Press Release
Wealthy Clients Founder Daniel Schulte Unlocks $100K+ Revenue Months for Financial Pros with New Masterclass to Attract High-Net-Worth Clients

The high-income marketing game for financial professionals just got a powerful new playbook. Daniel Schulte, founder of Wealthy Clients, is leading a national movement to help tax strategists and financial advisors consistently attract high-net-worth clients and secure $100K+ revenue months in under 30 days.
With his signature 12-Step Framework to Attracting High-Paying Tax Planning Clients now available for free through a new masterclass, Schulte is helping financial professionals break the ceiling on their income, client quality, and long-term growth, without relying on referrals or outdated tactics.
“If you’re great at your craft but invisible to the people who need you most, this masterclass changes that overnight,” says Schulte. “We’ve created a step-by-step system to turn clicks into wealthy clients.”
From Revenue Loss to High-Ticket Wins: Charles Hopkins’ $131K Breakthrough
One of the most striking success stories comes from Charles Hopkins, founder of Wealth by Taxes. After losing $41K/month in recurring revenue and facing the possibility of layoffs, Hopkins turned to Wealthy Clients to rebuild fast, and what followed was nothing short of a business transformation.
“In just a few weeks, I closed a $31,000 client and a $100,000 engagement, both from Facebook leads,” Hopkins says. “Now I wake up excited, my calendar’s booked, and I have a system that delivers every single day.”
Hopkins praised Wealthy Clients for not just generating high-quality leads but building the entire backend: funnel, ads, targeting, and automation, freeing him to focus on closing deals and serving clients.
Inside the Masterclass: The 12-Step Client Acquisition Framework
Daniel Schulte’s free masterclass lays out the exact process he and his clients use to:
- Attract $5M+ business owners using Facebook and Instagram ads
- Build high-converting funnels without being tech-savvy
- Generate predictable premium leads every day (without referrals)
- Close high-ticket packages using simple, scalable sales scripts
- Protect cash flow, scale teams, and grow into elite advisory firms
“Most tax planners and advisors undercharge and overdeliver. We fix that by making them visible, credible, and in-demand,” says Schulte.
Trusted by Top Financial Pros Nationwide
Wealthy Clients has quietly built a national reputation by working with some of the industry’s most elite advisors, helping them hit career-defining revenue goals:
- $100K+ months in under 30 days
- 30+ premium clients generated per campaign
- $31K–$100K engagements from a single lead
- Full pipelines without relying on referrals
“If you want to grow, like really grow, and are tired of the fluffy BS out there, Daniel is your guy. He’s going to kick your ass into shape and you’ll be proud of the results. I know I am.” Says Daniel Sleep, CPA.
About Wealthy Clients & Daniel Schulte
Wealthy Clients is more than just a digital marketing agency; it is a dedicated growth partner for tax strategists and financial planners across the United States. Founded by Daniel Schulte, the company’s mission is to empower professionals in the financial sector to consistently generate qualified leads and attract affluent clients, all without the need for cold calling or relying on referrals.
Back in 2018, Daniel started the business with zero capital. The early days were tough, just cold emails and calls, scrambling to book appointments. But Daniel knew one thing: he didn’t get paid to call, he got paid to close. So he built a system to max out his calendar and get in front of the right people. After refining his sales process, everything changed.
In late 2023, tired of working with low-margin restaurant clients, Daniel pivoted. Inspired by a Kevin O’Leary ad about tax savings, he dug into the tax planning niche, and it checked all the boxes. He implemented his marketing system for a test client and the results were explosive. That’s when Wealthy Clients doubled down on serving tax professionals and never looked back.
Today, Wealthy Clients is a digital marketing agency specializing in media buying, paid ads, copywriting, funnels, CRM solutions, and automation systems for tax planners and financial firms. The company has generated $1.5M+ for financial professionals nationwide and continues to help our clients reach new heights.
Final Word
Daniel Schulte isn’t just teaching theory; he’s delivering proven results. With a national roster of clients hitting new heights and a masterclass that unlocks the same 12-step system behind every success, Wealthy Clients is rewriting the playbook for tax and financial pros ready to grow fast.
Game on. The future of premium client acquisition starts now.
