They're searching: "How much tax will I owe when I sell or exercise shares?" ·
"Should I wait or sell now?" · "When can I actually sell — lockups, vesting,
transfer rules?" · "How do I stagger sales to avoid tax and market pitfalls?" ·
"Do I need a will or trust now that I have this kind of money?" ·
"How do I make sure my family is protected if something happens to me?" ·
"What's the difference between a will and a trust — which one do I actually need?"
We help you answer their questions — and put you in front of them directly,
inside their 90-day window before they make permanent financial decisions.
Big firms are already flying advisors into Hawthorne, Brownsville, and Cape Canaveral — but most of these beneficiaries still prefer the personalized, one-on-one approach an independent firm gives them over a rotating rep reading from a script.
I build the LinkedIn funnel that puts you directly in front of them, nurtures the conversation around the questions they're actually asking, and carries it through to a booked consultation.
2026 is shaping up to be the biggest windfall year in a generation. Goldman Sachs projects $160 billion in IPO proceeds. Every listing creates a wave of first-time millionaires who need exactly what you offer.
Listed June 12, 2026 at $135/share. 4,000+ employees newly liquid in Hawthorne CA, Brownsville TX, and Cape Canaveral FL.
Valued at $300B+. Thousands of AI researchers and engineers with equity-heavy comp — first-time HNW individuals who've never managed this scale.
Three more mega-IPOs in the 2026 pipeline. Each creates a new wave. Advisors with a repeatable funnel system capture every one.
$84 trillion transferring from Boomers to Millennials. Business exits happen every week. These funnels run evergreen, year-round.
You don't touch any of this. I research it, build it, set it live, and hand you the keys. You show up to warm calls.
Before we write a word of copy, I dig into where these beneficiaries actually talk — Reddit threads, Facebook groups, niche communities — to find their real pains, questions, and objections. Your offer is built around what they're genuinely asking, not generic advisor talk, so it doesn't sound like the 1,000 other pitches already in their inbox. Compliant throughout — no bogus claims, no guarantees.
A full 21 days of organic LinkedIn content built from the same community research — speaking directly to the confusion, fear, and questions these prospects are already voicing in real time. This builds trust and authority alongside the paid funnel, not just a single ad in their feed.
We target SpaceX employees by employer, job function, seniority, and geography — Hawthorne, Brownsville, Cape Canaveral. Your ad reaches exactly who you want and nobody else.
Seven headlines built around distinct emotional triggers: urgency, tax fear, identity, concentration risk, lockup mechanics, peer comparison, and aspiration. We run them all, optimise for the winner, and scale the budget behind what converts fastest.
I write the script, direct you through recording your own 3-minute message, and edit the final cut — built around the same research so it answers the exact objections your prospects already have. You show up; everything else is handled.
One offer, one opt-in, compliance-safe copy built to hold your VSL. Designed to convert a cold SpaceX employee into a warm lead within 60 seconds.
We launch two formats simultaneously — a tax calculator and a readiness quiz — and optimise for whichever your prospects engage with most. Both convert at 78–90%, far above the ~20% typical of a PDF guide. The winner gets the budget. The loser gets retired.
Every click is tracked end to end — from ad, to landing page, to your CRM — so no lead ever falls through the cracks. You always know exactly where a prospect is in the funnel.
10 days of automated emails: tax strategy, concentration risk, lockup mechanics, estate planning basics, and finally — a call invitation. Prospects book directly into your calendar. You take the call.
We launch two lead magnets simultaneously and let the data decide. Whichever your prospects complete more, engage with more, and convert from more — that's the one we scale. No guessing.
They enter their share count, strike price, and salary. They see their gross windfall, estimated tax bill, after-tax net, and concentration risk rating. The numbers do the selling — no pitch needed.
5 questions on tax strategy, diversification, estate planning, lockup mechanics, and financial goals. Scored result: High Risk / Moderate / Well-Informed. Each person gets a personalised action list.
Run the math yourself. These are conservative estimates based on well-targeted LinkedIn campaigns in financial services.
Not a template. Not generic. Built around real conversations your prospects are already having, in your voice, for the exact client you want to attract.
Reddit, Facebook, and niche groups mined for real pains, questions, and objections.
Compliant positioning that doesn't sound like the other 1,000 pitches in their inbox.
Organic posts built from the same research, building trust alongside the paid funnel.
Employer + geography + job title + life event. Surgical precision.
Headlines, copy, and CTAs. We test all 7, optimise for the winner, scale behind it.
Script, direction, and edit for your on-camera message. You just show up.
One offer, one opt-in, compliance-safe. Hosted and live.
Tax calculator + readiness quiz. We run both, scale the one that converts.
Every lead tracked end to end. Nothing slips through the cracks.
Value first, booking CTA last. 10 days of automated trust-building.
Prospects book directly into your diary. You take warm calls.
The SpaceX lockup expires in roughly 3 months. That's when thousands of newly wealthy employees can finally sell — and when they'll be most anxious to find an advisor they can trust. The advisors and planners who are already in their inbox win the relationship.