Fantum Growth · A referral engine for established financial advisors

Fantum Growth Co. · Austin Simkins

A referral engine
for established financial advisors
who want more HNW clients.

I install your positioning, your COI-facing materials, your follow-up systems, and your AI efficiency stack. Then a vetted outreach team runs ongoing outbound to local CPAs, estate attorneys, and business attorneys, booking 6 to 10 qualified intro meetings per month. By month 12, you have 8 to 15 active referral partners producing a steady pipeline.

How it works

$5–8M

New AUM in under 2 months

$5–8M

New AUM added for one advisor in under 2 months

70%

Business growth in under a year for one advisor

87.5%

Sales-qualified lead rate on a financial advisor funnel

$300M+

Typical minimum AUM I work with

The problem

Most advisors are stuck between two broken strategies.

Ads don't reach high-net-worth clients at scale. Cold consumer funnels generate volume, not trust. And generic agencies sell a menu of services that never adds up to actual referrals, which is the one form of marketing that has consistently produced HNW clients in this industry for decades.

Ads chase leads that never convert into HNW clients
Webinars and consumer funnels generate volume, not trust
Generic agencies don't understand financial services or compliance
Referrals work, but happen randomly with no system behind them

The approach

How the engine actually works.

I sell one thing: a working referral engine. It has two halves: the readiness I build for you, and the outreach a vetted team runs on your behalf. Together they produce qualified introductions every month from the only people HNW clients actually trust, which is their other professionals.

Lane 01 · Readiness

Built by Austin.

Before any outreach lands, you have to be someone CPAs would actually refer to. The readiness lane builds that.

Positioning and ICP definition
Referral-ready website rebuild
One-pager and capabilities deck for COI conversations
Post-meeting nurture system
AI efficiency stack (proposal builder, transcript analysis, follow-up generator)
Quarterly content and asset optimization

Lane 02 · The Engine

Run with a vetted outreach partner.

Once you're referral-ready, the engine runs ongoing outbound to the local professionals who already serve your ideal client.

Targeted scraping: CPAs, estate attorneys, business attorneys
Cold call and cold email infrastructure, B2B-warmed
Gatekeeper-trained team
6 to 10 qualified intro meetings per month
No-show prevention and reschedule automation
Reporting and pipeline transparency

This works as one offer with one point of contact (me). The outreach team shares my Slack channel with you, so you experience this as a single team. The engine runs in the background while you focus on building real relationships with the partners I put in front of you.

Who this is for

Built for established advisors. Not for everyone.

I work with a small number of advisors at a time, and the engine takes 12 months to fully season. That means it's a great fit for some advisors and a bad fit for others. Honesty here saves both of us a year.

Built for

If this sounds like you, let's talk.

Established advisors with $300M+ AUM
Brand-grown and relationship-grown, not ad-grown
Want to scale referrals systematically, not randomly
Patient enough to build a 12-month engine
Want to spend their time advising, not marketing
Serve a clear ICP that other professionals also serve

Not built for

I'll tell you straight on the call.

Newer advisors needing clients in the next 90 days
$1B+ firms focused on M&A growth, not organic
Advisors targeting clients no other professional serves
Anyone wanting "a bit of everything" instead of focus
Advisors looking for cheap leads, not real partnerships
Anyone uncomfortable showing up to professional networks

With my dad after a conference that led to multiple millions in new AUM

Austin Simkins

Founder, Fantum Growth

About

Why I do this.

I grew up watching this industry from the inside. My dad is a financial advisor who built his entire practice on relationships, and for a long time that was enough. But I could see what he was leaving on the table. His website didn't tell his story. He had no system to nurture his pipeline. The right prospects had no way to find him.

So I started testing strategies I had seen work in my own businesses. Funnels, ads, webinars, COI engagement. Over years of running real campaigns for real advisors, I learned which of those actually move HNW clients and which don't. The honest answer surprised me. Ads barely produce HNW clients. Webinars work for some niches and not others. The thing that consistently produces is referrals from professionals who already serve the same client.

