About Us

At Wealth Wise Consulting, we help financial advisors who manage up to $200M in assets transform inconsistent prospecting into a predictable client acquisition system that drives sustainable revenue growth.

With over 20 years of experience in financial advisor practice management, our founder specializes in solving the most critical challenge for growth-minded firms: generating a steady pipeline of ideal clients. Advisors under $200M AUM face unique hurdles—from compliance requirements and competitive pressures to balancing client service with ongoing business development.

We remove the guesswork by building proven client acquisition strategies, scalable business systems, and predictable lead generation processes that give advisors confidence, clarity, and control over their growth. The result: more high-value clients, stronger profitability, and a scalable practice built to last.

 

Our Approach

  • Systematized Lead Generation
    We replace sporadic outreach with step-by-step frameworks. By leveraging LinkedIn networking and educational webinars, advisors create a steady, predictable pipeline of qualified prospects instead of a feast-or-famine cycle.

  • Standing Out in a Crowded Market
    Most advisors struggle to answer “Why me?” We help craft compelling niche messaging and client experiences that clearly differentiate them from competitors, turning them into the obvious choice for their ideal prospects.

  • Higher Conversion Rates
    Lead flow is only half the battle. We coach advisors to use a consultative sales approach that builds trust quickly and presents services in terms of tangible ROI, dramatically improving prospect-to-client conversion.

  • Metrics-Driven Improvement
    With simple KPIs and tracking tools, advisors gain clarity and control over their acquisition funnel. No more guessing if marketing is working – the data shows what to double down on and what to fix.

  • Hands-On Support
    We don’t just advise; we implement side-by-side with our clients. From reviewing LinkedIn messages to setting up webinar funnels, we provide real-time coaching, templates, and checklists. This ensures quick wins and sustained momentum.

Why It Matters

The numbers tell the story:

  • 55% of advisors cite winning new clients as their top challenge.

  • Only 1 in 5 advisors has a formal acquisition plan, yet those who do generate 175% more leads and 69% more new clients per year.

  • The cost of client acquisition has surged 75% in recent years, making efficiency and strategy more critical than ever.

  • 85–89% of advisors say they struggle to make time for marketing, spending less than two hours a week on business development.

Advisors know growth is essential – but without a system, they lose time, money, and opportunities. Wealth Wise Consulting provides the structure, strategy, and execution support to change that.

Our Promise

We help financial advisors achieve predictable client growth through a turnkey acquisition system that covers messaging, outreach, follow-up, and conversion. Our clients walk away with more clients, more consistency, and more confidence – and the freedom to focus on delivering exceptional service.

At Wealth Wise Consulting, our mission is simple: Define. Design. Deliver. – predictable growth for ambitious financial advisors.

Our Values

We understand that each financial advisory practice is unique. Our commitment is to deliver customized strategies that resonate with our clients' specific needs and aspirations.

We believe in going above and beyond for our clients. Our focus on exceptional service ensures that we build strong, lasting relationships grounded in trust and mutual respect.

Integrity is the foundation of our practice. We pledge to provide honest, straightforward guidance, allowing our clients to make informed decisions with confidence

We advocate for clarity in all our interactions. By maintaining open lines of communication, we create a transparent partnership that fosters peace of mind and empowers our clients on their growth journey.

We recognize that clear and consistent communication is vital to success. We are committed to actively listening to our clients, providing timely updates, and facilitating meaningful discussions that ensure alignment and understanding at every process step.

We take pride in our proven process and thoughtful advice. While we’re confident in our solutions, we recognize that success takes time and questions may arise. Our packages include follow-up meetings for support. We see your business as a partnership, not just a transaction.
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Our Founder

Meet Jeffrey MacDonald

As the founder of Wealth Wise Consulting, I help financial advisors define their vision, build stronger business models, and deliver consistent, high-impact client service. With over 20 years of industry experience, I’ve worked with hundreds of advisors across Canada—guiding them to create practices that are more efficient, profitable, and aligned with their goals.
 
As a Practice Strategist and Advisor Coach, I work closely with advisory teams to clarify what success looks like, uncover the gaps in their current structure, and implement tailored strategies to drive meaningful growth. From prospecting systems to client service models, I focus on the practical tools and frameworks that move businesses forward.
 
In addition to my consulting work, I’m a regular contributor to Advisor.ca, where I share insights on practice management, advisor specialization, and building a scalable, client-centric business.
 
I hold the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, as well as an MBA from the Schulich School of Business at York University. I’m committed to continuous learning and staying ahead of industry trends to better support the advisors I work with.
 
My mission is simple: to help financial advisors build better businesses—with more clarity, more structure, and more impact.