Growth Suite: Attribution → CRM → Calendar
The only Project Launch Kit that combines a 2026 Regulatory Audit with a complete AUM Growth Engine.
Growth Suite: Attribution → CRM → Calendar
While traditional agencies charge $15K/month for “impressions” and pray you don’t ask for attribution.
We track the dollar from the:
Ad Click → CRM → Calendar → $10M Allocation.
Growth Suite: Attribution → CRM → Calendar
Scale AUM with a repeatable acquisition engine. Compliance-ready growth system for RIAs to book qualified meetings and grow AUM
Growth Suite: Attribution → CRM → Calendar
Growth Suite is the only fully-managed marketing-sales system where your only job is showing up to qualified meetings. We handle the rest—compliantly, measurably, ruthlessly.
We develop a comprehensive plan that
combines email, LinkedIn, and cold calling to
reach your prospects at the right time and in
the right place.
We develop a comprehensive plan that
combines email, LinkedIn, and cold calling to
reach your prospects at the right time and in
the right place.
We develop a comprehensive plan that
combines email, LinkedIn, and cold calling to
reach your prospects at the right time and in
the right place.
We develop a comprehensive plan that
combines email, LinkedIn, and cold calling to
reach your prospects at the right time and in
the right place.
Growth Suite: Attribution → CRM → Calendar
One engine. One attribution model. One goal: qualified meetings that close.
Targeting → Authority → Outreach → Conversion → Reporting
Growth Suite: Attribution → CRM → Calendar
90 Minutes → $27M in HNWI Conversations
You give us 45 minutes; we give you a media empire that pre-sells the prospect before they even shake your hand.
Best for: trust-building + inbound lift + faster close cycles
Episode Production: High-quality episode and short-form content production from studio to social. Every clip is crafted for impact, optimized for platforms, and fully reviewed for compliance.
Video Post Production: From recording to final cut, we handle everything needed to create standout podcasts and video content. Polished, platform-ready, and optimized your grow.
Distribution & Growth: Studio-quality episodes + short-form clips + compliance review + distribution strategy.
Growth Suite: Attribution → CRM → Calendar
From "Who Are You?" to "Where Do I Sign?" in 90 Days
While you are wasting 3 hours at a local networking dinner to meet one prospect, your competitors are leveraging Bloomberg bylines to pre-sell $10M allocations before they even enter the room.
Turn 6-month "nurture" leads into immediate bookings.
Position yourself as the premium option worth 150bps.
Compliance-approved fame that won't trigger an audit.
Growth Suite: Attribution → CRM → Calendar
Enter your AUM. We will show you exactly how much revenue you are losing every month by relying on “hope marketing.”
Projected Pipeline Growth
$0
Lead Quality Improvement
0%
Estimated AUM Growth (12mo)
$0
Time Savings
$0
15 minutes audit
In 15 minutes, we map the exact gaps—positioning, offer, funnel,
outreach—that separates 7-figure firms from 9-figure firms.
At 30–50% below traditional agency retainers.
Growth Suite: Attribution → CRM → Calendar
Not “testimonials.” Not “success stories.” These are AUM attributions from operators who stopped burning cash on “brand awareness.”
Growth Suite: Attribution → CRM → Calendar
While you “think about marketing strategy,” the SEC is watching.
New 2026 enforcement priorities are crushing RIAs with $200K+ penalties and deficiency letters. Take the 60-second risk assessment.
$50K-200K "AI Washing" fines under new SEC scrutiny.
$100K+ Off-channel communications = #1 enforcement trigger.
Immediate deficiency Missing disclosures = instant audit flag.
$75K per violation Unsubstantiated endorsements = per-instance fines.
PERSONAL CLIENTS DASHBOARD
Attribution → CRM → Calendar. One dashboard. Zero guesswork.
See meetings, segment conversion, cost/meeting, and pipeline impact in one dashboard in Looker Studio.
total value propOSITIONS
Core Services
Combined AUM Growth
Weekly Reports
Attribution → CRM → Calendar.
One dashboard. Zero guesswork.
While your competitors are still asking “Did that $5K golf outing pay off?” you’ll know—in real-time—which LinkedIn campaign, which podcast episode, which Google keyword booked the meeting that closed the allocation.
Compliance-ready:
No more "I think it came from the referral." Just data.
Your current agency sells you “impressions,” “clicks,” and “brand awareness.” You cannot deposit impressions into a bank account. We sell AUM Attribution.
Paradoxically, your current “local guy” marketing is likely more risky because they don’t understand the 2026 enforcement priorities.
You don’t need a “Media Empire,” you need Authority. And no, you don’t need to be a YouTuber.
You get a complete Revenue Operations Department for less than the cost of one junior marketing hire.
We guarantee the Pipeline. We guarantee the System. We guarantee the Compliance.
Because real wealth management marketing isn’t a slot machine.
No. Growth Suite integrates on top of your existing stack.
Don’t guess. Audit.
Growth Suite: Attribution → CRM → Calendar
Start with one channel, then upgrade into a full-funnel Growth Suite.
Minimum 3‑month commitment to allow testing + optimization.
One-time
I need to know what’s broken before I commit to fixing it.
Firms needing internal buy‑in / compliance approval before launch
/One-Time
Result: A clear 90‑day roadmap + channel mix, with “do / don’t do” priorities, so leadership + compliance can approve the launch with confidence.
3-month minimum
I need 16 meetings per week and I need them now.
Teams of 2–5 advisors who want lower CAC, more qualified meetings
Everything in Audit
/Month
Result: A compliant lead-gen and conversion system that produces more qualified meetings at lower CAC—without relying on one-off campaigns.
6-month minimum
I want competitors to stop trying because I’ve already won.
Breakaway advisors & boutique RIAs building a long-term brand moat
Everything in Advisor Growth
/Month
Result: Your marketing becomes an operating system—consistent demand + authority + forecasting, built to compound over 6–12 months.
6-month minimum
I need a CMO, a department, and a board report that justifies it all.
$500M+ RIAs / National Firms
Everything in Wealth Enterprise
/Month
Result: Category dominance mechanics—national visibility + executive reporting + predictable growth governance, so you become the default choice.
Growth Infrastructure Audit ($2,500 one-time).
Advisor Growth ($3,500/mo).
AUM Ecosystem ($10,500/mo).
Enterprise Dominance ($19,500/mo).
COMPANY ECOSYSTEM
The retail market is designed for you to lose. Our ecosystem is engineered for you to win. We don’t just manage wealth; we build the infrastructure that compounds it.
Important: These investment vehicles are independent of X10 Authority agency services.
$249/month
If you can't beat the market, copy someone who can.
We provide the exact entry and exit points used by pros.
Structure scales wealth
A transparent, repeatable, tech-enabled wealth program. You maintain custody; we provide the architecture.
Automated, rules-based portfolio management designed for busy investors
Full-Service Wealth Management
Institutional-grade wealth management for the top 1%.
Human-led, high-touch management for portfolios over $100k.
Short form. High signal. Built for regulated markets.
~2 min
