Booked calls, closed by the client’s team
$75K
Tom Wheelwright
One week, from an evergreen funnel that books calls for his sales team.
For your firmThe same path, ending in first meetings on your advisors’ calendars.
For wealth management firms with $100M+ in AUM
Build a Brand That Attracts $100M–$300M in New AUM Every Year
Your clients already trust you. We put that trust in front of the households who haven’t met you yet. It starts with one recorded hour: the plan for your firm’s next $100M, built on your numbers.
Apply to come on the show
Question 1 of 714%
You’re in.
Pick your hour on the next page. Sessions run 45 to 60 minutes, recorded remotely from your office.
Once you book, your concierge texts you the guest brief, and a short prep call gets your numbers ready.
The episode, the clips and the plan are yours whether or not we work together.
Not a fit yet.
We built World Builders, and our work, for firms managing $100M or more.
That’s about timing, not about your firm. When you get there, come back and apply.
At $100M+ in AUM, you pick your hour on the next screen.
You keep the episode, three clips and the plan, whether or not we work together. Nothing publishes until your compliance team clears it.
Who this is for
- $100M+ in assets under management
- Grown mostly on referrals
- Room for new households every month
- A compliance team that reviews content
Behind names your clients already recognize
Clients include Robert Kiyosaki, Ken McElroy, Jeff Snider, George Gammon, Tom Wheelwright, Mark Moss and Ryan D. Lee. Their audiences are investors and business owners.
- views generated
- 100M+
- leads generated
- 100,000+
- in client sales
- $10M+
Referrals built your firm. You can’t schedule them.
Assets+14.5%
Clients+2.1%
At the median, one net new client for the year.
Form ADV filings from 14,192 SEC-registered advisers, compiled in Paithos Research, The RIA Signals Report, Q3 2026.
Assets grew. Client counts barely moved.
You grew the firm on referrals: a client mentions you at dinner, a CPA remembers your name at the right moment. That proves your work is good. It also means you grow at the pace your clients talk about you, not the pace you choose.
The next $100M usually takes prospects who already trust you before the first meeting.
Four places growth leaks before a first meeting.
First view
- The videoteaches, then never asks for a next step
- The pagenobody tracks
- The requestwaits days for a reply
- The meetinggoes to a household below your minimum
First meeting
Nobody owns the path from first view to first meeting. We do.
Not views. Not followers. New assets.
Nobody moves $5M over a fee schedule.
They move it once they decide your firm knows what it’s doing. Today that decision happens late, in the first meeting, while the prospect still trusts the person who referred them more than you. A brand moves it earlier. When a prospect has watched how you think for months, the first meeting stops feeling like a pitch and starts feeling like the first planning session.
You run the firm. We run everything between someone watching you and their first meeting with your team.
The math behind $100M a year.
New AUM is arithmetic: first meetings, times the share your advisors win, times what a new household brings. Pick your numbers.
Your yearly target
Average new household
17first meetings a monthWhat the plan needs. We build content, the show and follow-up to book them.
4.2new households a monthYour advisors’ side. Win 1 in 4.
$100Min new AUM a yearAbout $1M a year in new fees at 1%, every year they stay.
The 1 in 4 win rate and the 1% fee are examples. New AUM also trails meetings by a few months while households decide and move assets. Your own numbers set the real math, and Josh Lessard, our founder, works them out with you on the show.
The plan for your next $100M, built on camera.
World Builders is Josh Lessard’s show for wealth managers. You bring five numbers, and Josh builds the plan with you during the recording. We do it on camera instead of on a sales call, so you decide with the plan in your hand.
- Part one
Diagnose the practice
Where your AUM came from, who your clients are, and what a new household costs you today.
- Part two
Find the opening
What caps your growth, and the kind of client you can become the obvious choice for.
- Part three
Map the client engine
The content your ideal client would watch, and what to build first.
Yours whether or not we work together
- The episodeThe recording and the produced cut, in your folder within 72 hours.
- Three clipsShort clips for your channels, in the same folder before the plan review.
- The planJosh walks you through it on a 30-minute plan review inside the week.
It’s the same diagnosis a paid engagement starts with. Twenty minutes in, if it isn’t worth finishing, say so and we stop. You keep the footage either way.
See an episode first: Josh with Porter Stansberry, filmed in our studio. You record yours remotely, from your office.
Hosted by Joshua LessardFounder of Content CartelHow it starts.
Three steps. You have the plan in hand after the third.
