Build a pipeline of business owners, retirement plan sponsors, and high-net-worth prospects — with AI-personalized outreach that sounds like it came from you.
New to JYNI? Product overview · Features & workflow · Lead-gen playbooks
Independent financial advisors and RIAs face a paradox: the clients most worth having — business owners with $1M+ in investable assets — are the hardest to reach through traditional channels. Seminars, referrals, and COI networks work, but they're slow to scale. JYNI gives advisors a systematic way to identify and engage business owner prospects using public business data, personalized outreach, and automated follow-up sequences that nurture leads until they're ready to have a conversation.
Agents mine verified owners in your territory — with checked direct phone, email, and website. Owner-direct, not a shared list five other people already bought.
JYNI writes and sends your sequence from warmed, managed domains, then sorts every reply — booking the interested ones so you get to them first.
On-brand posts across your channels keep you visible between touches — so when they're ready, you're the name they already know.
CPAs, estate attorneys, and business brokers are the top referral sources for high-net-worth advisors. Systematically building and nurturing these relationships — tracking every touchpoint in a CRM — is the highest-lifetime-value channel for most advisors.
Educational events targeting business owners (exit planning, tax-efficient retirement, business valuation) work well but require significant time and upfront cost. Results are inconsistent without strong follow-up systems.
Google Ads and LinkedIn Ads for financial advisors are expensive and tightly regulated. Organic content (blog, LinkedIn posts) is lower-cost but takes 6–12 months to build meaningful traffic.
Most advisors don't cold-prospect business owners, which makes it a relatively uncrowded channel. Reaching out to owners of businesses with 10–50 employees who are likely approaching a liquidity event or retirement horizon can yield high-quality discovery calls.
JYNI identifies business owners by employee count, industry, and business age — strong proxies for net worth and planning needs — then runs personalized outreach campaigns that position you as a specialist in their space.
Filter by employee count, SIC code, and years in business to find owners likely to have significant liquid or illiquid assets — your ideal planning clients.
JYNI sends educational, non-promotional outreach that avoids triggering advertising regulations — focused on value, not solicitation.
Business owners take months to make advisor decisions. JYNI's drip sequences keep you top-of-mind over 6–12 months without requiring manual follow-up.
Track your CPA, attorney, and business broker relationships separately from prospects — log every lunch, call, and referral in one place.
B2B cold email to business owners is generally permissible when it's educational rather than promotional. You should not make performance claims or solicit investments via cold email. Always consult your compliance officer before running outreach campaigns. JYNI's templates are designed to be educational and informational.
JYNI works best for independent RIAs, fee-only planners, and advisors who specialize in business owners, exit planning, or retirement plan sponsors. It's less suited for advisors focused on retail investor acquisition through referrals alone.
Yes. JYNI filters by employee count, revenue range, SIC code, years in business, and geography — all strong proxies for business owner net worth and planning needs.
Any prospect who replies asking to be removed is flagged and suppressed from all future outreach automatically. You can also manually add suppression lists for existing clients and COI contacts.
Start free. 100 credits, no card. Verified owners, reached on autopilot.