FOUNDING MEMBER PRICING ENDS

COUNTDOWN TO NOVEMBER 1, 2025

FOUNDING MEMBERS: $2000/month + ad spend

AFTER NOV 1: $4,000/month + ad spend

If you're not on this list by November 1st, you'll pay full price.

EXPENSIVE LEAD SERVICES ARE INCOMPLETE. WE Made it COMPLETE. WITH THE BEST CONVERSION NUMBERS. The best follow up possible. AND CHEAPER. The only retirement planning client generation system built by an advisor, for advisors. Prospective clients with $1.5MM+ average assets directly on your calendar. Fully compliant.

This Complete System Has Produced:

  • 33 booked appointments per month average (on $4k ad spend)

  • $1.5MM+ average prospect assets

  • Superior show-up rates

  • Superior close rates

  • Fully automated calendar appointments

  • Complete education system - fully compliant

  • Exclusive territory protection

  • Built by a practicing advisor

WANT TO BRING IN $10MM AUM PER MONTH WITHOUT BREAKING THE BANK?

Other services give you cold prospects and hope you can convert them.

We deliver warm, educated, pre-qualified prospective clients with real assets who show up ready to invest.

CRUSH YOUR 2026 AUM GOAls for half price.

All the other lead services are charging much more for service that do not work half as Well.

SYSTEM RESULTS:

  • 33 Booked Appointments/Month Average

  • $1.5MM Average Prospect Assets

  • $4,000 Ad Spend Required

  • Superior Show & Close Rates

To Qualify You Must:

• Be a Licensed Financial Advisor

• Want to Grow Your AUM

• Able to meet virtually

• Ability to have good camera, lighting and background

All meetings are conducted virtually. No in-person requirements.

"This system has consistently helped advisors bring in $8-12MM in new AUM monthly."

RESERVE YOUR TERRITORY 50% OFF - LIMITED TO 20 ADVISORS ONLY

No payment required. Territory assignment within 24 hours.

Fully compliant system with all necessary disclaimers, regulatory language, and approval processes built-in.

FOUNDING MEMBER PRICING ENDS

COUNTDOWN TO NOVEMBER 1, 2025

FOUNDING MEMBERS: $2000/month + ad spend

AFTER NOV 1: $4,000/month + ad spend

If you're not on this list by November 1st, you'll pay full price.

TERRITORY EXCLUSIVITY

One advisor per 50-mile radius.

Only 20 spots available.

Your competition is seeing this same page.

SECURE YOUR MARKET BEFORE NOVEMBER 1ST

After November 1st: $4,000/month + ad spend

Founding Members: $2,000/month + ad spend

The choice is yours. The deadline is November 1st.

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