Market Leadership &
Client Acquisition Engine
Prepared for Adam Brian Bykowski & Cane Financial Group
The Vision: Preeminent Authority
Adam, this proposal outlines a comprehensive, multi-channel client acquisition program designed to establish you as the preeminent wealth advisor for successful business owners in the Northeast.
The objective is twofold: build your personal brand into a recognized authority and install a systematic engine that generates a predictable pipeline of high-value clients.
This is not a standard marketing service; it is a complete growth system. We will execute a high-touch LinkedIn Authority Strategy while simultaneously deploying a scalable AI-powered Cold Email Outreach System.
Authority Building
Establish deep trust with business owners through expert content.
Predictable Pipeline
Generate consistent, high-value meetings every month.
Market Dominance
Create a defensible position in the Northeast market.
Strategic Roadmap
A phased approach to market leadership.
Month 1: Foundation & Launch
Profile optimization, content engine setup, and initial cold email testing. We build the assets that will drive your authority.
- LinkedIn Profile Overhaul
- Content Calendar Creation
- Email Domain Warm-up
- Scale to 30k+ Emails/Mo
- Daily LinkedIn Engagement
- Lead Hand-off System
Month 2: Scale & Generate
Ramping up volume. We scale the cold email outreach to full capacity and establish a consistent daily LinkedIn routine.
Month 3: Optimize & Dominate
Refining the engine. We analyze data to improve conversion rates, launch webinars, and cement your position as the market leader.
- Webinar Launch
- Partnership Activation
- Full Funnel Optimization
Compliance-First Architecture
We understand the regulatory environment of wealth management. All content is pre-approved, archived, and designed to meet FINRA/SEC marketing standards. Your license is our priority.
The Growth Engine
A fully managed, dual-channel ecosystem.
We transform your profile into a high-converting landing page and publish expert content that attracts your ideal clients.
- Profile Optimization: Headline, bio, and featured section overhaul.
- Content Strategy: 3-5 high-value posts per week ghostwritten for you.
- Engagement: Daily interaction with prospects and industry leaders.
A sophisticated, high-volume email system that identifies and contacts thousands of qualified business owners monthly.
- Infrastructure: 10+ domains and 30+ inboxes to ensure deliverability.
- AI Personalization: Custom-tailored messages for every prospect.
- Lead Management: Dedicated appointment setter handling responses.
Your Growth Team
Dedicated experts managing your system daily.
Laura Mai Gainor
LinkedIn Authority Strategist
Specializes in building personal brands for financial professionals. Manages your content, engagement, and inbound relationships.
Christian Smutherman
Outbound Systems Architect
Expert in high-volume, AI-driven lead generation. Manages the cold email infrastructure, data enrichment, and appointment setting team.
Visualize Your Return
See the potential impact on your practice based on your average client value.
Drag to adjust client value
Based on 15 qualified meetings/mo
Projected Monthly Revenue
Monthly ROI
Based on $3,500 investment
Investment
A unified investment covering all services: LinkedIn management, AI-powered cold email outreach, appointment setting, and lead management.
Complete Client Acquisition Program
Minimum 6-month commitment to ensure strategic momentum.
Ready to Dominate the Market?
We are confident that this program represents the most direct path to achieving your professional and financial goals.
Prepared by Christian Smutherman & Laura Mai Gainor