Industry: Financial Advisory
Location: United Kingdom
Objective: Scale revenue and establish authority as a premium wealth strategist
Dan Stevens Wealth, a UK-based high-net-worth client-facing financial advisory firm, was hindered by growth limitations due to stale positioning, referral reliance, and labor-intensive manual processes. Zero Billion stepped in to reposition the brand as an authority in the high-end space, launch high-converting marketing funnels, and automate key operations. The result? A radical transformation into a high-growth advisory behemoth—to £400K/month revenue, 87% cut in admin hours, and a consistent flow of premium clients.
Challenge
Dan Stevens Wealth, a premium UK financial advisory firm, took over a decade to deliver excellent tax avoidance, investment growth, and wealth planning solutions to high-net-worth individuals. Despite a solid client base and decent performances, the firm couldn’t grow. The UK financial advisory industry is highly competitive, and it was becoming difficult to differentiate Dan’s services. Key issues included unclear communication, a feeble website, and outdated manual procedures—devoting over 40 hours of each week to client onboarding and follow-ups. Moreover, the firm’s top-tier £10K+ wealth plans were not effectively positioned, limiting revenue potential and growth.
The Solution
Zero Billion started a wide-ranging, multi-step strategy aimed at expanding Dan Stevens Wealth, automating the business, and attracting a higher quality of clients.
We started by rebranding the company’s image with Dan as “The Strategic Wealth Architect for High-Net-Worth Individuals.” This reset his messaging from generic investment advice to emphasizing outcomes such as generation of wealth that lasts through the generations and tax-strategic exit planning. We designed a new, upscale website, including compliance-ready features, live ROI calculators, and motivational client testimonials to further establish credibility and trust.
To drive targeted lead generation, we used a sophisticated AI-powered engine through Google Ads and LinkedIn campaigns. By targeting high-income professionals and business owners with incomes of more than £500K, not only did we reduce the cost-per-lead to an amazing £2.10 but we also increased conversion rates significantly.
One of the key elements of the solution was to enhance client retention. We introduced a tiered service model with entry-point plans starting at £2.5K/month and Private Client Circle members-only memberships at £20K+/month. Automated CRM processes were used, making follow-ups more effective and resulting in a 38% increase in long-term client retention.
Finally, Dan’s premium service product was rebranded as the “Private Wealth Masterplan.” This premium service now includes quarterly strategy sessions and co-branded webinars with legal and accounting experts, providing a full-service, high-touch experience for clients. These webinars alone represented generating 47% of all new premium clients in only six months.
Results
Dan Stevens Wealth achieved exceptional growth in just six months, with revenue skyrocketing 26X—from £15K to £400K per month. Here’s a breakdown of the key drivers behind this success:
Revenue Growth & Premium Clientele
- 70% of the increase came from high-ticket retainers, proving the firm’s ability to attract and retain premium clients.
- The shift toward high-value contracts indicates strong positioning in a lucrative market segment.
Lead Generation & Conversions
- 1,200+ qualified leads per month—a robust pipeline fueled by targeted strategies.
- 65% conversion rate, driven by optimized nurturing funnels—far above industry standards.
Operational Efficiency & Automation
- Automation slashed Dan’s weekly admin workload from 40 hours to just 5 hours, freeing up 35 hours/week for high-impact business development.
- This efficiency gain was likely a major catalyst in scaling revenue without proportional overhead increases.
Personal Brand & Authority Growth
- LinkedIn network expanded to 9,200+, enhancing visibility and lead generation.
Keynote invitations at top finance conferences solidified Dan’s reputation as an industry leader, further driving client acquisition.
“Zero Billion helped me achieve more in six months than I had in six years. Their systems unlocked scalable growth and gave me back the time to focus on strategic priorities.”
— Dan Stevens, Chartered Financial Planner
By way of strategic repositioning, automation, and high-end client acquisition, Zero Billion transformed Dan Stevens Wealth from a traditional advisory firm to a high-margin, scalable expert. Today, the business is more streamlined, commands premium pricing, and delivers long-term value to its high-net-worth individuals—showing that in a competitive industry, the right growth strategy can deliver exponential results.