Growth partner to wealth advisors
Referrals aren't a growth plan.
Poseidon is the growth partner to wealth advisors, from solo practices to some of the fastest-growing RIAs in the country. One hour on camera a month becomes a system of authority, outreach, and AI-search presence that brings high-net-worth clients to you.
Flat fee. No basis points. Your book stays 100% yours.
“I scored $80M in AUM within two and a half months—and another ~$40M in estimated pipeline behind it.”
Rian W.
CFP® CEPA JD, VP of Wealth Management · Farther Accelerate
AUM in 2.5 months
Estimated pipeline behind it
We target $20M+ in new assets per advisor in year one, and 2x ROI on our fee, over a twelve-month engagement.
A target we work toward, not a guarantee. Results vary by firm, market and starting position, and another firm’s outcome is not a projection of yours.
Our advisors have won clients from
Advisor.Guide
Where prospects find you before they ever meet you.
Advisor.Guide is our advisor discovery platform: AI-optimized profiles, attested client experience, and niche pages built to surface you when prospects ask ChatGPT, Gemini, or Perplexity who to trust. Every Poseidon client gets a premium profile and placement.
Explore Advisor.Guide →It sits on top of the content and marketing engine we run every day:
Advisor Hub
Resources and tools for financial advisors
Knowledge Center
Articles, guides, and educational content
Sales Glossary
Comprehensive sales terminology and definitions
SEC Compliance Guide
Marketing Rule compliance for RIAs
Helm
Organize and activate your professional network
Beacon
Find local media outlets and earn press coverage
Why growth changed
Clients aren't paying for portfolio management anymore.
Portfolio management is being priced toward zero—why pay 85 basis points for what software does for five? What clients pay for now is trust: a person they know, whose judgment they've seen, guiding them through the biggest decisions of their lives.
That trust used to be built one referral at a time. Today it's built in public—in the content prospects read, the videos they watch, and the answers AI gives them when they ask who to work with. The advisors who win are the ones who show up there, consistently, before the first conversation ever happens.
We do three things, extremely well.
Authority, done for you
One hour on camera a month with our trained interviewers. We turn it into 50+ pieces—short-form video, LinkedIn posts, newsletters, and a long-form authority piece—every one SEC-reviewed, archived, and published on your behalf.
Ideal-client targeting
We start with the clients you serve best and why, then build your prospect list around them: the same niche, the same life moments, your geography, and the relationships and centers of influence you already have. Every name is researched, specific enough to know what they care about, so you always know who’s next and why they fit. Never spray-and-pray, and the data is on us: we invest $80K a year in subscriptions so you don’t pay for ZoomInfo.
Then we coach you and your team through the part only you can do: follow-up, discovery, qualification, the offer, and the close.
Found by AI
When prospects ask ChatGPT, Gemini, or Perplexity who to trust, your content is what they find. Everything we publish is structured to be indexed by AI search—plus a premium profile on AdvisorGuide, our advisor discovery platform.
We're selective—on purpose.
Most advisors are fairly content with where they are. We work with the other kind. If growth is a real goal—not a line in the firm deck—we'll do our best work together.
A great fit
- →Advisors with ambitious growth goals—doubling the book, not defending it
- →Willing to spend an hour a month on camera
- →Treat content and AI search as long-term investments, not quick tactics
- →Burned by bought leads and want durable pipeline instead
- →Want a working partnership with direct access to senior operators
Not a fit
- —Comfortable with where the practice is today
- —Expecting results overnight
- —Believe an AI subscription is a growth strategy
- —Won’t get on camera
- —Want leads without building trust
Aligned incentives
We don't own fractional basis points of your book. That's just not how we roll.
Some lead-gen platforms charge basis points on top of your fee for every client they send—forever. You do the work of serving that client; they collect on it for life. We think that's wrong.
Flat fee. Nothing else.
One predictable monthly retainer for the work we do. No AUM haircut, no revenue share, no per-client commission—and we target 2x ROI in your first year.
Every relationship is yours
Clients we help you win are your clients. Content we create is your content. Nothing we introduce ever carries a Poseidon toll—now or later.
A fraction of a hire
A business-development hire runs ~$200K a year before they send a single message. You get a full growth team—strategy, interviews, editing, outreach, data—for a flat retainer.
Let's get ahead of the questions.
If yours isn't here, bring it to the call.
Do you take basis points or own any part of my book?
No. One flat monthly retainer, nothing else. No AUM haircut, no revenue share, no per-client commission, and no ownership of any relationship we introduce. Every client we help you win is 100% yours—now and if we ever part ways.
How is this different from lead-gen programs?
Lead-gen programs sell the same lead to several advisors and let the fastest dialer win—and some charge basis points on every client, forever. We do the opposite: we build your authority, target the prospects who look like your best clients, coach you through turning conversations into clients, and make you discoverable in AI search. The pipeline compounds because it’s built on trust in you, not on a purchased list.
How much of my time does it take?
About two hours a month: one hour on camera with our trained interviewers, and the rest on strategy calls and approvals. From that one recording hour we produce 50+ pieces of content—clips, LinkedIn posts, newsletters, and a long-form piece.
I'm not comfortable on camera.
Almost nobody is at first. Our interviewers are trained to draw out what you know—coaching framing, pacing, and delivery as you go—and if nerves hit, we script it and you read. After a few sessions most advisors tell us it’s the easiest part of their month.
Is it compliant?
Yes. Everything is built for the SEC Marketing Rule: no promissory language, trained interviewers, compliance review before anything ships, and full archiving of both content and outreach. If you already use an archiving vendor, we integrate with it.
Does it work with my CRM and existing tools?
Yes. We connect to HubSpot, Salesforce, and the rest of your stack, so every conversation and warm handoff lands where your team already works.
Couldn't I do all this myself?
Absolutely—the same way your clients could manage their own money. The question is whether it’s the best use of your time. Doing this well takes 40+ hours a month of consistent, skilled work. Our clients tell us the number one reason they stay is the time they get back.
What results should I expect?
We target a little over $20 million in new assets per advisor in year one, and 2x ROI on our fee. Engagements run twelve months, with a one-time opt-out at the six-month mark. We structure it that way because the pipeline compounds: the content stays up and keeps working, so later periods tend to be more productive than the first. These are the targets we aim at, not a promise — if we look at your numbers and don’t think we can beat them, we’ll tell you.
See what we'd build for your practice.
It starts with a 30-minute conversation—no prep, no commitment. We'll look at how you grow today and show you exactly what we'd do differently.
Flat fee. No basis points. Your book stays 100% yours.