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
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
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 growth.
Distribution & Growth: Studio-quality episodes + short-form clips + compliance review + distribution strategy.
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
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 outreach, and social media content to reach your prospects at the right time and in the right place.
No more unqualified leads. Our system filters out the noise and sends ready-to-allocate investors to your calendar.
Your only job is to be a deal closer. We provide the data and pipeline attribution so you can focus purely on closing.
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
One engine. One attribution model. One goal: qualified meetings that close.
Targeting → Authority → Outreach → Conversion → Reporting
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.
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.
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
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.
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
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.
3-month minimum
The only marketing system built for SEC-registered advisors who want to grow AUM, not followers.
/Month
Content Creation
Media & Authority
Systems & Tracking
Result:
A predictable, SEC-compliant marketing engine built to actively grow AUM and track ROI.
3-month minimum
For family offices that want to be known by the right people — and no one else.
/Month
Content Creation
Institutional Media
Infrastructure
Result:
A discreet lead-generation system that attracts qualified UHNW meetings without mass-market exposure.
3-month minimum
Your alpha is real. Your marketing should prove it to allocators.
/Month
Content Creation
Allocator Discovery
Pipeline
Result:
A compounding marketing system that translates your fund’s alpha into consistent demand from capital allocators.
3-month minimum
Stop waiting for relationship manager referrals. Own the UHNW conversation.
/Month
Content Creation
Authority Building
Network Tracking
Result:
A proactive UHNW prospecting system that builds your personal authority and eliminates reliance on internal referrals.
AUM Growth Engine ($9,250/mo).
Legacy Presence ($8,500/mo).
LP Magnet System ($11,250/mo).
Elite Acquisition ($11,250/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
You maintain custody; we provide the architecture.
White-label wealth management platform.
Full-Service Wealth Management
Institutional-grade wealth management for the top 1%.
Human-led, high-touch management for portfolios over $100k.
Book your strategy call within 48 hours.
~2 minutes
Growth Suite: Attribution → CRM → Calendar
Lock in your 15-minute diagnostic now to get your roadmap faster.
