What Our Clients Say
Real results from wealth managers using Leadvon to fill their calendars with qualified HNW prospects.
"It's nice to see what the clients wants and what is their situation. I don't get leads like this from my office đŸ˜…"

"The leads are doing great, around 20% signed already."

"25 leads received, 20 Showed up, 7 Signed, 10 In progress, 3 Not a good fit."

"4 out of 7 already signed :)"

"The pre-call briefs are a genuine differentiator. My team enters each meeting already informed about the prospect's financial situation, objectives, and pain points. It has meaningfully reduced the time we spend on discovery."
"We previously relied on cold outreach lists with inconsistent results. Since working with Leadvon, our appointment show-up rate has improved significantly. Approximately 80% of scheduled prospects attend the call."
"After working with three other lead generation providers last year with disappointing results, the contrast with Leadvon has been striking. The prospects are well-qualified and genuinely interested. We closed two new clients within the first month."
"The quality of the pre-meeting preparation material is excellent. Our advisors spend noticeably less time qualifying prospects during the call itself, which allows the conversation to focus on advice and solutions instead."
"I was initially hesitant, but the lead quality has proven consistent. A recent prospect arrived with a portfolio of approximately CHF 2.5M. That caliber of client is not one we would typically reach through our own pipeline."
"Our weekly appointment volume has increased substantially and our calendar is consistently full. The level of qualification is strong and we rarely encounter prospects who are not a genuine fit for our services."
"What stands out is the self-scheduling model. Prospects book the call at their own initiative, attend reliably, and are already engaged in the conversation. It is a fundamentally different and more efficient experience than cold outreach."
"We onboarded our largest client to date through a Leadvon lead, a CHF 3M portfolio. The full process from initial introduction to signed mandate took approximately three weeks, which is notably efficient for our practice."
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