- 1
Apply
Seven questions, about two minutes. At $100M+ in AUM, you pick your hour on the next screen.
- 2
Your hour with Josh
Recorded remotely, 45 to 60 minutes. A short prep call beforehand gets your five numbers ready.
- 3
Plan review
Thirty minutes, inside the week. If you want our team to run the plan, that conversation happens here.
If we run it: your first year
- Month 1Positioning, and a content review plan your CCO approves. Your first recording, and a first video to your clients and the CPAs and attorneys who already refer you. We build your first meeting page by day 14, and it goes live once compliance clears it.
- Month 2Content goes out every week. We find the step where interest stalls and fix it.
- Month 3We scale what books meetings and cut what doesn’t.
- Day 90We review the numbers with you: meetings booked, assets in the pipeline, new AUM funded.
- Month 12The year against the target we set together on the plan review.
What the system does with an audience of investors.
Our best-known clients are names in finance, tax and investing. Their buyers are investors and business owners. Here are two weeks from client campaigns in finance.
A live session we ran end to end
$181,690
George Gammon
189 sales in one week, from a webinar we ran end to end, for an offer that was already selling.
For your firmThe same live format, built to book first meetings instead of selling a product.
One team runs every step, from first view to first meeting.
Six stages, one team, one scoreboard. Your compliance team clears every piece before it ships, and the only thing that lands on your advisors is the meeting.
Stage 01 of 06
Position
Your fractional CMO picks the households you want more of, studies who has their attention today, and builds your firm’s message around what they already want. The plan from your World Builders hour is the starting point.
- Fractional CMO
- Niche and message
- Growth math
- Review plan
Stage 02 of 06
Show
Your firm gets its own show. You interview the people you want as clients: founders, executives, families with big decisions ahead. Our outreach books the guests and a concierge looks after each one. No episode airs until your compliance team clears it.
- Your own show
- Guest outreach
- A concierge for every guest
Stage 03 of 06
Content
Long-form and short-form from one 90-minute session a week. Your director interviews you, then we plan, script, produce, edit and publish. We teach planning, never performance: taxes, income, exits, estates.
- Weekly 90-minute recording
- Two to three flagship videos a week
- Daily short-form
- Tested thumbnails
Stage 04 of 06
Distribution
Every piece goes where your future clients already spend time, and to the people who already refer you: your clients, CPAs and estate attorneys.
- YouTube
- Short-form platforms
- Client and referral-partner email
Stage 05 of 06
Funnels
Meeting-request pages and booking flows that screen for your minimums. We build your first one by day 14, and it goes live once compliance clears it.
- Dedicated funnel developer
- Meeting-request pages
- Page copy
- Built by day 14
Stage 06 of 06
Meetings
Email and text follow-up turns requests into booked first meetings on your advisors’ calendars. Requests below your minimum get a polite redirect, so your advisors spend their time on households that fit.
- Email and text follow-up
- Fit screening
- Booked first meetings
- Reminders
Six numbers, every weekMeeting requests, first meetings held, households signed, assets in the pipeline, new AUM funded and cost per new household.
Your compliance team sees everything first.
A video that never clears compliance never books a meeting. So the process starts with your CCO, in week one.
Content review plan
Set with your CCO in week one
- Week oneThe plan. Your CCO approves the topics, the words to avoid and the review schedule before we make anything.
- Every weekOne review. Scripts, final cuts, titles, thumbnails, posts, pages, emails and texts reach compliance in one weekly batch. Your CCO sets how much goes in it.
- Every piecePlanning, not performance. We teach how money decisions work. No returns, no performance claims, no client stories without sign-off.
- Every timeYour sign-off. Nothing publishes until compliance clears it. If the answer is no, it doesn’t go out.
Affiliated with a broker-dealer? Your home office reviews first, and we build the calendar around it.
Who’s on your account.
Every stage above has an owner. Twelve roles, one team: the marketing department you don’t have to build.
Swipe to see all twelve
- Fractional CMO / Strategy LeadPositionOwns strategy, positioning, the growth math and every executive marketing decision. Sets the content review plan with your CCO in week one.
- Growth OperatorFunnels and meetingsOwns day-to-day execution, analytics and testing across every page, sequence and booking flow.
- Funnel DeveloperFunnelsBuilds your pages, booking and follow-up, and stays dedicated to your firm’s automations.
- Long-Form CreativeShow and contentResearches and packages your long-form videos and show episodes, writes every storyboard, and owns YouTube.
