AIM is a next-generation financial marketing organization (FMO)that works with qualifying independent financial advisors. AIM is the first fully digital-based financial marketing organization that specializes in helping advisors grow profitable location-independent businesses.
We help advisors grow their practice through cutting-edge digital marketing, virtual client acquisition methods, and advanced annuity strategies.
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 feel like an afterthought.
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.
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 real-time to your inbox and booked on your calendar without you having to lift a finger.
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!
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:
We use a combination of traffic strategies that target prospects ranging from people approaching retirement to folks that want to buy an annuity.
We educate retirees and annuity prospects with online sales conversion funnels to address their biggest retirement challenges.
We use automated email sequences and our trained sales specialists to inform, educate and inspire prospects to request an appointment with you.
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.
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.
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.
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.
All of our leads are accessible via our fully customized CRM portal where you can track all your leads, opportunities and closed business.
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.
The pandemic has forever changed the way advisors attract, serve and retain clients — and our industry will never be the same.
The traditional FMO industry is outdated and lacks innovation at a time when advisors need it most. We’re here to fix that.
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. 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.
If you’re happy hosting dinner seminars, educational classes and workshops, and they are working for you — then we would suggest that you continue to keep doing them. We do have advisors that host local events 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 profits are tied to our advisors’ ability to close more business since we are compensated on the annuity override.
No, our program is a 100% turnkey, done-for-you annuity leads program. We do provide advanced annuity sales coaching and training to advisors that have their annuity contracts with us.
We exclusively work with independent financial advisors that are contracted with us.
The Secret To Growing Your Practice In The Digital Age
