I started my career right out of college in wealth management. And almost immediately, I could see that the way firms were trying to grow didn't make sense. There had to be a better way.
LinkedIn was just taking off. I became a power user early — and before long, I was being sent around to speak at advisor events about the importance of social media. I had stumbled into the part of the business that came most naturally to me: growth.
What I kept observing was a shift happening underneath everyone's feet. Consumer habits were changing faster than most firms could adapt. The old way of selling — cold calls, seminars, pushing products — was quietly dying. The new way was educate first, earn the right for the meeting. Advisors who figured that out early were winning. Most weren't figuring it out at all.
I joined Snappy Kraken as the second person on the sales team. It was the easiest product I'd ever sold — because I had lived the problem personally, and I was already talking to advisors every single day. They finally had a tool to solve one side of the challenge: building a consistent, automated approach to educating their market.
Over four years, we scaled that to thousands of RIAs. I watched what happened when advisors got the content side right. And I also watched what didn't change.
"Study after study kept showing that organic growth — net of market growth — was still sub-5% across the RIA market. The problem wasn't the tools. It was the system around the tools."
A very small number of firms had cracked the code. They could answer a question that most firms couldn't: Where is our next client coming from — and why? That question sounds simple. But answering it with confidence requires infrastructure that almost no firm had built.
I kept watching new tools launch. New marketing agencies take the stage at conferences. And I kept talking to advisors who were struggling for growth and not using any of them — or using all of them without a system connecting them together.
The inputs weren't the problem. Referrals, seminars, 3rd party lead generation, paid ads — none of that was the issue. The full system was missing. Nobody was teaching firms that the channel didn't matter if there was nothing on the other side to convert, nurture, and measure what happened next.
That's why I built Ten Levers.
In 2023, our goal was simple: work quietly with a small number of firms and actually solve the problem before opening it up more broadly. No big launch. No conference deck. Just go build the thing and see if it works.
One of those firms grew 60%. Advisors were winning more business than they could handle. It wasn't one thing that drove it — it was the outcome of several connected pieces working together as a system. That's what we'll walk through with you when we talk.
Ten Levers isn't a marketing agency. It's not a lead generation vendor. It's the infrastructure layer that was always missing — the system that connects every acquisition input to a consistent, measurable outcome on the other side.
If you've been in wealth management long enough to feel the frustration of fragmented growth, you already know the problem I'm describing. Ten Levers is the answer I wish had existed when I started.
Let's talk about your firm.
Every engagement starts with a candid conversation — no pitch, just an honest look at where your growth system is today and what it could be.