A plethora of marketing agencies and digital "gurus" continue to inundate the marketplace and overpromise massive results. Yet most of them fail to deliver, leaving advisors with huge marketing costs and empty pipelines .
We have a better way.
AVERAGE INVESTABLE ASSETS
PER PROSPECT
BOOKED MEETINGS GUARANTEED PER MONTH
AVERAGE ADVISOR COMMISSION POTENTIAL PER NEW CLIENT
* Based on Roth conversion alternative campaign track. Average investable assets per prospect, guaranteed booked meetings, show rate and typical commission per new client will vary based on your specific campaign track, meeting type, sales process and other factors.
We shoot and edit a custom video featuring you, the advisor. Then we launch a digital marketing campaign focused on solving the major pain points of affluent prospects. Highly engaged prospects schedule meetings directly on your calendar. We're here to help perfect your first meeting and sales process.
Pick from our menu of campaign topics, including Roth conversion alternative, business owners and more.
You’re the star.
We provide the script and coaching, as well as video production and editing.
Your campaign goes live. Prospects will book an appointment directly on your calendar (virtual or mix of virtual & in-person).
No more cold calls. Meet with engaged prospects who want help solving their financial pain points.
See how one advisor crushed his annual revenue goals through proactive planning and our digital marketing program
DONALD
FINANCIAL CONSULTANT