Join the free masterclass today: www.WealthyClients.com
Follow @wealthyclients for client wins, marketing insights, and lead-generation strategies:
- Instagram: https://www.instagram.com/thedanielschulte/
- Facebook: https://www.facebook.com/danielschulte97
- LinkedIn: https://www.linkedin.com/in/daniel-schulte/
- YouTube: https://www.youtube.com/@thedanielschulte
Media Contact
Company Name: Wealthy Clients
Contact Name: Daniel Schulte
Email: daniel@wealthyclients.com
Website: www.WealthyClients.com
Country: USA
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
VestPi Launches Powerful New Website and All-In-One Marketing Dashboard Built for the Future of Web3 Growth
June 2025 — VestPi, a leading Web3 marketing and growth partner, has officially unveiled its revamped website and cutting-edge marketing operations dashboard, setting a new standard for performance tracking and campaign management across the blockchain space.
With a clean, intuitive interface and robust backend functionality, the newly released VestPi dashboard is designed to serve both internal teams and partner marketing agencies, giving users a 360° view of their campaigns, KPIs, and client outcomes in real-time.
A Unified Hub for Campaign Management
The all-new VestPi dashboard consolidates campaign data, service metrics, deliverables, timelines, and feedback loops in one cohesive environment. Clients and partners can now:
- View live campaign status (KOL posts, traffic, conversion)
- Track token sale performance and social growth KPIs
- Monitor timelines, deliverables, and service logs per milestone
- Access a centralized portal for documentation and team collaboration
Planning to run a private token round, influencer campaign, or post-TGE growth initiative, users benefit from transparent tracking and immediate access to campaign analytics.
Built for Agencies, Built for Scale
Unlike generic dashboards, the VestPi platform is tailored specifically for Web3 marketing agencies and project teams. Its flexible architecture allows third-party agencies to white-label and plug into the system, enabling:
- Seamless onboarding of clients under separate workspaces
- Team-specific roles and permission management
- Custom KPI tracking modules for influencers, media buys, and growth sprints
- Multi-client dashboards for marketing agencies managing 5 – 50+ projects
Already, early agency partners using the system have reported a 25–40% improvement in operational efficiency, citing reduced reporting time and better team coordination.
AI-Powered Insights on the Roadmap
In the next phase of its roadmap, VestPi is integrating artificial intelligence to further empower marketing teams and project founders. Planned features include:
- Client Upsell Intelligence: AI models trained on 1000+ Web3 campaigns will provide personalized recommendations on upsell opportunities based on campaign patterns and client lifecycle behavior.
- Trend Detection Engine: Natural Language Processing (NLP) will analyze social media, Telegram groups, Discord channels, and influencer chatter to detect trending Web3 services (e.g., KOLs in niche verticals, DAO growth tools, community gamification strategies).
- Budget Optimization Models: Predictive algorithms will recommend spend allocation adjustments based on ROI analysis across marketing channels.
- Sentiment & Community Health Monitoring: Real-time tracking of community morale and engagement sentiment to preempt potential churn or backlash.
- Automated Reporting System: Weekly PDF and dashboard reports generated with insights, charts, and suggested next steps.
VestPi’s AI layer will be trained on anonymized campaign data, feedback loops, and platform usage from over 300+ projects across DeFi, GameFi, RWA, L1s, and NFT sectors.
About the New Website
The updated website reflects VestPi’s refined brand identity and enhanced focus on transparency, results, and innovation. Visitors can:
- Explore case studies from projects that raised successfully scaled with our support
- Learn about our end-to-end services, including KOL management, growth strategy, media coverage, influencer activations, and more
- Apply for partnership or service onboarding directly via smart forms or TG
A Platform for the Next Phase of Web3 Growth
With over $200,000+ in marketing deals closed in the past 26 months and a growing list of trusted partners, VestPi is positioning itself as the go-to infrastructure for performance-driven Web3 marketing. The platform is ideal for:
- Launchpads looking to offer managed growth to incubated projects
- Investors seeking campaign transparency post-investment
- Agencies tired of managing operations in spreadsheets or Notion
- Web3 founders scaling past initial product-market fit
For partnership inquiries, onboarding, or a live demo of the dashboard, visit www.vestpi.com or contact us at contact@vestpi.com.
For business collaborations, reach out to us business@vestpi.com.
To request for a free proposal, reach out to us on Telegram.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Optimize Your QuickBooks Files for Faster, More Accurate Financial Management
Kingston, US, 6th June 2025, ZEX PR WIRE, As businesses grow, so does the amount of data in their QuickBooks files. Over time, these files can become cluttered and slow, leading to decreased performance and potential errors. QuickBooks file optimization is a crucial service that improves both the speed and accuracy of your accounting system, helping businesses run more smoothly.
Large QuickBooks files can slow down your system, especially when generating reports or reconciling accounts. File optimization reduces the size of the file, removes unnecessary data, and reorganizes it for better performance. This results in faster processing times and a more efficient workflow, saving you time and reducing frustration.
