Choose what you want to work on
Pick the system directly in the calendar below. The call is the same either way: 45 minutes on your book, your pipeline and your market, to see whether this makes sense for your profile.
Wealth Closing System
The operating system that turns conversations into assets under management: three protocols covering new clients, current clients and strategic referrals, a proprietary AI engine that prepares every negotiation, one CRM tracking everything to signature.
Wealth Authority System
A sober, professional presence managed end to end: AI video, posts and carousels produced by our team. Nothing to record, nothing to write. Your name starts working before you do, and your time stays with your clients.
We work on results, so we are selective about who we take on. The call is an assessment, not a pitch: we look at your numbers and tell you honestly whether the system fits your profile, in what order, and under which formula. Sometimes the answer is that it is too early, and we say so.
You leave with a clear map either way, even if we never work together.
What happens in the call
45 minutes looking at where you stand today: book, pipeline, acquisition channels, what is running and what has stalled. We tell you which system makes sense now and which one is premature, and we define perimeter and timing. Nothing gets activated live: you leave with clear numbers and decide in your own time.
We make money in one way only: if the results show up. Everything else is not a price, it is a cost reimbursement.
One line item: the success fee, tied to the net new assets actually generated. If the system produces nothing, we collect nothing. No retainers, no setup fees, no monthly invoice that arrives regardless. That is where we take the risk, and that is where we want to take it.
The technology we put in your hands has running costs: the CRM, the AI engine, the outreach infrastructure. Those are reimbursed at cost, with zero margin for us. They are not a revenue line, they are what keeps the system switched on. You see the exact figures in the call.
- This is not an experiment run on you. The method comes from American sales playbooks already validated on other markets and adapted to European private banking. That is why we can tie our compensation to your results instead of charging a fixed fee.
- You get everything from day one. Channel, CRM, AI engine: live and available to you, regardless of how much you end up using them.
- The only variable we do not control is you. The system stops working in one case only: when conversations go unanswered, meetings are missed, replies to clients take days. No system survives that, not even the best one.
- That is why the pass-through exists. Not to make margin on it, but to avoid being fully exposed when the commitment on the other side is missing. It is the minimum that keeps us out of a loss, nothing more.
Put simply: the more assets you bring under management, the more we earn, and there is no other way for us to make money on this. It is the only arrangement we are willing to work under, because it is the only one where you can be certain our advice is aimed at your results rather than at our invoice.
One last thing, and we mean it: slots are few and reserved. Confirmation emails and reminders include the links to reschedule or cancel, so please use them if you cannot make it. Anyone who does not show up without notice will not get a second slot: we ask you for the same seriousness we bring ourselves.