Client Case Study
How We Deliver
Qualified HNW Appointments
The Leadvon Method
Why This Works
01
Intent-First Targeting
We identify HNW individuals actively researching wealth management solutions â not cold lists. Every prospect has already signalled intent.
02
Multi-Channel Qualification
Prospects are qualified on minimum investable assets, timeline, and jurisdiction before any of your time is spent.
03
Calendar-Ready Appointments
Qualified prospects book directly into your Calendly. You show up to a call with someone who knows what they want and is ready to talk.
What advisors typically see
Appointments with prospects holding CHF 500Kâ5M+ in investable assets
No cold outreach â every prospect initiated the conversation
Consistent monthly pipeline, not feast-or-famine referrals
Full calendar control â appointments booked around your schedule
Dedicated ICP setup so every lead matches your ideal client profile
Ready to see your numbers?
Use our calculator to project exactly what a month of Leadvon appointments creates for your practice.
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