Lead Generation That Works While You Sleep
For Advisors, Planners, Producers, Acquirers, and Dealmakers.
Done-for-you email systems, newsletters, and high-converting content for the full Exit/Acquire Ecosystem. Advisors,exit planners, M&A dealmakers, acquirers, lenders, and producers.Written by a former Morgan Stanley analyst and M&A VP.
I've sat where you sit.
Jamie Dejter
Your Financial Ghostwriter
• Former Equity Research, Private Wealth Advisor, and M&A VP.• 6 years building lead generation systems for financial services.• Premium Ghostwriting Academy Member, trained by Nicolas Cole and Dickie Bush.I can write the way you think - because I've been on each side of the table.
Completely Confidential
I sign an NDA with every client I work with.
This means I don't share your name or any indication that the work was ghostwritten. In your voice, for your audience.
"The email course went live in March. By June the list had 400 owners on it and I had signed two exit planning engagements that came straight from the nurture sequence."
- CEPA Growth Advisor, Northeast
The Problem
Your Pipeline Is Whoever Happened to Call or Get Referred
Referrals are great. They are also unpredictable.Your best prospects are looking for information all the time. They are out there right now, reading someone else. It could be a competitor, an influencer, or the news.In financial services, attention is cheap and trust is extremely expensive.
Thousands may see a post.
A few hundred will trade an email for something useful.
A few dozen will read every week.
A handful will take a call.
Then one signs.
Then another.
The Ladder
One Ladder. Four Rungs.
Get seen.The Network Builder puts you in front of the prospects who cannot find you today.Capture. The Prospect Magnet turns that attention into a list you own.Nurture. The Publishing House engages new prospects and keeps every name on that list warm until they are ready to hire you.Own the Machine. The Digital Ghostwriter Brain installs the entire system inside your own team.
Linkedin Network Builder
Your prospects are on LinkedIn every day. But if you are like most, your profile reads like a resume. And your network grows slowly. And your ideal prospects aren't seeing your content.
The Network Builder fixes all three.
✓Your ideal client, found.
ICP defined, then translated into Sales Navigator searches that surface the exact client your practice serves.
✓A profile that converts.
Headline, banner, about section, and featured assets rebuilt so a visitor knows what you do, who you serve, and why to book, in ten seconds.
✓400 targeted connection requests per month.
Steady, compliant, and aimed. Your network grows with the right people every month.
✓Outreach that starts conversations.
Every new connection enters a sequence with two follow-ups. Peer to peer, never salesy.
✓12 posts per month in your voice.
The content that makes prospects accept the request and answer the message.
✓One-page monthly report.
Connections, acceptance rate, reply rate, conversations started. Signal only.
Prospect Magnet
Every seminar attendee, podcast listener, and profile visitor who does not book a call today disappears forever, unless a system is waiting for them. The Prospect Magnet is that system.
A 5-day educational email course and sequences that turn readers into booked calls.
✓Offer creation.The course topic and promise engineered around the one question your best prospects are already asking.
✓Voice replication. Interview plus analysis of your existing content. The course reads like you wrote it on your best day.
✓High-converting landing page. Built on Kit. You own the account and the list from day one.
✓The 5-day course. Five emails that teach, build trust, and position you as the obvious choice before a prospect ever speaks to you.
✓3-email FOMO sequence. Clear stakes, clear deadline, one CTA: book the call.
✓7-email conversion sequence. Objection handling, authority, and proof over the following weeks, for the readers who were not ready on day eight.Graduation path built in. Every subscriber flows into your newsletter when the sequence ends.
Publishing House Newsletter System
Your prospects will not recall a conversation from six months ago. They will recall the professional whose newsletter they have read every week for a year. The Publishing House keeps your name in front of your entire list, every week, without you writing a word.
Your Personal Publishing House
✓Weekly or bi-weekly newsletter. Insight-driven, written in your voice, sent under your name. The asset that compounds.
✓Weekly prospect email. Objection handling, proof, and positioning for the warm names on your list. Built to move readers toward a conversation.
✓Monthly flagship edition. A longer send at the end of each month. The piece your readers forward.
✓20 LinkedIn posts per month, repurposed. Every newsletter adapted into five posts per week. You choose which to publish. The work amplifies without doubling.
✓Your content library. Every piece organized into a permanent library for prospects, clients, and centers of influence.
✓Multi-channel distribution. Your email list and LinkedIn Newsletter, with Substack optional. One engine, every channel your prospects read.Best for professionals with an owned list, whether 300 contacts or 30,000, that has gone quiet. The natural next step for every Prospect Magnet client.
The Cold Deal Sourcer
Generate appointments directly with cold email outreach. Every message personalized for your client, your offer, and your practice.
Retainer-only buy-side sourcing
On-Market Coverage
✓ Your thesis distributed weekly to a working network of advisors.✓ Targets for your thesis identified and engaged.✓ Nurture sequences to build trust with advisors. You get the fits.
