PHOENIX, AZ
LOGANVILLE, GA
SPRINGBORO, OH
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 methodology to get ideal client prospects deeply invested in working with you.
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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 chasing after unqualified tire kickers. Instead, use cutting-edge AI to text and email every lead within 5 minutes, screen them based on your criteria and book them directly onto your calendar.
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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.
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Advisor Jetpack Is Here For You
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This is not just 'lead-generation'. Inside you'll get 40+ hours training covering every aspect of scaling a multi-9-figure AUM firm virtually.
Put concepts into action with confidence and the full approval of your organization.
Have peace of mind with our strict exclusivity policy. We do not reuse, recycle or re-sell—you maintain full ownership of your database.
Yes! We have clients from all the big-name firms such as Edward Jones, Raymond James, and many more.
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.
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.
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.
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.
Yes! The majority of our client base is made up of RIAs, independent advisors and advisors working for RIAs.
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.
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.
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.
Yes! 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.
We are an end-to-end growth solution and our pricing structure reflects that. "Pay per lead" and "pay per appointment" are not part of our pricing, as these models are intrinsically flawed. Companies operating under this model are compensated for prospective clients purchased... Not for providing advisors with the tools required to help them build high-value, longterm client relationships — creating misaligned incentives.
The majority of our client base is made up of RIAs, IARs and independent advisors. We also work with broker-dealers and insurance agents.
We have an 85% client renewal rate… When advisors fail it’s because 1. They’ve just had so many bad experiences with vendors in the past that they treat the program like a trial. Instead of raising their hand and asking for help… As soon as they encounter a challenge… They get spooked and run for the hills before giving it a real chance. 2. They don’t follow the proven process. After working with hundreds of advisors, we've deduced down a proven formula including Frameworks, Examples, Templates & Training Videos. As long as you have an open mind and put in the work, you will be successful. It really is simple and easy.
How about right now? Click the button to book a call and let's get started. You'll talk to our VP of sales and if you’re a good fit, he’ll schedule you in for an immediate launch. Depending on how quickly you go through the training, you can be up and running in as little as 48-72 hours.
Advisor Jetpack 2024
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DISCLAIMER: The sales figures stated on this site are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We're not implying you'll duplicate them (or do anything for that matter). The average person who buys "how to" information gets little to no results. We're using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action.
