From confused and frustrated about how to source clients to 10x Return and tripled annual revenue to £152k in 6 months

Wise Wealth provides financial coaching services, helping clients build wealth through strategic investing and financial education.

Industry

Financial Coaching (Services)

Company Size

1-10 employees (small-sized business).

Expertise

Wealth building coaching

Industry

Compliance Technology (SaaS)

Company Size

11-50 employees (small-to-medium-sized business).

Expertise

Passive Fire Monitoring Products

10K to 30K

Per Month Revenue

8 to 28

Cohort Expansion

10X

Return on Investment (ROI)

Key Areas of Struggle

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Lack of Clarity

Isaac was unclear on how to source clients effectively or where leads were coming from.

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Low Revenue

Generating less than £10k/month, Isaac was struggling to scale his financial consulting business.

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Time Wasted

Hours, days, and weeks were being spent on unproductive strategies that didn’t deliver results.

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Unstructured Processes

With no systems in place, Isaac’s efforts were scattered and inefficient.

What We Did

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Developed a Clear Strategy

Created a structured lead generation plan tailored to Isaac’s target market.

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Implemented Systems and Automations

Introduced automation tools to streamline client onboarding and lead tracking.

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Upskilled on Lead Generation

Helped Isaac adopt professional lead generation techniques and track key metrics for improvement.

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Expanded Service Offerings

Designed a new recurring revenue service for current clients, adding scalability and value.

Key Results Achieved

Cost Optimisation

Helped reduce the cost per lead by identifying and targeting engaged, qualified prospects through data-driven strategies.

Revenue Growth

  • Doubled revenue in 90 days to £20k/month.

  • Reached £30k/month in 6 months, generating £152k in additional revenue.

Cohort Growth

  • Increased cohort size from 8 to 28 clients.

Time Savings

  • 3x Isaac’s efficiency, automating manual processes, freeing up hours each week for high-impact activities.

Scalability & Confidence

  • Established a scalable lead generation and service delivery structure, with the confidence to lead the business forward.

Pipeline Growth

  • Exceeded client acquisition goals, creating consistent high-quality leads while managing to scale operations effectively.

Their Journey

10x Return and tripled annual revenue to £152k in 6 months

Business: Financial Coach

Location: London, UK

DAY 1

Revenue below to £10k/month

"Confused and frustrated about how to source clients and struggling with ins and outs of my business."

“When I met Ben, I was struggling with understanding the ins and outs of my business: Understanding where I was sourcing clients from, how to source them and other different things internally. Honestly, I was frustrated and confused about the next steps I needed to take to solve these problems.

I spoke to a few lead generation agencies but they were just trying to sell me

vs Ben actually wanting to understand my situation. So I thought I would take the leap of faith with him. What's been most beneficial was having a direction rather than me wasting hours, days and weeks and loads of money, trying different methods, that don’t even get me to where I want to go. Whereas working with Ben I get straight to the point, don’t doubt my decisions and I'm getting results directly.

As we got started some of the key things that we did was creating a structured plan of how I'm going to generate leads, attracting people in a more professional way with systems and automations and of course tracking everything so I know where to improve. With Ben’s help I’ve gone from a cohort of 8 students to a cohort of 18 and I’ve created another service to help current students even more, whilst also creating recurring revenue for myself. This has meant I’ve doubled my revenue to £69k in just 3 months, which could easily go to £80k after a few more sales calls.

So financially I’ve already had a 5x return but I’ve also systemised my business, there’s a lot more automation, a lot more clarity and peace of mind as a result. I now have a structure to lead generation, I’m not scattered everywhere and as a result I’m a lot more productive and a lot more effective with my actions. There’s no price tag I could put on this because honestly, it’s been priceless, I would say a 10X return bare minimum.

I also referred one of my friends to Ben’s coaching and he literally can’t stop talking about how amazing it is. It just goes to show that it's not only just me, who has benefited but also anybody else I refer to him. Thank you again Ben for all of your guidance. It's been really helpful, and it's also been inspiring for me to see how I can improve the quality of my service to make people feel the same way. Looking forward to the next 3 months!”

DAY 1

Revenue below to £10k/month

"Confused and frustrated about how to source clients and struggling with ins and outs of my business."

0 to 90 Days

2X revenue to £20k/month

"easily a 10X ROI"

90 to 180 Days

£30k/month made an extra £152k in just 6 months.

"absolutely priceless, I have the confidence to take the reigns from here"

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