One Investment.
Lifetime Results.
Lifetime Results.
No monthly retainers. No lock-in contracts. No shared leads. Just a done-for-you AI marketing system that fills your calendar with qualified appointments, and you own it forever.
We Help You Do It
Perfect for hands-on advisors who want to learn the system and implement it themselves with expert guidance every step of the way.
one-time investment
- Lifetime access to our flagship Sales Accelerator online course, templates and ready-made campaigns included
- Lifetime 1-to-1 personalized consulting and support until you get results
- Personalized campaign feedback and optimization suggestions as needed
- 52 weeks of weekly YouTube topic ideas to generate organic leads from Google & YouTube
- Access to our full campaign strategy playbook and swipe files
We Do It All For You
Ideal for busy advisors who want the fastest path to a working lead machine, without doing the heavy lifting themselves.
one-time investment
- Everything in the Consulting package, plus:
- We write and produce your Video Sales Letter (VSL)
- We build your complete marketing funnel (opt-in, VSL, booking, confirmation pages)
- We write 3 months of automated weekly follow-up emails
- We set up and launch your Facebook Ads and/or TikTok Ads
- We give you 52 weeks of weekly YouTube topics for free organic leads
- Personalized handover training so you (or your team) can keep momentum going
- Pair with YouTube Growth for organic authority
* Software tools are required to build, manage and launch your campaign. Software costs are typically $230–$300/month depending on what you need. Ad spend budget is separate and set by you. You can change how much you spend each month on ads at any time.
Done-For-You YouTube Growth
Build long-term organic authority on YouTube. Works as a standalone system or as a powerful add-on to your paid ad campaign.
- Video Scripting
- AI Digital Clone Recording
- Professional Video Editing
- SEO Optimisation
- Scheduling & Publishing
- Email Nurturing Sequence
- Ongoing Consultation
- No Long-Term Contracts
* AI Digital Clone recording requires additional software ($29–$249/month depending on volume). You can also record yourself and send us the files.
10–30 Booked Appointments
or We Work for Free
or We Work for Free
We provide lifetime 1-to-1 support to all clients. If you don’t get at least 10–30 booked appointments within the first 30 days of launching your ads, we keep working with you, for free, each month until you do.
That way it’s in our best interest to get you results as fast as realistically possible.
How We're Different from Everyone Else
One-time investment, not a monthly retainer
Other agencies charge $2,500–$5,000/month with no guarantee of results. You pay once, own everything, and keep it forever.
You own 100% of the system
Most agencies retain ownership of your campaigns. If you stop paying, you lose everything. With us, the system is yours, permanently.
Exclusive leads, not resold ones
Third-party lead vendors sell the same lead to 5+ advisors. Every lead from your campaign responds to you specifically, no competition.
Lifetime support included
All clients get lifetime support for anything related to their campaign. Other providers charge extra for support or drop you after onboarding.
Built exclusively for financial advisors
Generic agencies run generic ads. Every funnel, script, and campaign we build is engineered specifically for financial advisors — annuity, IUL, wealth management, Medicare, and more.
You learn the system, not just rent it
We don't just hand you leads — we teach you how the system works so you can scale it, adjust it, and own your marketing intelligence long-term. No black box, no dependency.
Frequently Asked Questions
- It’s a one-time investment to get up and running (others charge $2,500–$5,000/month with no guarantee)
- You have 100% ownership and control of the system, if you stop working with us, you keep everything
- Lower cost per lead, no need to pay a third-party vendor 10x more for leads they resell to you and others
- Booked appointments land in your calendar from people who actually want to speak with you, no chasing leads
- Proven results, over a decade in business with client case studies, testimonials, and success stories
- Lifetime support, all clients get lifetime support for anything related to their campaign
The Consulting package is for advisors who are hands-on and want to learn the system themselves. You get lifetime access to our full training, templates, and 1-to-1 support, we guide you through every step until your campaign is live and generating results.
We provide lifetime 1-to-1 support to all clients. If for any reason you don’t get at least 10–30 booked appointments within the first 30 days of launching, we keep working with you, for free, each month until you do. It’s in our best interest to get you results as fast as realistically possible.
* Software tools are required to build, manage and launch your campaign. Software costs are typically $230–$300/month depending on what you need. Ad spend budget is separate and set by you. You can change how much you spend each month on ads at any time.
For most Done-For-You clients, we have everything live and generating leads within 7–14 days of starting. Most clients see their first booked appointments within 30 days of launch. Consulting clients typically take 30–60 days depending on how quickly they implement.
We specialize in financial services: annuity, IUL, wealth management, retirement tax planning, Medicare, life settlement, and more. If you have a specific niche not listed, book a strategy call, we build custom campaigns for any financial product.
Book a free 30-minute strategy call. We’ll review your current situation, show you exactly what a campaign would look like for your practice, and give you a realistic projection of results. No pressure, just clarity.
Not Sure Which Package
Is Right for You?
Is Right for You?
Book a free 30-minute strategy call. We'll review your current situation, show you exactly what a campaign would look like for your practice, and recommend the best path forward, no pressure.
Book a Free Strategy CallFree 30-min call · No obligation · Results guaranteed