That's why this is the only thing I build now. Not because it's trendy, but because it's the only marketing that has consistently produced HNW clients in this industry. Most advisors took 10 years of trial and error to get there. I compress that into one year.

I take on a small number of advisors at a time so I can do this work properly. When we work together, you're not buying a process. You're buying me, pointed entirely at your business, paired with an outreach engine that runs while you focus on your clients.

Real work. Real results.

Every advisor looks the same. These ones don't.

The advisors who win aren't the ones who do the most marketing. They're the ones who found their niche, owned it, and built the infrastructure that lets the right people refer them.

Farther Wealth Advisors

$5–8M new AUM in under 2 months

Repositioned Mitch's brand around the niche he already served best, built a full-funnel automation stack, rebuilt his proposal framework and call scripts. The machine runs in the background while he focuses on advising.

Concierge Wealth

70% business growth in under a year

Brand strategy, ICP definition, website, GHL automations, AI proposal builder, scripts, and a full-view dashboard built in 2.5 months. Then the engine went live and the calendar started filling with qualified intros from CPAs and estate attorneys.

Opus Wealth Management

28–38 qualified leads per week at $18–25 each

Roughly $700 in weekly ad spend generating qualified sales calls consistently, week after week. Hold rates above 50%. The system runs without babysitting.

The College Funding Coach

87.5% SQL rate. First clients in month one.

They were generating leads, not qualified conversations. We rebuilt the funnel. Held call rates hit 57%, SQL rates hit 87.5%, all under $750 a week in spend.

What clients say

In their own words.

I have compared Austin against other ad agencies, and by far, Austin offers more comprehensive and personalized service than any other.

Mitch Simkins

Farther Wealth Advisors

He is good at the things that I hate doing. Austin is just an amazing dude, he's so talented and so, like, it blows my mind.

Christian Amsberry

Concierge Wealth

How it works

How the first 90 days break down.

The first 90 days are structured for a reason. Each month builds on the last. After that, the engine runs while we plan together every 30 days. Most decisions I bring to you as a simple yes or no, so your time stays on your clients.

Foundation

ICP research, messaging playbook, brand guidelines, voice guide, CRM assessment, website audit, and the COI map for your market. Nothing ships yet, but everything we build later depends on getting this right.

Month 1 · One-time setup

Build

Everything from month one becomes real. The referral-ready website goes live, along with the one-pager and capabilities deck for COI conversations. Welcome sequences, onboarding automation, GHL intake, and pre-meeting flows all get installed. The AI efficiency stack ships too: proposal builder, transcript analysis, and follow-up generator.

Month 2 · One-time setup

Activate the engine

The engine starts cold-targeting CPAs, estate attorneys, and business attorneys in your market. Meetings begin booking on your calendar. No-show prevention runs in the background. Your first referral conversations happen, and you walk in with materials that actually earn a response.

Month 3 · Engine launch

Engine plus optimization

The engine books 6 to 10 qualified intro meetings per month. We have a monthly planning call together, plus a quarterly review against the only metrics that matter: active referral partners and intros booked. As calls happen we adjust the messaging based on what's landing. By month 12 you have a real engine.

Month 4+ · Ongoing retainer

Free bonus for advisors

Try a piece of what I build. No call required.

A working piece of the AI efficiency stack, free for any advisor. Drop in any client meeting transcript. Get a fully custom, client-specific proposal back in minutes, ready to send. Saves about an hour per proposal once you start using it.

Try the proposal builder No signup. No spam. Just the tool.

Investment

Two phases. One engine.

Every engagement is tailored to where you are and what you need. The structure below is the standard shape. Exact pricing is discussed on your call once we've scoped your specific market and ICP.

