The most valuable number in your firm probably isn't on your dashboard.
Most advisory firms measure AUM, revenue and profitability. Few can tell you how many qualified first meetings they need each month to achieve next year's growth target. That's the number we help firms build.
- Referral quality is not what it was five years ago.
- Growth is real, but nobody can forecast next year's new assets.
- An adviser was hired before the demand to fill the diary existed.
- One channel — referral — still produces most of the new business.
Performance-based introductions · Pay only for completed consultations
- Performance-based
- Cost attaches to outcomes, not activity or impressions.
- Completed consultations only
- You are charged when a meeting actually takes place.
- Exclusive introductions
- Each introduction goes to one firm. Never resold.
- You set the volume
- Capacity, minimums and geography are yours to define.
- 5,000+
- Introductions analysed
- 1 in 3
- Firms citing referral decline
- 1
- Firm per introduction
“If we don’t believe this model is right for your firm, we’ll tell you.”
- 5,000+ introductions analysed
- Performance-based pricing
- Exclusive introductions
- Qualified consultations only
- You control volume
Is this relevant to your firm?
Read the six statements opposite. Count the ones that describe your firm today.
A Growth Review will pay for the 45 minutes it takes.
Worth reading the two case studies before deciding.
This is unlikely to be a fit, and we will say so.
This may be right for your firm if
- Your referrals are not producing the quality or volume they once did.
- You are considering hiring another adviser, or have already hired one.
- You want growth you can forecast rather than growth you hope for.
- Your ideal clients hold $1M or more in investable assets.
- You value qualified introductions over lead volume.
- You can absorb between three and fifteen additional first meetings a month.
It is probably not a fit if
- Firms seeking bulk lead lists or shared enquiries.
- Practices without adviser capacity for new consultations.
- Firms unwilling to define an ideal client profile.
“For the first time we could actually forecast our growth.”
“Hiring stopped feeling like a gamble.”
“We stopped hoping the phone would ring and started planning around a number.”
Where would you like to start?
Growth calculator
Model what next year's growth target requires in qualified first meetings, adviser capacity and cost.
Read moreCase studies
Two anonymised advisory firms, in full: an ageing book and idle adviser capacity.
Read moreThe evidence
What 5,000+ introductions reveal, and the principles high-growth firms share.
Read moreAdvisor Growth Review
A 45-minute confidential working session, and exactly what you leave with.
Read moreAbout the platform
How the performance-based model works, and the role of Alynd Financial.
Read moreExecutive Guide
Building a Predictable Client Acquisition Engine — printable, with a partner worksheet.
Read moreBuilding a predictable client acquisition engine.
Lessons from 5,000+ advisor introductions
Not ready to book a review? Read the guide first. It is written for principals and leadership teams — the kind of document you would print, forward to your partners and bring into a planning meeting.
Curious whether this model fits a firm like yours?
Forty-five minutes, your own numbers, and a plain answer. If we don't believe this model is right for your firm, we'll tell you.
- Pay only for completed consultations
- Exclusive introductions
- You control volume
45 minutes · Confidential · No obligation