Kevin joined Ausperity Private Wealth, a Sanctuary Wealth Partner Firm, seven months ago, stepping into a growth-focused role with a clear goal: build a repeatable pipeline—without relying solely on referrals, manual LinkedIn messages, or generic purchased lists.

After adopting FINNY, Kevin went 2-for-2: the first two prospects who replied “let’s meet” became clients—including a $1.4M relationship and a second client with $370K to start plus $1.2M in equity comp planning in motion.

“The two people who actually said, ‘Okay, I want to meet,’ both became clients. I’m 2 for 2.” 

About Kevin & Ausperity

Ausperity Private Wealth is an independent firm backed by Sanctuary Wealth Partners. The team broke off from Merrill Lynch ~4.5 years ago and has since grown from $450M to ~$1B AUM.

Kevin’s background is ultra-high-net-worth relationship management—working with business owners, private equity individuals, Fortune 500 executives, professional athletes, and celebrities. At Ausperity, he’s focused on building his own book in the $1–$10M client segment, while still serving select ultra-high-net-worth relationships.

The challenge: prospecting was either manual… or misaligned

Before FINNY, Kevin tried a mix of:

• Referrals and existing network
  
• SmartAsset leads
  
• Manual cold outreach via email and LinkedIn
  
• Even purchased lists—a legacy tactic used earlier in the firm’s history
  

The problem wasn’t effort. It was process.

Kevin described the reality most growth-minded advisors face:

• Cold outreach is hard to track (who you contacted, when, and what happened next)
  
• Purchased lists are fast—but low signal (you don’t know who you’re calling)
  
• Competing lead platforms can feel like a race (“I’m typically the third person to call”)
  
• As his client load grew, time became the constraint
  

“A tool like FINNY helps bridge the gap… tracking emails, who I sent when, who responded… and it frees up time.” 

Why FINNY: a defined system + better timing

Kevin first heard about FINNY at the Future Proof conference. What stood out wasn’t just the concept of outbound—it was the idea of outbound done strategically.

He wanted:

• A way to target specific people who match his ideal profile
  
• A repeatable outreach system
  
• A channel that wasn’t purely competitive
  
• A way to act on timing-based opportunities (job moves, IPOs, layoffs, equity moments)
  

“It’s all about timing in this industry… trying to find those timing parts. A Kitces article said only 5.6% of advisors are proactively cold outreaching.” 

What worked: multi-channel sequences that build familiarity

The most helpful early feature for Kevin was FINNY’s drip campaigns—and specifically the ability to run multi-channel outreach, where prospects see you more than once, in more than one place.

Kevin described it like this:

• Prospects see you via email
  
• Then encounter you again on LinkedIn
  
• Then you show up again via email
  

That repetition builds recognition—without relying on one perfect message.

“People see your emails, then they see you again on LinkedIn… it’s how you start to stand out.”

He even used FINNY to follow up with a conference list—leading to a joint webinar with a private equity contact who asked how Kevin was sending such consistent outreach.

“He literally asked me… ‘How are you sending all those emails?’”

The pivot that unlocked results: target people who actually read email

Kevin’s first big learning was surprisingly simple—and extremely practical:

At first, he targeted blue-collar profiles and medical professionals (doctors, surgeons). But the open and reply rates were lower.

So he pivoted toward audiences who are more likely to be at a computer during the day:

• Corporate executives
  
• People with equity compensation
  
• Employees at companies experiencing a major event (IPO, layoffs, revaluation)
  

“Those people aren’t on their laptops all day… so I pivoted… to equity comp and corporate execs.” 

Results: 2 clients closed, $1.8M in assets, and $1.2M equity planning underway

Client #1: Equity comp timing + “my advisor didn’t respond”

Kevin built a campaign around a company that had recently IPO’d. A prospect replied—prompted by pain from a prior equity experience (Rivian) and frustration with their current advisory situation.

The trigger moment:

• The prospect’s advisor passed away
  
• The prospect was assigned a junior advisor
  
• The prospect asked an equity comp question
  
• The junior advisor didn’t reply
  
• Two weeks later, Kevin reached out
  

That was the opening.

Outcome:

• $370K in assets to start (IRA rollover + trust + spouse IRA)
  
• $1.2M in stock options planning now in progress across two companies
  
• Long-term upside: early 40s, ~$300K+ income, multi-decade relationship potential
  

“It was impressive just talking equity comp… second meeting with him and his wife… they became a client right away.”t

Client #2: Verizon layoff news → retirement question → $1.4M relationship

When Verizon layoffs hit the news, Kevin acted quickly. Ausperity already had deep credibility here—over 100 Verizon clients.

Interestingly, the prospect wasn’t laid off—but the headlines triggered a very real question:

“Could I retire right now?”

Outcome:

• One-meeting close
  
• $1.4M relationship
  
• Clear retirement plan, with confidence to potentially retire immediately
  

“Right message, right time… it addressed someone who wasn’t part of the layoffs—but it concerned him.” 

Why it works: outbound becomes “warm enough” to pick up the phone

Kevin’s workflow didn’t stop at sending campaigns. He also used engagement signals to decide when to call.

If a prospect opened multiple emails, he’d follow up with a phone call—now with a reason, and context.

“If I’ve seen they opened four of my emails… I’ll just call them. Now I have a reason to call.”

And because the outreach was tied to something timely (like layoffs), the call didn’t feel random.

“It is a cold call, but it’s not… it’s warmer. Not completely unfamiliar.”

Lessons learned: Kevin’s advice to new FINNY users

1) Don’t run 12 campaigns at once

Kevin initially got “trigger-happy” and launched too many campaigns—making it harder to manage.

His recommendation:

• Keep it to 4–6 campaigns max
  
• Refine continuously based on performance
  

“Creating 12 campaigns is counterintuitively not helping.”

2) Timing beats volume

He’s become focused on events that create urgency:

• Layoffs
  
• IPOs
  
• Equity moments
  
• Company revaluations
  
• Job changes
  

“It’s all timing… trying to find those timing parts.” 

3) Be patient—one client can justify the entire platform

Kevin framed FINNY like any other growth investment: run the math on customer acquisition cost vs lifetime value.

“You only need one client for this thing to really… you have to run the numbers.” 

And when you do, great things happen Kevin put it best:

“You never know what’s going to happen… but the more you prospect, the luckier you get.” 

For Kevin, FINNY wasn’t just a tool—it became a way to build something every growth-minded advisor wants:

A predictable system for finding the right people at the right moment and turning outreach into real relationships.