Partner Spotlight
Foundry Financial partnered with Domain to serve leads that fall below their investment minimum.
Foundry Financial
Foundry routes it's smaller account leads to Domain's dedicated sales team, which achieved a 17% lead conversion rate resulting in a 35% increase in revenue.
Clients served reported a 100% Net Promoter Score (NPS) satisfaction rate.
17%
PERCENTAGE OF LEADS CLOSED
35%
TOTAL INCREASE IN REVENUE
100
NET PROMOTER SCORE
Based on the first five months of Foundry Financial's partnership with Domain Money
Hear from our partners
“For any RIA with consistent lead flow, Domain is a no-brainer. It's allowed us to further our mission of helping people retire with confidence—especially those who don't meet traditional asset minimums or prefer a more flexible way to work with an advisor. It's helped us expand access, grow revenue, and do it all without adding complexity to the business.”
Kevin Lum
CEO, Foundry Financial
“Domain Money has been an instrumental partner to help us grow and scale. With so many leads coming in, we struggle to serve them all equally. Partnering with Domain allows us to leverage their services while maintaining a similar margin. It enables our team to run a great, nurturing campaign to check in on those clients. For firms with a strong growth engine, partnering with Domain is essential.”
Gabriel Shahin
President, Falcon Wealth
These statements were provided by a current partners of Domain Money. The individuals did not receive compensation for this endorsement. As a partners, the individuals have a financial interest in the success of Domain Money, which creates a potential conflict of interest.
How much revenue could you generate in a year?
We expect to close 17% of the leads sent to us by partners.
100
Leads per month
17
New clients per month
$855,000
Year 1 Revenue
$4,578,000
Lifetime Value
“Covered ever single question I asked and presented me a solid plan with facts. Christine is very talented.”
John D.
“Christine is an expert in her field and provided a completely thorough approach into gathering information about my finances and my immediate and long-term financial needs. She is an excellent listener and educated me on how the various components of my portfolio work together to provide security and a retirement plan for my future.”
Susanne B.
“Spends time with client's questions thoroughly written financial plan willing to research solutions”
Richard P.