Stop paying
for meetings
that never happen.
Alynd delivers exclusive, qualified consultations to independent advisory firms — and you pay only when the meeting actually takes place.
- 5,000+
- Introductions analysed
- 1
- Firm per introduction
- $0
- For cancellations & no-shows
In partnership with Modern American Advisor.
“Leads don’t grow firms. Completed conversations do.”
Leads don’t create growth. Completed conversations do.
Most lead-generation companies get paid when they send you a name or place an appointment on your calendar. Alynd gets paid when a qualified prospect actually sits down with your advisor.
- Pay for leads or booked appointments
- Prospects may be shared or recycled
- Pay even when meetings cancel
- Limited control over qualification
- Activity without predictable outcomes
- Pay for completed consultations
- Exclusive introductions
- No charge for cancellations or no-shows
- Define your ideal client
- Set the meeting volume your firm can absorb
What does one completed prospect consultation actually cost your firm?
Your cost per lead doesn’t tell you what you are paying to get a qualified prospect into an actual conversation. Enter four numbers to see the real economics behind your current outreach.
Takes less than 60 seconds
Think about cancellations, no-shows and appointments that never turn into an actual completed consultation.
Optional. Add this if you'd also like to estimate your current client acquisition cost.
Enter your leads, spend, booking rate and completion rate to continue.
Your results will appear here.
Your advisor growth economics are ready.
Enter your information to see what each completed prospect consultation is actually costing your firm — and where your current acquisition spending may be disappearing.
Growth should be planned—not hoped for.
- 5,000+
- Introductions analysed
- 1
- Firm per introduction
- Performance-based
- Pricing
- You
- Control meeting volume
A referral-dependent firm with an average client age of 68 added 19 new relationships and $14.2M in introduced assets over twelve months, with an average new-client age of 54.
A newly hired adviser held 11 first meetings in six months against a capacity of roughly 96. In the following two quarters the firm held 41 first meetings, with conversion improving.
Firm details have been anonymised. Past results are illustrative of these engagements only and are not a projection or guarantee of future results.
A more accountable way to acquire clients.
- 01
Define the right prospect
Tell Alynd which clients your firm is built to serve, including investable assets, geography and other qualification criteria.
- 02
Set your capacity
Choose how many additional consultations your advisors can realistically handle.
- 03
Pay when the meeting happens
Alynd facilitates the introduction. You pay only when the qualified consultation is completed.
Is Alynd right for your firm?
- Your referrals are no longer producing enough qualified opportunities
- You have advisor capacity for additional first meetings
- Your ideal clients hold $1 million or more in investable assets
- You want qualified introductions instead of bulk lead volume
- You want acquisition spending connected to completed conversations
- You want bulk lead lists
- Your advisors do not have capacity for new consultations
- You are unwilling to define your ideal client
Your next client begins with a conversation that actually happens.
Bring Alynd your growth target, advisor capacity and current acquisition numbers. Leave with a clear view of whether the model fits your firm.
Book a Complimentary Growth Strategy45 minutes · Confidential · No obligation
Not ready to book a strategy session?
Download Building a Predictable Client Acquisition Engine, based on lessons from more than 5,000 advisor introductions.