Case Study
Financial and Wealth Management
Finance - Brokerage
To
Other
Calls Made
0
Conversations
0
Appointments Set
0
Total Leads
0
Company Profile
Based in Boston, this money management firm has been in operation for over 25 years and is considered a trusted advisor to its clients. Led by a Wall Street icon, the firm offers a high active share, hedged equity product available as an ETF, one of the few options available in the market. This firm is a boutique asset manager that crafts portfolios seeking to provide superior, risk-adjusted returns and diversification for clients’ portfolios.
Scope of Work
This client engaged Superhuman Prospecting in 2025 to help generate leads and appointments by cold-calling decision-makers. The goal was to connect with them, specify opportunities, and nurture new relationships. A script was written, and calls were made to schedule an in-person meeting at their branch with the Managing Director.
Decision-Makers Targeted
Our primary target decisionmakers are CEOs, Founders, Managing Directors, Senior Vice Presidents, Vice Presidents, Wealth Advisors, or financial advisors— people in charge of Financial and Wealth Management.
Campaign Metrics
Finance - Brokerage
Calls Made
0
Conversations
0
Appointments Set
0
Total Leads
0
DM Conversation Rate
0
%
Appointments Setting Rate
0
%
Lead Setting Rate
0
%
