The New Advisor

The New Advisor Who Built Her Own Network

No Network. No Referrals. No Chance.

Aaditi Kumar had only been an advisor for two years. She had no network. No referrals. No warm introductions.

She asked her parents, both physicians, if they could introduce her to their colleagues. They said no. Their friends were older, established, and wouldn't trust a new advisor with their money.

She was stuck before she even started.

A Different Way to Learn

Then she found Capfluence.

She didn't just use it to find prospects. She used it to learn. The Academy taught her how modern client acquisition actually works. How to pick a niche. How to position herself. How to reach out in a way that gets responses.

She realized she didn't need to compete for the same clients everyone else was chasing. She needed to find people who would actually want to work with her.

Going Specific

So she got specific.

Physicians. But not just any physicians. Doctors who had recently graduated from medical school and just started residency. People her own age who she could relate to. People who were more likely to respond to someone who understood their stage of life.

Then she went deeper.

Indian doctors. In the Durham Region of Ontario. People who shared her background. People who would see her name, read her message, and feel a connection before they even replied.

The Breakthrough

She reached out on LinkedIn. The responses started coming.

These doctors had just started earning a salary for the first time. They had loans to pay back. They had no idea how to financially plan for the future. And here was someone who understood exactly where they were.

Where She Is Today

Today, Aaditi has a book of business filled with young Indian physicians. Clients who trust her. Clients who refer her to their colleagues. Clients she found herself.

She didn't wait for a network to be handed to her.

She built one.


Case studies

Read more case studies

A Top 5 Canadian Bank

One of Canada's largest banks had advisors who were great at managing money but struggled to bring it in. They launched Capfluence across a large region of their private wealth division and saw strong growth within 90 days. Now they're expanding across the country, transforming portfolio managers into entrepreneurs.

A Top 5 Canadian Bank

One of Canada's largest banks had advisors who were great at managing money but struggled to bring it in. They launched Capfluence across a large region of their private wealth division and saw strong growth within 90 days. Now they're expanding across the country, transforming portfolio managers into entrepreneurs.

A Top 5 Canadian Bank

One of Canada's largest banks had advisors who were great at managing money but struggled to bring it in. They launched Capfluence across a large region of their private wealth division and saw strong growth within 90 days. Now they're expanding across the country, transforming portfolio managers into entrepreneurs.

The Targeted Advisor

Natasha Jackson used to be a lawyer. She started her own firm, built it, and sold it. Now she uses Capfluence to find lawyers who just started their own firms, inviting them for coffee and becoming the advisor they trust because she has been exactly where they are.

The Targeted Advisor

Natasha Jackson used to be a lawyer. She started her own firm, built it, and sold it. Now she uses Capfluence to find lawyers who just started their own firms, inviting them for coffee and becoming the advisor they trust because she has been exactly where they are.

The Targeted Advisor

Natasha Jackson used to be a lawyer. She started her own firm, built it, and sold it. Now she uses Capfluence to find lawyers who just started their own firms, inviting them for coffee and becoming the advisor they trust because she has been exactly where they are.