We do something completely different. We identify specific individuals who match your exact ideal client profile and reach out with personalized messages about their specific situation. You're the only advisor they're hearing from through our outreach, and they're responding because the message resonates with their current needs. It's the difference between competing for scraps and having exclusive conversations with pre-qualified prospects.

A qualified appointment meets ALL of these criteria:

• They match your stated ideal client profile (net worth, profession, life stage)

• They've expressed genuine interest in discussing financial planning or investment management

• They understand this is a conversation about potentially working together

• They actually show up to the scheduled meeting

• They have the financial capacity to meet your minimums

We don't count tire-kickers, people seeking free advice, or no-shows. If someone books but doesn't meet these criteria, we don't count it toward your monthly appointments.

Three honest reasons:

1. You're helping us perfect the system - Your feedback helps us refine our approach specifically for financial advisors

2. We want case studies - Success stories from beta members will help us grow

3. Limited support initially - While you'll get great service, we're still building out our full support infrastructure

Think of it like being an early investor - you get in at a lower price in exchange for being patient as we optimize everything. Once we have 20+ successful advisors and refined systems, prices will reflect the full value.

You have three options:

1. Continue at standard rates ($4,000-5,000/month) with full service

2. Lock in a "founding member" rate ($3,500/month with 12-month commitment)

3. Part ways amicably - no hard feelings, no contracts to break

Most beta members continue because by month 3, the ROI is clear. One new client typically covers 2-3 months of our service in terms of lifetime customer value

Here's the realistic timeline:

• Week 1: Discovery and setup

• Week 2: Building your prospect list and crafting messages

• Week 3: Campaign launch and first responses

• Weeks 3-4: First appointments getting scheduled

• Month 2+: Fully optimized with consistent flow

Some advisors see appointments in week 2, others take the full month. It depends on your niche and how quickly prospects respond. We set expectations at 3-4 weeks to be safe.

First, this rarely happens if you're targeting a reasonable niche. But if we're not hitting numbers by week 3, we immediately:

• Analyze what's not working (message, targeting, or timing)

• Adjust our approach without waiting for month-end

• Expand targeting criteria if needed

• Add additional outreach channels

Remember, month 1 is free precisely so you can see results before paying. We're as motivated as you are to make this work - our reputation depends on your success.

We can't guarantee specific results (no honest marketing company can), but we do guarantee:

• We'll send the agreed-upon number of personalized outreach messages

• All prospects will match your ideal client criteria

• We'll optimize based on results, not just "set and forget"

• Month 1 is free, so you see quality before paying

Our typical client sees 15-20 qualified appointments monthly, but results vary by market, niche, and competition level.

We use a professional 5-touch sequence over 2 weeks:

• Touch 1: Initial personalized message

• Touch 2 (Day 3): Add value with relevant insight

• Touch 3 (Day 7): Different angle or pain point

• Touch 4 (Day 10): Case study or success story

• Touch 5 (Day 14): Final value-add and close the loop

80% of appointments come from touches 2-5. Most advisors only send one email - we professionally persist without being annoying.

Yes, we design everything with compliance in mind:

• No promissory language or guaranteed returns

• No misleading statements about credentials

• All claims are factual and supportable

• We can work with your compliance department

• Messages can be pre-approved before sending

We work exclusively with financial advisors, so we understand the regulatory environment. Several beta members have had our templates approved by major broker-dealers.

Actually, the opposite. Our outreach positions you as a specialized expert reaching out with relevant insights, not a desperate salesperson. Every message is:

• Professional in tone

• Personalized to their situation

• Valuable even if they don't respond

• Respectful of their time

• Never pushy or aggressive

Think of it as starting professional relationships, not "cold emailing."

In our experience across thousands of emails, complaints are extremely rare (less than 0.1%) because:

• Messages are highly relevant to their situation

• We respect unsubscribe requests immediately

• Outreach is professional, not spammy

• We stop after 5 touches maximum

If someone does complain, we immediately remove them and note it in our system. Your reputation is paramount.

Our confirmation process dramatically reduces no-shows:

• We confirm genuine interest before booking

• Send calendar invitations immediately

• Include a clear agenda of what to expect

• Send reminder 24 hours before

• Only count showed appointments toward your total