---
title: "Wealth Management Firm — $63M+ In active pipeline | Aspen"
url: https://getaspen.com/work/ecgs-pipeline
description: "This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine."
lang: en
---

All transformations (https://getaspen.com/#approach)

Story 02 · Lead Generation · Pipeline

# A full-funnel engine for business owners sitting on $5M+ gains.

This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine.

Wealth Management Firm · California

$63M+

In active pipeline

Image: Wealth Management Firm case study (https://getaspen.com/__l5e/assets-v1/393bcb1b-0234-485e-a496-a5baaa9bc419/ecgs-pipeline-story-v2.png)

$63M+

In active engagement agreements

$20

Cost per qualified lead

196

Leads in a single month

"Your system's friggin' awesome. I love it. I've got millions in this thing, and I'm not letting up — we're going to have the biggest summer ever."

Wealth Management Firm · California

## The challenge

The firm had a powerful product but no scalable, consistent pipeline of qualified leads. The deals are large, the sales cycle is long, and the ideal client is rare — business owners and investors sitting on $5M+ in capital gains events. It needed a system that could find those people reliably and economically.

## The approach

Aspen built a full-funnel lead-generation engine: Meta ad campaigns targeting business owners with "defer capital gains tax" messaging, a downloadable guidebook funnel, YouTube and webinar video featuring the team, an optimized booking page, conversational email automation, and a dedicated SDR managing follow-up and live introductions. We ran it end to end and tuned it month over month.

## The outcome

Leads scaled from ~70 in month one to 196 in a single month, at roughly $20 per lead. Since launch, the firm has built a pipeline that includes approximately $63M in active engagement agreements, $58M in qualified opportunities, and one additional $500M case under consideration—while already generating more than $33,400 in realized revenue.

## What we ran

- Meta / Facebook ad campaigns
- Downloadable guidebook funnel
- Video & webinar strategy
- Booking page optimization
- Email automation sequences
- Dedicated SDR & lead qualification

Aspen partnership

## The team behind your AI transformation.

Book a Demo: https://calendly.com/d/3rs-82d-kpc

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