Client Success
Stories & Results

Steven and his team at Colorado Wealth Group partnered with Amplified Advisors to scale their planning-first, high-trust client acquisition strategy. Within weeks of launching, they generated $36,000 in up-front planning fees and $7M+ in committed AUM — all while maintaining full control of their brand, process, and pricing. Rather than chase AUM through cold outreach or lead vendors, Steven plans on utilizing our Digital Wealth Prospecting™ system to help scale his firm to $1 billion+ in AUM.

"We've tried it all — SmartAsset, Dave Ramsey's referral program, Google Ads. Even messed around with Facebook ourselves. What Amplified did had almost instant success for us… it cracked the code."

Ed, owner of Guanill Wealth Management and California Coast Tax Pros, transitioned from seminar-heavy marketing to a digital-first strategy with Amplified Advisors, generating over $3M in AUM and $1.5M in annuities within 90 days. After trying other digital vendors with little success, Ed found Amplified's system delivered high-quality, intent-driven appointments that aligned seamlessly with his virtual sales process, with prospects averaging $700K–$800K in assets, making his time investment highly efficient. Using Amplified's CRM and pre-call qualification forms, Ed streamlined discovery meetings and improved conversion. He praised the platform's affordability, noting that replicating the same marketing system in-house would cost 4–5x more, and called the program ideal for both new and established advisors committed to a consistent, long-term digital strategy.

"We tried digital firms before — the content got views, but no real appointments. With Amplified, we're finally seeing consistent results... we're getting real appointments with real quality people. They show up knowing why they're there and they're ready to talk."

A.J. Vignola, CFP® and partner at King Financial Network, shares how the firm scaled from $100M to $1B+ in AUM over the past decade by building a multi-disciplinary team and embracing long-term, relationship-based growth strategies. With in-house attorneys, CPAs, and insurance professionals, AJ's team offers a true multi-family office experience to high-net-worth clients seeking comprehensive financial coordination. Now entering the digital space, AJ is leveraging Amplified Advisors to expand their online presence, develop trust-first funnels, and build a sustainable digital pipeline. He emphasizes that digital isn't a magic bullet, but rather a strategic lever that compounds over time with the right content, follow-up, and ecosystem behind it. From Google reviews and webinars to educational touchpoints and reactivation campaigns, AJ is playing the long game, and encourages other advisors to do the same.