Before you book, read this.
This isn't a spot you grab and forget. It's 20 minutes of my time, on Zoom, one-on-one — and I only have so many of them. Watch the short video, make sure you're a fit, and if you are, grab a time below.
Two minutes. Watch it before you book — it'll save us both time.
Three things before you book:
You have to be willing to spend money to get in front of people.
This system runs on paid ads. To put your message in front of qualified pre-retirees, you need a real ad budget — doesn't have to be huge but you do have to be willing to invest in yourself. That money doesn't come to me; it goes to getting you in front of people who can become clients. If investing in your own visibility scares you, stop here. This isn't for you, and that's okay.
Only take a spot you're going to keep.
When you book, that time is yours alone — which means it's off the table for another advisor who wants it. I take a limited number of these calls. So claim a time only if you fully intend to be there. If something genuinely comes up, reschedule or cancel so someone else can use it. Just don't take a spot you won't show up for.
Show up. On time. On Zoom.
I'll be there — live, on camera, ready to look at your business. I'm asking you to do the same. This is a working conversation, not a webinar you half-listen to in another tab.
Who This Call Is For (and Who It Isn't)
Book the call if:
- You're a producer who can close in the room but you're short on people to close.
- You understand that getting in front of prospects costs money, and you're ready to invest in your pipeline.
- You keep your commitments and value direct partnership.
Don't book if:
- You are looking for free leads or are unwilling to run paid ads.
- You "might" show up depending on how your week goes.
- There's no hard feelings — we'd just rather keep the spot open for someone who is ready.
What Happens on the Call
Twenty minutes, one-on-one, on Zoom. No script, no slide deck, no pressure.
We'll get honest about a few things: what you're doing right now to fill your pipeline and how it's actually working, what a client is worth to you, and how soon this needs to change.
Then I'll show you exactly how the system would work for your business — and if it's not a fit, I'll tell you straight. You'll leave the call knowing your next move either way.