Business Development For Wealth Management Companies
DISCOVERY CALL

LACK of Meetings?

Stop Buying Leads and Start Owning the Infrastructure
15 Year Refined Process

Your Complete Blueprint for £147

SECURE ACCESS

LACKING

Meetings?

Stop Buying Leads and Start Owning the Infrastructure
15 Year Refined Process

Your Complete

Blueprint for

£147

SECURE ACCESS

Inbound Lead Gen is cost effective for “Instant gratification” things like experiences and material things, but in Wealth Management our product, though essential, is:

Reduce your quality of life by X% by saving X% of your surplus income. “Delay gratification” for peace of mind, security and some choices "Eventually".

Consequently there are two expensive inbound lead models in Wealth Management:

MODEL 1:

THE VOLUME TRAP

UNQUALIFIED LEADS

  • 20 Leads at £50 Upfront
  • Disqualify 15
  • 5 Conversations
  • 3 Meetings
  • 1 Client

COST PER CLIENT: £1,000

MODEL 2:

THE BIDDING WAR

COMPETITOR BIDDING

  • Bid £200-£500 per Lead
  • 3 High Intent Leads
  • 3 Conversations
  • 3 Meetings
  • 1 Client

COST PER CLIENT: £1,000

HNW PRO:

SYSTEM OWNERSHIP

OWN THE INFRASTRUCTURE

  • Follow The System
  • High Quality Prospects
  • Continuous Meetings
  • Continuous Clients

COST: £147 ONE-TIME

SECURE ACCESS

Inbound Lead Gen is cost effective for “Instant gratification” things like experiences and material things, but in Wealth Management our product, though essential, is:

Reduce your quality of life by X% by saving X% of your surplus income. “Delay gratification” for peace of mind, security and some choices "Eventually".

Consequently there are two expensive inbound lead models in Wealth Management:

MODEL 1:

THE VOLUME TRAP

UNQUALIFIED LEADS

  • 20 Leads at £50
  • Disqualify 15
  • 5 Conversations
  • 3 Meetings
  • 1 Client

COST PER CLIENT: £1,000

MODEL 2:

THE BIDDING WAR

COMPETITOR BIDDING

  • Bid £200-£500 p/L
  • 3 Qualified Leads
  • 3 Conversations
  • 3 Meetings
  • 1 Client

COST PER CLIENT: £1,000

HNW PRO:

SYSTEM OWNERSHIP
OWN THE INFRASTRUCTURE
  • Follow The System
  • Quality Prospects
  • Constant Meetings
  • Continuous Clients

COST: £147 ONE-TIME

SECURE ACCESS

I'm Handing You the Alternative

I’ve spent 15 years at the coalface sourcing, contacting, and booking meetings with Managing Directors at global investment banks, Managing Partners at global law firms / Big 4 auditing, and C-Suite executives at FTSE100 / S&P500 companies.

I don't believe in spam, expensive ads, or "Hoping" for a referral. I believe in FORENSIC ANCHORS - giving a HNW prospect a professional, personalised, technical reason to meet with you.

This system positions you from a "Stranger in the Inbox" to a "Peer with a Solution".

I'm Handing You the Alternative

I’ve spent 15 years at the coalface sourcing, contacting, and booking meetings with Managing Directors at global investment banks, Managing Partners at global law firms / Big 4 auditing, and C-Suite executives at FTSE100 / S&P500 companies.

I don't believe in spam, expensive ads, or "Hoping" for a referral. I believe in FORENSIC ANCHORS - giving a HNW prospect a professional, personalised, technical reason to meet with you.

This system positions you from a "Stranger in the Inbox" to a "Peer with a Solution".

What's Inside the HNW PRO Blueprint

1

PRECISION TARGETING

Use my proprietary JTX Prospecting Tool that utilises Google boolean strings to find specific HNWs through a granular LinkedIn back-end process.

2

PEER BASED POSITIONING

Subtle LinkedIn profile adjustments that significantly increase acceptance rates and message replies from time constrained HNWs.

3

LOW PRESSURE MESSAGING

JTX Messaging System - A short, neutral, curiosity driven sequence that avoids sales language and makes HNWs comfortable engaging.

4

STRUCTURED FOLLOW THROUGH

A step by step approach for moving conversations from initial opener → dialogue → booked call, without chasing or sounding transactional.

5

MEETING CONVERSATION SYSTEM

A simple call framework that creates interest fast, qualifies correctly, and transitions naturally into a booked meeting with the Wealth Manager.

6

REFERRALS LEVERAGE

A framework for turning booked meetings into multiple authorised introductions, scaling your pipeline through peer-to-peer authority without "Asking".

What's Inside the HNW Blueprint:

1. PRECISION TARGETING

Use my proprietary JTX Prospecting Tool that utilises Google boolean strings to find specific HNWs through a granular LinkedIn back-end process.

