01
The challenge
- Wealth-management outreach had to preserve trust while reaching individuals who matched Regent Peak’s existing client profile.
- Broad affluence was not enough. Each person needed relevant financial complexity and a credible reason to consider an advisory conversation.
- The firm needed conversations with people it was already designed to serve, without broadening or changing its positioning.
02
What we did
- Built the sourcing lens around business owners, entrepreneurs, executives and families aligned with Regent Peak’s existing client profile.
- Qualified profile, financial relevance and whether an independent advisory conversation was appropriate.
- Booked each qualified call with a short brief on the person’s fit and why Regent Peak’s advisory model was relevant.
03
The outcome
- Introductions to 6 high-net-worth individuals in 46 days.
- Every conversation was sourced through Regent Peak’s existing ideal-client lens.
- The firm reached aligned individuals without moving into broad, volume-based outreach.
100xVoice ran the cold email campaigns, reply handling, calling and qualification. Regent Peak ran the sales calls and owned the commercial terms.