Months 1–3 · Readiness Build

Foundation Build

Flat fee

Scope and investment determined together

ICP, positioning, and messaging playbook
Brand guidelines and design system
Referral-ready website
COI-facing one-pager and capabilities deck
Welcome sequences and onboarding automation
Post-meeting nurture and follow-up flows
AI efficiency stack (proposal builder, transcript analysis)
Engine handoff and first campaign brief

Month 4+ · Engine Retainer

Referral Engine

Starting at $5,900/mo

Includes outreach engine. Month-to-month. Cancel anytime with 30 days notice after foundation engagement.

Cold call and email outreach to CPAs, estate attorneys, business attorneys
6 to 10 qualified intro meetings booked per month
No-show prevention and reschedule automation
Monthly planning call with scope locked together
Two strategy calls per month with Austin
Ongoing GHL maintenance and optimization
Content and asset builds per agreed focus
Direct Slack access

How it works: The Foundation Build is a flat fee charged upfront to cover your initial 90-day deep-dive (Months 1 through 3). Once your foundation is live, you roll into the Engine Retainer. Month-to-month after the foundation engagement. No long-term contract required.

See if we're a fit →

Questions you're probably thinking

Let's answer them now.

How long until I see results?

You'll see early intro meetings within 30 to 60 days of the engine going live (months 4 and 5). Real referral partnerships take longer. Most CPAs and attorneys need 2 or 3 conversations and a year of consistent contact before they start sending you anyone. The 12-month timeline is honest. Anything faster is someone overpromising.

Can you guarantee referral partners or new clients?

I can guarantee meetings booked, 6 to 10 qualified intros per month once the engine is running. I can't guarantee that those intros will turn into referral relationships, because that depends on you showing up to the conversations and following through. What I can promise is that you won't run out of professionals to talk to.

Who actually runs the outreach engine?

I partner with a vetted outreach team that specializes in COI cold outreach for financial advisors. They share my Slack channel with you, so you experience one team. I own the relationship end-to-end. They don't talk to you separately, they don't bill you separately, and the strategy stays unified.

What's the minimum AUM you work with?

$300M is the typical floor. Below that, the engine often doesn't make economic sense, since your CAC budget can't absorb a 6 to 12 month build. There are exceptions (specialized niches, junior advisors at larger firms, advisors with high LTV per client), and we figure that out on the call.

How much of my time does this actually take?

About 4 to 6 hours per month after the foundation phase. One monthly planning call (60 min), two strategy calls (30 min each), and the actual COI meetings the engine books for you. Everything else (building, writing, automating, optimizing) happens in the background.

Do you work within compliance constraints?

Yes. Every asset gets reviewed against your firm's compliance requirements before it ships. I've worked with multiple compliance teams, so we build for review and revise quickly. Compliance isn't an obstacle, it's a constraint we design around.

What if I want to add something mid-month?

One direction at a time. If something genuinely urgent comes up, we discuss it on the planning call and decide together what gets prioritized. No surprise scope creep, no "while you're at it" requests that drag the engine off track.

Who owns the work you create?

You do. Anything I build for you is yours the moment it ships, with full transfer of rights. That includes assets, automations, scripts, and funnels. If we ever stop working together, you walk away with a fully working engine, not a leased system you lose access to.

Ready to build

Stop selling marketing. Start running an engine.

If you're an established advisor ready to systematize the only marketing that has consistently produced HNW clients in this industry, let's talk. I take on a small number of advisors at a time, so fit comes first.

[email protected]

Fantum Growth · Fractional Chief Growth Officer for financial planners

Fantum Growth Co.

Financial planners call me their Fractional Chief Growth Officer.

One partner who owns your niche, brand, website, referrals, and AI. For up to six advisors at a time.

What I actually do

Austin Simkins

Founder, Fantum Growth

$5–8M

New AUM added for one advisor in under 2 months

70%

Business growth in under a year for one advisor

25+ hrs

Saved weekly by advisors with AI integrated

1 of 6

Max advisor partners at any time

Plain English

What I actually do.