✓10 to 30 broker deals per month✓100% ownership of every lead✓$0 success fees
Off-Market Outreach
✓ Direct, disciplined outreach to owners who are not on the market.✓ Campaign system built for Lower Middle Market/SMB Acquirers.✓ We surface the owners worth a conversation. You take the calls.
✓1 to 5 new meetings per month.✓100% ownership of every lead✓$0 success fees
No success fee. On purpose
A success fee on a middle-market deal runs into the hundreds of thousands of dollars, and it points the incentive at closing something rather than closing the right something.A flat retainer keeps the math honest.You pay for coverage and effort, not for a percentage of an outcome you did most of the work to earn. It also keeps the engagement clean on the regulatory side, which matters to your counsel and to your LPs.
Your Digital Ghostwriter Brain
Nine custom content modules, built around your stories and your expertise, installed in the LLM your team already uses. Your firm generates deal-grade content on demand, in your voice, forever..
The Brain knows your voice on day one.
✓Nine custom modules. LinkedIn posts, outreach sequences, cold email, email courses, evergreen newsletters, whitepapers, sales email, financial research, and an editing guide. Each one built for your firm, then installed with the prompts your team runs.
✓Voice extraction and build. Interview plus analysis of your existing content. Your stories, your experience, your personality, encoded so every output sounds like you and never like a machine.
✓Recorded walkthrough manual. Full video walkthrough of every module, so the system survives staff turnover and never depends on memory.
✓Optional ongoing support. Editing, implementation, and quality control available monthly, priced to scope.
Start With the LeaK
Invisible online and living on referrals?
Start with the Network Builder.Attention coming in with nothing capturing it?
Start with the Magnet.A list that has gone quiet?
Start with the Publishing House.A team ready to own the machine?
Install the Brain.
See Where You Rank Against Your Peers
My Newsletter
The exit memo that advisors, acquirers, and dealmakers read every week.
Email, outreach, lead generation, content systems, and authority-building.
What You Get
✓The Craft
How to write for capital and clients.
Voice, structure, headline construction, and the rhythm of a piece that gets opened, read, and forwarded by someone managing other people's money.✓The Business Case
The economics of lead generation and content for a financial practice. Cost of a dormant list, return on a working one, and how owned lists and media compound into clients, mandates, and exits.✓Behind the Build
Tactical pieces on CIM quality, teaser construction, buyer list segmentation, and LOI dynamics.✓Financial Authority
How the best advisors capture exit-curious owners before they're shopping for representation.
Free Courses and Resources
Exit Planners and Financial Advisors
Every level of the funnel - done for you.
Services
The Prospect Magnet
A complete lead-gen funnel for your practice. Built in 2 weeks. Runs forever.
What's Included?
• 5-day educational email course written in your voice - this is the lead magnet.
• High-converting opt-in landing page (30-40% conversion vs. 1-2% for typical newsletter signups).
• 3-day FOMO follow-up sequence with clear CTAs that move readers to a call.
• 90 day nurture sequence with clear CTAs to nurture new leads.
• Full automation setup - email capture, sequencing, deliverability, all done for you.
• Project dashboard so you can track progress in real time.
• Voice and content audit before any writing starts.
• Final QA + launch testing - nothing goes live broken.
• Bonus: social media launch to drive initial signups out of the gate.Timeline: 2 weeks from kickoff to live.The system is yours once built. You share it everywhere, capture emails, you use this as a lead magnet on your Linkedin, or any other social platform. You build authority and engage your newest prospects automatically
The Publishing House Newsletter
Two emails a week, written in your voice, sent to your lists. For as long as you want to grow.
What's Included?
• Tuesday Value Newsletter (600–900 words) - insight your clients actually want to read.
• Thursday Conversion Email (250–350 words) - designed to move warm prospects to a call.
• Distributed everywhere on your email system or Kit + Linkedin, and Substack (optional).
• Weekly A/B subject line testing on every single send.
• Full ConvertKit / Kit management - drafting, loading, scheduling, deliverability.
• Monthly content calendar - you approve once. No chasing me for direction.
• Monthly performance report with one strategic recommendation, plain English.
• Compliance-aware copy - FINRA, SEC, and E&O considerations built in.
• Bonus: 15-minute monthly strategy call.An ongoing email system built for nurture, conversion, and referral generation.
Customized Proprietary Research
Institutional-grade research letters that win HNW whale prospects and anchor investment discussions.
What's Included?
• Monthly sector deep-dive (1,800–2,500 words) - thesis, valuation, risks, monitoring framework.
• Monthly macro / thematic letter (1,200–1,800 words) - the perspective HNW clients want before they rebalance.
• Branded exhibits, charts, and tables in your firm's design system. Built like research, not content marketing.
• Quarterly IC briefing pack (10–15 pages) - doubles as your firm's quarterly POV and best new-business asset.
