AI prospecting
AI token costs for prospecting: model routing and your own keys
AI token costs for sales prospecting, explained: October 2026 list prices, a worked cost per prospect, model routing math, and six questions to ask vendors.
· 8 min read
Dave Ward
Co-founder, CEO and CTO
Dave founded Alpheous in 2024 after years of building technology platforms and seeing the same operational bottlenecks across asset management distribution teams.
LinkedInPosts by Dave Ward
Regulatory signals
The SEC registration threshold for RIAs is a sales trigger
The SEC registration threshold is $100M-$110M of RAUM. Learn the exact rule, the 90-day and 180-day clocks, and how to spot advisers about to cross it.
· 8 min read
Regulatory signals
Form ADV prospecting: how to find prospects at RIAs and funds
A practical guide to Form ADV prospecting: which Schedule D and Part 1A items reveal a fund's administrator, auditor and custodian, and how to use them.
· 8 min read
AI prospecting
Why your AI prospecting workflow in Claude or ChatGPT stalls
Your team uses Claude or ChatGPT, but every AI prospecting workflow still waits for a person. The five gaps to close, a checklist, and a team playbook method.
· 8 min read
Buyer intent
HubSpot buyer intent in financial services: what works instead
HubSpot buyer intent names companies, not people, and misses home-office traffic. How to use it as a tie-breaker, and which adviser signals matter more.
· 7 min read
Buyer intent
Partner and competitor monitoring for sales: a weekly playbook
Competitor monitoring for sales, done weekly: which partner and competitor signals to watch, what each means, and how to turn a partner win into an intro.
· 7 min read
AI prospecting
AI guardrails for BDR outreach: stop the wrong email going out
AI guardrails for BDR outreach in three layers: the six mistakes junior reps make with AI, what causes each, and a checklist to put in place this quarter.
· 8 min read
Sales process
How to stop multiple sales reps contacting the same account
Multiple sales reps contacting the same account is an ownership problem. Get a rules of engagement template and a HubSpot hygiene checklist that fixes it.
· 7 min read