WARNING: DON'T WASTE ANY MORE MONEY ON ADS OR OUTREACH UNTIL YOU READ THIS!
Create A Stream Of 20-40 New, Estate Planning Appointments Every Month
GUARANTEED!
Get Our Most Valuable & Intensive Done-For-You Estate Planning Appointment Program. Our System Works - That's Why We Offer An ROI Guarantee!
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How We Helped Cory Sign 3-4 Clients Every Month
- Cory W.
Generating New Estate Planning Appointments Has Never Been This Easy
Our Estate Planning appointment system will have your back from prospect to closing
The Estate Planning Offer Method
70% of the population do not have their Estate Plan in order. This is an easy way into high quality prospects lives where you have an insight into their financial journey and can make recommendations as an expert to them.
Estate Planning Appointment Funnel
Our Estate Planning Appoint funnel has been proven with thousands of calls nationwide as well as hundreds of thousands of dollars of ad spend to ensure the best results for you.
Estate Planning Sales System
We give you Sales Scripts, Closing Scripts, Objection Scripts, Sales Training, Software Training, as well as built in Email & Text Follow Ups And More!
Exclusive Weekly Masterminds To Help YOU Get More Sales
Weekly Estate Planning Program Mastermind where the conversation is about how to convert these leads into paying clients. Hosted every week by our most successful clients, to help you succeed.
Our Fulfillment & Systemization Process
Onboarding, Funnel Building, Calendar Integration, Automations, Training, and much more is included. We ensure that your are ready to go before launch.
Our Triple Guarantee For The Estate Planning Program
Your satisfaction & ROI in our program is triple guaranteed. Guaranteed new clients, exclusive prospects to you, and certain number of monthly appointments. If we don't meet the mark, We will work for free until we do!
How We Helped Bill Consistently Sign High Net Worth Clients
- Bill Richardson
Take Your Business to the Next Level
Book a free strategy session today!
Done-For-You Estate Planning Appointment Setting System
The Best Automated Estate Planning Appointment System To Help Financial Advisor Increase Sales, Focus More On Their Business, And Have More Free Time.
How Our Process Works:
"It's really transformed my business & life."
- Zack T.
Our TRIPLE Program Guarantee to YOU!
- We guarantee you will get at least 1 new client
- We guarantee the prospects are exclusively yours
- We guarantee up to 20-40 enrollment appointments (prospect books a time on your calendar and fills in their name, email, phone number AND has to answer a qualification questionnaire prior to being able to lock in a time on your calendar)
"I got 30 meetings a week."
- Jason B.
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