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Grow Your AUM While You Focus on Clients

Our dedicated team handles everything—profile optimization, campaign strategy, daily outreach, and content creation—while you do what you do best: serve your clients.

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Book Your Personalized Demo

See Poseidon in action - tailored to your practice

30 min
No prep needed
What's Included

Your Dedicated Growth Team

Everything you need to build pipeline—handled by our expert team while you focus on serving clients.

Profile Optimization

We transform your LinkedIn profile into a client-attracting asset. Headline, summary, experience, and featured content—all optimized for HNW prospects.

Campaign Strategy

Custom multi-touch campaign sequences designed for your ideal client profile, geographic market, and practice specialty.

Daily Outreach Management

Our team manages your daily prospecting—connection requests, follow-ups, and nurture sequences—while maintaining your authentic voice.

Content Creation

Monthly thought leadership content created for you: market commentaries, guides, and LinkedIn posts that establish authority with your target audience.

Weekly Reporting

Clear weekly reports on pipeline metrics, engagement rates, and campaign performance. Full transparency into every action taken on your behalf.

Warm Prospect Handoff

When prospects are conversation-ready, we hand them off to you with full context—engagement history, content consumed, and suggested talking points.

The Process

From Onboarding to Results in Weeks

Our proven 4-phase process gets you from zero to predictable pipeline in under 30 days.

Week 1

Discovery & Strategy

We learn your practice, ideal client profile, and goals. Audit your LinkedIn profile and existing outreach. Define target audience and messaging strategy.

  • Practice audit
  • ICP definition
  • Strategy planning
Week 2–3

Setup & Launch

Optimize your profile, build campaign sequences, and launch initial outreach. First connections start coming in within days.

  • Profile optimization
  • Campaign creation
  • Initial outreach
Week 4+

Execution & Monitoring

Daily outreach management, content distribution, engagement monitoring. Weekly check-ins and reports keep you informed.

  • Daily management
  • Content sharing
  • Weekly reports
Ongoing

Optimization & Scale

Continuous A/B testing, message refinement, and campaign expansion. Scale what works, retire what doesn't.

  • Performance analysis
  • Campaign scaling
  • Warm handoffs
Comparison

Why Poseidon DFY Wins

See how our managed service stacks up against the alternatives.

Monthly Cost

Poseidon DFY
Fraction of a hire
Hiring Jr. Advisor
$5,000–$8,000+
Lead Gen Firm
$3,000–$10,000
DIY Only
$0 (your time)

Time to Results

Poseidon DFY
2–4 weeks
Hiring Jr. Advisor
3–6 months
Lead Gen Firm
1–3 months
DIY Only
6+ months

Your Time Required

Poseidon DFY
1–2 hrs/week
Hiring Jr. Advisor
10+ hrs/week
Lead Gen Firm
2–5 hrs/week
DIY Only
15+ hrs/week

Compliance Built-In

Poseidon DFY
Full logging
Hiring Jr. Advisor
Manual tracking
Lead Gen Firm
Varies
DIY Only
None

Control & Visibility

Poseidon DFY
Full transparency
Hiring Jr. Advisor
High
Lead Gen Firm
Low
DIY Only
Full

Scalability

Poseidon DFY
Unlimited
Hiring Jr. Advisor
Limited
Lead Gen Firm
Varies
DIY Only
None
Service Tiers

Choose the Right Level for Your Practice

No long-term contracts. Month-to-month agreements. Scale up or cancel anytime.

Standard

Core managed prospecting for solo advisors building pipeline.

  • Profile optimization
  • 100 targeted outreach/week
  • Pre-built campaign sequences
  • Monthly content piece
  • Bi-weekly reports
  • Email support
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Most Popular

Premium

Full-service growth engine with dedicated strategist and custom content.

  • Everything in Standard
  • 200+ targeted outreach/week
  • Custom campaign strategy
  • Weekly content creation
  • Weekly strategy calls
  • Warm prospect handoffs
  • Dedicated account manager
  • Priority support
Book a Call

Enterprise

Multi-advisor teams with custom workflows, compliance requirements, and integrations.

  • Everything in Premium
  • Multi-advisor management
  • Custom compliance workflows
  • CRM integrations
  • Dedicated success team
  • Custom reporting & analytics
  • SLA guarantees
  • Volume discounts
Contact Sales

Pricing is tailored to your practice size and goals. Book a call and we'll put together a custom proposal within 24 hours.

Done-For-You FAQ

Common questions about our managed service

Minimal involvement required—about 1-2 hours per week. We handle all daily outreach, content creation, and campaign management. You approve messaging strategy upfront and join weekly 15-minute check-ins. When warm prospects are ready, we hand them off for your personal touch.
No. Every message is personalized with dynamic fields, AI-generated icebreakers, and your authentic voice. We work with you to develop messaging that sounds like you, not a bot. Our 35-40% connection acceptance rates prove prospects respond positively.
Most advisors see their first qualified conversations within 2-3 weeks. By month 3, expect 10-20 qualified meetings per month. Our clients typically add 3-5 new clients per month, translating to $18M-$72M in additional AUM annually.
Absolutely. Every interaction is logged, timestamped, and exportable. Our platform was built specifically for regulated industries. You have full visibility into every message sent on your behalf, and all content goes through your approval workflow.
Yes. We operate on month-to-month agreements with no long-term contracts. We're confident in our results, so we don't need to lock you in. Most clients stay because the ROI speaks for itself—not because of a contract.
Yes. We integrate with HubSpot, Salesforce (coming soon), Wealthbox, and other popular CRMs. Prospect data, engagement history, and pipeline metrics sync automatically so you have a complete picture in your existing tools.

Let's Build Your Growth Engine Together

Join 500+ advisors who've transformed their prospecting. Get started in under a week.

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