Case Study · Regent Peak Wealth Advisors
Introductions to 6 high-net-worth individuals in 46 days
Regent Peak Wealth Advisors is an independent advisory firm based in Atlanta, working with business owners, executives and families whose finances are notably complicated.
CompanyRegent Peak
IndustryWealth management
ChannelCold email + 5-minute call follow-up
ResultIntroductions to 6 high-net-worth individuals in 46 days
01 — The Challenge
Regent Peak needed outreach that built trust while reaching prospects who genuinely matched the profile of its existing clients:
- Having money alone wasn't enough — each prospect also needed meaningful financial complexity and a believable reason to speak with an advisor.
- Conversations had to come from the firm's intended target clients, not whoever happened to reply.
- The firm wanted to reach those people without widening or altering how it positions itself.
02 — What We Did
01Found the right profileWe identified business owners, entrepreneurs, executives and families who matched Regent Peak's established client profile — working from who the firm already serves rather than a generic wealth filter.
02Screened on more than wealthEvery prospect was checked for profile fit, financial relevance and whether an independent advisory discussion actually made sense for them.
03Arrived with contextBefore each call, we sent Regent Peak a short summary of why the person fit and why the firm's advisory approach would matter to them.
03 — The Outcome
6
high-net-worth individuals
46 days
from launch to result
·The firm received introductions to six high-net-worth individuals over 46 days.
·Every conversation came from prospects filtered through Regent Peak's ideal-client criteria.
·The firm connected with suitable prospects without shifting to broad, high-volume outreach.
Division of Work
Nexta Growth
Cold email campaigns, reply management, calling and qualification.
Regent Peak
Sales calls, and setting the commercial terms.
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