Meet Dan Leonard, CFP®
Founder, AMP Private Wealth
When Dan first started exploring LinkedIn, he didn’t know exactly what to expect. Like many advisors, he saw the potential—but wasn’t sure how to turn connections into real, qualified leads. That changed when he joined Ascend.
Dan took what he learned and built a very targeted strategy to go after one of the largest Fortune 100 companies in the country.
The Result?
He cracked the code.
Dan successfully penetrated the company through LinkedIn, connected with decision-makers, and began landing appointments with highly compensated employees. Before long, he had built a $15 million book of business from that company alone.
“It’s the only time in my career I’ve been able to break into a big company and land multiple clients from the inside like that. And it all came from LinkedIn.”
But it didn’t stop there.
Dan’s success inside that company created a snowball effect. With the referrals, introductions, and credibility he gained, he was able to scale even further—and eventually had to pause prospecting because of how full his calendar had become.
How He Did It
Dan followed a few key steps from the Ascend system:
Once he had a few clients from that company, the rest came much easier. Word spread internally. His name was passed around. Suddenly, employees were reaching out to him instead of the other way around.
“When people started saying, ‘Oh, you should talk to Dan,’ I knew I had something special.”
Why This Matters for You
Dan didn’t buy leads. He didn’t cold call. He didn’t run ads.
He simply followed a proven system—and focused on mastering the fundamentals inside one company before trying to expand.
That’s the power of the right process paired with consistency. If you’re a financial advisor trying to grow your book of business, Dan’s story is proof that with the right approach, LinkedIn can open doors that seemed impossible before.
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