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Connecting You to more prospects in less time

 

We Help Busy Financial Advisors Pack Their Pipeline with Quality Prospects

 

Learn how we can help you  

Read about data-driven marketing

Do you want a better way to prospect and get new clients?

 
There are over 800,000 Financial Advisors prospecting for clients in the U.S.
 

How do you plan to stand out, easily engage and convert prospects?

 
We help Financial Advisors like you thrive in today’s highly competitive market
with a prospecting solution to find and engage your ideal client.
 

Ask yourself... 

 
⊕  Are you too busy to prospect for new leads?
 
⊕  Are you struggling to attract leads and convert them into clients?
 
⊕  Are you concerned about how to sustain the growth of your firm in a digital age?
 

 

At Curio Haus, we’re here to help -

✅ We find your ideal clients for you

✅ We help prospects understand your value and expertise

✅ We get prospects to have a conversation with you about their financial goals
 
✅ We free up your time so you focus on what you do best - Helping investors achieve their goals


We partner with advisors who are:

Growth Centric

Growth Centric

I want a full pipeline of prospects to engage with.

Solution Focused

Solution Focused

I look for the most effective ways to convert prospects into clients.

Regional Leaders

Success Oriented

When my clients are successful, I'm successful.

Data Driven

DATA DRIVEN

I want to use the best data to fuel my sales pipeline.

How we find prospects for you...

Get the details

Drive with Digital Life Analytics®

Attract with Smart Digital Ads

Engage 1-on-1

Convert with Active401k®

Learn how to sell in the digital economy ...

We want you to succeed.

Watch videos from the world's best sales experts on how to land more high-value clients. 
WATCH MORE

Do you know what motivates your ideal client?
We do.

Privacy is important

Active on niche sites

Engages Offline

Quality builds trust

accolades 

Sonia is amazing! She’s a motivated, intelligent, integrity-driven strategist. She always takes care of the details and collaborates with teams effortlessly.

Pablo D. Executive Vice President

Sonia is able to strategize and execute for both short-term and long-term success. Her efforts produce high-quality results consistently. Sonia possesses a winning combination of technical skills, business sense, uncommon creativity.

Amnon R. CEO

Forward thinking, intelligent, energetic and self-motivated leader. Sonia denotes a lot of analytical capability and willingness to develop excellence in every project she touches. Working with her is a sign of success.

Xavier E. General Manager

Sonia went above and beyond to fully flush out all of the details with no concern for time. It was very refreshing. In my opinion, the service I received in this single phone call could have been sold as a package that lasted for six months at a much higher cost. I really think Curio Haus over delivered. I plan to work with them on a long-term basis

Travis M. BROKER / Executive Board Member

I have been working with Sonia Dumas of Curio Haus for over a year now and I truly appreciate her marketing knowledge and wisdom regarding my upcoming web platform for advisors. Her ideas and strategies are spot on concerning the care one must take in understanding and implementing a processed approach in launching my site.  Her consultative skill set combined with her passion for helping advisors makes her a superior consultant to the advisor space.

James E. CEO

Sonia is an all-around phenomenal marketer when it comes to effective strategy, planning, and execution. Her approach is knowledgeable and precise based on years of experience and this shines through in the results she achieves for her clients. It's a fantastic experience working alongside Sonia, and I would highly recommend her to anyone.

Chris M. CEO

I am so impressed with Sonia. We met recently when she interviewed me about a book I'd written. What's more, the finished product was exceptional -- polished, illustrated for storytelling and impact, thoughtfully constructed. I was absolutely blown away. I can strongly recommend her as a sales expert for the financial community and an interviewer to follow for everyone in sales.

Deb Calvert President

How we find your ideal client...

Business Icon

Drive with Digital Life Analytics®

Knowledge is power.  Digital Life Analytics® gives us insights into the emotional drivers of your ideal clients so that we can motivate them to contact you.

Collaboration Icon

Attract with Smart Digital Ads

We attract your prospect's attention through emotion-driven digital ads to motivate engagement.

 

 

Team Lead Icon

Engage One-on-One

Every month we develop a compliance-approved direct mail campaign to have prospects contact you directly.  

This exclusive service is only available to advisors who meet our qualifications. Apply today.

Partner Icon

Convert with Active401k®

Active 401K makes prospect conversion as simple as point and click. Click to learn more.

Let's Talk

Let’s discuss your goals to have a partner help you drive growth and engage new clients over the next few quarters.

Our discussion will be confidential, enjoyable and helpful.

Our focus is on quality engagements and we only work with an exclusive group of qualified advisors.

When you're ready, schedule a conversation to apply.

 

Call & Schedule A Conversation

(855) 268 1341

Office

210 E. Main Street
Montrose CO 81401

Send A Quick Message

Office

Curio Haus
210 E. Main Street
Montrose CO 81401 
(855) 268 1341

 

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