ATTENTION INDEPENDENT FINANCIAL ADVISORS & INSURANCE AGENTS:

We'll Pack Your Calendar With 15+ High-Net-Worth Appointments Every Month Or You Don't Pay...

… and they have to show-up & meet your investable asset criteria.

Please confirm, you are filling this out because you want a system that books you 10+ financially qualified retirement planning appointments every month, correct? *

Yes - I am serious and I want a system that books me 10+ pre-qualified appointments every month.

No - I'm going to leave this page immediately.

What marketing strategy are you currently using that is NOT working as well as it should be? Why are you seeking out an alternative? *

Referrals are inconsistent.

Vendor Leads are resold too many times.

Facebook Ads generate low income prospects.

Seminars burn holes in my wallet and attract plate lickers.

LinkedIn is manually intensive and has too much spam.

I have not used any of the methods listed above.

How important is it to you and your business to get new High Net Worth & Qualified appointments and clients into your business? *

10/10 - I need this solved ASAP. If I don't figure this out soon, I will be out of the business.

8/10 - I know it's important, but I'm already doing well. If I think you can create value, I'll give you a shot.

5/10 - We already have a large book of business. I want to continue to scale if it's a good fit. If I think you are a winner, I'm working with you.

1-5/10 - Really just curious... Not that urgent.

How many appointments would you be satisfied with getting every month? (considering they all had $500k-1m+ of investable assets) *

Enter your contact details:

Full Name *

Email *

Phone *

Website (Leave blank if you don't have one)

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Surplus Wealth

Surplus Wealth achieved a 14.44x ROAS within 90 days of working with us and closed 11 new clients.

Surplus Wealth's strategy of gaining new clients each month was relying on referrals and dated leads with no proven system to generate exclusive prospects and obtain new clients each month.

Secure Financial

After a year of working with us Secure Financial closed over $40m in business, generating over 7 figures in company revenue.

Secure Financial had tried digital advertising in the past with very little success. Now they have a proven appointment setting system that qualifies and books prospects directly on the calendar!

Fidelity Mutual Financial Planning

Over $1.5m in FIA production with just $12k in Ad Spend. 100% remotely!

We've helped FMFP transition into virtual sales to help optimize their time so they don't have to spend countless hours prospecting, qualifying, and filtering leads just to set appointments. Our team handles that internally.

Lawson Life Legacy

Lawson Life Legacy is now on track to do multiple six figures per year.

We knew if we could set appointments on the calendar that they would convert 20% of qualified appointments. We installed a prospecting ninja so LLL could solely focus on closing business.

Ward Insurance Agency

Over $150k in life insurance production with less than $15k spent!

Ward Insurance was sick of spending all of their time driving for in home appointments that no showed or couldn't even qualify for life insurance. They now operate 100% virtually.

Duckrow Financial

Duckrow Achieved a 24x ROI after the first 90 days working with us.

Duckrow wanted to target a very specific niche of prospects that we were able to hone in on that not many advisors have ever thought of going after. All they have to do is show up and close business.

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