Case Study: Dynamic Wealth Advisors achieves scalable growth and more client appointments with OutboundEngine

Scalable Growth for the Independent Advisor

Dynamic Wealth Advisors, led by COO Craig Morningstar, is a Scottsdale-based RIA founded in 2009 that provides turnkey advisory services. To achieve rapid, scalable growth the firm needed a better approach to business development—advisors weren’t investing in online marketing and were spending too much time on non-revenue activities like cold calling.

They implemented OutboundEngine’s compliance-reviewed, automated email campaigns and relied on a dedicated launch team to manage it. The one-to-many solution freed advisors to focus on clients, shifted outreach from cold pitches to informed conversations, provided engagement tracking (email clicks), increased scheduled appointments, and delivered measurable, scalable growth.

Dynamic Wealth Advisors

Craig Morningstar

Dynamic Wealth Advisors