The Predictable Acquisition Infrastructure for UK private wealth and advisory firms.
The definitive system for scaling UK private wealth firms. We install the end-to-end infrastructure that identifies, qualifies, and secures high-net-worth consultations for advisors. No fluff. No manual chasing. Just predictable AUM growth.
Referral-based growth is a sign of quality. It is not a system for scale.
While referrals represent your firm’s competence, they are a passive source of business. To hit ambitious AUM targets, you need a proactive infrastructure that operates independently of your network.
The Predictability Gap: Referrals are feast or famine. You cannot dial up volume to fill a new adviser’s capacity or meet quarterly growth milestones. Our system provides a predictable tap for your pipeline.
The Opportunity Cost: Every hour you spend on a "polite" discovery call with a low-asset referral is an hour stolen from high-value planning. We gate your calendar so you only speak to qualified intent.
The Asset of Ownership: Referrals belong to your network; an acquisition system belongs to your firm. We build an internal asset that compounds in value and reduces your reliance on external luck.
Infrastructure Built to Scale Your Reputation.
We install a proprietary acquisition engine that reflects your firm’s values and identifies high-intent wealth management prospects.
Personalised Brand Authority
I
We translate your expertise into a high-trust market presence, ensuring you are recognised as the specialist choice before the first call.
The Intent-First
Gate
II
Our strict discovery procedures go beyond demographics to uncover a prospect's specific goals and financial "Why."
Logic-Driven Conversion
III
Automated nurture sequences bridge the gap from initial interest to a committed consultation, managing your pipeline 24/7.
Personalised Brand Authority
I
We translate your expertise into a high-trust market presence, ensuring you are recognised as the specialist choice before the first call.
The Intent-First
Gate
II
Our strict discovery procedures go beyond demographics to uncover a prospect's specific goals and financial "Why."
Logic-Driven Conversion
III
Automated nurture sequences bridge the gap from initial interest to a committed consultation, managing your pipeline 24/7.
capital value
Beyond current AUM growth, this infrastructure serves as a strategic multiplier. By institutionalising your client acquisition, you transition from founder-led growth to a systemised business model. This significantly enhances the Practice Valuation and creates a more attractive proposition for future consolidation or succession.
capital value
Beyond current AUM growth, this infrastructure serves as a strategic multiplier. By institutionalising your client acquisition, you transition from founder-led growth to a systemised business model. This significantly enhances the Practice Valuation and creates a more attractive proposition for future consolidation or succession.
Built by Finance, for Finance.
"With a background in the investment management, I founded JSL Acquisition Infrastructure to solve a specific problem: the disconnect between generic marketing and the rigorous standards of wealth management.
Most agencies sell 'volume.' We sell Infrastructure.
I understand that for a high-tier advisor, a lead is not an asset unless it comes with verified intent and fits your specific acquisition criteria. We don't just build funnels; we build the acquisition architecture I wish we had when I was in your shoes."
Jordan Lidster, Founder.
Built by Finance, for Finance.
"With a background in the investment management, I founded JSL Acquisition Infrastructure to solve a specific problem: the disconnect between generic marketing and the rigorous standards of wealth management.
Most agencies sell 'volume.' We sell Infrastructure.
I understand that for a advisor, a lead is not an asset unless it comes with verified intent and fits your specific acquisition criteria. We don't just build funnels; we build the acquisition architecture I wish we had when I was in your shoes."
Jordan Lidster, Founder.
The 90-Day Infrastructure Guarantee.
We don't believe you should pay for a learning curve. We install a proven acquisition engine that prioritises quality over lead volume, backed by a 100% performance guarantee.
The 90-Day Performance Guarantee: If our system fails to put qualified consultations on your calendar within the first 90 days, we work for free until it does. We assume the risk of the build so you can focus on the advice.
Asset-Verified Lead Standards: We only count prospects who pass your strict discovery filters. If they don't meet your Ideal Client profile, they don't count toward our KPIs.
Irreversible Asset Ownership: You own the infrastructure from Day 1. Unlike other marketing models, the funnels, the logic, and the high-intent data are your firm’s permanent equity, even if our partnership ends.
The 90-Day Infrastructure Guarantee.
We don't believe you should pay for a learning curve. We install a proven acquisition engine that prioritises quality over lead volume, backed by a 100% performance guarantee.
The 90-Day Performance Guarantee: If our system fails to put qualified consultations on your calendar within the first 90 days, we work for free until it does. We assume the risk of the build so you can focus on the advice.
Asset-Verified Lead Standards: We only count prospects who pass your strict discovery filters. If they don't meet your Ideal Client profile, they don't count toward our KPIs.
Irreversible Asset Ownership: You own the infrastructure from Day 1. Unlike other marketing models, the funnels, the logic, and the high-intent data are your firm’s permanent equity, even if our partnership ends.
Secure Your Infrastructure Review.
Let’s determine if our acquisition engine is the right fit for your firm’s AUM targets. Complete the below to request a call.
TERMS I PRIVACY POLICY I DISCLAIMER
Performance and growth projections are modeled based on historical data and specific market conditions. Results in wealth management are contingent on firm capacity, advice quality, and individual market execution. By engaging with JSL Acquisition Infrastructure, you acknowledge that business outcomes are the result of collaborative implementation and that the firm remains responsible for its own regulatory and commercial decisions.
JSL Acquisition Infrastructure is a bespoke consultancy within JSLeadsAI.
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