“I read your book. Here’s why I want to work with you.”
That’s how a first meeting should start.
The Advisor Suite turns your sales process into a book, then runs the nurture system around it, so the people on your calendar already know how you think.
Book a callGet leads into your ecosystem
Every book request becomes a contact in your system, not a name on a rented list.
Reach out when you want
See who is opening, clicking and registering, and call when the timing is right.
Nurture them into appointments
Emails, short videos and your live webinar keep your opinion in front of them until they book.
Stop starting from zero in every first meeting
Most marketing pays to put you in front of strangers, then leaves you to spend your best hours convincing the wrong ones. Seminars, mailers and lead lists fill the room with people who don’t think the way you do.
Your sales process already contains a book. The opinion you repeat in every first meeting, the one most advisors won’t say out loud, is what the right client is looking for. We record it, write it and give it away. The people who agree raise their hand. The people who don’t never call.
What we build and run
Month one, we build
- Discover Your Philosophy.
- We record your entire sales process and pull out the polarizing philosophy behind it.
- Your Custom Book.
- A book that represents your sales process, written in 30 days and given away free. You keep the book and the rights to it.
Every month, we run
- The Front Door.
- Free-book ads, approved by your compliance, run and tuned every month.
- The 40-Day Warm-Up.
- An email sequence that walks each reader toward an appointment.
- The Weekly Opinion.
- A weekly email in your voice, built on the book.
- Daily Social Proof.
- 30 to 32 short videos a month, edited and posted for anyone who looks you up.
- The Seat Filler.
- Up to two emails a month that fill your live webinar.
- The Warehouse.
- Everything in one place. Ask it anything.
The Warehouse: everything in one place. Ask it anything.
Your leads, ads, emails, webinars and sales all live in one place.
Need to know which leads are ready for a call? Ask it.
Want your cost per lead or your cost per client? Ask it.
It’s your CMO, available 24/7.
Your part
- Work virtually in at least five states.
- Set an ad budget and give it time to produce data.
- Give us two hours a month to record video, connect with us and approve content for compliance.
- Host a live webinar once or twice a month.
- Use our software list: email, Zoom and a calendar.
- Recommended: hold Author Hours, an afternoon Q&A as the author of your book.
What it costs
$10,000 for month one. We discover your philosophy and write your book in 30 days.
$2,500 a month from month two, for everything we run. Six-month minimum.
Not included: your ad spend, which you set and pay to the ad platforms directly, and your own software (email, Zoom and a calendar). We work with no more than 15 offices.
The book is yours. You keep it, and you own the rights.
Who it’s not for
Advisors who only want local clients, who want the ads changed every week, or who want someone else to run their webinar.
You already know what you believe. Let the book do the first meeting.
Book a call