Discover how Financial Advisors are Setting Appointments with
15-20 HNWIs
Every Single Month
WITHOUT Buying Shared Leads or Spending A Fortune
Ready To Grow Your Financial Practice?
Schedule Your Qualification Interview Today!
IMPORTANT: ONLY AVAILABLE TO ONE FINANCIAL ADVISOR PER MONTH!We have waiting lists in multiple parts of the USA & Canada. Yes...seriously, this isn’t some scarcity BS marketing ploy.
We only work with ONE client at a time, that way we can give 100% of our attention to making sure they succeed with our system.
DISCLAIMER: This is not for advisors that cannot handle any more appointments. Once we help you fill up your
calendar, we expect you to provide the highest quality of service to your clients.
The Advisor Ascension Framework
After helping over 250+ Financial Advisors Scale their Businesses, we've collected data on the winning strategies of our clients, and put it all together in one ready-to-launch system we call the "Advisor Ascension Framework".Essentially, this proven system allows you to take advantage of the winning infrastructure the top 1% of Financial Advisors rely on to grow their book of business month over month.You can think of the system as a tap you can just turn on and off whenever you want more clients.No more Spending Thousands of Dollars a month on Marketing Agencies who Overpromise and Underdeliver.No more Wasting Your Money buying low-quality leads and spending countless hours chasing them down day after day with no results.And no more Cold Calling... because we both know you hate it.
How It Works
As a Financial Advisor, we don't expect you to have mastered Google Ads, Facebook Ads, Cold Email, Lead Nurturing, Appointment Setting, etc.As Marketers - That's Our Job.So that's why we built this system with you in mind. So you can harness the power and expertise of top-level marketers, without having to execute the nitty-gritty tasks yourself. Simply login to your portal, click a few buttons, and watch your calendar fill up with meetings on Autopilot.Now, I'm not saying it'll be a breeze, we still require you to do your part. That is why we don't work with everyone - we only want to work with Advisors who will actually put in the work and who we are CONFIDENT we can get RESULTS for.With that being said; here's a birds-eye view of what our system looks like:
As you can see, we're not your typical Marketing Agency who's going to charge you a ridiculous monthly fee
and just hand you a bunch of crappy leads each month... if that.Our goal is to make sure that you can acheive all the results you would from having an entire team of Marketing & Sales Superstars, WITHOUT spending $3,000/mo on Salaries or Agency Retainers.That's right - once we build out this system for you, you own it.So if you're ready to Pack Your Calendar With 15-20+ Qualified Appointments Every Month, schedule your Qualification Interview and Let's Get the Ball Rolling.
Frequently Asked Questions
Our system has been proven hundreds of times over - think of it as us bringing a crowd right to your doorstep.
However, while we can fill up your calendar with high-quality leads, closing the sales is in your hands. We focus on drawing people in, but the final step of making the sale? That's your arena.
We work best with Advisors that have a solid sales background and can close deals. If that sounds like you, then we're likely a great match!
We don't even have any monthly retainers in place. We build & implement our Advisor Ascension infrastructure into your business, train you on how to take full advantage of it to get results, you pay us one time, then you get too busy with potential clients that you never have to think about marketing again..
But remember, good things take time. We ask you to trust the process and not expect miracles overnight. Instant results aren't really a thing in business. Thinking long-term is the way to go.
Solid Work Ethic:
Everyone has heard the saying, “You can lead a horse to water, but you can't make them drink”. The same goes for us - we can put all the systems in place to help you succeed, but if you don't put in the work and follow the frameworks we provide, that's on you.
That's why we don't operate that way. We essensially build out the entire system that Marketing Agencies use (and that we have used hundreds of times in the past) to grow their clients' businesses. Except, instead of charging you $2,500+ per month to run it, we've built out all the AI & automations necessary for you to be able to run it yourself without any Marketing Knowledge, and in just less than 15 minutes per day of your time.