01
The firm stays abstract
The prospect may not yet see why your firm is particularly suited to their situation, or what makes your expertise relevant to them.
For independent wealth managers
Give prospective clients a better way to find their advisor.
Varco builds personalized advisor-matching experiences for wealth-management firms, turning a generic first step into a guided assessment, a relevant recommendation, and an immediate next step.
We'll build your firm's version before we speak, so there's something real to look at.
The problem
You've earned their attention. Don't waste the moment.
A prospective client may have taken the time to find your firm, explored your website, and decided you may be worth speaking with. They could be a multimillion-dollar household with a highly specific need your firm is exceptionally well suited to handle.
Yet the final step often asks little more than for their contact details and a meeting request. They leave without seeing why your firm may be the right fit, without experiencing the relevance of your expertise, and without a reason to feel more confident about taking the next step.
By the time someone from the firm follows up, most of the intent and momentum you've created has already been lost.
02
The first touch is generic
After researching the firm, the prospect enters a process that often gives them little more than a form and a request to get in touch.
03
Momentum is left unattended
The firm has done the work to earn attention and intent, but the next step depends on a later follow-up rather than continuing that momentum immediately.
What we build
A more useful path from interest to conversation.
The prospect experience
Advisor Match
A short, guided assessment that helps a prospective client understand where to start before asking them to book.
- Questions tailored to your client profile
- Clear result and next-step recommendation
- Named advisor and direct booking
- No waiting for a response
The advisor experience
Prospect Context
The responses become a concise pre-meeting brief, so the advisor knows why the person is there before the conversation starts.
- Situation and client profile
- Priorities and financial context
- Why they are looking now
- Preferred advisor involvement
The experience
A better prospect experience. A better-prepared advisor.
The prospect answers a short assessment and receives a relevant next step. Their responses then arrive with the booking, so the advisor can start the conversation with context rather than starting from scratch.
What the prospect sees
Northbrook WealthTwo of six
What are you looking for help with?
Choose up to three.
Retirement
Business or succession
Estate and legacy
Investment management
What the advisor receives
New enquiry
Qualified
John Smith
New prospect · Northbrook Wealth
Invested assets
$2M–$5M
Profile
Business owner
Looking for help with
Retirement · Tax · Succession
Financial picture
Business ownership · Multiple institutions
Why now
Planning for a specific upcoming event
Preferred involvement
Working partnership
Suggested opening
“I saw you're preparing for a specific transition, with retirement and succession among your priorities. Where would you like to start?”
01AssessCapture the prospect's situation, priorities and needs.
02QualifyCheck fit against the firm's criteria before a meeting is booked.
03MatchPoint the prospect toward the advisor best suited to the conversation.
04BookLet them take the next step immediately, with context already captured.
Already used by leading wealth firms
A familiar model in wealth management.
Leading wealth firms use interactive assessments and advisor matching to help prospective clients find a more relevant starting point.
MERRILLMORGAN STANLEYEDWARD JONESNORTHWESTERN MUTUALBNYSAVANT
Who it's for
Built for firms where advisor fit actually matters.
The strongest fit is an independent wealth-management firm with a clear client profile, a defined approach to advisor fit, and prospective clients reaching the firm through referrals, its website or other existing channels.
Clear client criteriaThe firm knows who it serves and what a strong-fit prospective client looks like.
A clear point of viewThe firm has a distinctive approach, expertise or service model worth demonstrating before the first conversation.
Existing prospect activityThere are already people considering the firm, whether they arrive through referrals, partners or the website.
Questions
What this is, and what it isn't.
What does this replace?
It replaces the point in the journey where a prospective client is simply asked to “get in touch.” Instead, they can explain what they're looking for, receive a relevant next step and move directly into a conversation with context already captured.
Does it replace our website?
No. It can sit inside your existing site or be used as a dedicated entry point from a campaign, referral or other high-intent traffic source.
Do we need several advisors?
No. A single-advisor firm can use the same assessment to qualify and prepare a prospect. Matching becomes more valuable when the firm has multiple advisors with meaningfully different specialisms, but the value comes from understanding the prospect before the conversation, not simply choosing between people.
How do we know whether it works?
The funnel can be measured from visit to completion, qualified prospect and booked conversation. Once connected to the firm's systems, the same framework can be extended to attended meetings, proposals and new-client outcomes.
Do you need access to our data?
The demonstration can be built entirely from public information. A production implementation can be scoped around the systems and data the firm is comfortable connecting.
Next step
Let us build your firm's version.
Book a short call. Before we speak, we'll build a working example around your advisors and the clients you actually serve, so you can judge it on your own firm rather than on ours.