For independent wealth firms targeting £500k+ UK or $1m+ US households.
We turn your advisers’ expertise into a steady flow of new £500k+ clients who found you themselves, so growth stops depending on who your clients had dinner with.
From inside private banking: the Santander Private Banking campaign MDB’s lead strategist ran in-house brought in 30 new clients in under 60 days, each with £500k+ to invest. Over £15M in transferred assets.
In-house role at Santander. Not an MDB client result.
The problem rarely looks dramatic on a dashboard. It appears as wasted adviser hours, silent prospects, expensive resets, and another quarter nobody can confidently forecast.
You paid for the lead, blocked an hour of adviser time, and learned the answer in the first five minutes. A form cannot tell you who someone is. It can only tell you what they ticked.
The same household has filled in three forms, taken two calls, and forgotten the ad. You paid for access to a name, not preference for your firm.
An adviser gave up an hour to write it. It earned a few likes, no identifiable next step, and no answer when the partners ask which content influenced a client.
Referrals can be excellent. But there is no lever to pull when introductions slow and no way to create five more of the right households on purpose.
One relationship disguises the absence of a system. You delay hiring, second-guess capacity, and enter the next quarter with optimism instead of a forecast.
The firm says drawdown, sequence risk, tax-free cash, and tax-efficient decumulation. The household is silently asking whether it can stop working without making an irreversible mistake.
Every post is a financial promotion. By the time it is signed off, the moment has passed and the adviser has stopped writing. The firm goes quiet, and the people searching for answers find someone else.
Each one was sold as the whole answer. Each one left your advisers to build the trust on the first call.
Pay per enquiry. You buy the conversation, not the client.
The adviser still earns the trustThe best clients you have. But two accountants retiring would halve your new business, and you cannot ask them for more.
Their diary, not yoursThe contact is rented, the context is missing, and the same adviser pitch starts from scratch.
Stop paying, stop receivingThe feed rewards motion. The posts pile up. Nobody can say which post brought in which client.
Publish today, disappear tomorrowEveryone stays busy. Nobody can tell you how much new money it brought in.
Activity without accountabilityReferrals carry trust but you can’t turn them up. Ads buy attention before anyone trusts you. Content builds trust but leads nowhere. The Authority-to-Assets system joins the three, in four steps:
Correct language. Weak entry point. The household must translate it alone.
Same expertise. Now attached to a real decision, a time frame, and a reason to keep listening.
We do not guess your client economics on a public page. On the first call, we look at your target household, minimum, ongoing advice fee, how long clients stay, adviser capacity, and what a new client costs you today. That tells us whether this system has room to pay back.
Indicative investable assets for the households the firm wants the system to attract.
Indicative investable assets for the households the firm wants the system to attract.
A targeting guide, not a legal threshold or a promise.
A referral, an event or a podcast all end the same way: the household searches your name. If they find a thin profile and a booking button, the introduction cools. If they find your thinking, they arrive ready.
A plain-language answer built around the household’s decision, not a generic service page.
The prospect can hear the adviser explain the trade-offs in depth.
They know your minimum and your fees before they book.
The system is doing its job when the household’s internal conversation changes. They move from “Who are these people?” to “I understand how they think, this looks relevant, and I know what I want to discuss.”
The household is not looking for “wealth management.” It is trying to make a decision without making an expensive mistake: when to retire, how to sell, what to do with equity, how to reduce tax, or how to turn assets into income.
A precise question earns attention. The household does not have to decode jargon or guess whether the firm serves people like them. Relevance creates the first small piece of trust.
They search the adviser’s name, watch one answer, then another. They compare the firm’s judgement, manner, process, and point of view without being chased. A modest audience can still matter because depth, not fame, is doing the work.
An assessment captures the household’s assets, timing, situation, and intent. After booking, a short sequence introduces the adviser and the process, sets out your fee basis before the first meeting, and covers the preparation and questions that would otherwise use up the first half of the call.
