DISCOVER HOW TOP INVESTMENT ADVISORS ARE SKYROCKETING THEIR AUM BY 24-32%+ YOY USING THE PROVEN LEGACY COMPOUNDING GROWTH SYSTEM, GUARANTEED

So You Can Turn High-Networth Prospects Into “Take My Money Now” Clients on Autopilot

MAKE SURE YOUR SOUND IS TURNED ON!

The #1 Growth Strategist & Partner For Registered Investment Advisors

Reviews

Please watch the video and book a time below to see how you can get similar results.

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Consistent Flow of Qualified Leads

Say goodbye to the constant struggle of finding new prospects. Our system ensures a steady stream of qualified leads who are actively seeking the specialized financial expertise and personalized service your boutique firm offers!

Unlock Consistent, Qualified Leads with Our Proven Legacy Compounding Growth System

Increased Revenue and Conversion Rates

Watch your income grow as our system improves your conversion rates, turning prospects into committed clients.

With our guaranteed 24-32% growth in AUM (Assets Under Management) within 12 months, you’ll see a tangible increase in revenue.

Revolutionize Your Digital Presence with Compelling Video Marketing – Guaranteed ROI or It's Free

Elevated Brand Perception

Stand out in the crowded digital marketplace with video content that highlights your unique story and brand values, making your firm memorable and trustworthy.

The Legacy Compounding Growth System is a targeted engine designed to captivate and engage your audience, fostering a deeper connection and encouraging potential clients to take meaningful actions.

Achieve Unparalleled Client Growth and Trust with Our Legacy Compounding Growth System

Our Process

Our 4-Step Legacy Compounding Growth System

To begin your transformation journey, we start with an in-depth consultation to understand the unique challenges and goals of your boutique investment firm. We delve into your current digital presence, client engagement tactics, and growth aspirations. This step ensures we tailor our solution specifically to your firm's needs and aspirations.

Once we have a clear understanding of your firm's objectives and our recommendations, we'll introduce the Legacy Compounding Growth System and compelling narratives tailored to capturing high-net-worth clients. We'll discuss how your content can strategically be put across key digital platforms, ensuring your message reaches the right audience and distinguishes your firm in a crowded market.

In the third step, we establish and optimize a dynamic YouTube channel for your firm. We ensure the channel reflects your brand ethos, showcases your expertise, and continually engages your audience. Through SEO-optimized video titles and thumbnails, descriptions, and consistent posting schedules, we drive organic growth and maintain ongoing viewer engagement to consistently attract qualified leads.

The final step is all about fine-tuning and maximizing results of the Legacy Compounding Growth Engine. We continually measure the performance of your video marketing campaigns through advanced analytics using Storytelling Science. Using these insights, we make necessary adjustments to ensure your content remains effective and aligned with evolving client retention. Our commitment is to guarantee a 24-32% growth in your annual revenue within 12 months, or our services are free until you achieve this result.

case study

How Omega Wealth Partners Amplified Their Brand and Won Awards with Video Magazine Campaign

Background

Omega Wealth Partners, a boutique financial services firm, was seeking innovative ways to connect with clients and strengthen their brand presence. Despite their success, they faced challenges in effectively communicating their commitment and fostering deeper client relationships. Traditional marketing methods were no longer sufficient to stand out in a crowded industry.

The Challenge

Before collaborating with CQ Digital Media, Omega Wealth Partners struggled to find a marketing strategy that could both convey their dedication to clients and differentiate them in the competitive financial services market. They needed a fresh, engaging approach that would resonate with their audience and reflect their brand values.

The Transformation

Omega Wealth Partners partnered with CQ Digital Media to develop a groundbreaking Quarterly Video Magazine campaign. This campaign was designed to highlight their commitment to clients through innovative storytelling and engaging video content. The creative approach not only showcased Omega Wealth Partners' expertise but also fostered meaningful connections with their clients.

The Result

The Video Magazine campaign exceeded expectations, and led to the sale of Omega Wealth Partners by CapTrust. The campaign's success was further validated when it won two prestigious awards from the Telly Awards and Auro Awards, bringing CQ Digital Media's total award count to 158. This recognition solidified Omega Wealth Partners' position as a leader in the financial services industry, demonstrating the impact of strategic and creative video marketing efforts.

