Low performing direct mail, dinner seminars, and traditional marketing methods simply don’t work like they used to. Sadly, many of the FMOs are inept at helping advisors use digital marketing to market their practice.
We think there is a better way to build a wildly profitable advisory practice. We are the first Marketing Organization that specializes in offering done-for-you digital marketing programs that helps advisors grow a modern practice.
Our industry-leading team has over a decade of experience specializing in direct-response digital marketing and virtual annuity sales coaching.
Is your FMO helping you prosper in the digital age? Our done-for-you digital marketing programs help advisors predictably attract annuity prospects and close more business automatically.
Our team of traffic specialists and media buyers have spent millions of dollars driving billions of views and website visitors.
Our marketing messaging is proven to attract more ideal prospects and clients for our advisors.
We use automation and highly trained sales assistants to book scheduled appointments on behalf of our advisors.
Get access to virtual sales coaching and ongoing training via 1-on-1 coaching calls and masterminds webinars.
With just an Internet connection, you can build a thriving virtual or “hybrid“ practice and work literally WHENEVER and WHEREVER you want.
Advisors can build a wildly profitable practice, 100% virtually without the need of a fancy brick and mortar office, large staff or overhead.
We are a Marketing Organization that empowers modern advisors to succeed in the Digital Age by offering done-for-you digital marketing programs and virtual sales coaching and support.
Our digital marketing team is comprised of media buyers that specialize in advertising platforms that range from Google, Facebook, YouTube, and Display networks. We also have content writers, copywriters and online sales funnel specialists that are experts in crafting direct response messages that produce results in our industry.
We eat, live and breathe digital marketing so you can focus on what you’re really good at:
Building meaningful relationships with prospects and serving more of your ideal clients.
Our virtual sales team has a proven track record of helping advisors close millions of dollars over new business 100% over the phone — without having to meet with clients in-person. Our advisors get exclusive access to the tools and technology we use to quickly build rapport and create meaningful relationships with prospects.
Our virtual sales team will help you leverage the Internet’s power to reach more prospects outside of your geographical area. We can help you build your practice around your schedule and lifestyle so you can work WHENEVER and WHEREVER you want.
Advisors get direct access to our virtual sales methodology along with ongoing one-on-one and group virtual sales coaching and support to help them close more business.
Got questions? We’ve got you covered.
Our team is actually not for hire. We dedicate our time and expertise exclusively to support our advisors with our done-for-you digital marketing program.
We don’t require advisors to move over all of their annuity contracts. Our advisors must have a sufficient number of annuity contracts with us in order to do a good job helping prospects and clients properly research and review suitable annuities.
If you’re happy hosting dinner seminars and they’re working for you, then we would suggest that you continue to keep doing them. We do have some advisors that host dinner seminars in their local market area and run annuity appointments in our program.
No, advisors keep 100% of the “street-level” commission on all products sold. Our profit is tied to our advisors’ ability to close more business since we’re compensated on the annuity override.
No, our program is a 100% turnkey, done-for-you annuity leads program. We do offer to advisors in our program complimentary “virtual” sales coaching to help them close business over the phone.
Our program is really designed for “modern” advisors that aren’t getting the full value of marketing services from their FMO relationship. If you’re totally happy with your FMO and they’re helping you bring in millions of dollars in new business, then, by all means, you should stay with them.
Our Marketing Organization exclusively works with independent financial advisors that are contracted with us.
Do you have some questions about our done-for-you digital marketing programs? Let our team point you in the right direction.