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VALENCIA, CA
Closed 4 pre-retirees for $5.25m AUM in his first 21 days
“Everything comes here to my desk. Everything comes here to my phone. Everything is recorded. I don't have to worry about anything.”
Lindahl
Case Study
brentwood, tn
Generated qualified appointments with $20M in investable assets in just 30 days
“As far as I can tell, there's no lead generation tool that's even close to matching what you guys are bringing to the table. And you can quote me on that.”
Robert
Case Study
peoria, az
New high-intent prospects landed on his desk with this system
"With Advisor Jetpack, clients land right on my calendar. I know specifically what time I'm talking to them, what I'm going to say, what it's about, and I can see their info. So I can spend that time building trust rather than making sure they're not talking to other advisors."
Matthew
Case Study
national harbor, md
Closed 6 deals in her first 29 days with Advisor Jetpack
"Brandi was looking for a system in place to get qualified appointments on their calendar, without wasting their money with an ineffective lead generation company."
BRANDI
Case Study
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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.
