Now accepting new RIA clients for Q3 2026 — limited spots available
For Independent RIAs & Fee-Only Advisors

How Fiduciary Advisors Add $500K–$2M in New AUM Every Month — Without Cold Calls, Referrals, or Seminars

Watch this short video to see the exact digital marketing system we've built for RIAs that generates qualified prospect meetings — consistently, on autopilot.

Watch: The RIA Growth System
How fiduciary advisors fill their pipeline without referrals
~12 min

No pitch. No pressure. Just a straight conversation about your practice.

$47M+ AUM Added for RIA Clients
100% Compliance-Approved Ads
30-Day Launch Guarantee
60-Day Activation Target

Most RIA Marketing Doesn't Work — Here's Why

The old playbook — referrals, seminars, cold outreach, generic digital ads — was built for a different era. Today's high-net-worth investors find advisors differently. Most firms are still using tactics that worked 10 years ago.

What You'll See in the Next 12 Minutes

This isn't a sales pitch disguised as a webinar. It's a direct walkthrough of the system — what it is, how it works, and whether it fits your practice.

01

Why RIA Funnels Are Different

The specific compliance constraints, trust signals, and buying journey that make financial services marketing unlike any other niche.

02

The 3-Part Funnel System

How we attract, qualify, and convert $500K+ minimum prospects using paid ads, a VSL funnel, and an automated follow-up sequence.

03

The Compliance-Safe Ad Framework

How we write ads that convert and pass FINRA/SEC review — without watering down the message or hiding behind generic language.

04

What "Activated" Actually Means

Our 60-day activation target: what it is, how we measure it, and why we put a guarantee behind it.

This Works Best If...

We work with a specific type of RIA. Be honest with yourself before booking a call.

Good Fit

  • Independent RIA or fee-only advisor
  • $250K+ minimum or a clear niche you serve well
  • Ready to invest in real marketing, not the cheapest option
  • Have a compliance officer or clear review process
  • Want a consistent flow of qualified prospects — not one-off campaigns

Not a Fit

  • Brand new with no AUM base yet
  • Want results without a real marketing budget
  • Compliance process takes 90+ days per asset
  • Want to run everything yourself
  • Looking for a quick fix, not a growth system
PB
Patrick Brennan
CEO, Catalyze Growth Partners

Catalyze Growth Partners is a digital marketing agency built exclusively for registered investment advisors. We don't serve e-commerce brands, coaches, or local businesses — just RIAs who want a predictable way to grow AUM. Our system combines paid ads, VSL funnels, and marketing automation built around how fiduciary advisors actually attract and convert high-net-worth clients.

Ready to See If This Fits Your Practice?

Book a free 30-minute growth session. We'll look at your current situation, where the gaps are, and whether our system makes sense for your firm.

30 minutes. No obligation. We'll tell you straight if it's not a fit.

Book a Growth Session Calendar embed coming soon.

Drop your booking link and I'll wire it in — Calendly, OnceHub, or GHL Calendar.