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Introducing AIM

AIM is a Marketing Organization that works exclusively with qualifying independent financial advisors. AIM is the first and only Marketing Organization that helps advisors grow their practice exclusively through our done-for-you digital marketing program and our proven virtual sales methodology.

Data collection

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Guaranteed ROI

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Always Online

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Predictably attract annuity prospects and close more business automatically.

The biggest challenge that most advisors face is: getting in front of more qualified prospects.

Advisors want to be able to build their practice while enjoying time with their families and confidence knowing there’s a steady pipeline of prospective clients that will work with them.

The FMO industry has made far too many bold promises to advisors, with little action to back it up. In an industry fraught with bold claims and promises, most advisors are felt like an afterthought.

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While most advisors are grinding out dinner seminars and workshops or chasing clients around town…

Our advisors are doing the exact opposite, and making more INCOME and PROFITS while experiencing more FREEDOM than ever before.

We think there is a better way to build a wildly profitable advisory practice.

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The Internet has broken down the traditional walls of our industry and it will never be the same.

AIM is the first Marketing Organization that specifically helps advisors grow their practice 100% with digital marketing. Our marketing program is done-for-you which means that the end results are leads automatically delivered in realtime to your inbox and booked on your calendar without you having to lift a finger.

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Do you want to build a highly profitable practice, while still having the freedom and flexibility to live a lifestyle that few advisors know is even possible?

Want to work from home today? No problem.

How about running a client review meeting from your lake house or boat? Enjoy the view! Want to travel with your family, while continuing to build your practice? Bon voyage! We help advisors WORK LESS and MAKE MORE!

Imagine what your dream business and ideal lifestyle would look like.

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Our Proven Process

Our campaigns are working 24/7 (365 days per year) and consistently generate leads and appointments for our advisors while they sleep. We use a proven formula powered by advanced machine learning and A.I. to generate hundreds of thousands of leads online by focusing on 3 critical components:

Data collection

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Guaranteed ROI

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Always Online

Total damage has been caused by the civilians arounf the new apple  store at Wall street.

Traffic

We use a combination of traffic strategies that target prospects ranging from people approaching retirement to folks that want to buy an annuity.

Leads

We educate retirees and annuity prospects with online sales conversion funnels to address their biggest retirement challenges.

Appointments

We use automated email sequences and our trained sales specialists to inform, educate and inspire prospects to request an appointment with you.

Why Work With Us ?

Is your FMO helping you to adapt in the digital age? Our done-for-you digital marketing programs help advisors predictably attract annuity prospects and close more business automatically.

Driving Traffic

Our team of traffic specialists and media buyers have spent millions of dollars driving billions of views and website visitors.

Lead Generation

Our marketing messaging is proven to attract more ideal prospects and clients for our advisors.

Scheduled Appointments

We use automation and highly trained sales assistants to book scheduled appointments on behalf of our advisors.

Virtual Sales Expertise

We turned the uncharted area of how to close new business virtually into a precise science. While others use guesswork, we use a predictable proven sales process that will help you effortlessly close large annuity cases 100% virtually and over the phone.

Modern Advisor Mastermind

Our advisors join a nationwide community of like-minded successful advisors all committed to creating more freedom and profits in their practice with our marketing programs.

Customized CRM

All of our leads are accessible via our fully customized CRM portal where you can track all your leads, opportunities and closed business.

The best-in-business annuity contracting

We have access to the best annuity contracts from top-rated insurance companies and all of our
advisors keep 100% of their commission on business closed from our leads.

Disruption is coming to our industry and only the emerging ‘virtual’ advisor will be prepared to ride this digital wave.

Jovan Will
Managing Partner, AIM

FAQ’s

Got questions? We’ve got you covered.

Can I hire your team?

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.

Do I need to move all my contracts to work with you guys?

We don’t require advisors to move over all of their annuity contracts. However, since our value proposition to consumers is that our advisors research and review all of the top annuity options, the advisors in our program must have a sufficient number of annuity contracts with us in order to do a good job helping prospects and clients.

Do I need to stop doing dinner seminars?

If you’re happy doing 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.

Do I have to split my commissions with you guys?

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.

Is this a coaching program?

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.

Do you work with brokers, registered representatives or captive agents?

Our Marketing Organization exclusively works with independent financial advisors that are contracted with us.

Download our report:
The Financial Advisor Digital Marketing Manifesto

A required read for advisors tired of the dwindling response from traditional marketing efforts.

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