The adviser can start with the decision, diagnose the real problem, and test mutual fit. The household arrives with context. The firm arrives with qualification data. Neither side has to pretend that a cold introduction is a serious sales conversation.
The core pieces are built early. Trust takes longer: search, a library of answers, repeat visits. 180 days gives us time to build, see how real households respond, and improve what works.
Choose the household, the asset level, the life decision, and the reason this firm should be considered.
Who this is forSet up search, the answers, the page, the assessment, booking, follow-up and tracking.
Nothing leads to a dead endPublish answers with enough depth to be useful. Build a body of work people can watch, read, and return to.
Credibility through usefulnessUse YouTube where it fits, then extend the same thinking through Google search, the website, email, LinkedIn, referrals, events, and sales follow-up.
More than one channelSee which answers bring enquiries, meetings, clients and new money, and put more effort behind those.
Evidence before paid scaleIt gives a prospect time with the adviser and creates a library that can be found by question or name.
Search, website, email, social, referral follow-up, screening for your minimum, CRM, and adviser action all have a job.
This is not a volume-lead package or a promise of instant appointments. It is a long-term way for the right households to find the firm. These are the questions that matter when deciding whether to build it.
The 180-day build gives you: a clear target household and the decision it faces, adviser-led answers with the jargon removed, a page and assessment that screens for your minimum before anyone books, follow-up that explains your fee basis before the first meeting, and a way to see which client came from which answer and how much they brought in. Your advisers supply the judgement. We build the path around it.
Leads may come from the system, but a list of names is not the product. We build the path that helps the right people find the firm, understand it, qualify themselves, and arrive ready for a useful conversation.
That promise sells calendar volume. We focus on who books, what they know, whether they fit, and whether the relationship moves forward. A full calendar of cold or unsuitable people only moves the cost onto the adviser.
No. We build the core pieces early, but trust, search visibility, and a useful body of work take time to develop. That is why the initial engagement runs for 180 days rather than 30. The purpose is to build, test, and improve something the firm keeps using, not create a temporary burst of appointments.
No. YouTube can give prospects enough time to judge an adviser’s thinking, but it is one part of the system. Google search, the website, email, LinkedIn, referrals, events, qualification, and follow-up can all play a role.
After a referral, event, post, or first impression, people often search the adviser or firm. A useful video library lets them see how the adviser thinks, answer the next question, and build confidence in private before making contact.
A specialist wealth firm does not need a mass audience. It needs the right households. Views help us see what earns attention; qualified conversations, new clients, what each one cost, and new money tell us whether the system works.
No. Advisers bring judgement, examples, and approval. We research the buyer, run structured interviews, shape the argument, remove jargon, and build the path around the material. The adviser should not face a blank page or take on a second job.
We agree the rhythm during the build. Adviser time is used for focused interviews, reviews, recording where useful, and feedback from real client conversations. We prepare the work around those moments.
The wait becomes part of the experience. The prospect can receive a clear confirmation, meet the adviser through a short video, understand the first call, review relevant thinking, prepare the right information, and reschedule without disappearing.
They have to, and nothing goes live until they do. MDB is not FCA-authorised and does not approve financial promotions. We draft every answer, video and page to the FCA financial promotion rules and Consumer Duty. Your compliance team or network reviews it and signs it off. For US firms, your chief compliance officer reviews it under the SEC Marketing Rule.
Established independent wealth firms with a clear client experience, room for suitable new relationships, and advisers willing to share their judgement. As a guide, the target household is usually £500k+ in the UK or $1m+ in the US.
We can track the path from source and content to enquiry, meeting, client, and assets. The last link depends on the firm recording outcomes in its CRM and sharing the right commercial data. We will not call a click or booked call revenue.
The aim is that the firm keeps what is built: the approved answers, the videos, the list of people who asked, and the playbook. Accounts, licences, source files, permissions, compliance review, and access after the engagement are made clear in the agreement.
Your preview is the first version of what we would build for your firm: what the right households find when they look you up, the questions they ask, and the path to a first meeting. Tell us about your firm and how new clients find you today.