With over three decades in the business, Drew Barlow has tried it all.
Cold calling, seminars, direct mail—you name it. He’s tested just about every strategy out there.
The result? $630M in AUM.
But more than $150M of that was added in just the last two years.
The secret?
It’s one campaign. One process. One killer strategy for turning interest into assets.
After running a single campaign, Drew Barlow:
- Retained $120M from a list of orphaned accounts.
- Gained $5M in new assets from existing clients.
- Won a $50M prospect after a business sale.
- Sparked a wave of introductions.
And now, for the first time, Drew and his son Erik are showing you exactly how it works.
What You’ll Learn in this Webinar Replay:
- The exact campaign Drew runs that consistently pulls a 35% response rate
- The CRM filters and fields that help him spot business opportunities instantly
- How to create client moments that naturally lead to referrals, new assets, and warm introductions
- Access to the actual campaign templates and tools you can customize and launch right away
If you’re looking for a campaign that drives real engagement, creates real opportunity, and delivers real growth—this is it.
Drew Barlow
Financial Advisor
Beyond Investing Private Wealth of Wells Fargo Advisors
Erik Barlow
Registered Client Associate
Beyond Investing Private Wealth of Wells Fargo Advisors
