Client: Intrasia Wealth Management, an advisory firm serving high-net-worth private clients and institutions.
Service: Multi-channel outbound — cold calling, LinkedIn outreach and cold email.
Result: 8 qualified leads in the first 10 days.

The challenge

Intrasia works across Asia, Africa, Australasia and the Middle East, advising on wealth structuring, investment strategy and cross-border financial planning. Their prospects are business owners, executives and private clients with significant assets — people who are pitched constantly, protect their time aggressively, and will not respond to a generic financial services message.

They needed qualified conversations quickly, and they needed the approach to be credible enough for a regulated, trust-driven service.

The approach

We ran three channels in parallel rather than betting on one:

• Cold calling — direct conversations with business owners and executives, opened around wealth structuring and cross-border planning rather than product
• LinkedIn outreach — targeted approaches to senior professionals and founders, with follow-up messaging tied to their situation
• Cold email — short, specific messages positioning Intrasia’s advisory expertise, not a brochure

Qualification mattered more here than in almost any other sector we work in. A lead only counted if the person had genuine advisory need, decision-making authority over their own assets, and real interest in a next conversation.

Results in the first 10 days

• 6 qualified leads from cold calling
• 1 qualified lead from LinkedIn
• 1 qualified lead from cold email
• 8 qualified leads in total, inside ten days of the campaign starting

The channel split is the interesting part. Cold calling carried the campaign, but LinkedIn and email each produced a lead that calling alone would not have reached — which is the argument for running all three rather than picking a favourite.

Selling a high-trust financial service

Financial advisory outreach fails when it sounds like sales. It works when the first sentence demonstrates that you understand the specific problem — a cross-border tax exposure, an unstructured portfolio, a liquidity event — and offers a conversation rather than a pitch. That is a scripting and research problem, not a volume problem.

If you advise high-net-worth clients

Wealth managers, financial advisers, private banks and family offices all face the same access problem. We can open those conversations for you.

See our lead generation for financial advisors and multi-channel lead generation services, read more case studies, or book a call.