The high-income marketing game for financial professionals just got a powerful new playbook. Daniel Schulte, founder of Wealthy Clients, is leading a national movement to help tax strategists and financial advisors consistently attract high-net-worth clients and secure $100K+ revenue months in under 30 days.
With his signature 12-Step Framework to Attracting High-Paying Tax Planning Clients now available for free through a new masterclass, Schulte is helping financial professionals break the ceiling on their income, client quality, and long-term growth, without relying on referrals or outdated tactics.
“If you’re great at your craft but invisible to the people who need you most, this masterclass changes that overnight,” says Schulte. “We’ve created a step-by-step system to turn clicks into wealthy clients.”
From Revenue Loss to High-Ticket Wins: Charles Hopkins’ $131K Breakthrough
One of the most striking success stories comes from Charles Hopkins, founder of Wealth by Taxes. After losing $41K/month in recurring revenue and facing the possibility of layoffs, Hopkins turned to Wealthy Clients to rebuild fast, and what followed was nothing short of a business transformation.
“In just a few weeks, I closed a $31,000 client and a $100,000 engagement, both from Facebook leads,” Hopkins says. “Now I wake up excited, my calendar’s booked, and I have a system that delivers every single day.”
Hopkins praised Wealthy Clients for not just generating high-quality leads but building the entire backend: funnel, ads, targeting, and automation, freeing him to focus on closing deals and serving clients.
Inside the Masterclass: The 12-Step Client Acquisition Framework
Daniel Schulte’s free masterclass lays out the exact process he and his clients use to:
- Attract $5M+ business owners using Facebook and Instagram ads
- Build high-converting funnels without being tech-savvy
- Generate predictable premium leads every day (without referrals)
- Close high-ticket packages using simple, scalable sales scripts
- Protect cash flow, scale teams, and grow into elite advisory firms
“Most tax planners and advisors undercharge and overdeliver. We fix that by making them visible, credible, and in-demand,” says Schulte.
Trusted by Top Financial Pros Nationwide
Wealthy Clients has quietly built a national reputation by working with some of the industry’s most elite advisors, helping them hit career-defining revenue goals:
- $100K+ months in under 30 days
- 30+ premium clients generated per campaign
- $31K–$100K engagements from a single lead
- Full pipelines without relying on referrals
“If you want to grow, like really grow, and are tired of the fluffy BS out there, Daniel is your guy. He’s going to kick your ass into shape and you’ll be proud of the results. I know I am.” Says Daniel Sleep, CPA.
About Wealthy Clients & Daniel Schulte
Wealthy Clients is more than just a digital marketing agency; it is a dedicated growth partner for tax strategists and financial planners across the United States. Founded by Daniel Schulte, the company’s mission is to empower professionals in the financial sector to consistently generate qualified leads and attract affluent clients, all without the need for cold calling or relying on referrals.
Back in 2018, Daniel started the business with zero capital. The early days were tough, just cold emails and calls, scrambling to book appointments. But Daniel knew one thing: he didn’t get paid to call, he got paid to close. So he built a system to max out his calendar and get in front of the right people. After refining his sales process, everything changed.
In late 2023, tired of working with low-margin restaurant clients, Daniel pivoted. Inspired by a Kevin O’Leary ad about tax savings, he dug into the tax planning niche, and it checked all the boxes. He implemented his marketing system for a test client and the results were explosive. That’s when Wealthy Clients doubled down on serving tax professionals and never looked back.
Today, Wealthy Clients is a digital marketing agency specializing in media buying, paid ads, copywriting, funnels, CRM solutions, and automation systems for tax planners and financial firms. The company has generated $1.5M+ for financial professionals nationwide and continues to help our clients reach new heights.
Final Word
Daniel Schulte isn’t just teaching theory; he’s delivering proven results. With a national roster of clients hitting new heights and a masterclass that unlocks the same 12-step system behind every success, Wealthy Clients is rewriting the playbook for tax and financial pros ready to grow fast.
Game on. The future of premium client acquisition starts now.
Join the free masterclass today: www.WealthyClients.com
Follow @wealthyclients for client wins, marketing insights, and lead-generation strategies:
- Instagram: https://www.instagram.com/thedanielschulte/
- Facebook: https://www.facebook.com/danielschulte97
- LinkedIn: https://www.linkedin.com/in/daniel-schulte/
- YouTube: https://www.youtube.com/@thedanielschulte
Media Contact
Company Name: Wealthy Clients
Contact Name: Daniel Schulte
Email: daniel@wealthyclients.com
Website: www.WealthyClients.com
Country: USA
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Biz Power News journalist was involved in the writing and production of this article.
