Regent Peak Wealth Advisors is an independent, registered advisory firm in Atlanta, Georgia. Its clients include business owners, founders, corporate executives, multi-generational families, trustees and board directors: people with significant wealth and the complexity that comes with it.
Starting from who they already serve
Regent Peak knew exactly who it was for, so we left that definition alone. We didn't broaden the offer or chase anyone with money; the brief was to find more people who looked like the firm's existing clients and open conversations with them.
We sourced for real decision-making authority and real financial complexity, favouring people at a stage of life or business where independent advice is a sensible next step. A high net worth alone wasn't enough to make the list.
Tone
Wealth clients stop reading the moment a message sounds like a mass-market pitch. The outreach was short, matched the seniority of each recipient, and described Regent Peak the way the firm describes itself.
Result
In the first 45 days myoProcess opened six qualified introductions for Regent Peak, all with people who fit the firm's existing client profile.