Business Development·Capability hub
Lead Gen & Referral Networks
Consumer-facing platforms that match individuals with fiduciary advisors based on wealth, location, and complex needs.
What's shifting
From paid directories to AI-matched fiduciary marketplaces
Lead-gen for advisors has long depended on flat paid directories and broad geographic matching that wasted both prospect and advisor time. AI matching engines now align prospects with advisors by specialty, complexity, and behavioral fit, drawing on enriched third-party signals. This raises conversion quality and starts pricing leads on outcomes rather than clicks.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.