• Primary-source standards - every claim cited to 10-Ks, earnings transcripts, Fed releases. No aggregators.
• SEC Marketing Rule compliance built in. Your compliance officer reviews a clean draft.
• Smarsh-friendly delivery - PDF + Word, version-controlled, archive-ready.
• Bonus: monthly 30-minute strategy call with your portfolio team.Timeline: 3-month minimum (covers one full quarterly cycle + IC briefing pack). Most firms reference the research in HNW meetings by month two.
Want to Learn More About My Process?
Check out my newsletter or one of my free courses here. Just click the logo.
For Dealmakers
Deal flow on autopilot.
Services
The Deal Origination Engine
Two automated funnels. One captures owners while they're still exit-curious. One puts your firm in front of every active buyer the moment a mandate signs. Built in 4 weeks. Runs as long as deals get done.
What's Included?
• 5-day educational email course written in your voice - trust built for owners who are exit-curious but 1 to 3 years out. The audience your competitors aren't keeping up with.
• High converting opt-in page - addresses the #1 reason owners don't subscribe to advisor content: the fear that subscribing signals intent. Built into the copy, not the fine print.
• Meeting Generator - Gentle FOMO sequence guiding your prospects and exit-curious owners to schedule conversations with you on autopilot.
• 120-day extended nurture sequence - because the owner who opts in this month is your client in 2027, not next quarter. Sequence calibrated for the multi-year window.
• Full automation setup - email capture, sequencing, deliverability, all done for you.
• Project dashboard so you can track progress in real time.
• Voice and content audit before any writing starts.
• Final QA + launch testing - nothing goes live broken.• Optional Anonymized deal tombstone integration - several emails feature one of your past deals (sector, size range, multiple, outcome). Credibility compounds with every email.
The DealMaker Newsletter System
Weekly newsletters to your seller and buyer lists - plus on-demand mandate teasers.
What's Included?
• Weekly Value Newsletter (800–1,200 words) - nurtures leads, engages exit-curious owners and referral partners across the multi-year window. Creates a high-converting a library of content for your clients and future clients.
• Weekly Buyer Newsletter (400- 600 words) - Active listings, to your PE, strategic, searcher/self-funded, and family office list. Includes a lead-in/short intro for the buyer perspective.
• Buyer blasts on demand - Segmented (goes to only the segments you want to show the deal to). This is a new mandate teaser drafted and sent within 48 hours. No volume cap.
• Rolling 90-day editorial calendar built around your active mandates. Approve once per quarter.
• List audit + segmentation before the first send - flag deliverability risks early.
• Monthly one-page report + quarterly strategy call. Signal only. No spreadsheet dumps.
• Bonus: LinkedIn repurposing - every newsletter adapted into 2 LinkedIn posts you publish under your own name.
• Optional add-on: CIM drafting additional cost per book, 5–7 day turnaround.Timeline: Ongoing. Brand voice and positioning discovery in week one. First newsletter live within 14 days.
The Off-Market Deal Sourcer
Generate appointments directly with cold outreach.
✓ Your Market Thesis, Written Like Research
A positioning piece in your voice that tells owners and referral sources exactly which businesses you sell, what you get for them, and why your name belongs on the engagement. Written by a former M&A vice president, so it reads like authority rather than advertising.✓ Direct Outreach to Business Owners
Researched, thesis-driven email to owners in your target sectors and size range. The ones who are quietly weighing an exit but have not called anyone yet. You take the conversations that come back.✓ Qualified Seller Responses Every Month
1-5 owner conversations and referral introductions, surfaced and handed to you. The sourcing is handled. Your job is the call and the close.✓ A Pipeline That Belongs to You
Every contact, every reply, every referral source. Exported, organized, and yours. When the engagement ends, the pipeline does not leave with it.✓ Zero Success Fees
A flat monthly retainer. I never touch your commission. The full success fee at close stays where it belongs, with you.✓ Compliance-Aware Delivery
Outreach and content built with the M&A broker exemption and FINRA Rule 2210 in mind where they apply, archive-ready from the moment it leaves my desk.Best for: M&A advisors, investment bankers, and business brokers who can close all day but lose the week to chasing the next mandate.
Want to Learn More About My Process?
Check out my free course on how to generate leads on autopilot.
Subscribe to my newsletter below.
For Acquirers
Retainer-only buy-side sourcing
A sourcing desk for private equity, independent sponsors, self-funded ETA searchers, search funds, and family offices.Your acquisition thesis, put in front of the brokers and business owners who control the deals you want. Every relationship, every list, every reply stays yours.
On-Market Coverage
✓ Your thesis distributed weekly to a working network of advisors.✓ Targets for your thesis identified and engaged.✓ Nurture sequences to build trust with advisors. You get the fits.
✓10 to 30 broker deals per month
✓100% ownership of every lead
✓$0 success fees
Off-Market Outreach
