Introductions to 6 High-Net-Worth Individuals in 46 Days

Regent Peak Wealth Advisors is an independent Atlanta advisory firm serving business owners, executives and families with significant financial complexity.

The challenge

Wealth-management outreach had to preserve trust while reaching individuals who matched Regent Peak’s existing client profile.
Broad affluence was not enough. Each person needed relevant financial complexity and a credible reason to consider an advisory conversation.
The firm needed introductions to people it was already designed to serve, without broadening or changing its positioning.

How we approached it

Built the sourcing lens around business owners, entrepreneurs, executives and families aligned with Regent Peak’s existing client profile.
Qualified profile, financial relevance and whether an independent advisory conversation was appropriate.
Opened each introduction with clear context on the person’s fit and why Regent Peak’s advisory model was relevant.

The outcome

Introductions to 6 high-net-worth individuals in 46 days.
Every conversation was sourced through Regent Peak’s existing ideal-client lens.
The firm reached aligned individuals without moving into broad, volume-based outreach.

100xVoice handled the market research, qualification and introductions. The companies owned the commercial terms and fulfillment after the handoff.