The Virtual Prospect Lab for Financial Advisors
See what prospects actually do
The missing ingredient from studies and stats: Real prospects in their own words.
Come see: HNW, want to switch firms, early retiree arrow_downward
FREE, 45mins peer-to-peer sessions (Zoom) @ 10 - 10:45am MT (12 - 12:45pm ET)
Prospect — In Their Own Words
HNW, want to switch firms
Why this person's story?
- Advisor turnover led to silent discontent: Her favorite advisors left, and she doesn't like her replacement.
- Exhausted her referrals: None of them fit the bill. So what now?
We'll show you what happens next.
What you'll learn
- How she judges referrals: Learn what makes a good referral versus just another name.
- Her inner thoughts as she searches: What makes her lean in and what makes her cross advisors off.
- Insights from our experts: What are the universal patterns that apply to your firm.
About the research team
John Way, Katie Lantukh, and Hillary Gale Meehan have 50+ years of combined experience helping founders and advisors. And, they authored the 2026 Colorado Study: Financial Advisors, featured in Yahoo Finance, MorningStar, and FPA Colorado Chapter.
John Way
John is a B2B lead-gen & conversion specialist and founder of Pipelineapp.io. He specializes in helping professional service providers capture and convert the website visitors who did not book a meeting.
Katie Lantukh
Katie is a brand positioning & messaging strategist and founder of Murphy Marketing. She has spent over a decade helping founders and small teams attract more of their Favorite Clients.
Hillary Gale Meehan
Hillary is a marketing specialist for financial advisors, wealth managers, and CPAs and is the founder of Moneta Advisor Marketing. She is based in the Denver-area and hosts The Finance Marketing Podcast.