Situation: Olivier Group has achieved remarkable growth to $650 million in AUM, built on a foundation of referrals and deep expertise in the dental and medical professional community. Austin is positioned to drive the next phase of growth—but current marketing efforts are fragmented and time-intensive.
Complication: The reliance on manual outreach creates a bottleneck. Austin is spending 90+ minutes daily on low-yield LinkedIn activities, and the firm lacks a systematic engine for attracting ideal clients ($2M+ asset holders) at scale.
Resolution: This partnership will implement Growth Loop's proven RevOps system—architecting a sophisticated, multi-channel outreach engine that positions Austin as a leading authority.
Secure 5 high-value clients within 6 months, establishing $50,000–$65,000 in new ARR and creating a scalable framework for sustained growth.
Establish a powerful, authoritative market position. Refine messaging and optimize Austin's digital presence to resonate with high-net-worth individuals—particularly dental practice owners, medical professionals, and business owners approaching significant financial milestones.
Deploy a systematic, multi-channel outbound strategy across LinkedIn and email. Generate qualified conversations with ideal prospects, moving beyond the current AI tool and eliminating the 90-minute daily grind of manual follow-ups.
Convert the initial pipeline into clients. Refine the sales process and build a repeatable, data-driven system—freeing Austin to focus on what he does best: closing deals and delivering comprehensive financial planning.
Established practice owners with significant assets, seeking sophisticated financial planning for growth, retirement, and practice succession.
Olivier Group's existing presence in the LDA and sponsorship of the dental school creates a powerful foundation to expand.
Individuals and families who have experienced a financial event—inheritance, business sale, retirement—or are proactively planning for the future.
They require comprehensive financial planning and investment management from a firm with a proven track record.
With top clients already in Houston and a presence across 32 states, there is significant opportunity to systematically target ideal clients beyond Louisiana.
Leverage digital outreach to expand the firm's geographic footprint nationally.
Olivier Group has all the ingredients for accelerated growth: a powerful reputation, deep expertise, $650M in AUM, and a world-class service offering. The only thing missing is the engine—a CMO-led RevOps system to package Austin's expertise, distribute it to the right people, and convert attention into predictable revenue.
A premium, done-for-you service that installs a complete client acquisition engine into your practice, providing a predictable stream of high-value client opportunities.
For the price of a college marketer, you get a full team with leverage systems:
Build your brand platform with refined positioning and optimized digital presence for the HNW market.
Launch systematic outbound and begin generating qualified prospect conversations.
Convert leads into clients and build repeatable systems for long-term success.
Based on your target market ($2M+ assets, ~$10,000–$13,000 annual revenue per client):