Our dedicated team handles everything—profile optimization, campaign strategy, daily outreach, and content creation—while you do what you do best: serve your clients.
See Poseidon in action - tailored to your practice
Everything you need to build pipeline—handled by our expert team while you focus on serving clients.
We transform your LinkedIn profile into a client-attracting asset. Headline, summary, experience, and featured content—all optimized for HNW prospects.
Custom multi-touch campaign sequences designed for your ideal client profile, geographic market, and practice specialty.
Our team manages your daily prospecting—connection requests, follow-ups, and nurture sequences—while maintaining your authentic voice.
Monthly thought leadership content created for you: market commentaries, guides, and LinkedIn posts that establish authority with your target audience.
Clear weekly reports on pipeline metrics, engagement rates, and campaign performance. Full transparency into every action taken on your behalf.
When prospects are conversation-ready, we hand them off to you with full context—engagement history, content consumed, and suggested talking points.
Our proven 4-phase process gets you from zero to predictable pipeline in under 30 days.
We learn your practice, ideal client profile, and goals. Audit your LinkedIn profile and existing outreach. Define target audience and messaging strategy.
Optimize your profile, build campaign sequences, and launch initial outreach. First connections start coming in within days.
Daily outreach management, content distribution, engagement monitoring. Weekly check-ins and reports keep you informed.
Continuous A/B testing, message refinement, and campaign expansion. Scale what works, retire what doesn't.
12-month agreements with an opt-out window at 6 months. We invest heavily in your success from day one.
Managed prospecting and content for advisors ready to grow their pipeline. Multi-advisor firm? The same service scales per advisor.
Flat monthly fee. No basis points, no commissions, no ownership of your book.
Pricing is tailored to your practice size and goals. Book a call and we'll put together a custom proposal within 24 hours.
Common questions about our managed service
Join 500+ advisors who've transformed their prospecting. Get started in under a week.