Build Your Virtual
Bridge to Success - with
Virtual RIA
Tired of Outdated Acquisition Strategy? You don't
need to buy lead lists or make 50 calls per day.
You need a system that works for you
Compliance First - 97% Approval Rating 2025
More appointments with Affluent Households Without lifting a finger.
The Virtual Bridge System requires no extra time aside from taking the meetings we book for you.
We Source, Qualify, Schedule, AND Nurture the contacts for you, so that you can focus on what matters most.
Stay Connected
On Auto-Pilot
With our direct CRM integrations (Redtail, Wealthbox, Salesforce, etc) - Communication has never been easier.
Every reply and sent message is immediately relayed to your current system, so that you can monitor and communicate 24/7
Build Without Burnout
Tired of outdated acquisition strategy?
Maybe your current marketing program just isn't working like you hoped it would. Maybe it requires too much time.
The worst part of the job - All the texts, calls, and emails you need to send every single day.
The good news is - we handle 100% of the communication until they sign with you.
We remind them of appointments, nurture them into closing, and have a 5 Year long nurture campaign to make sure no lead goes stale.
Virtual RIA is here to help, with 100% hands-off appointment generation and lead nurturing approach. All you have to do is join the meetings we schedule for you, and sign 2-5 new clients every month (Per advisor)
Appointment Booking with
Qualified Households
Once we source the leads (Ads, Outreach, etc) we contact them directly on your behalf, and qualify them to your standards.
Do you only want Individuals with $750K in Investable Assets or more? We can do that.
Do you only want households with $5-10M in INvestable Assets? We can do that too.
Nurture Campaigns &
Time-Saver Systems
Stop wasting time by calling, texting, and emailing a lead you got a year ago. Let us handle the heavy lifting of getting them on your side, and then you just take the appointment when we schedule it.
Higher Close Rates, More Affluent Clientbase
With our nurture & contact systems / automations, you'll never worry again about "Did i remember to send them an email?" or "Did i return that call?".
We handle all the nurturing & trust building up until you sign them, so you can focus on what matters.
Compliance Friendly Solutions
We've worked with the big 6 Custodians, and have mastered our "First-Try" Conpliance approach.
We know what will get approved, and we work within the limits to produce a polished product, at never-before-seen compliance approval speeds.
Lead Generation & Management
We generate and manage all leads for you, so that you don't have to worry about staying organized or compliant.
Integrations
Including but not limited to:
Salesforce, RedTail, HighLevel, Wealthbox & MORE
🔎 How does this work with complaince?
Over our years in business, we know what passes and what doesn't. We've worked with nearly every major Custodian, and are often able to pass our full campaign through compliance first try. We work directly with your compliance so that you don't have to lift a finger.
✋ What is a "Sat" Appointment?
A Sat appointment is a scheduled meeting that actually shows up.
A lot of our competitors guarantee appointments booked - but only 50% of them actually show up.
We wanted to clearly distinguish our service by specifying that we guarantee appointments that are actually met with - not just bookings on a calendar.
💵 How much does this cost?
The exact number depends on your market and goals - but most Solo Advisors invest between $3,000-6,000 per month, while small firms (3-6 Advisors) invest between $6,000-12,000 per month because they have more calendars to fill.
⏰ How much of my time and input is needed?
The only thing you need to do is take the meetings we set for you.
We often film Video Ads for your campaign as well (If you want to) and that averages about one hour per month of quick filming.
Other than that - our system is completely hands-off.
Why This Platform?
We've spent over a decade taking traditional service-based business models such as lawyers, doctors, insurance agents and more - and building their Virtual Bridge.
Webinars, Steak dinners, Lead lists and Referrals are in the past. Relying Solely on any one of them is destined for failure - especially in the new technology shift of the 2020's.
With each new generation - they get lazier. Nobody wanted to go to the Movies or Blockbuster, now they sit at home and watch Netflix.
Nobody wants to pick up the phone and call a taxi, so they tap a few buttons and order an Uber.
Nobody wants to see their doctor anymore - which is why corporate Giants such as Amazon and Walmart have recently opened
Telehealth divisions - where you can hop on a Zoom call and get real care from a real doctor.
It's safe to say that Wealth Management is following the same path with each new generation that approaches retirement age - and it would be smart to build your Virtual Bridge before you're competed out of the market by others who started sooner.
It's really amazing. I wasn't really growing at the pace i wanted because i was just relying on referrals and the occasional seminar the my firm held. I started with these guys back in 2023 and i think by month two i already had three new clients (Not small ones ether...)
Virtual RIA was so quick to get approved and running, i almost thought they skipped the compliance checks LOL. Within a few weeks i had a fully functional online presence. Since then i've had at least 5 meetings every week from them. Definitely use their system if you can.
Send Us A Message!
Have any questions? Feel free to reach out to [email protected]
