Lead Systems That Work While You Sleep
For Financial Advisors and M&A Dealmakers who would rather close clients than write content
Your competitors are publishing weekly. You have ideas stuck in your head and drafts you never shipped. I build the funnel, the newsletter, and the research, in your voice, so the next prospect who needs you finds you first.
I've sat where you sit.
Jamie Dejter, Founder of Dejter Consulting
• 12 years in Finance - Morgan Stanley Equity Research, Cetera Private Wealth, and VP at Acquisight M&A.
• Trained ghostwriter - Premium Ghostwriting Academy under Nicolas Cole and Dickie Bush.
• Published daily - Seeking Alpha, Substack, Medium, Beehiiv.
• I write the way advisors and dealmakers actually think - because I was one.
You’re the most credible expert in the room.
Your ideal prospects don't know you exist.
Your competitors are not smarter than you. They're publishing. Weekly newsletters, proprietary research, LinkedIn content, lead funnels - they're in front of prospects every week.You have ideas in your head and drafts that never shipped.That's the gap I close.
What We Build For You
You bring the expertise. I turn it into systems that close.
We become your behind-the-scenes, premium content team. You share your ideas, expertise, and perspective. We turn it into polished, converting systems and messaging that sounds exactly like you.
• Lead generation funnels that capture/qualify prospects.
• Weekly newsletters for clients and prospects, in your voice.
• Proprietary research and whitepapers that win big clients.
• Cold outreach systems that book discovery calls.
• Email automations that nurture warm leads to a yes.
• Social repurposing that drives traffic back to your list.
Free Courses
The two free email courses below explain how this system works for M&A Advisors and Independent Financial Advisors.
Services:Pick Your Track
Each service plays a unique role in bringing qualified prospects to your inbox. Click your profession to see the services.
For Financial Advisors
Every level of the funnel - done for you.
The Email Authority Engine
A complete lead-gen funnel for your practice. Built in 2 weeks. Runs forever.
Most advisors have a website. Very few have a system that turns visitors into warm prospects automatically. The Engine changes that - built once, delivered live, then it works while you sleep.
What's Included?
• 5-day educational email course written in your voice - this is the lead magnet.
• High-converting opt-in landing page (30–70% conversion vs. 1-10% for typical newsletter signups).
• 3-day FOMO follow-up sequence with clear CTAs that move readers to a call.
• 90 day nurture sequence with clear CTAs to nurture new leads.
• Full automation setup - email capture, sequencing, deliverability, all done for you.
• Project dashboard so you can track progress in real time.
• Voice and content audit before any writing starts.
• Final QA + launch testing - nothing goes live broken.
• Bonus: social media launch to drive initial signups out of the gate.Timeline: 2 weeks from kickoff to live.
The Authority Retainer
Two emails a week, written in your voice, sent to your lists - for as long as you want to grow.
Your prospects won't remember you from a meeting six months ago.
They will remember the advisor whose newsletter shows up every Tuesday.
That advisor can be you, without writing a word.
What's Included?
• Tuesday Value Newsletter (600–900 words) - insight your clients actually want to read.
• Thursday Conversion Email (250–350 words) - designed to move warm prospects to a call.
• Weekly A/B subject line testing on every single send.
• Full ConvertKit / Kit management - drafting, loading, scheduling, deliverability.
• Monthly content calendar - you approve once. No chasing me for direction.
• Monthly performance report with one strategic recommendation, plain English.
• Compliance-aware copy - FINRA, SEC, and E&O considerations built in.
• Bonus: 15-minute monthly strategy call.
Customized Proprietary Research
Institutional-grade research letters that win HNW whale prospects and anchor investment discussions.
Most advisors send commentary that sounds like a generic market wrap.
I produce research that sounds like it came from a boutique sell-side desk - because that's where I came from.
What's Included?
• Monthly sector deep-dive (1,800–2,500 words) - thesis, valuation, risks, monitoring framework.
• Monthly macro / thematic letter (1,200–1,800 words) - the perspective HNW clients want before they rebalance.
• Branded exhibits, charts, and tables in your firm's design system. Built like research, not content marketing.
• Quarterly IC briefing pack (10–15 pages) - doubles as your firm's quarterly POV and best new-business asset.
• Primary-source standards - every claim cited to 10-Ks, earnings transcripts, Fed releases. No aggregators.
• SEC Marketing Rule compliance built in. Your compliance officer reviews a clean draft.
• Smarsh-friendly delivery - PDF + Word, version-controlled, archive-ready.
• Bonus: monthly 30-minute strategy call with your portfolio team.Timeline: 3-month minimum (covers one full quarterly cycle + IC briefing pack). Most firms reference the research in HNW meetings by month two.
For Dealmakers
Deal flow on autopilot.
The Deal Origination Engine
Two automated funnels. One captures owners while they're still exit-curious. One puts your firm in front of every active buyer the moment a mandate signs. Built in 4 weeks. Runs as long as deals get done.
What's Included?
• 5-day educational email course written in your voice - built for owners who are exit-curious but two years out. The audience your competitors aren't even speaking to yet.
• Confidentiality-forward opt-in page - addresses the #1 reason owners don't subscribe to advisor content: the fear that subscribing signals intent. Built into the copy, not the fine print.
• 21-day extended nurture sequence - because the owner who opts in this month is your client in 2027, not next quarter. Sequence calibrated for the multi-year window.
• Anonymized deal tombstone integration - every send features one of your past deals (sector, size range, multiple, outcome). Credibility compounds with every email.
The DealMaker Newsletter System
Weekly newsletters to your seller and buyer lists - plus on-demand mandate teasers.
In M&A, the deal you close in 2026 starts with a conversation in 2024.This system keeps your firm in front of exit-curious owners and active buyers for as long as it takes - so when the moment finally arrives, you're the call they make first.
What's Included?
• Weekly Seller Newsletter (1,000–1,400 words) - educates exit-curious owners across the multi-year window.
• Weekly Buyer Newsletter (600–1,000 words) - to your PE, strategic, and family office list.
• Buyer blasts on demand - new mandate teaser drafted and sent within 48 hours. No volume cap.
• Rolling 90-day editorial calendar built around your active mandates. Approve once per quarter.
• A/B subject line testing on every send.
• List audit + segmentation before the first send - flag deliverability risks early.
• Compliance layer - M&A broker exemption and FINRA Rule 2210 where applicable. Smarsh-ready archive.
• Monthly one-page report + quarterly strategy call. Signal only. No spreadsheet dumps.
• Bonus: LinkedIn repurposing - every newsletter adapted into 2 LinkedIn posts you publish under your own name.
• Optional add-on: CIM drafting at $1,000 per book, 5–7 day turnaround (market rate is $2,500-$5,000).Timeline: Ongoing. Brand voice and positioning discovery in week one. First newsletter live within 14 days.