2. PEER POSITIONING

Subtle LinkedIn profile adjustments that significantly increase acceptance rates and message replies from time constrained HNWs.

3. LOW PRESSURE

JTX Messaging System - A short, neutral, curiosity driven sequence that avoids sales language and makes HNWs comfortable engaging.

4. STRUCTURED DIALOGUE

A step by step approach for moving conversations from initial opener → dialogue → booked call, without chasing or sounding transactional.

5. MEETING SYSTEM

A simple call framework that creates interest fast, qualifies correctly, and transitions naturally into a booked meeting with the Wealth Manager.

6. REFERRALS LEVERAGE

A framework for turning booked meetings into multiple authorised introductions, scaling your pipeline through peer-to-peer authority without "Asking".

How It Works

Used Correctly This System Will Produce:

1-2 High Quality HNW Meetings Per Week Per LinkedIn Profile
6-10 Meetings Per Month for a Sole Wealth Manager
12-20 Meetings Per Month for a WM and BDM Supported Team

How It Works:

WEALTH MANAGER MODEL
BUSINESS DEVELOPMENT MANAGER AND WEALTH MANAGER MODEL

Used Correctly This System Will Produce:

1-2 High Quality HNW Meetings Per Week Per LinkedIn Profile
6-10 Meetings Per Month for a Sole Wealth Manager
12-20 Meetings Per Month for a WM and BDM Supported Team

Get the High-Net-Worth Blueprint Today

£147

One-time payment. No monthly lead-gen fees. No wasted spend.
SECURE ACCESS

Get the HNW PRO Blueprint Today

£147

One-time payment
No monthly lead-gen fees
No wasted spend
SECURE ACCESS

THERE ARE NO REFUNDS because once you have access to the JTX Prospecting Tool, Messaging Frameworks, and Referral System, the Transfer of Value is Irreversible. The system is priced at a one-time £147 (contrasted with a £1,000+ per-client acquisition cost) to make it an accessible, High-ROI Asset for Wealth Professionals.

THERE ARE NO REFUNDS because once you have access to the JTX Prospecting Tool, Messaging Frameworks, and Referral System, the Transfer of Value is Irreversible. The system is priced at a one-time £147 (contrasted with a £1,000+ per-client acquisition cost) to make it an accessible, High-ROI Asset for Wealth Professionals.

HOW LONG UNTIL I START SEEING MEETINGS?

3-4 WEEKS: This isn’t a magic formula, it’s a professional infrastructure that takes consistent hard work and honing. If you set your LinkedIn profile up correctly, do the research on all 20 valuable daily connection requests that LinkedIn allows, follow the messaging and call system exactly, then Week 2: You can expect to be booking calls. Week 3: Be booking meetings. Week 4 onwards: Be seeing Qualified HNW Meetings.

DOES THE SYSTEM WORK IN OTHER SECTORS?

NOT GUARANTEED: The system utilises nuanced information obtainable on a HNW’s LinkedIn profile that fits perfectly with Wealth Management. I’ve altered the system to distribute a hedge fund to institutional allocators as they’re on LinkedIn also. There are instructions for non-specific sectors and the option for system owners to book a 2 hour consultation for £400. In that consultation and beyond we can hone the nuanced value of your product and get the system working. I cannot guarantee this however as the system is built for Wealth Management.

  • “

    I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • “

    Jonathan tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jonathan and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • “

    My experience with JTX Partners has been very positive with a combination of excellent service and high quality meetings arranged for me reliably and regularly, allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON

HOW LONG UNTIL I'LL SEE MEETINGS?

3-4 WEEKS: This isn’t a magic formula, it’s a professional infrastructure that takes consistent hard work and honing. If you set your LinkedIn profile up correctly, do the research on all 20 valuable daily connection requests that LinkedIn allows, follow the messaging and call system exactly, then Week 2: You can expect to be booking calls. Week 3: Be booking meetings. Week 4 onwards: Be seeing Qualified HNW Meetings.

DOES IT WORK IN OTHER SECTORS?

NOT GUARANTEED: The system utilises nuanced information obtainable on a HNW’s LinkedIn profile that fits perfectly with Wealth Management. I’ve altered the system to distribute a hedge fund to institutional allocators as they’re on LinkedIn also. There are instructions for non-specific sectors and the option for system owners to book a 2 hour consultation for £400. In that consultation and beyond we can hone the nuanced value of your product and get the system working. I cannot guarantee this however as the system is built for Wealth Management.

  • “

    I found JTX Partners easy to deal with, quick to arrange the meetings I requested and organised in the way they work. Their prospecting and qualification skills stand out in a competitive industry.

    DAVID J. - MANAGING DIRECTOR
    LONDON
  • “

    Jonathan tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jonathan and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • “

    My experience with JTX Partners has been very positive with excellent service and high quality meetings arranged for me reliably and regularly, allowing me to focus on building client relationships.

    HENRY B. - WEALTH MANAGER
    LONDON