Fiduciaries & Firm Leaders:

Add $30-50M To Your AUM Every Year Using AI

Want appointments that show up and meet your investable asset criteria of $1-$10M+? Click "Get A Price" to fill out a questionnaire.

200
+
Successful Clients
$10
m+
Spent Advertising
$860
m+
AUM Generated
It's Simple

Clients Show Up And 8-Figure AUM Paydays Just Happen

Juan and Jeff Talk Six-Figure Profits For Their Firm in 4 months
Jacob on $45m AUM in 2 Months and Multi-Year Partnership
Zach Talks Getting 400% More Appointments Then Expected
How To:

Pack Your Calendar With 15-20 ($1-10M+ Investable Asset) Appointments Every Month

Or Watch The Case Study →

Pillar One:

Captivate High-Net-Worth Prospects Instantly with 'the country club' method

Before, to generate leads you'd have to use a generic 'Free Retirement Training' bait/switch approach so most prospects were not serious and looking for free handouts. But now, you can use our simple niche-targeted advertising methodology to get ideal client prospects deeply invested in working with you.

Pillar Two:

Contact Every Lead On Autopilot & Eliminate Manual Prospecting With Omni-Present Follow Up

Historically, when you worked with an agency, they'd dump a pile of leads on you and say "Good luck!" — then you'd be stuck calling them only to discover that they were garbage. Instead, we call, text and email every lead within 5 minutes, screen them based on your criteria and book them directly onto your calendar.

Pillar Three:

Get Hilariously Profitable ROI On Every Appointment With 1-1 Sales Coaching & Live Call Reviews

Before, when you wanted to close clients from online marketing, you'd be stuck using the old stuff taught in this industry from 10 years ago designed for kitchen table sales. But now, you can use the exact step-by-step sales process our clients have used to close over 1 billion in AUM and yield a 6-figure ROI within weeks.

Advisor Jetpack Is Here For You

Everything You Need To Grow Your Firm

Guarantee ROI With Your Marketing Spend

If you don't get at least 25 shown-up appointments in 16 weeks, you don't pay. Gone are the days of big promises and nothing to back them up!

Delegate Your Entire Acquisition Process

Everything is done-for-you. You'll have a stream of hot, qualified prospects coming directly to you. No filming webinars or compliance headaches.

Retain 100% Exclusive Ownership Of Your Leads

All leads and appointments are generated for you and you ONLY. We do not reuse, recycle or re-sell leads and you keep the database for life.

Get A Price

Questions & Answers

Will this work for broker-dealers and wirehouse advisors?

Yes! We have clients from all the big-name firms such as Edward Jones, Raymond James, and many more.

Will this work for life insurance agents?

Yes! We have clients from many of the big-name IMOs such as Northwestern Mutual, New York Life, Mass Mutual and many more. We also have clients operating independently and working for small-medium-size life insurance agencies as well.

Does this need to go through compliance?

No, because 100% of the marketing content we use is completely unbranded. At no point do we advertise on behalf of your firm. We operate as an independent financial journalist using our own disclaimers and then you buy the appointments from us. However, this does not mean our content is generic in any way, your campaign will still be targeted to your specific ideal client.

Does this work with my current CRM?

Our CRM is a pivotal piece to our system and it is what our team uses in order to nurture, follow up, and book appointments with your leads. As a customer, it is very low maintenance and we do not require you to exclusively use our CRM if you don’t want to.

Will this work for brand-new financial advisors?

Yes! We work with brand-new financial advisors and life insurance agents constantly. If you are a brand-new advisor or agent, we will help you break free from referrals, cold calling, door knocking and all the other antiquated strategies from 10 years ago that your colleagues tell you to use and help you put a real plan in place to grow your business.

Will this work for independent advisors and RIAs?

Yes! The majority of our client base is made up of RIAs, independent advisors and advisors working for RIAs.

Will this work for annuities, holistic planning, and/or my esoteric investment strategy?

Yes, our appointments work for almost all planning services and investment products. We market to prospective clients using a “problem-first” approach, meaning they need help to solve a problem but have not been sold on any investment strategies in particular. It’s up to you to diagnose and prescribe a solution.

Do I pay you a commission on clients closed?

Referral-only companies have robbed financial advisors across the United States for years. Why give up 30-40% of your fees or commission just to do more deals? We offer a different investment structure. We want to put more of your hard-earned money in your pocket while saving you time in the process.

Do I pay more for extra appointments?

We guarantee 25 shown-up appointments that meet your investable asset criteria ($250k-1m+). If we overdeliver, it’s icing on the cake. We will never ask you to pay more for extra leads and appointments.

Got Questions? We’ve Got You Covered!

Questions & Answers

Get A Price
Will this work for broker-dealers an wirehouse advisors?

Yes! We have clients from all the big-name firms such as Edward Jones, Raymond James, and many more.

Will this work for independent advisors and RIAs?

Yes! The majority of our client base is made up of RIAs, independent advisors and advisors working for RIAs.

Will this work for life insurance agents?

Yes! We have clients from many of the big-name IMOs such as Northwestern Mutual, New York Life, Mass Mutual and many more. We also have clients operating independently and working for small-medium-size life insurance agencies as well.

Will this work with brand new financial advisors?

Yes! We work with brand-new financial advisors and life insurance agents constantly. If you are a brand-new advisor or agent, we will help you break free from referrals, cold calling, door knocking and all the other antiquated strategies from 10 years ago that your colleagues tell you to use and help you put a real plan in place to grow your business.

Will this work for my esoteric investment strategies?

Yes, our appointments work for almost all planning services and investment products. We market to prospective clients using a “problem-first” approach, meaning they need help to solve a problem but have not been sold on any investment strategies in particular. It’s up to you to diagnose and prescribe a solution.

Does this need to go through compliance?

This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.

How quickly can we get started?

How about right now? Click the button to book a call and let's get started.