Frequently Asked Questions

The basics

Who is Matthew Payne?

Matthew Payne is the founder of Matthew Payne Consulting, based in Scottsdale, Arizona. He helps financial advisors, VC and emerging fund managers, and attorneys build relationships with high net worth clients and investors, peer to peer, with the work run by Jarvis, the agentic technology he built. His background is two decades as a speaker, seminar leader, and coach teaching performance psychology and client acquisition in live trainings, more than three thousand seminars and workshops and 325 clients across 107 industries. That experience is where the positioning comes from. The business today is client and investor acquisition for those three professions.

What does Matthew Payne Consulting do?

Bottom line, we're essentially creating new networks of high net worth individuals and allocators who actually want to meet and speak with you. We're not making the introductions ourselves. We create the network and generate the interest, then you take it from there directly. I work with three kinds of professionals on that: financial advisors and wealth managers, fund managers and GPs raising capital, and estate and business attorneys.

Who do you work with?

Financial advisors and wealth managers who want high net worth and ultra high net worth clients. Venture capital fund managers, GPs, and sponsors raising capital from high net worth investors and family offices. Estate planning and business attorneys who serve wealthy families and business owners. I've worked with more than 325 clients across 107 industries over twenty years, and these three are where the work fits best.

Is this lead generation for financial advisors, attorneys, and fund managers?

People find me searching for lead generation, so yes, that's the category. But it isn't what most people picture. I'm not selling you a list, a directory subscription, or a pile of form fills from an ad. Nobody wealthy fills out a form. What actually happens is a network of real relationships gets built with people at the level you want to work with, and the conversations come out of that. If you want more appointments, there are cheaper ways to get them. If you want the right ones, this is the one I know how to do.

Do you sell leads or lists?

No. I don't sell leads, I don't resell data, and I don't hand you a spreadsheet and wish you luck. The same purchased list gets sold to every advisor in your zip code, which is exactly why those contacts stop answering. What gets built here is yours, and it gets built for you specifically.

Are you an agency?

No. I'm one consultant, and you work with me directly. There's no account manager, no junior strategist running your account, and no pod of five clients sharing an hour a week. I keep the client list small on purpose because the work only holds up at that size.

How is this different from a lead generation agency or a lead vendor?

Three ways. First, nothing gets bought, the network gets built. Second, the positioning is peer to peer, so you show up as an equal rather than a vendor working the phones, and wealthy people read that difference instantly. Third, you own everything when it's over. Most agencies keep the domains, the lists, the sequences, and the data, so the day you leave you're back at zero. That's the leverage that keeps people on retainer, and I don't use it.

Where are you based, and do you work with clients outside Arizona?

I'm based in Scottsdale, Arizona, and I work with clients across the United States. All of it runs remotely, so where you sit doesn't matter.

How the work actually runs

How does it work, step by step?

Six steps, in order. Research the specific people worth knowing in your market. Qualify them so you're not spending attention on the wrong ones. Reach out in your voice, as a peer, never as a solicitation. Follow up with perfect memory, which is where almost everybody loses the relationship. Book the conversation on your calendar. Then watch the whole thing and keep it healthy. You show up for the conversations. The rest runs underneath.

Do you make the introductions yourself?

No, and that distinction matters. I'm not brokering anything or trading on my own relationships. We create the network and generate the interest, then you take it from there directly. The relationship that forms is yours, with you, not a handoff from me.

What channels do you use?

Mainly email and LinkedIn, because that's where these people actually are and where a peer-level message reads as normal. No cold calling, no direct mail, no seminars, no paid lead marketplaces.

Do you use cold email?

Email is part of it, but not the way the word usually means. Cold email in the common sense is a blast, the same paragraph fired at ten thousand people with the name swapped in. That's not what goes out. Every message is written for one specific person in your voice, based on who they actually are, and the volume stays low on purpose because these are people worth being careful with.

Does cold email still work in 2026?

Volume email is mostly finished. Inboxes filter harder every year and wealthy people were already ignoring it. What still works is a small number of genuinely relevant messages, sent from properly warmed infrastructure, that read like one professional writing to another. The channel isn't dead. The way most people use it is.

What is Jarvis?

Jarvis is the agentic operator that runs the machinery behind all of this. Research, qualification, outreach written in your voice, follow-up that never forgets, booking, meeting prep, CRM upkeep, deliverability monitoring, and a daily briefing. One operator with the output of a marketing team, a research analyst, and an assistant who never sleeps. There's a full page on it at matthewpayneconsulting.com/jarvis.html.

Is Jarvis just a chatbot sending template messages?

No. Nothing it sends is canned. It's built as an extension of you: your personality, your vocabulary, your thesis, your value proposition. Every reply is studied and written for that person in that moment, the way you would have written it on your best day. If it read like a template, the whole peer-to-peer positioning would collapse on the first message.

Can AI actually book meetings with high net worth people?

