Chapters

4

Transcript

Use with ChatGPT / Claude

1. David Introduces His Firm

David introduces himself, his role, and his Pennsylvania-based advisory firm. He explains their move from traditional marketing toward a virtual approach to reach a wider audience.

0:00 - 0:43

Hi, my name's David.I'm the co-founder and senior managing partner of a registered investment advisory firm based in Pennsylvania.And I just wanted to take a couple minutes and share with you my 18 months of experience working with Alex and Client Black Box.We started our practice back in 2014 and we went through the traditional path in marketing of doing dinner seminars, in-person events, educational events, things of that sort.And 18 months ago we got the bug to start breaking and looking for more of a national footprint.We have four physical offices in kind of the southeastern Pennsylvania area, but we knew our message could potentially resonate with a much wider audience.And the only way to do that would do it, you know, do it virtually.

2. Finding Success With Alex

He describes testing other companies before finding that Alex and Client Black Box worked best. The partnership helped generate thousands of first appointments and keep the advisory team fully booked.

And we experimented with a few other companies.And working with Alex has been really the only path that has worked for us.Great guy, very good on content development, understands kind of the technical world of digital marketing.And as a result of that last year in 2025, our company had the largest year we've ever had.Alex helped us schedule, in combination with doing some seminars, over 2,500 first appointments.Stick ratio on those was spectacular.You know, we have a total of 12 financial advisors, six are business development, six are service advisors.So we were easily able to keep their calendars full.You know, they got used to working in a virtual world, and it just really turned out to be to be spectacular.

3. Growth Through Virtual Marketing

David shares the scale of the firm and the results achieved, including record growth and an Inc. 5000 listing. He also explains how Alex guided the team through the transition to virtual marketing and content testing.

We manage a little over a billion dollars in assets under advisement and almost 1,500 clients.So this has been really a wonderful experience.It's allowed us to qualify for our fourth year on the Inc 5000 list.And yeah, just been a really good experience from start to finish.You know, like the transition getting into the virtual world, just being very uncomfortable, not understanding everything.Alex really took his time, got us to understand how it worked, worked with our marketing department Uh the process testing, you know, doing these AB tests and refinement and editing of content and you know, we just kind offinally kicked in and it really started working.

4. Strong Results and Recommendation

He closes by highlighting the quality of prospects, strong conversion rates, and the clarity of the sales process. David ends with a strong recommendation for Alex to anyone considering virtual lead generation.

So, I share with you that if you're considering breaking into or already doing the virtual world and you're looking to generate as many, you know, first appointments qualified, our average uh prospect that we sit down with uh hasbeen $1.7 million.The conversion ratio has been very good.People understand why they're hopping on a call with us.So, uh a really good experience.Again, highly uh highly advocate for Alex and if you're interested in doing it, I would definitely take the endeavor.

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