Early Sales Signal, Retention Strength, and NYC Date Shift

Dear Shareholders,

September brought both friction and forward motion. We tightened our go-to-market strategy, saw encouraging sales signals, and adjusted the timing of our New York event to increase impact.

Go-to-Market: Closer Onboarded

We onboarded our first inside sales closer and began proving out our sales motion. Early indicator: 37% of recent webinar attendees booked a 1:1 sales call. Over the next several weeks we will continue refining the funnel, scripting, and handoffs.

Customer Success: Durable Relationships

A metric that matters: Last month saw a 95% historical customer retention rate. This durability is our foundation for efficient growth and cohort LTV.

Capital Markets: Placement Execution

Your broker-dealer, currently in FINRA’s CMA process, proved its mettle last month as a placement agent and successfully raised enough capital that the client had to amend its agreement multiple times to accommodate additional incoming cash.

Event Update: New Dates

We are moving NYC Deal-Maker LIVE to Saturday–Monday, November 8–10, 2025 (Brooklyn) to ensure that the experience for attendees and potential clients is as close to perfect as we can make it.

What’s Next?

• Scale the inside sales motion across webinars, nurture, and closers.
• Maintain current or higher webinar-to-sales-call bookings.
• Convert the NYC runway into a pipeline and press.

Thank you for your continued support.

Onward and Upward,

Lance Woodson 

CEO & Founder, Planet Wealth