Ash Bhoopathy
Founder & CEO
Founder conversations. The right person to talk to about where Poseidon is going next, and whether your practice should be part of it.
DM me on LinkedInLead gen for advisors, done right. We don’t sell you leads. We help you build an audience of prospects who already know who you are. Growth partner to some of the fastest-growing RIAs in the country.
Done-for-you outbound, lead gen, and content marketing for advisors.
Take a 45-minute meeting with us. We’ll show you how we fill your calendar with the right prospects and build the content that makes them say yes before the first call.
Take a Meeting With UsBuilt for advisors who want growth handled
Built for RIAs, wealth advisors, and breakaway teams who already win in the room and want a system that fills the room. You run the practice; we run the outbound and the content that brings the right prospects to you, already knowing who you are.
Two things we do, done for you
In the meeting we’ll walk you through both, and which one your practice should start with.
Done-for-you
Outbound & Lead Gen
We run the whole motion. Targeting, list-building, messaging, and follow-up — outbound that lands because your prospects already recognize your name. You take the meetings; we fill the calendar.
- Ideal-client targeting and list-building
- Multi-channel sequences written in your voice
- Booked meetings, not raw lead lists
Done-for-you
Content Marketing
Consistent, on-brand content that gets you known before the first conversation. LinkedIn, articles, and a verified presence that warms prospects up so outbound converts and referrals close.
- LinkedIn posts and authority content in your voice
- A verified profile prospects find when they vet you
- Content that makes outbound and referrals convert
What you leave the meeting with
A clear picture of what done-for-you outbound and lead gen would look like for your practice
A content plan that gets prospects knowing you before the first call
The credibility layer that turns cold outbound and warm intros into booked meetings
Who you’ll meet
Book a time below and one of us will be on the call. Here’s who to expect, depending on where your practice is.
Julie Johnson
Strategic Growth Advisor
If your practice manages over $250M AUM or you are part of a larger firm or platform, Julie is the right first call. She works on multi-advisor and enterprise rollouts.
DM me on LinkedIn
Aaron Barreiro
Chief Revenue Officer
Most advisors should start here. Aaron runs the partnership conversations and can walk you through what done-for-you outbound and content would look like for your practice.
DM me on LinkedInThe bigger play
Don’t generate leads. Generate demand.
The advisors winning new AUM in 2026 are not buying lists, renting shared leads, or sending more cold email. They are the ones whose prospects already know who they are before the first conversation. That is what we build.
The old way
Rent shared leads everyone else is chasing. Blast cold email lists. Hope your name beats the other four advisors calling the same prospect today.
What works now
Build an audience of prospects who already know who you are. Earn warm inbound. Turn outbound into actual conversations because your content made the case before you sent the message.
Know
Consistent content gets your name in front of the right prospects so when the moment to hire an advisor comes up, you are the one they remember.
Like
A real voice on a real profile. Posts, comments, and a verified page that sounds like you actually wrote it. Prospects warm up to you before you have a single conversation.
Trust
A verified profile, third-party signals, and a real track record collected in one place. The credibility layer that turns warm intros into booked calls.
The mechanism is simple. Authority content builds familiarity. Familiarity warms the next outbound message. Warm messages become real conversations. Conversations compound into pipeline. We run the whole system behind it.
The new search surface
Your prospects are vetting you on ChatGPT, Perplexity, and Claude. Most advisors have no idea.
61% of American adults have used AI in the past six months. A growing share now opens an AI search assistant before they open Google. The buyer journey for 2026 starts on a surface most advisors have never been measured on.
61%
of American adults have used AI in the past six months
1 in 5
use AI every single day for research, decisions, and recommendations
1.7B+
people globally have used AI tools, and the number is climbing fast
Source: Menlo Ventures, “2025: The State of Consumer AI.”
AI Search Citations
Last 12 months
Share of buyer-intent queries that surface a named advisor in the AI assistant’s answer, tracked monthly across the five engines below.
Most advisors todayPoseidon clients
Where the citations live, today
ChatGPT47%Perplexity62%Claude38%Gemini41%Google AI Overviews53%
Curve above is illustrative of the trajectory we see across Poseidon clients within 90 days of a verified profile and content engine going live. Real numbers for your name, on request.
See yoursWe’ll run the check for you, on the call, for free.
Book a meeting and we’ll pull a live snapshot of how your name shows up across the AI assistants your future clients actually use. Most advisors learn their name returns nothing on three of five engines. We fix that.
What our content engine builds
Most advisor profiles online look like LinkedIn. Yours will look like a buyer made it for you.
We build the structured, verified presence prospects find when they Google your name: a clear summary of your practice and ideal client, third-party signals of credibility, a steady stream of content in your voice, and the direct path to book a meeting.
It is built for the seven minutes between “you should meet my advisor” and “let me look them up first.” That is the moment most introductions die. Our content engine is what survives it, and our outbound is what fills the calendar once it’s in place.
Take a meeting with us
45 minutes. We’ll walk you through done-for-you outbound, lead gen, and content marketing, and which one your practice should start with. Pick a time or drop us a line.
Book a 45-minute call
Pick any time that works. We’ll come ready with a snapshot of how your name shows up online.
Or email us
hello@useposeidon.com. Tell us a bit about your practice and we’ll reply with times that work.
Prefer LinkedIn? DM any of us above.