A cluttered QuickBooks file can lead to mistakes, such as duplicate transactions or discrepancies in reports. Optimizing your file ensures that your financial data is clean and organized. By removing outdated records and fixing data inconsistencies, you reduce the risk of errors in your financial reports, which is essential for making informed business decisions.
As QuickBooks files grow in size, the likelihood of corruption or data loss increases. Regular file optimization helps identify and address potential issues early, preventing corruption and ensuring that your data remains intact. This proactive approach can save your business from costly and disruptive downtime.
QuickBooks file optimization helps streamline your accounting data by eliminating inactive accounts, old transactions, and irrelevant entries. This not only improves performance but also makes it easier to manage your financial information, keeping your system organized as your business grows.
QuickBooks file optimization is a simple yet effective way to ensure that your accounting system runs efficiently and accurately. By improving system performance, enhancing data integrity, preventing file corruption, and simplifying data management, optimization helps your business save time and reduce the risk of costly errors.
About E-Tech
E-Tech is the leading service provider of QuickBooks File Repair, Data Recovery, QuickBooks Conversion and QuickBooks SDK programming in the UK and Ireland. In our 20 years plus of experience with Intuit QuickBooks, we have assisted over a thousand satisfied customers with their requirements.
We offer a range of services for existing QuickBooks users and provide comprehensive solutions for small businesses. Additionally, our expertise covers the US, UK, Canadian, Australian (Reckon Accounts), and New Zealand versions of QuickBooks (PC and Mac platforms).
For media inquiries regarding E-Tech, individuals are encouraged to contact Media Relations Director, Melanie Ann via email at Melanie@e-tech.ca.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Why More Businesses Choose QuickBooks Over AccountEdge for Simplicity and Scale
Brandon, MB, 6th June 2025, ZEX PR WIRE, For businesses looking to streamline their accounting processes, switching from AccountEdge to QuickBooks can offer a host of benefits. While AccountEdge has been a reliable solution for many businesses, QuickBooks offers advanced features, better integration, and a more user-friendly experience, making it a popular choice for growing companies.
One of the biggest advantages of QuickBooks over AccountEdge is its user-friendly interface. QuickBooks is designed to be intuitive, making it easy for both accountants and non-accountants to manage finances, create invoices, track expenses, and generate reports. AccountEdge can feel more complex, particularly for users without accounting expertise.
QuickBooks Online offers the ability to access your financial data from anywhere, at any time, using any device with an internet connection. This cloud-based solution is ideal for businesses with remote teams or owners who need to manage finances on the go. AccountEdge, while offering desktop and cloud versions, is not as fully integrated in the cloud as QuickBooks Online, which limits flexibility.
QuickBooks offers a wide range of versions and apps that can scale with your business. Whether you’re a small business or a large enterprise, there’s a QuickBooks solution that fits. Additionally, QuickBooks integrates seamlessly with over 650 third-party apps, including payment processors, CRM systems, and e-commerce platforms, providing more automation and efficiency. AccountEdge, while offering some integrations, is more limited in this regard.
QuickBooks offers 24/7 customer support and a vast community of users who share tips and insights. Their customer service is well-known for being responsive and helpful. In contrast, while AccountEdge provides support, it is often considered less comprehensive compared to QuickBooks’ resources.
QuickBooks provides more powerful and customizable reporting and analytics tools. You can generate detailed financial reports with ease, giving you better insights into your business’s performance. AccountEdge’s reporting features are robust but are not as versatile or easy to customize as QuickBooks.
Switching from AccountEdge to QuickBooks can significantly improve your business’s accounting efficiency, especially as it grows. QuickBooks offers easier usability, cloud-based flexibility, scalability, extensive integration, and superior customer support—making it a smart choice for businesses seeking to enhance their financial management.
Learn more at https://quickbooksrepairpro.com/AccountEdge-MYOB-to-Quickbooks-Conversion.aspx
About QuickBooks Repair Pro
QuickBooksRepairpro.com is a leading QuickBooks File Repair and Data Recovery, QuickBooks Conversion, QuickBooks Mac Repair, and QuickBooks SDK programming services provider in North America, serving thousands of business users all over the world. With over 20 years of experience with Intuit QuickBooks, QuickBooksRepairpro.com assists QuickBooks users and small businesses with a variety of services and work with the US, UK, Canadian, Australian (Reckon Accounts), and New Zealand versions of QuickBooks (PC and Mac platforms).
For more information, visit https://quickbooksrepairpro.com/
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
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