The blueprint for modern client acquisition in private wealth

Private wealthAutomation strategy

The challenge

A prestigious tax advisory firm, built on decades of referrals, faced a stagnant client pipeline. Their manual, paper-heavy processes were inefficient and failed to connect with the next generation of high-net-worth clients.

Key challenges

Stagnant client pipeline

The firm was overly reliant on a shrinking network of personal referrals and had no predictable way to attract new, qualified high-net-worth clients.

Cumbersome client intake

The manual, paper-based onboarding process was slow and created a poor first impression for tech-savvy clients who expect seamless efficiency.

Invisible online authority

Despite being leading experts, their digital presence was minimal, failing to communicate their deep expertise or build trust with a discerning online audience.

Our solution

We didn't just build a website - we created an entire commercial ecosystem that transformed creative passion into a thriving, scalable business.

Secure, authoritative website

We built a sophisticated, custom website focused on security and professionalism, featuring a library of thought leadership articles and an encrypted intake form for new enquiries.

Bespoke AI voice agent

For every new enquiry, we deployed a custom-trained AI voice agent to place a discreet, professional call to conduct initial qualification, ensuring advisors' time is spent only with suitable prospects.

Authority-building on LinkedIn

We developed and promoted in-depth articles on complex tax topics on LinkedIn, targeting senior executives and wealth managers to establish our client as the go-to authority.

"The digital system Growthwebs built for us projects the same level of discretion and authority as our physical office. Our advisors now spend their time on what they do best: advising clients."

York R.

Senior Partner