10–20 exclusive appointments with $500K+ pre-retirees. Every month.
An AI system that books qualified retirement-planning appointments straight to your calendar. Never shared with another advisor. Built to pass compliance. Or you don’t pay.
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Exclusive to your firmCompliance-builtPerformance-based
01 — The trap
You paid $300 for that lead. So did two other advisors.
SmartAsset, Zoe, Unbiased — they sell the same prospect to two or three advisors at once. You’re not getting a lead. You’re entering a race against the people that prospect is already price-comparing you with, mid-call.
And when you’ve run your own marketing, one of two things happened: compliance killed the funnel before it launched, or it quietly burned budget on people who were never going to move a portfolio.
02 — Why it keeps failing
Three reasons — and what we do instead.
01
They sold you volume.
Cheap form-fills aren't clients — they're people who wanted a free PDF. We optimise for the booked, qualified appointment, and train the ad platform on who actually qualifies.
02
Their funnels broke compliance.
Generic pages make claims no CCO will approve. Ours generate inside your compliance guardrails and route every asset for sign-off. Built to be approved.
03
They optimised nothing.
One generic funnel, set and forgotten. Ours has learned what converts across advisor funnels — so yours doesn't start from zero, and it keeps sharpening against booked calls.
03 — The mechanism
The Advisor Appointment Engine.
One detailed onboarding. From it, our system builds your compliant funnel, runs the ads, and books qualified pre-retirees straight to your calendar.
An AI research system tests the creative continuously and keeps only what books appointments. Every qualified appointment feeds it — so it sharpens over time. You never touch it. You just show up to the call.
“We run the ads. We book the appointments. You just close the clients.”
- Prospects with $500K+ in investable assets
- Pre-educated by video before they ever book
- Exclusive to your firm — no other advisor gets the lead
- Compliance-built: generated inside your firm's guardrails
- Booked to your calendar as pre-qualified appointments
- A live dashboard — watch qualified calls stack up in real time
Trusted by advisors across the U.S.
Your first real advisor result goes here — a specific, verifiable quote. Leave it blank rather than inventing one.
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Your first real advisor result goes here — a specific, verifiable quote. Leave it blank rather than inventing one.
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Your first real advisor result goes here — a specific, verifiable quote. Leave it blank rather than inventing one.
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04 — The guarantee
Qualified appointments in 60 days, or you don’t pay the retainer.
- We stake our fee on the outcome. All we ask is that you hold up your end:
- Approve your assets with compliance within five business days
- Fund your own ad account at the agreed budget
- Take the booked calls and log the outcomes
05 — Questions
Before you apply.
We've tried marketing before and wasted money. How is this different?
Most campaigns fail because there's no system behind the click. Someone sees the ad, hits a generic page, maybe fills a form — and then nothing follows up. We build everything that comes after the click: the qualification, the nurture, the booking, the follow-up. The ad is 20% of the work. The other 80% is what most agencies never build. That's the difference.
Is this compliant for an RIA or broker-dealer?
That's the whole point. We capture your firm's compliance rules and required disclosures during onboarding, generate every asset inside those guardrails, and route them for your CCO to approve before anything goes live. You stay in control of what's published — no page runs without sign-off.
We already get referrals — why do we need this?
Referrals are great until they slow down — and they don't warn you in advance. This doesn't replace them; it runs alongside them, so a quiet referral month doesn't become a quiet pipeline. The advisors winning right now have both channels, not one.
How fast will we see results?
Once your assets clear compliance, your funnel and campaigns go live within about seven days. From there the 60-day guarantee is the commitment: a set number of qualified appointments, or you don't pay the retainer. The aim by day 60–90 is a pipeline that runs predictably.
What if our team can't close the appointments?
That's rarely the issue, because we pre-qualify heavily before anyone reaches your calendar. The prospects who book already know who you are and are actively looking — your team's job is to close, not convince. Most advisors find the quality of conversation alone lifts their close rate.
What counts as a “qualified” appointment?
Defined and agreed in writing before we start: the prospect showed up, is 50–65, self-reports $500K+ in investable assets, and matches your geography. If it doesn't meet that bar, it doesn't count toward your guarantee.
Who pays for the ad spend?
You do, on your own ad account — never through us. That keeps billing, ownership, and compliance where they belong: with your firm. Our fee is separate, and it's what's on the line with the guarantee.
What does it cost, and how much of our time does it take?
We cover pricing on the strategy call — it depends on your firm's size, market, and goals — and we model the ROI against your own numbers before you decide. Nothing hidden. Your time commitment is almost none: we build it, run it, and optimise it. We need 30 minutes to understand your practice; then your team just shows up to close.
Apply to see your engine.
This isn’t for everyone. If you’re licensed, ready to take calls, and willing to do your part — we’ll map out exactly what your appointment engine looks like and whether you qualify for the guarantee.
A short application, then a 30-minute call. No obligation.