Outreach Message
“Most executive security programs are built in pieces. My role is to assess whether those pieces actually work together and then create a structure that gives you a clear point of accountability.”
Client Acquisition System
A high-trust funnel for moving prospects from concern to paid advisory engagement.
This page is designed as an internal/public-facing framework for explaining how DSV Advisors qualifies clients, identifies needs, and converts opportunities into assessments, buildouts, and retainers.
The ideal client profile.
DSV Advisors is built for clients with real exposure, meaningful assets, travel complexity, family office operations, high visibility, or fragmented security providers.
Technology founders, CEOs, and senior executives with public visibility or travel exposure.
Family offices managing principals, residences, household staff, travel, and private events.
Investors, crypto executives, and public-facing business leaders with elevated personal risk.
Organizations that already have providers but lack a central program leader.
Clients preparing to build their first formal security program.
Acquisition Flow
Conversation → Assessment → Buildout → Retainer.
Step 1
Identify the security gap
Lead with fragmentation: multiple vendors, no central authority, weak procedures, no training, or growing executive exposure.
Step 2
Discovery call
Understand who is protected, where they move, what vendors exist, what has failed, and who currently owns security decisions.
Step 3
Close the assessment
Position the assessment as the low-friction entry point. It creates immediate value while giving the client a roadmap.
Step 4
Present findings
Show where the current program is exposed, then recommend the buildout or corrective action plan.
Step 5
Convert to buildout
Move from report to implementation: SOPs, training, vendor alignment, communication systems, and program governance.
Step 6
Retain advisory oversight
Maintain value through ongoing support, travel/event planning, audit cadence, and escalation guidance.
Discovery Question
“Who currently owns the full security picture across travel, residence, vendors, family office staff, and emergency planning?”
Closing Position
“The assessment gives you clarity first. If the findings justify a buildout, we can then create the operating model and training structure around it.”