Holborn Assets
A 25-year-old Dubai-based financial advisory firm transitioned from referral-dependent growth to scalable outbound lead generation, securing 35 SQLs with a 3x ROI in just 3 months by repositioning as a consultative wealth management partner.
What Holborn Assets Was Facing
Founded in 1998, Holborn Assets had traditionally relied on referrals as its primary source of new business. The sales process had become increasingly transactional and product-driven, limiting deeper engagement with CXOs, Directors, and Business Owners. Many prospects already had existing financial advisors or did not perceive an immediate need for additional services. Holborn wanted to shift toward long-term, consultative relationships by positioning themselves as independent advisors offering no-obligation portfolio reviews.
How We Delivered Results
Starting August 2023, Prospect Engine implemented a 3-month targeted outbound campaign focused on senior decision-makers across the UAE. The strategy repositioned Holborn from a product-centric provider to a trusted advisory partner through precision targeting of CXOs, Directors, and Business Owners across multiple industries, combined LinkedIn and email outreach engaging 5,100+ prospects, messaging centered on second-opinion and no-obligation portfolio reviews, and clear positioning in wealth management, tax planning, and global mobility.
Services Used
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