FREE: New Short Podcast for Financial Advisors looking for more clients
How did it take him only 18 months to hit 18 million per month in new assets?
WITHOUT seminars, webinars, radio, TV, Buying leads, blogging, LinkedIn, writing a book, a youTube channel, Podcasts, Organic social media, drip campaigns, cold calling, cold emailing, centers of influence, SEO, networking, client events, or begging for referrals…
Get 15-60 high-value appointments monthly, with a 60% show rate and 10% close rate, averaging $900k in assets per case (500k FIA + 400k AUM). Join a calendly round-robin for quality appointments, leveraging an established brand and expert marketing. Say goodbye to traditional lead generation and marketing efforts. It's all done for you. Check our packages for your desired number of appointments.
In-person sales tactics often fail online. Few succeed in virtual sales with wealthy clients without meeting them. Here, you'll receive a proven sales process and a library of successful Zoom calls with $1-5M prospects. Gain access to sales training, PowerPoint templates, and a sales strategy that generates $3M per month in new assets.
Start with a few appointments and a small budget, then scale up to boost your output. One advisor grew from spending $17k to over $100k monthly on ads in 18 months to support his team.
Zack S. - CEO & Financial Advisor
Matt E. - Private Wealth Advisor
Tyler B. - Retirement Specialist
For Larger Hybrid RIAs Only
Requirements: $75k+/mo starting budget, 30+ W2 advisors on your team…
*Your results may vary. Results not guaranteed. Any mention of figures on this page is based on anecdotal evidence from previous clients and is NOT a guarantee. This site is not a part of the Facebook™️ website or Facebook™️ Inc. Additionally, This site is NOT endorsed by Facebook™️ in any way. FACEBOOK™️ is a trademark of FACEBOOK™️, Inc.