We’re leading the charge by helping financial advisors grow their practice plugging into our 100% done-for-you digital marketing program.
Advisor Internet Marketing (AIM) is the first and only Field Marketing Organization that helps advisors grow their practice exclusively through our done-for-you digital marketing program and our proven virtual sales methodology.
Our team of digital marketing specialists manage annuity campaigns that deliver targeted annuity leads and scheduled appointments.
Advisors get access to our proprietary and modern approach of closing annuity business virtually–without meeting with prospects or clients in-person.
Our wholesaling team will help you with advanced case design strategies and ensure that your deals get properly funded.
Our automated and digital approach completely replaces traditional dinner seminars, retirement workshops and webinars by delivering sales presentations to your prospects that are working 24/7, 365 days per year.
Our technology platform generates targeted annuity prospects and scheduled appointments on autopilot. Advisors plug into a fully turnkey done-for-you system that predictably attracts qualified prospects without any complicated tech setup or implementation headaches.
Our team of virtual sales assistants call your prospects to assist in setting up and confirming appointments.
Advisors use our proprietary virtual sales methodology to close annuity business 100% virtually. Our process completely bypasses traditional methods, thereby eliminating the need of having a fancy office, large staff, or in-person meetings with prospects.
We have access to the best annuity contracts from top-rated insurance companies and all of our advisors keep 100% of their commission on annuity business closed from our leads.
Prospects are expecting a phone call (virtual meeting) – no home visits or office visits are required. Advisors can predictably rely on a steady stream of leads and closing new clients. Advisors do not have to host seminars, events, webinars or radio shows to get in front of new clients.
Advisors can focus on what they’re really good at: serving clients well (and more of them).
Advisors who want a modern, convenient and predictable way to get in front of more qualified prospects. Advisors who are open and coachable and want to put clients’ needs FIRST and foremost (while maintaining a healthy work, life & family balance).
It’s for experienced financial advisors who have a thorough understanding of annuities and willing to put the work in to be successful with our leads.
See how AIM can help you grow your advisory practice, click the
button below to request a risk-free, no pressure, application review call.
Unlike FMOs, marketing agencies or third party lead vendors or marketing agencies that drastically mark up their marketing services, we offer our digital marketing programs at a wholesale cost to our advisors. Which means that we provide leads “at-cost” to our advisors and our profits are solely tied to annuity business that is closed, not by applying a margin to our leads.
The harsh reality is that most FMO’s are better at marketing themselves than they are at helping advisors market their practices. Which leads many advisors to hire marketing agencies or buy leads from third-party vendors that drastically mark up their marketing services in order to turn a profit.
Here at AIM, we are not in the business of making a profit from selling leads or charging advisors for our marketing services. Our entire business model is predicated on the success of the financial advisors that we work with which is why we have a vested interest in our advisors closing business.
“2.5 million in FIA premium in less than 5 months…”
Mike’s was frustrated with hosting seminars and old school marketing. Mike had never sold an annuity virtually, but after joining our program, he was able to close over $2.5 million in FIA business in less than 5 months.
Here’s the best part, in addition to the $2.5 million he closed in 5 months, he closed an additional $1.5 million in FIAs over the following two months. He’s since doubled his monthly lead flow in our program.
Michael Kalisch, CFP®, MBA
Kalisch Private Wealth
After taking a sabbatical from the business due to serious health issues, he’s back and off to a strong start.
Terry and his son tried to make digital marketing work for their practice by doing it themselves and got frustrated with all the implementation, time, and money required.
Terry Ciotti, RFC
Artista Investments
A Message From Our Leadership
The traditional FMO model is broken and lacks real tangible value at a time when advisors need it most. We launched our done-for-you marketing programs in an effort to fix this.
After working in this industry for over a decade, I’ve seen my fair share of marketing programs that have failed to produce consistent results for advisors.
If you’re at all skeptical – you absolutely should be! We all know the old adage, “build a better mousetrap and the world will beat a path to your door.” That’s pretty much what we’re seeing right now, from webinar funnel systems and online classes to virtual advisor training summits.
My hope is that this page offers you some real insights into how you can realistically close more annuity business by leveraging our digital marketing and virtual sales expertise (without all the hype or fear-mongering).
Our program is not for everybody, but for some advisors it could be the difference between struggling versus thriving in this new normal. If you’d like to learn more, I’d encourage you to click on the button below to set up a one-on-one conversation with either myself or one of my principal partners.
On behalf of the entire AIM team we hope you, your friends, and family are staying safe and healthy during these challenging times.
See how AIM can help you grow your advisory practice, click the
button below to request a risk-free, no pressure, application review call.