Reviews

What People Say About Us

I have worked with CQ Media several times over the years. I am always impressed with the Professional, yet laid back atmosphere involved with the entire experience. Everyone at CQ Media performs their jobs with great pride and enthusiasm, while always keeping the client at ease and delivering an excellent product.

Bryan W.

Great experience! Loved working with CQ Digital Media! Chris Quinn is very creative and professional and has a wealth of great ideas. Chris has been in the business for quite some time and his expertise shows. You’ll be more than satisfied with the experience and finished product.

Charles G.

Chris and his team at CQ Digital Media were a pleasure to work with. His professionalism and knowledge of video production were second to none. If you are looking for any video related content for your business, you should call Chris.

John D.

Master storyteller and marketer! The level of creativity and knowledge Chris Quinn brought to the projects was inspiring. It was truly a pleasure working with such a dedicated professional.

Jennifer S.

CQ does a great job of educating the customer before and during the sale. The team brings value to what we’re doing. What I what like most all but the fact that it was virtual and we didn’t have to spend a lot of time in meetings and they were willing to utilities our resources.

George R.

Chris has always been ahead of the game when it comes to social media. He was doing professional marketing videos for corporations years ago before anybody else knew what a marketing video was. I am sure that he will continue to figure out ways for individuals and companies to market themselves in the most up to date and effective ways.

W.P. Richardson

What Sets Us Apart

Guaranteed 24-32% Growth in AUM in Just 12 Months!

Boost your annual revenue by 24-32% year-over-year with our Legacy Compounding Growth System, specifically designed for boutique investment firms.

150 Awards & Counting – Expertise You Can Trust

Our work is recognized globally, with over 150 prestigious awards, including accolades from the NY Film Festival and features in CEO Magazine.

Complete Satisfaction Guaranteed

We’re 100% committed to your complete satisfaction and exceeding your expectations.

Enhancing

Client Relationships

81% of clients leave their advisors due to poor communication. Our system deploys a consistent stream of communication, building trust and securing client loyalty.

Transform Your Firm’s Revenue: Guaranteed 24-32% YoY AUM Growth with Our Proven System

See How We Elevate Firms to New Heights

Frequently Asked Questions

Here Are Some Of Our Most Common Questions

How does the Legacy Compounding Growth System guarantee a 24-32% increase in AUM within 12 months?

The Legacy Compounding Growth System leverages proven client acquisition techniques to attract high-net-worth prospects, consistently converting them into clients. By optimizing video content across digital platforms, we ensure your brand reaches the right audience. With our targeted approach and continuous optimization, we confidently guarantee a 24-32% increase in AUM, or our services are free until you achieve that growth.

Is this system suitable for my boutique investment firm?

Our system is specifically designed for boutique RIA’s and investment advisors managing between $10m and $500M in assets. If you’re looking to scale your client base, increase AUM, and enhance your digital presence, our strategies are tailor-made for you. The system is particularly effective for firms that want to engage high-net-worth prospects and build long-term relationships.

How quickly can I expect to see results from this system?

Results vary depending on factors such as market conditions and the strategies implemented. Some clients experience significant improvements within days, while others see more gradual growth over weeks or months. However, the majority of our clients notice tangible results within the first few days of launching their campaigns, with continuous growth throughout the 12-month period.

What level of involvement is required from me or my team?

To achieve the best results, we recommend dedicating 6-8 hours per week to work closely with our team, especially during the initial stages of the process. This time commitment decreases as the system becomes more streamlined. Your involvement ensures the strategy is aligned with your firm’s vision and needs, but the work can also be delegated to a team member if necessary.

How do you tailor the system to my firm’s unique goals and challenges?

Our process begins with an in-depth consultation to get a clear picture of your firm’s current marketing strategies, revenue goals, challenges, and target market. From there, we customize the Legacy Compounding Growth System just for you, using Storytelling Science to craft personalized video content and strategies that match your priorities. We also keep things running smoothly by regularly analyzing performance and feedback, making adjustments as needed to ensure the system stays effective and aligned with your revenue goals.