The Builders Club hosted executive leadership dinners for Ionic Wealth in Bangalore, Delhi and Mumbai. In one quarter the dinners produced 50+ warm introductions to qualified HNIs, and every introduction led to an exploratory call with an Ionic Wealth advisor. Attendance averaged 90% and attendees rated the events 9.2/10 on NPS.
Case Study Summary
- Client: Ionic Wealth, a wealth management firm
- Objective: reach High Net-Worth Individuals across India and offer personalised wealth solutions
- Audience: entrepreneurs, CXOs and business owners from our community of 35,000+ business leaders
- Programme: dinners of 15 to 20 guests in Bangalore, Delhi and Mumbai
- Results (1 quarter): 50+ warm introductions, 85% of attendees requested follow-up, 90% attendance, 9.2/10 NPS
What was Ionic Wealth’s challenge?
HNIs do not respond to cold outreach or advertising, and wealth management depends on trust. Ionic Wealth needed direct access to decision-makers with investable assets through warm introductions rather than sales pitches.
What did The Builders Club do?
How did we select the guests?
We drew on our community of 35,000+ business leaders to identify entrepreneurs, CXOs and business owners with significant wealth who were looking for wealth management solutions. We checked each attendee for investment capacity and decision-making authority.
What was the dinner format?
We hosted dinners in Bangalore, Delhi and Mumbai with 15 to 20 selected HNIs each, at premium venues. Ionic Wealth attended as a partner. Topics were:
- Wealth preservation
- Tax optimisation
- Investment strategies
- Legacy planning
There was no sales presentation. Ionic Wealth’s advisors showed their expertise through the discussion.
How did follow-up work?
After each dinner we scheduled individual calls between interested HNIs and Ionic Wealth advisors. Each advisor received the attendee’s business, wealth goals and the interests discussed at dinner. The introduction came from our community, and the calls were consultative.
What results did the dinners deliver?
- 50+ warm introductions to qualified HNIs, all converting into exploratory calls
- 85% of attendees requested follow-up conversations
- Zero cold outreach
- 90% average attendance, against 60% typical for business events
- 9.2/10 Net Promoter Score
- 60% of attendees asked to be invited to future events
Ionic Wealth reached HNIs in three cities without opening offices. Multiple HNIs became clients after their first exploratory call, and several attendees referred other HNIs from their networks. The dinner format can be repeated in other cities.
Why did the dinners work?
- Small groups: 15 to 20 guests allowed real conversation
- Vetted guests: every attendee had investable assets and decision authority
- Community introductions: guests knew the host, which made introductions natural
- No sales pitch: the discussion covered wealth topics, not products
- Context at handoff: advisors knew each guest’s goals before the first call
Frequently asked questions
How do wealth managers reach HNIs without cold outreach?
Through curated events hosted by a trusted community. Ionic Wealth’s dinners in three cities produced 50+ warm introductions and no cold calls.
How many guests should an executive dinner have?
These dinners had 15 to 20 guests. At that size attendance averaged 90% and the NPS was 9.2/10.
What happens after an HNI dinner?
Advisors hold individual calls with interested attendees, with context on each person’s business and goals. Here every warm introduction led to an exploratory call, and multiple HNIs became clients.
Conclusion
Ionic Wealth used The Builders Club executive dinners to meet qualified HNIs in Bangalore, Delhi and Mumbai. One quarter produced 50+ warm introductions, 90% attendance and clients from the first exploratory calls.
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