Case Study: How Pamela Sams Added $15M+ in AUM with Advisorist

The Challenge
Pamela Sams was doing all the right things—or so it seemed.
She was active on LinkedIn. She was trying to prospect. She was putting in the work.
But nothing felt consistent. And nothing was producing the kind of results she wanted.
“I was doing a lot of different things, but none of it was consistent. I was trying to figure it out on my own and wasting so much time.”

She didn’t want to cold call. She didn’t want to beg for referrals. And she definitely didn’t want to rely on tactics that felt outdated or pushy.
What Pamela needed was a system she could actually stick to—one that brought in the right people, the right way.

The Solution: The Advisorist LinkedIn Ecosystem

When Pamela joined Advisorist, she followed the step-by-step roadmap and committed to the daily actions.
“You get a roadmap when you sign up. If you follow it to a T, you’re up and running fast.”
Inside the program, Pamela learned how to:

  • Build a client-attracting profile on LinkedIn
  • Start natural, authentic conversations with high-net-worth prospects
  • Use permission-based messaging that led to booked calls—without being pushy
  • Stay consistent, thanks to the built-in structure of the Advisorist system

“You guys teach how to talk to people without being salesy. Just build the relationship first. Be human. That works.”

The Results
Within the first couple of years, Pamela:

  • Booked 90+ qualified meetings (and 100s of intro chats)
  • Added $15 million in new AUM
  • Built a sustainable, consistent lead flow system
  • Never spent a dime on ads, webinars, or events

“This is the first time I’ve had a system that actually fits who I am. I don’t have to pretend. I just show up, follow the plan, and the calls keep coming.”

What Worked

  • Structure: The roadmap gave her clarity and direction
  • Messaging: She stopped selling and started connecting
  • Support: Coaching, accountability, and community kept her momentum going

“There are no dumb questions. Everyone’s rooting for you and wants you to win. That made all the difference.”

Final Thoughts
Pamela’s story is a powerful reminder: success on LinkedIn doesn’t come from grinding harder—it comes from showing up with a strategy, a message, and a system that works.
“Advisorist gave me the roadmap, the tools, and the encouragement to scale without burnout. It changed my business.”

Break Through Income Stagnation and Add $10,000 - $50,000 in Additional Monthly Income

Where's The Best Place to Send The Systems?

Enter Your Info Below To Gain Access

By providing your information, you are giving Advisorist permission to contact you by mail, phone, text or email using automated technology to the data provided, even if the phone number is present on a state or national Do Not Call list. We do not sell your personal information and you can withdraw consent at any time. By submitting this form, you agree to our Privacy Policy & Terms of Service.