For Registered Investment Advisory Firms
20+ Qualified
Appointments
Every Month.
Govela Consulting deploys a fully managed AI outbound system that contacts 10,000+ prospects per month, qualifies the best-fit leads, and fills your calendar — so your advisors can focus entirely on closing and serving clients.
0+
Prospects Contacted / Month
0+
Qualified Appointments / Month
AI CRM
Included & Fully Managed
$7,500
Starting Per Month
The AI Growth Engine
Your pipeline,
fully on autopilot.
Most RIA firms with 10–20 employees have no dedicated sales development team. Growth depends on referrals, conferences, and hope. The AI Growth Engine changes that equation permanently.
We build, deploy, and manage a complete AI-powered outbound system on your behalf. You receive a steady stream of qualified discovery calls booked directly onto your advisors' calendars — every single month.
This is not a software tool you manage. It is a fully managed growth system. Govela handles the technology, the data, the copywriting, the follow-ups, and the reporting — so your team never touches it.
Live Pipeline Dashboard
What's Included
AI SDR Outreach
10,000+
prospects / month
Our AI Sales Development Representative runs 24/7, identifying and contacting over 10,000 qualified RIA prospects per month across email and LinkedIn — without a single SDR on your payroll.
Lead Qualification Engine
20+
appointments / month
Every reply is scored and filtered by AI. Only prospects that meet your ideal client profile — AUM, firm size, service gaps — advance to a booked appointment on your calendar.
AI-Powered CRM
100%
pipeline visibility
A purpose-built CRM tracks every touch, conversation, and pipeline stage in real time. Your team always has full visibility into where each prospect stands.
Sales Coaching & Analysis
Monthly
advisory sessions
Lawrence Velarde reviews call recordings, appointment show rates, and close metrics monthly — and delivers actionable coaching to sharpen your team's conversion process.
How It Works
From zero outreach
to 20+ meetings.
A six-step system that runs continuously in the background while your team focuses on what they do best.
Data Pipeline Overview
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Onboarding & ICP Definition
We work with you to define your ideal client profile — AUM range, firm type, geography, and decision-maker persona. This drives every targeting decision in the system.
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Data Build & List Sourcing
Our AI assembles a verified list of 10,000+ RIA prospects per month that match your ICP. Contacts are validated for accuracy and enriched with firmographic data.
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AI Outreach Sequences Launch
Personalized multi-touch sequences go out across email and LinkedIn. Messaging is tailored to the pain points of small RIA owners: time-to-AUM growth, referral dependency, and team bandwidth.
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AI Qualification & Nurturing
Every reply is handled by AI in real time. Interested prospects are moved through a qualification funnel that confirms fit before a calendar invite is sent to your advisor.
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Qualified Appointments Delivered
You receive 20+ confirmed, pre-qualified discovery calls per month directly on your calendar. No chasing, no cold calling, no SDR management.
- 0606
Monthly Reporting & Sales Coaching
Lawrence Velarde reviews live performance dashboards with your team monthly — analyzing open rates, reply rates, appointment show rates, and close ratios — with coaching on how to improve conversions.
The entire system is live and generating appointments within 2–3 weeks of onboarding.
The System
Everything included.
Nothing to manage.
$7,500/month
Fully managed. No setup fees. Cancel anytime.
System Flow
AI SDR — 10,000+ Prospects/Month
Outbound Engine
A fully autonomous AI Sales Development Representative identifies, contacts, and follows up with over 10,000 RIA decision-makers per month across email and LinkedIn. No SDR salaries. No management overhead.
20+ Qualified Appointments/Month
Lead Delivery
Every appointment that lands on your calendar has passed a multi-step AI qualification process — right AUM, right firm size, right intent signal. Your advisors only meet with pre-vetted, interested prospects.
AI-Powered CRM
Pipeline Management
A purpose-built CRM tracks every prospect interaction, reply, and pipeline stage in real time. Live dashboards give your leadership team full visibility into the health of your sales pipeline at all times.
Live Performance Reports
Reporting & Analytics
Monthly performance reports cover outreach volume, reply rates, appointment show rates, and conversion trends — giving you full transparency into what the system is delivering and where it can improve.
Sales Analysis & Coaching
Advisory
Lawrence Velarde reviews recordings, data, and close metrics with your team monthly. Coaching focuses on improving discovery call conversion, objection handling, and proposal-to-close ratios.
Book a Strategy Call
Let's build your
growth engine.
On a 30-minute strategy call, Lawrence Velarde will audit your current prospecting process, benchmark your firm against comparable RIAs, and show you exactly what the AI Growth Engine would deliver for your specific situation.
Free 30-minute strategy session
Custom projection: appointments & AUM growth potential
No obligation — just a clear picture of what is possible