Yes, but not by doing more. The reason most AI outreach fails on wealthy people is that it was pointed at volume, and volume is the exact signal that gets you screened out. What works is using the machinery for the discipline part, the research, the timing, the follow-up nobody keeps up with by hand, while every message still reads like a person wrote it. I wrote a longer answer on that at matthewpayneconsulting.com/can-ai-book-meetings-with-high-net-worth-clients.html.

How many meetings will I get?

I don't sell a meeting count and I'd be careful with anybody who does. A number is easy to hit if you stop caring who's on the other end of it, and that's not the business I'm in. What I'll tell you on a call is what the pipeline realistically looks like in your market, at your level, and you can decide from there.

Terms, pricing, and ownership

What does it cost?

A flat monthly fee. No percentage of your revenue, no cut of what you raise, no per-lead pricing, no setup fee buried behind the retainer. I'll give you the number on the call once I know what you're actually trying to do, because quoting it cold without that context tells you nothing useful.

Is there a contract?

No contract. It's month to month, you can walk away any time, and there's no penalty for doing it. Most consultants lock you in for six or twelve months because that's how they protect their revenue. I'd rather have to earn the next month.

Who owns what we build?

You do, permanently. Everything we build together is your IP for life. The lists, the messaging, the sequences, the infrastructure, the data, all of it stays yours whether we work together for three months or three years. You keep it when you leave.

How long until something happens?

Infrastructure and research take the first stretch, because sending from cold infrastructure is how you get burned. Conversations start after that. Anyone promising wealthy clients in week one is selling you something. What I can tell you is that one conversation, positioned correctly, can outproduce a year of appointments. Chris, a VP at Merrill, landed $60M in new AUM off a single conversation.

Do you work with competing professionals in the same market?

I keep the client roster small deliberately, and I won't put two people in a position where they're working the same relationships. If that's a risk in your market, I'll tell you on the call rather than after you've paid me.

Compliance and the legal questions

Is this compliant for a registered financial advisor?

The outreach is relationship building, not investment advice, and it doesn't make performance claims or recommend securities. That said, your firm's compliance team has the final word, not me. Every advisor I work with runs the messaging through their own review, and I build it to survive that review. I don't give legal or compliance advice, and I'm not your compliance officer.

Are you a placement agent or a broker-dealer?

No. I'm not a placement agent, I'm not a registered broker-dealer, and I'm not licensed to sell securities or solicit investment on your behalf. I don't do it because it would be illegal if I did. What I do is build the network and generate the interest. Every conversation about the actual investment happens directly between you and the investor.

Do you take a percentage of what I raise?

No. It's a flat monthly fee regardless of what you raise. Transaction-based compensation for introducing investors is exactly the line that requires a license, and taking a cut of a raise without one is the thing that gets funds and their marketers in real trouble. The flat fee isn't a pricing preference, it's the structure that keeps this clean.

Is this allowed under attorney advertising rules?

The messaging is peer-level professional correspondence, not the kind of targeted solicitation most state bars restrict, and there's no contingency arrangement or fee sharing involved. Your state bar rules still govern you, and the attorneys I work with review the language against their own jurisdiction. I don't practice law and I don't advise on bar compliance.

Is paying for investor introductions legal?

It depends on the structure, and the distinction is worth understanding before you sign anything. Paying someone a transaction-based fee to introduce investors generally requires broker-dealer registration. Paying a flat fee for marketing work that you then act on yourself is a different arrangement. A lot of capital introduction services blur that line. I wrote the full version at matthewpayneconsulting.com/are-capital-introduction-services-legit.html.

Results and proof

What results have your clients gotten?

Chris, a VP at Merrill, landed $60M in new AUM off a single conversation. Pete, a client of mine, landed a $100M investor building the relationship the same way. Todd, a friend running a fund, closed $35M into his bourbon fund. These are real results from real clients, shared with their permission. Individual results vary and nothing here is guaranteed.

Can you guarantee results?

No, and nobody honest can. What I can point at is the structure: no contract, cancel any time, and you keep everything we build. If it isn't working you aren't trapped, which is the closest thing to a real guarantee in this business.

What's your background?

Twenty years consulting, roughly three thousand seminars and trainings, and more than 325 clients across 107 industries. Most of that time was spent in front of rooms teaching performance psychology and client acquisition, which is where the positioning work in this comes from. I still do one-on-one business and life coaching alongside the client acquisition work.

This sounds too good to be true.

That's fair. Easiest thing is to grab 20 minutes and I'll walk you through exactly how it works, and you can judge for yourself.

Getting started

What happens on the call?

Twenty minutes, no pitch. I want to hear what you're doing now, who you're trying to reach, and what's actually in the way. If I can help I'll tell you how. If I can't, I'll tell you that too and we'll both save the hour.

How do I get started?

Pick the calendar below that matches what you do and grab a time. I read every one of these myself.