+$1.4M AUM
A client who came from one post built during implementation. Contract signed after 3 meetings.
Translated from Portuguese. Amounts converted from BRL to USD.
From $0 to $100M+ in AUM in 10 Months
A complete teardown of the client acquisition funnel that turned an investment advisory firm into a predictable, referral-independent growth machine.
Built for advisors, planners and wealth managers who are done waiting on referrals and want a client acquisition channel they actually own.
- followers
- 230K+
- in AUM (R$400M)
- $100M+
- views
- 60M+
Built and proven in Brazil's wealth management market. Now adapted for U.S. advisors.
230K followers and $100M+ in AUM. Built from scratch.
The median advisor spends $3,800 to win one new client, and 83% of that cost is your own time spent on prospects who were never a fit (Kitces Research). In this workshop, I'll show you the funnel that filters those prospects out before they ever reach your calendar.
The same methodology behind $2100M+ in AUM for our clients
Our clients bring in new assets every week. Here are a few of the messages we get.
+$520K AUM
Client acquired through digital. Contract closed at the 2nd meeting.
Translated from Portuguese. Amounts converted from BRL to USD.
+$1.1M AUM in pipeline
First results from content: 2 meetings in one week, $865K and $230K.
Translated from Portuguese. Amounts converted from BRL to USD.
5 qualified leads
From one authority post with 100K views. A $365K AUM client about to close.
Translated from Portuguese. Amounts converted from BRL to USD.
This funnel is for you if you've been here
Stuck on referrals
- Your growth depends on clients remembering to refer you.
- You have great months, and months where nothing moves.
- Your network is tapped out, and COI partnerships take years to pay off.
No predictability
- You don't know how many new clients will sign next month.
- You can't plan hiring or growth because your pipeline is a guess.
- You know you could be managing far more assets. You just don't know where they'll come from.
Burning time on the wrong prospects
- Discovery calls with people who don't meet your minimums.
- Hours of prep for prospects who were "just curious."
- Your best hours go to prospecting instead of serving clients.
Stuck on digital
- You know you should be on LinkedIn and Instagram, but you don't post.
- Or you post compliance-approved content that brings in zero clients.
- You've tried lead-gen platforms and ended up competing with three other advisors for the same lead.
Here's what you get access to
Module 01
Complete Funnel Teardown
- A look inside the funnel, with the real numbers at every stage.
- The full sales process behind $100M+ in AUM.
- The step-by-step you can replicate in your own practice.
Module 02
The 2 Campaign Models
- The two campaigns that brought in the most high-net-worth leads.
- The exact structure of each, ready to adapt to your niche: retirees, business owners, physicians, pre-retirees.
- The acquisition model every independent advisor should be running.
Module 03
The 8 Content Models
- The 8 content formats that took Jonatam from 1,500 to 230K+ followers.
- The qualified demand behind that reach, not vanity metrics.
- Clear direction on what to record to attract the right client.
Also included with your access
The $100M AUM Playbook — 3 volumes
A field-tested case study by Jonatam Gebing & Pedro Dickson. Here's a sneak peek at real pages from inside each volume.
The Foundation
Why client acquisition for financial advisors changed — and the Unique Sales Mechanism that replaced it.
$13.7M
in AUM from 34 new clients — in 90 days
$5.02cost per lead
665booked meetings
≈ $622AUM per $1 of ad spend
INSIDE THIS VOLUME
- About the authors
- The market shifted
- What it means for advisors
- Moving the prospect from A to B
- The case at a glance
- The architecture of the system
- The principle behind it all
Demand Generation
The three-level paid-traffic system and the organic content strategy that fed it — and why most advisors' content attracts the wrong people.
Test. Scale. Optimize.
the three-level system behind 1,000+ ad creatives
1,000+creatives tested
100+landing-page variations
600+scripted short videos
INSIDE THIS VOLUME
- The job of demand generation
- Paid traffic: the three-level system
- Organic: the catalyst
- The #1 content mistake advisors make
- Opinion Marketing
- How organic powers paid
Conversion
What didn't work, the three funnels that did, how the budget was split between them — and how a live webinar flips the scale so prospects ask for the meeting.
250–300
qualified meetings on the calendar in three days
70%live webinar
20%fee analysis
10%second-opinion retargeting
INSIDE THIS VOLUME
- What didn't work — and why
- The three funnels at a glance
- Funnel 1 · The live webinar
- Funnel 2 · The fee analysis
- Funnel 3 · Second-opinion retargeting
- The booking page & monthly calendar
- KPIs and benchmarks
- Why it replicates — and adapting it to the U.S.
WORKSHOP + 3-VOLUME PLAYBOOK
EVERYTHING UNLOCKED TODAY FOR:
$97
(one-time payment)
- Complete teardown of the funnel behind $100M+ in AUM, number by number
- The 2 campaign models that brought in the most high-net-worth leads
- The 8 content models that grew a profile from 1,500 to 230K+ followers
- The step-by-step to turn content into qualified demand
- The $100M AUM Playbook: all 3 volumes in PDF
🔒 Secure checkout · Instant access · 30-day guarantee
ZERO RISK · 30 DAYS · 100% REFUND
30-Day Money-Back Guarantee
If for any reason you're not satisfied with the workshop, just email us within 30 days and you'll get a full refund. No questions asked.
12 yrsin financial services marketing
$9M+in sales generated
230K+followers
$100M+in AUM raised
About the author
Hi, I'm Jonatam Gebing
I help financial advisors build authority, attract qualified clients and stop depending on referrals.
But unlike most marketing consultants, I don't teach theory. I come from behind the scenes.
For 12 years, I built funnels, marketing strategies and digital launches for some of the biggest names in Brazil's wealth management industry, generating more than $9M (R$50M) in sales.
Then I decided to test everything on my own profile. I went from 1,500 to 230,000+ followers in under 6 months and raised $100M+ (R$400M) in AUM.
No referrals. No existing client base. No shortcuts. Built from zero.
Frequently Asked Questions
Where do I get access?
Right after checkout, you'll get an email with your login. Access is immediate.
Is the workshop in English?
Yes. It was originally recorded in Portuguese and dubbed into English with AI voice technology. All slides and numbers have been translated, and the numbers converted to USD.
Does this work under SEC and FINRA marketing rules?
The framework is built on education and lead qualification, not performance promises. Still, every ad and piece of content should go through your CCO or compliance review before going live. This workshop is not legal or compliance advice.
I'm with a broker-dealer. Is this for me?
It's built for independent RIAs and hybrid advisors who control their own marketing. If you're affiliated with a broker-dealer, check your firm's policy on independent websites and ads first.
How is this different from other courses?
It's not theory. It's a teardown of a real funnel, with real numbers at every stage, from ad spend to signed contracts.
Why should I watch this?
If you're paying anything close to the industry median of $3,800 per new client, this workshop shows you where that money, and your time, is leaking.