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EXPERIENCE LED BY THE TEAM BEHIND SPOTTED

Prudential · “The Business of You” · ~30 executive summits a year

The most valuable customers in financial services do not fill out forms. Prudential built a program that got them to raise their hand — event after event.

Personalized magazine-cover experience · roughly 30 executive summits and business-owner events a year · WPO Summit as the flagship.

Prudential The Business of You — three real attendees turned into personalized magazine covers, each a verified high-net-worth prospect.
The Business of You — real attendees, real covers, every one a verified prospect

Who we reached

High-net-worth business owners, founders, and executives — the hardest audience in financial services to reach through ads.

The challenge

Anyone can buy a list of wealthy names. Almost no one can get them to raise their hand.

Prudential’s hardest customers are not hard to find — they are hard to reach. Successful business owners and wealthy executives don’t fill out forms or click on ads. But they show up, week after week, at business-owner summits and executive events. The job: build a repeatable program that catches them at those events — with permission, and with a real advisor waiting — without ever feeling like a sales floor.

The program

We gave Prudential the one thing an advisor can’t buy: permission.

At each event, business owners make their own personalized magazine cover — with their own face and name, headlined around building and protecting what they’ve built, Prudential-branded, done in seconds. It looks flattering, it looks premium, and it’s something a CEO actually wants to keep. To get the cover, they hand over real contact information — tagged with their role and net-worth signals and routed straight to Prudential’s wealth team. At the WPO Summit, the flagship event, it captured 240 verified high-net-worth business owners in a single weekend. The same program runs across roughly 30 executive summits and business-owner events a year.

How it worked

Make. Opt in. Hand off to an advisor. A repeatable pipeline of wealthy business owners.

  1. 01

    Made

    At the event, a business owner makes their personalized cover. Premium, fast, and worth posting.

  2. 02

    Opted in

    To get the cover, they give us their real contact information — with permission to be reached.

  3. 03

    Handed to an advisor

    Sorted by role, company size, and net-worth signals, and handed to Prudential’s wealth team the same day.

The insight

“If you want a wealthy person to hand over their information, give them something worth having first. Prudential gives them a magazine cover about their own success — and the hardest audience in financial services says yes.”

The results

A repeatable pipeline of wealthy business owners. Measured event after event.

  • 240
    Verified HNW owners

    WPO Summit — one weekend.

  • ~30
    Events a year

    Executive summits and business-owner events.

  • 7,200+
    HNW profiles a year

    Captured across the full circuit.

  • 100%
    Qualified audience

    Member-verified attendees only.

The next program on this page should be yours.

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