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Achieve your revenue goals

We help you find and build new client relationships



Learn how we can help youRead about data-driven marketing

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

 
There are over 1 million financial professionals prospecting for clients in the U.S.
 

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

 
We help financial firms thrive in today’s highly competitive market
with a lead-gen and sales-conversion solutions to help you achieve your revenue goals.
 

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 with
lead-generation and sales-conversion, all in one place. 

We find your ideal clients for you.

We help prospects understand your value and expertise.

We free up your time so you focus on what you do best. 

We use A.I. to discover your prospect's buying language to win more assets, faster.

We partner with firms 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 NEW CLIENTS FOR YOU...

Get the details

Discover how to succeed in today's economy ...

Learn from global sales experts on how to increase revenue, shorten the buyer's journey, and build your network of referrals.

Click the latest video. 

WATCH MORE

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

Have Buying Triggers

Busy & Overwhelmed

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. 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

Sonia is a remarkable creative and an absolute joy to work with.  She is genuinely concerned with doing outstanding work for her clients and she exceeded any expectations I could dream of. I recommend Sonia wholeheartedly - you will be grateful if you take the opportunity to work with her!

Anita Nielsen President

How we help you achieve your revenue goals...

Business Icon

Captivate with Concept Videos

Video is powerful.  75% of executives watch videos while working and 95% retain the information they just watched.

We specialize in concept videos that engage clients and prospects. Check out our video library of leaders using our videos to promote their services.

This service is available to Authors and Speakers focused on business, sales, marketing, finance, tech innovation, or the science of buying.

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Attract with Smart Ads

We attract your prospect's attention through value-driven digital ads to direct traffic to your website.

When you show up on the right sites with the right message, leads are inevitable.

We focus on what your prospects want to achieve and ensure you're showing up during their buyer's journey.

Your ads will be paired with a comprehensive strategy that propels your visibility and builds trust.

Team Lead Icon

Engage One-on-One

76% of consumers trust direct mail when they want to make a purchase decision. (MarketingSherpa)

Direct mail still pulls a higher response rate than any digital direct marketing medium. Its response rate ranges from about five to nine times greater than that of email, paid search, or social media. (ANA/DMA Response Rate Report)

We develop a compliance-approved direct mail campaign as part of our relationship-building strategy for your firm.

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

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Convert with A.I.

Sales is not a numbers game. It’s a people game.

Using the latest artificial intelligence technology we help you discover the values and buying language of any prospect.

From emails to social media profiles, discover their buying language and increase your sales effectiveness by up to 300% 

Get faster results when you directly address your prospect's most important concerns and close your sales in less time.

Let's Talk

Let’s discuss your goals to have a partner help you achieve your revenue goals over the next 12 months.

Our discussion will be confidential, game-changing and helpful.

Our focus is on quality engagements and we only work with an exclusive group of leaders that meet these starting qualifications -

- Authors and Speakers focused on business, sales, marketing, finance, tech innovation, or the science of buying.

- Independent/Hybrid RIAs or FinTech Firms with an easy to navigate
compliance process. 

Schedule a conversation to apply

 

Call & Schedule A Conversation

Office

210 E. Main Street
Montrose CO 81401

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