Heritage Wealth Planning: £2.1M New AUM in 90 Days with Three AI Systems
Independent Financial AdvisorExecutive Summary
| Metric | Before DJITT | After DJITT | Improvement |
|---|---|---|---|
| Speed-to-lead response | 4–6 hours | Under 2 minutes | −99% response time |
| Cold database utilisation | 0 (847 contacts dormant) | 23 appointments in 30 days | New pipeline from existing assets |
| Monthly social media videos | 0–1 | 24+ per month | 24× content output |
| Admin hours per week | 12 hours | 1 hour | −92% admin time |
| New AUM (first 90 days) | — | £2.1M | 7 new HNW clients |
The Client
James had built a genuinely excellent practice through word of mouth and strong client relationships. His referral pipeline was healthy — roughly 15–20 qualified enquiries per month — but he was watching a disturbing pattern. He was consistently losing prospects to a rival IFA across town.
"I'd get a referral, send my details, and call back the same afternoon. The prospect had already taken a meeting with David across town. He called back within twenty minutes. I was losing business I had already earned."
Three Problems Compounding Each Other
1. The Speed-to-Lead Trap
James and his admin team were handling everything: answering emails, checking voicemails, booking calls. On a busy day, a new enquiry might sit for 4–6 hours before anyone followed up. Industry data is unambiguous: 78% of HNW prospects go with the first advisor to engage them. James was losing the race he didn't know he was running.
2. A Dormant Database Worth Hundreds of Thousands
James had accumulated 847 enquiries over five years — people who had asked for information, attended a webinar, or been referred but never converted. They were sitting in a spreadsheet, untouched. He estimated about 200 were likely still in the market. He simply had no time to re-engage them.
"Every few months I'd open that spreadsheet, feel guilty, and close it again."
3. Invisible to the Market
James understood that HNW clients in his area needed to recognise him as the expert before they'd take a meeting. But between client work, compliance, and admin, he had produced two LinkedIn videos in the past 18 months. His rival — the one winning his leads — posted three times a week.
The Solution: Three AI Systems, Deployed in Sequence
DJITT ran a 45-minute Deep-Dive AI Audit and delivered a Custom AI Opportunities Report within 72 hours. We identified three high-impact systems and proposed a phased rollout to prove value quickly before scaling.
Phase 1 — AI Appointment Setter (Week 1–3)
We connected an AI-powered SMS and email responder to James's enquiry channels (website contact form, email, social DMs). The moment a new prospect made contact:
- ✓ AI responds in under 2 minutes, 24 hours a day, 7 days a week
- ✓ Introduces James by name with a warm, personalised message
- ✓ Asks 3 qualifying questions (investment amount, timeline, goal)
- ✓ If qualified, sends a direct calendar link for a 20-minute discovery call
- ✓ Sends automated reminders at 24 hours and 1 hour before the call
- ✓ If no response within 48 hours, follows up automatically twice more
Week 3 result: Response time dropped from 4–6 hours to under 2 minutes. Confirmed meetings per week rose from 3 to 6.
Phase 2 — Database Reactivation Campaign (Week 4–6)
We ran a structured, compliant reactivation campaign against the 847-contact dormant database, using a 4-message sequence over 14 days:
- ✓ Message 1 — Re-introduction and current market commentary (day 1)
- ✓ Message 2 — Relevant insight specific to their original enquiry topic (day 4)
- ✓ Message 3 — Soft offer of a no-obligation 15-minute chat (day 9)
- ✓ Message 4 — Final check-in with calendar link (day 14)
- ✓ All replies and bookings routed directly into James's calendar
30-day result: 23 appointments booked from 847 contacts (2.7% conversion). 6 converted to new clients within 60 days, representing £1.2M in new AUM.
Phase 3 — Celebrity Advisor Framework (Week 5–8)
James spent one afternoon at a local studio. We filmed 90 minutes of raw footage covering James's views on retirement planning, protection, pension transfers, and market outlook. From that single session:
- ✓ AI cloned James's voice, tone, and on-camera mannerisms
- ✓ 24 professional short-form videos were generated and edited
- ✓ Videos were scheduled across LinkedIn and Instagram for 90 days
- ✓ Geo-targeted ads ran to HNW individuals within 15 miles of Birmingham
- ✓ Every video ended with a direct link to book a discovery call
60-day result: 4 inbound enquiries from prospects who said they had been watching James's content for weeks. One became a client with £900k AUM.
Results: The Numbers at 90 Days
7 new HNW clients across all three systems
Booked from a list James had given up on
Admin, follow-ups, and scheduling now automated
Down from 4–6 hours. No more lost referrals.
"I've been in practice for 14 years and I've never had a quarter like this. Three new clients from people who just watched my videos and called me. Six clients from leads I thought were dead. And I'm finishing work by 5pm now. DJITT didn't just fix my marketing — they gave me my life back."
Before
- Losing referrals to faster-responding rivals
- 847 contacts gathering dust in a spreadsheet
- 2 videos in 18 months, invisible locally
- 12 hours/week on admin, reminders, follow-up
- No predictable acquisition system
After
- Every inbound enquiry handled in under 2 minutes
- Dormant list converted to £1.2M in new AUM
- 24 videos/month — dominant local presence
- 1 hour/week on admin — rest runs automatically
- Consistent, repeatable pipeline from three sources
Ongoing Partnership: Heritage Wealth Planning now runs all three systems on a monthly retainer. James has scheduled his next studio session to produce content for Q4. He has also referred two other IFAs in his network.
At 1% management fee on £2.1M new AUM, James's annual recurring revenue from this 90-day window alone is £21,000 — before ongoing compounding.