THE STRONGEST FISH
SWIM UPSTREAM
Join our exclusive group of hand-selected BD/RIAs to distribute the Million Dollar Advisor System to your advisors. This time-tested client acquisition system was created by one of the industry's top producers and is now available to help you help your advisors increase their GDC/AUM.
10,000 Baby Boomers turn 65 each day. This system offers a proven solution to the biggest problems they worry about.
THE PROBLEM
1.
2.
Do we really have enough
retirement money?
If one of us needs long-term care,
how will we pay for it?
THE SOLUTION
Your advisors do this by offering exclusive products that protect savings if long-term care is needed.
By adopting this philosophy, your advisors will be able to consistently book 4-6 appointments a week with prospects that typically have assets between $200,000 and $2,000,000. Also, they'll provide asset-based solutions and see significant opportunities for annuities and assets under management.
OUR CORNERSTONE
As elder care replaces childcare as the number one issue facing Baby Boomers, "Don't Go Broke in a Nursing Home" is the one book they are all looking for. By providing a free, co-branded copy of this book to existing clients and prospects, your advisors will be able to help their clients solve one of their most pressing concerns about retirement.
TIME TEACHES,
BOOKS GUIDE.
While many prospects and clients throw away business cards and brochures, they typically don't throw away books – which makes this the perfect leave behind piece.
DIRECT MAIL
MARKETING PIECES
30 years of advisor marketing experience at your fingertips.
EXPERT BACK
OFFICE SUPPORT
Over 60+ years of industry experience to advise you on what products are best.
LOGO DESIGN*
Seize every opportunity to position your company in your customers' minds.
BOOK CUSTOMIZATION
The most important part of our system: The ability to co-brand & distribute to your clients.
WEB DESIGN*
EXCLUSIVE CONTENT
Custom, clean, and
responsive website design.
Helpful tips, training videos, interview scripts and much more.
WORKSHOP KIT
CONSUMER BROCHURES
Designed to match your current branding. All of our materials are completely compliant.
Everything you need to attract, educate and close prospects with our workshop kit.
EXCLUSIVE A+
INSURANCE PRODUCTS
The top-rated insurance companies in the industry. We've vetted them so you don't have to.
*Discounted when enrolled in the Foundation Program.
Laying the proper framework for your advisor's success: Custom Web Design, Development, Logo Design, & Graphic Design.
An action-packed, first-hand experience of our process and how it can work for your advisors. Lodging is on us.