what is advisor jetpack?
ABOUT US
$3.8B
AUM Delivered
400+
partner firms
7+
years active
.avif)
7+ years experience
MEET OUR EXPERT TEAM
glen williamson
founder, ceo
After scaling multiple direct-to-consumer brands early in his career, some of which landed spots on Shark Tank, Glen founded Advisor Jetpack with one goal in mind: redefine high-net-worth client acquisition. In the past 8 years since, he has worked with some of the nation’s most iconic financial brands.
Edward Riddell
Advisor Sales Coach
Investment licensed in Canada since 2006, with 20+ years' experience, top national accolades, leadership at BMO and AGF, and Harvard-trained in senior leadership.
Treighvon Roddam
Advisor Sales Coach
Virtual sales and biz dev pro with 10+ years’ experience. M&A-focused VP at Just Deal Flow. Background in delivering off-market opportunities for private equity firms.
Anastasiia Mazun
Executive Assistant
Admin pro with 5 years' experience, specializing in bookkeeping and CRM systems, multilingual (English, Ukrainian, Russian), and holds a degree in International Business.
Seb Cox
Practice Growth Consultant
10+ years in direct sales and business development across 3 countries, generated over 9-figures in deal value for tech infrastructure projects across Western Canada.
Ahmed Abuibaid
CTO
Full-stack developer since 2005, specializing in CRMs and web apps; dual-degree in Math & Philosophy, with a background in digital marketing and tech support.
Klavs Saulgriezis
CMO
$25M+ in advertising returns generated across finance, SaaS, and consulting companies over the past 10 years; GTM strategist and advisor to 7–8 figure firms, with a track record of scaling VC/PE-backed companies.
Justin Feldman
Practice Growth Consultant
Qualified chartered accountant specializing in Audit and Tax. Five years experience consulting CPAs on client acquisition and marketing. Four years at Grant Thornton.
Ryan Chappell
Practice Growth Consultant
D2D sales veteran of 10 years, 7+ years building and leading high-performance sales teams in Telecom, SaaS, and EdTech. Spearheaded the GTM strategy for a global SaaS unicorn.
Forrest Rohr
Practice Growth Consultant
D2D sales veteran of ten years with 5,000+ sales closed, $500M+ revenue generated, and teams built for Ledcor, Telus, Rogers & Cogeco; passionate about financial literacy, investing and startups
Kristiāns Tiesnesis
Marketing Operations Manager
Ex-COO of a 7-figure consulting firm. Has generated over $10M in pipeline value for tech and cybersecurity companies with a focus on operations, sales and marketing.
Mitch Carr
Brand Spokesperson
Media veteran with 15 years in national and local television; advisor to national and local TV sales ad departments.
Accelerate Your Firm's Growth with Proven Strategies and Expert Support
In a financial advisory landscape increasingly defined by commoditization and uniformity, Advisor Jetpack emerged to rewrite the rules. Founded by Glen Williamson, a visionary who swapped conventional wealth management tactics for strategies honed in scaling direct-to-consumer brands.
Advisor Jetpack, has become one of the most talked-about growth partners in the wealth management world—garnering acclaim from top independent RIA firms, IARs, and even heavyweight private equity players.
In just a short span, the company has amassed a network of over 400 advisory practices, empowering them to collectively add an estimated $3.8 billion in assets under management. But Advisor Jetpack’s impact extends far beyond the numbers: its collaboration with marketing teams behind some of the nation’s most iconic financial brands has redefined what it means to captivate high-net-worth clients.
The company's unorthodox fusion of consumer-grade marketing precision and institutional-grade financial expertise has empowered advisors to shed commoditized models and command premium positioning.
Advisor Jetpack—and the visionaries behind it—are rewriting the rules of engagement in wealth management and setting a new standard for practice growth in the process.
Advisor Jetpack, has become one of the most talked-about growth partners in the wealth management world—garnering acclaim from top independent RIA firms, IARs, and even heavyweight private equity players.
In just a short span, the company has amassed a network of over 400 advisory practices, empowering them to collectively add an estimated $3.8 billion in assets under management. But Advisor Jetpack’s impact extends far beyond the numbers: its collaboration with marketing teams behind some of the nation’s most iconic financial brands has redefined what it means to captivate high-net-worth clients.
The company's unorthodox fusion of consumer-grade marketing precision and institutional-grade financial expertise has empowered advisors to shed commoditized models and command premium positioning.
Advisor Jetpack—and the visionaries behind it—are rewriting the rules of engagement in wealth management and setting a new standard for practice growth in the process.
our philosophy
Our philosophy is grounded in client-first financial literacy and education.
In today’s low-trust environment, pre-retirees don’t care about designations and planning strategies. What matters to them most is certainty that you—the advisor—are ideally positioned to solve their unique and complex financial problem.
With attention spans at all-time lows and the number of advisors at all-time highs, we believe that the best way to share this message is not through cold calling leads, spamming LinkedIn connection requests, or becoming a social media “fin-fluencer”.
But instead, through an ancient and powerful communication tool that dates back to the dawn of human civilization: storytelling. It’s man’s oldest and best trick and the most effective way to explain mundane yet critical financial lessons to the people who need them the most.
In today’s low-trust environment, pre-retirees don’t care about designations and planning strategies. What matters to them most is certainty that you—the advisor—are ideally positioned to solve their unique and complex financial problem.
With attention spans at all-time lows and the number of advisors at all-time highs, we believe that the best way to share this message is not through cold calling leads, spamming LinkedIn connection requests, or becoming a social media “fin-fluencer”.
But instead, through an ancient and powerful communication tool that dates back to the dawn of human civilization: storytelling. It’s man’s oldest and best trick and the most effective way to explain mundane yet critical financial lessons to the people who need them the most.
By telling a compelling story that directly relates to your ideal client, we are able to demonstrate your deep and intimate understanding of the specific challenges they face. Whether that be income, volatility, taxes or legacy and estate—there is no strategy more powerful to propel someone to take action.
Not only is it significantly more entertaining and compliant, but most importantly, it’s the truest way to show that you understand. That you have been in their shoes. That you know how to help.
Once you’ve accomplished that—their problem has been illuminated and your work is done. Medium, platform and delivery mechanism become irrelevant. There is no follow-up, chasing leads, or convincing because you are now the obvious and only choice.
Not only is it significantly more entertaining and compliant, but most importantly, it’s the truest way to show that you understand. That you have been in their shoes. That you know how to help.
Once you’ve accomplished that—their problem has been illuminated and your work is done. Medium, platform and delivery mechanism become irrelevant. There is no follow-up, chasing leads, or convincing because you are now the obvious and only choice.
Got Questions?
FREQUENTLY ASKED QUESTIONS
Will this work with my compliance department?
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.
How does your pricing structure work?
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 inherently flawed.
Companies operating under this model are compensated for leads purchased... Not for providing advisors with the tools required to help them build high-value, longterm client relationships — creating misaligned incentives.
What type of clients do you work with?
The majority of our client base is made up of RIAs, IARs and independent advisors. We also work with broker-dealers and insurance agents.
How do I know if this will work for me?
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 quickly can we get started?
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.
.avif)
About us
Advisor Jetpack is an expert team with over 7 years of experience, helping wealth management firms install a modern marketing and sales process to acquire AUM.
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DISCLAIMER: By providing the requested information and clicking "Submit", I provide my signature expressly consenting to contact from Advisor Jetpack and its agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email (even if registered on the DNC). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.
