Digital leads are low intent. Seminars are expensive and unscalable. The traditional agency model simply doesn't work for wealth management.
Aurum Pipeline is not a marketing agency. We are an acquisition partner. We build dedicated infrastructure in your region to capture high-net-worth households at the moment they seek a second opinion.
A closed-loop system engineered to generate serious investor conversations from affluent postal codes.
We identify affluent postal codes in your territory. We apply age-banding (35–50, 50–60, and 60–75) to tailor the message to specific life-stage pain points.
We deploy advisor-branded, high-finance creative. No gimmicks. A serious financial offer for a portfolio review sent via physical mail.
Prospects call a dedicated line or scan a QR to a custom microsite. 30-80+ inbound inquiries per campaign is typical.
Our team fields the calls. We verify fit, assess investable assets against your minimums, and filter out the noise.
Qualified prospects are booked directly to your calendar. SMS reminders ensure attendance. You focus on the close.
Illustrative ranges based on standard 10k household deployment.
Calls & Submissions
AUM Verified & Booked
New Opportunity Flow
Securing qualified investor meetings typically requires a capital outlay of $800–$1,500+ through traditional channels. Aurum Pipeline reduces cost per meeting — and increases the quality — by shifting from cold outreach to inbound calls.
Most advisors view marketing as a monthly expense to be minimized. We view it as infrastructure to be built.
Partnering with Aurum is an investment in a proprietary asset. The cost is comparable to hiring a junior analyst, but the output is that of a senior business development team—without the management overhead, training, or turnover risk.
We engage on a campaign-cycle basis. No indefinite retainers. You deploy capital, we build the pipeline, and the assets enter your book.
"The system pays for itself with the acquisition of 1-2 qualified households."
We are not a generic lead-gen service. We are a specialized partner for AUM-based practices.
These figures represent projected performance based on industry-standard response rates (0.25%–0.50%) for saturation campaigns. For a 10,000-unit deployment, the system is engineered to target a range of 25–50 inbound calls and 11–22+ qualified meetings.
Yes. We adhere to a strict policy of one AUM-based advisory firm per defined territory at a time. We will not run campaigns for competing advisors in your postal codes.
Minimal involvement. Aside from defining your AUM minimums, service area, and calendar availability, Aurum runs the full engine: mail, intake, qualification, booking, and reminders.
Absolutely. All mailer creative and microsite content is designed to be reviewable by your compliance team. Nothing goes live without your specific approval.
We operate on a strictly exclusive basis. Once a region is claimed, we decline all competing inquiries. Check availability before your postal codes are no longer an option.