How Kaplan Wealth Management Achieved 73% Lead-to-Meeting Rate
A Vancouver financial advisor transformed prospect conversion with automated nurturing sequences.
Client Overview
The Challenge
Kaplan Wealth had 31% lead-to-meeting rate. Prospects went cold during long consideration periods. Referrals came sporadically. Client communication was inconsistent. Discovery meeting no-shows wasted valuable time.
The Solution
We implemented 12-month prospect nurture sequences, automated quarterly review scheduling, systematic referral asks after positive interactions, and client appreciation campaigns.
The Results
Lead-to-meeting hit 73%. AUM grew 2.6x. Referrals increased 61%. Added $124K in annual revenue. The practice runs smoother than ever.
"My nurture sequences do the work that used to require manual follow-up. Now prospects come to me ready to start, and my existing clients consistently introduce me to their friends."
— Marcus Kaplan, CFP, Founder