You don't need a marketing team. You need one partner who brings the strategy and runs the system without you managing it day to day.

I bring the strategy.

Pulled from what's worked with other advisors. You bring your practice. I ship brand, website, content, referral outreach, and AI.

One system. Not ten vendors.

Five levers we pull based on what fits: niche, brand, content, magnet, journey, and referral partners. Plus AI underneath. No cookie-cutter install.

Weekly check-ins. I handle the rest.

We collaborate in weekly calls. We build, write, and post in the background. You always know what's moving.

"I now like marketing because I don't have to take it full cycle. I come up with the idea, hand it off, and it comes back ready to ship."
Christian Amsberry · Concierge Wealth

The problem

You built a great practice on relationships and referrals, but now you're stuck looking like every other advisor with no real system or person to implement it.

You don't want to figure out growth strategy alone or manage a pile of vendors. So you hire a logo designer, an agency, a copywriter. Nothing connects. You end up running all of it yourself.

You know your practice, but you don't want to own growth strategy and execution alone
Generalist agencies don't understand financial services or compliance
Every specialist touches one piece. Nobody owns the whole picture
You can't see what's happening behind the scenes

Growth levers

Five ways we drive growth. Picked for your practice.

Every advisor gets the same framework. Which levers we pull, and how, depends on your niche, your market, and what's actually working. We choose what moves the needle. Not a cookie-cutter install.

Niche

Find the one client you want to be known for. Built from your existing book, not a whiteboard. Most advisors don't arrive with this clear. We lock it in month one.

Brand + Content

A site, voice, and messaging that signal your niche on first click. Plus the content that backs it up: LinkedIn, video, webinars, or email. Whatever channel fits your market.

Magnet

A resource built for your ideal client: a quiz, calculator, workbook, or guide. Pre-screens prospects and earns the first conversation.

Journey

Welcome, onboarding, and 12-month touchpoints automated in GHL. Anniversary and referral asks built in when they make sense for your practice.

COI

A referral engine built around the professionals who already serve your clients. Attorneys, CPAs, or whoever fits your niche. Outreach and follow-up shaped to each relationship.

The pairing

Strategy together. Execution handled.

You keep your judgment. I bring strategy from what's worked with other advisors and handle the build.

What you bring

The practice, the clients, the final say.

Client relationships and domain expertise
Your read on what fits your practice
The gut check on every prospect
Weekly check-ins, not daily management
Final approval on everything public

What I bring

Strategy, ideas, and the build.

Growth strategy from what's worked with other advisors
Best practice for niche, brand, referrals, content, and AI
Website, content, funnels, outreach. Handled, not handed to you
AI that buys your team hours back every week
One partner in Slack so you always know what's moving

Your practice. My strategy and system.

One partner who owns the system. You stay in the advisor's chair.

Who owns what

You own the practice. I lead the system.

Clean split, locked at the start. You own everything we build. I lead the system and the monthly rhythm.

You own

Your brand, your book, everything we build.

Every asset, automation, funnel, and AI install transfers to you with full rights the moment it ships. If we stop working together, you keep a working system. Not a leased setup.

I lead

The system, the build, the monthly plan.

The five-part system and AI layer. The build team. What's worth your time each month and what isn't. You bring the practice. I run the growth side.

How we work

Weekly check-ins. Everything else runs in the background.

Weekly check-ins. One focus per month. Ship it, review it, move on. You always know what's happening. You never manage the day to day.

The rhythm

Weekly check-ins to collaborate on direction
One monthly call to lock the focus
Updates on what's shipping between calls
Dedicated CSM in your Slack
End-of-month review: what shipped, what's next

What's outside the system

Portfolio and AUM-side work. That's you and your investment team.
Compliance filings. We design for review, we don't file for you.
Ad spend and outbound infra. Billed at cost, never bundled.
One-off projects outside the five parts. Quoted separately.
Mid-month scope additions. They queue to next month's plan.

Who this is for