Two profile-verified prospects a month. One advisory firm per metro.
Semper Analytics is a capacity-limited prospect identification service for independent financial advisory firms. Each month, one client firm receives the two highest-probability prospects in its exclusive territory. That is the entire business.
How it works
Criteria-matched.
Every prospect is profile-verified against a data-driven standard: estimated investable assets above threshold, age and life-stage fit, trigger events such as an approaching retirement, a 401(k) rollover, a business sale, or an inheritance, geography inside the territory line, and behavioral intent signals.
Deliberately small.
A hard cap of two leads per month, and exactly one client firm per metro. The cap is not a marketing angle; it is the only way the work gets done to standard by the person doing it.
Honestly framed.
These are not appointments, and no contact has been made. Making contact, earning trust, and closing belongs to the firm. Semper Analytics is the precision targeting layer, not the growth strategy. Any lead that fails the stated criteria is replaced.
Who is behind this
Semper Analytics is run by Rashad Nelson, alone and on his own numbers, with no one to hand off the hard parts to. He spent six years as a data engineer before building this service, and he built it deliberately small. Clients deal directly with the person who does the work.
Current territory status. Atlanta: open