- Short-Form CreativeContent and distributionDevelops daily short-form for the households you want and owns the short-form platforms.
- Virtual DirectorContentRuns your weekly 90-minute session. You talk, and they pull out what only you know. Nothing to memorize.
- Long-Form EditorShow and contentProduces two to three flagship videos every week.
- Short-Form EditorContentProduces daily short-form content.
- Thumbnail DesignerContentCreates and tests the packaging for every long-form video, working from the long-form creative’s concepts.
- CopywriterContent and funnelsWrites your LinkedIn posts, client emails, hooks and page copy, in your voice and ready for compliance.
- ConciergeShow and meetingsBooks and looks after your show guests, and turns meeting requests into first meetings on your advisors’ calendars.
- Client Success ManagerEvery stageYour team’s direct line to ours. Prepares the weekly review batch for your compliance team and keeps every approval moving.
Three videos. 4.1 million views.
Wealth structure, debt and business taxes. These channels are media brands, so their titles run hotter than an adviser’s would. Yours go through your CCO. Views are where our work starts, not what we count.
Built for firms past $100M.
This fits firms whose clients already trust them and where someone will be the face of it. Here’s the bar.
We’re a fit if
- Your firm manages $100M or more.
- Most new clients come from referrals, and you want growth you can plan.
- A founder or senior advisor will record 90 minutes a week.
- Your compliance team will review content every week.
- Your advisors have room for new households every month.
- You’ll share weekly counts of meetings held and households signed, so we report the numbers you see.
We’re the wrong fit if
- Your firm manages under $100M.
- You’re still building your first book.
- Nobody at the firm will be on camera.
- Your compliance team won’t approve any public content.
- You want views or a lead list. We count first meetings and new assets.
Three values. We hire, promote, and part ways on them.
Execute.
Bad news first.
One owner and one date on everything. We ship the smallest version that gets a real result.
Get Results.
We agree on the number before the work starts.
Effort isn’t on the scoreboard. You can check every claim we make.
Put Clients First.
Ten minutes to reply, an hour at most.
Your words reach the person doing the work the same day, word for word.
Straight answers.
What does the hour cost?
Nothing but the hour. The show is how we find clients: we’d rather build your plan with your numbers than send you a deck you’ll never open.
What does it cost to have you run the plan?
A flat monthly retainer. No share of your advisory fees and no fee per client. Josh covers pricing on the plan review, once he’s seen your numbers.
Will our compliance team sign off?
That’s their call, and we build everything to make the review simple. On the show we don’t ask about performance, returns or specific clients. Your CCO sees the cut before anything publishes, and a broker-dealer’s home office can review it first. If the answer is no, nothing goes out, and you still keep the footage and the plan.
Will this make us look salesy?
No. Your clients will see this content too, so we write for them first. Most of every video teaches, and one clear next step closes it. You approve the facts, and nothing goes out without sign-off.
Who meets with the prospects?
Your advisors. We book first meetings with households that fit your minimums, and your advisors run them the way they always have.
How fast does new AUM show up?
Meetings come first. New AUM trails them, because a household takes time to decide and longer to move assets. That’s why we report meetings and pipeline every week, and review the full numbers with you at day 90.
Do we need our own show?
No. It’s the fastest way we know to turn content into relationships, because every guest is someone you want to know. There’s also a version without the show: content and pages only. Josh tells you which fits on the plan review.
We already publish a newsletter or podcast. Should we apply?
Yes. Production is one part of it. The hour also looks at positioning, distribution and the path from viewer to first meeting.
How much of my time does this take?
About 90 minutes a week on a fixed day, plus your compliance team’s weekly review. Your director interviews you: you talk, we package it. Nothing to write and nothing to memorize.
Why not hire a marketing person?
One hire can’t plan, script, direct, edit, design, build pages and book meetings. That’s twelve roles, a whole department. We bring it built. See all twelve
Why only two new firms a month?
Every firm gets the full account team. We cap the number so that stays true.
What happens after I apply?
Seven questions, about two minutes. At $100M+ in AUM, you pick your hour on the next screen and your concierge preps you before the show. Under $100M, we tell you on the spot.
Your clients trust you. The next $100M hasn’t met you yet.
Start with one hour: the plan for your firm’s next $100M, built on your numbers. You keep the episode, three clips and the plan. Seven questions, about two minutes.
Apply to come on the showAt $100M+ in AUM, you pick your hour on the next screen. If it’s not a fit, we tell you directly.