WEALTH MANAGEMENT FIRMS:

Could You Meet With

15-150+ HNW Individuals

Extra Each Month?

How Are We Different?

Your Alternatives

Generalist industry agencies and methods
Do not understand your industry so are unable to refine following feedback
Main focus is "number of leads generated"

Lead providers - low case sizes

DIY - no specialist knowledge. Overconfidence bias leads to wasted time and money

Methods which lack scalability & predictability - ie. referrals, B2B introducers, networking events
Methods which destroy credibility and set a needy dynamic, like cold calling, email & dm's

Burrows & Partners

Proven model, for high-net-worth wealth management firms only
We know your business model and prospects, so we can refine the full A-Z lead generation and acquisition process together
Main focus is AUM signed & revenue generated
Minimum case sizes chosen by you
Expert knowledge, proven and reliable model. No guesswork, results from day 1
Efficient and scalable strategy

Warm introduction to your business, they make the first move, dynamic of them chasing you

What We Offer

The AUM Growth Partnership

We take care of your lead flow, whilst you focus on providing financial advice.

System

We will install a proven and battle-tested HNW appointment acquisition system into your wealth management business.

There is no guesswork, or learning phase, you will immediately have a proven, simple and scalable system to grow your AUM predictably.

Execution

We cover the full lead generation process, so all you need to worry about is actually speaking to prospects and giving advice.

When everyone is focussed on executing in their area of specialism, that is when we see the best results.

Orchestration

Our goal is clear - increase your revenue. We don't stop at lead generation because names and numbers does not automatically equal more revenue.

We install industry gold standard lead nurturing systems which have been refined working with some of the best firms globally.

Witness Our Clients' Success

Clear, Tangible Results In The Wealth Management Industry

Wealth Management Firm 1

£60k initial fee Revenue in 90 days

"This feels like it should be a 6-month check-in but it's only been 6 weeks"

Wealth Management Firm 2

$1.25mn funded & 17 proposals out in 90 days

"This is the first time in 25 years of running my firm that I have become excited by lead generation"

Wealth Management Firm 3

12 Qualified Appointments in Week 1

"The quantity and quality of these leads are crazzzyyy. I'm gonna have to call them while i'm ubering around to my meetings I've booked from this campaign"

You focus on providing financial advice,

Whilst We Fill Your Pipeline.

A Message From

Sam Burrows

Founder of Burrows & Partners

My first introduction to the wealth management industry was working within the private client arm of Fisher Investments.

Despite Fisher being a very large $200bn firm, they have still continuously grown at 20% per annum since the late 70s.

At the time, I wondered if leveraging online advertising to grow predictably at scale was the norm in the industry.

After speaking to a number of advisers, I soon realised this was not the case! So many firms I was speaking with were frustrated, relying on outdated methods which were time consuming and lacked scalability.

Whether it was going to networking events, cold calling, relying on B2B relationships, posting relentlessly on social media, waiting for referrals, the list goes on.

I knew there was a better way, and Burrows & Partners was born.

Since starting Burrows & Partners, we have been responsible for client acquisition campaigns in 55 countries and 5 continents.

It has been an extremely rewarding process, seeing my clients go from the frustration of having tried everything to scale their firms, to doing so predictably and reliably, generating a lot more revenue with a lot less stress.

Prior to working together, many of my clients were wasting time procrastinating, or they were caught up on being burnt in the past. And many were already incredibly successful, but looking to get to the next level.

Regardless of where they were, my favourite feeling is always at some point in week 1 when they start booking their first appointments with great, open-minded prospects and realise they are onto a winning strategy.

That feeling is closely followed by receiving messages of updates on the great clients they've signed and families they have helped.

The mission of the company now is simple, every day my team and I focus on "making wealth management client acquisition easy".

Whilst you will always still have to put in work on your side, we strive to get as close as we possibly can to "easy", and ensure our clients are the beneficiaries.

So whether you have been burnt in the past, or have been achieving good, but not great growth, please don't hesitate to book your free discovery call to see what we can achieve for you and your business.

To your success,

Sam

FAQ's

Got Queries? Here are All the Answers to the common questions

What Services Does Burrows & Partners Offer?

It's simple. We install a proven system which allows you to book 15-150+ high-net-worth appointments each month, predictably and consistently.

We then partner with you long term, taking care of your lead generation completely, and consulting with you to ensure everything else is perfectly refined so you can scale.

Our goal is to work with your unique business needs to tailor a system which which generates you a predictable flow of high value appointments.

We then scale that with you over time.

This way you just worry about providing financial advice, whilst we fill your pipeline.

Who Do You Work With?

Wealth management firms and advisers only. We specialise so we can focus on refining a system every day that is tailored to wealth management. We have one focus - making wealth management client acquisition as easy as possible.

People like to delay their finances and where to invest their money is a big decision, so it is more more difficult than most industries to drive your prospects to action.

This is one of the reasons why many of our clients report disappointing results working with generalist firms that have had great success in other industries.

If you are in a different industry, we unfortunately won't be able to help.

How Much Does It Cost?

It’s totally bespoke based on your current position. That being said, each service is mathematically proven to allow you to generate a significant RO

Also, much of our success to this point can be attributed to positive word of mouth, so it is not in our interest or yours to work together unless you are a good long term fit.

If we don't believe it will work for you long term, we will tell you.

Do You Have Success Stories?

Yes, many. See below from our happy clients (all of these can be validated if need be).

Given the industry we are in, we respect our clients privacy, although if you would like to speak to one of them, that can usually be arranged.

What If I Keep Doing What I’m Doing?

Whether you are doing good but want to do great, or you are not doing so well and want to level up your client acquisition game, something has to change.

Many of our clients wasted months and even years before working with us trying to find a solution for generating new business predictably and reliably.

We want to work with ambitious people and companies that are not willing to just let another 6 months go by whilst not achieving what they are capable of.

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