“In the last campaign that we ran, [we got] 16,000 impressions. Nine hundred times the employees clicked through. It automatically, through the system, set up 15 meetings. Of the 15 meetings, the advisors closed seven of them. It was $21 million in new assets. Let me show you how much that campaign cost: $600.”
“These tools are out there,” he added.
Among Dynasty’s service offerings are a consulting business helping advisors launching a firm, a capital business loaning to RIAs to acquire other firms, an investment platform and an outsourcing business in which it runs the middle and back office for RIAs.