Build Authentic Relationships That Grow Your Practice
We help wealth advisors like you connect with prospects through personalized outreach and authentic storytelling—because people buy from people they trust.
"I scored 80M in AUM within two and a half months and another ~40M AUM in estimated pipeline behind it"
Rian Waterman
CFP CEPA JD, VP of Wealth ManagementFarther AccelerateAUM in 2.5 months
Pipeline Growth
Everything you need to scale your outreach
Powerful tools to help wealth advisors and sales teams connect with prospects, manage campaigns, and track engagement across all channels.
- Learn more
Multi-Channel Outreach
Shared inboxes connect all outreach channels so that you don't have to keep everything in your head.
- Learn more
Content Library at Your Fingertips
Send visually stunning email content with a drag-and-drop.
- Learn more
Track Activities across Channels
Make sure that you're not missing out on any opportunities to connect with your prospects
Your AUM is at Risk. Do Something about it.
Let's be brutally honest: Why would clients pay 85 basis points for portfolio management when AI can do it for 5? The answer is simple...
They're not paying for portfolio management anymore.
They're paying for trust, relationship, and guidance through life's biggest decisions.
The clock is ticking. Let Poseidon win your time back.
- Done-for-You Content and Prospecting
- 30+ Organic Social Posts a month
- 40 hours/month done on your behalf
- Coaching to improve online presence and sales confidence
The advisors who win will be the ones clients know, like, and trust
And that happens through consistent content distribution.
How We Help You Build Authority for Distribution
We built the authority distribution system for financial advisors.
You talk. We turn it into authority that drives distribution.
Clarity
Position you like a brand, not a business card
Consistency
Pull out your knowledge through short sessions
Scale
Multiply each idea into weeks of videos, posts, and emails
You Become THE Go-To Expert In Your Niche
Instead of competing with every advisor, you become THE advisor for your specific client type. We position you as the undisputed expert so prospects seek YOU out instead of you chasing them.
Your Unique Market Position
- Stop being 'just another advisor'
- Own a specific niche completely
- Charge premium rates with confidence
Laser-Focused Messaging
- Every post speaks directly to YOUR clients
- No more generic content that gets ignored
- Instant recognition in your market
Insantly search through your library of messages to find what's worked
Know what messages & content worked, and which of your sales people did the outreach
Know what to say to people that will get them to respond. Get meetings booked with poise and ease.
With our built in dialer, you will be able to listen to yourself (or coach your SDR team by listening to calls
Upload PDFs, Documents, and Images with your prospects and know when they've viewed them
Be notified when your prospect responds or views a piece of content so you can respond in a timely manner
Training and Coaching for you (or your team of SDRs, right in line. Sales is hard. Let us help with coaching tips.
Track and understand how much activity has been performed across your Sales team
With our done for you tier, we'll help you build cadences, put together compelling and interesting content to share with your prospects
Trusted by Advisors
Hear from wealth advisors and financial professionals who use Poseidon every day.
"Poseidon takes the mystery out of social media marketing and turns it into an easily machinable, repeatable process. Plus Ash and Andrew do a phenomenal job with 1:1 tools training and content creation coaching."
Kevin R.
Senior Vice President, Wealth Management Advisor
"Poseidon is excellent for helping you build an online presence, making it easier for potential clients to discover you and become more familiar with your services."
Kirk B.
Financial Advisor
"As a self-described dinosaur who remembers when prospecting was done with a phone and index cards, Poseidon has taken me to a different level in outreach. Easy to use, great support (hat tip Ash); if you're wondering how to advance your sales efforts in a digital world, contact Poseidon today."
Jason A
Vice President, Wealth Advisor
"The software is very user-friendly; once it is set up, you can implement it into your daily/weekly activities without a huge ongoing time commitment but see massive results. Ash and his team are available to assist with campaign design, recommending tweaks to improve performance and making sure you are getting the most out of the tool."
Verified User in Financial Services
Small-Business
"One of Poseidon's strongest features is the shared LinkedIn connection list. Instead of waiting for lead lists from my team, I am able to search their entire list of connections and identify potential leads. Poseidon also offers an incredibly user-friendly interface."
Evan S
Electronic Materials Officer
"The UI/UX of Poseidon is far better than other products on the market. I've used everything from outreach, Hubspot, Salesloft. Poseidon feels the most modern and intuitive. Not having to bounce between multiple tools like Zoominfo etc, and to have that integrated directly into the platform is a huge time saver. The notes, account notes, and contact adjusting is far superior to what outreach has."
Patrice L
Account Executive
"Simpler tool to align sales & marketing Less complicated and cumbersome than other tools Easy for new teammates to get ramped up with all the research, tools, outreach and materials in one place Easy to act on intent - know when people are viewing things Account data also available right in the plugin. Can see which employees have already been cadenced - who touched it last, and how we reached out to them in the past."
Megan K.
VP of Strategic Sales & Marketing
"I love that enables touching buyers at different points in the journey, and across the different channels that they may be communicating in. The modern buyers' journey is complicated and multi-faceted, you need a sales co-pilot that understands that and works with it."
Bilal A
CEO
"Poseidon is the easiest tool I've used to reach the right people at scale. It's also much more secure than other tools out there. Ash and his team have been a dream to work with, offering to go above and beyond to make sure that we're targetting the right people and have more information than we'd have with any other vendor. I've used four of five other tools in the past, and Poseidon is by far the best one I've used."
Haseeb
Engineering Recruiting