“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.

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  • Get 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

The Opinion Session.
You walk us through your entire sales process on a recorded call.
The Opinion Book.
Your polarizing opinion, written as a book in 30 days and given away free.

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.
The Daily Short.
Two hours on your phone becomes 30 to 32 short videos, edited and posted.
The Seat Filler.
Up to two emails a month that fill your live webinar.
The Warehouse.
Your leads, sales and marketing in one place. Ask it who to call today.

Your part

  • Work virtually in at least five states.
  • Set an ad budget and give it time to produce data.
  • Record two hours of video a month on a phone.
  • 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. Your book, written in 30 days.

$2,500 a month after that, with a six-month minimum.

Ad spend is yours and is not included. We work with no more than 15 offices.

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.

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