study](/__l5e/assets-v1/393bcb1b-0234-485e-a496-a5baaa9bc419/ecgs-pipeline-story-v2.png) $63M+ In active engagement agreements $20 Cost per qualified lead 196 Leads in a single month "Your system's friggin' awesome. I love it. I've got millions in this thing, and I'm not letting up — we're going to have the biggest summer ever." Wealth Management Firm · California ## The challenge The firm had a powerful product but no scalable, consistent pipeline of qualified leads. The deals are large, the sales cycle is long, and the ideal client is rare — business owners and investors sitting on $5M+ in capital gains events. It needed a system that could find those people reliably and economically. ## The approach Aspen built a full-funnel lead-generation engine: Meta ad campaigns targeting business owners with "defer capital gains tax" messaging, a downloadable guidebook funnel, YouTube and webinar video featuring the team, an optimized booking page, conversational email automation, and a dedicated SDR managing follow-up and live introductions. We ran it end to end and tuned it month over month. ## The outcome Leads scaled from ~70 in month one to 196 in a single month, at roughly $20 per lead. Since launch, the firm has built a pipeline that includes approximately $63M in active engagement agreements, $58M in qualified opportunities, and one additional $500M case under consideration—while already generating more than $33,400 in realized revenue. ## What we ran - Meta / Facebook ad campaigns - Downloadable guidebook funnel - Video & webinar strategy - Booking page optimization - Email automation sequences - Dedicated SDR & lead qualification Aspen partnership ## The team behind your AI transformation. [Book a Demo](https://calendly.com/d/3rs-82d-kpc) aspen An AI implementation firm for modern financial advisors. 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