Step 1: 2-minute application · Step 2: Pick your call time instantly
TCPA Compliant
Set It Up Once · Runs Forever
Done-With-You System
$300K Performance Guarantee
The advisors you just watched aren't buying leads. They're not cold calling. They're not starting from zero every month. They set it up once — and it runs forever.
Retirement advisors we've worked with come from organizations including
Direct mail, telemarketing, overseas call center. Grind high, results low.
After
7–10 appointments weekly. 90% close rate. Balance restored. Best ever.
01
Fill Out the Application
Two minutes. Tell us about your practice and your market.
02
Pick Your Call Time
Calendar appears immediately. Lock in your time on the spot.
03
We Build Your System
30-minute strategy call. Live within a week if it's a fit.
Strategy Call Application — Limited Spots
Book Your Perpetual Pipeline™ Strategy Call
We review every application. If it's a fit, your calendar appears immediately after you submit.
Before You Apply
Questions Advisors Ask Before Booking
Read these before your strategy call — advisors who do show up with 10x more clarity.
Do I need to be tech-savvy to run this?
No. We build and manage the tech stack — the funnel, webinar platform, AI follow-up sequences, and ad setup. Your only job is to show up and present. If you can run a Zoom call, you can run this system. We have onboarded advisors in their 60s with zero digital marketing experience.
How quickly can I expect results?
Most advisors have their first webinar live within 7 days of onboarding. First appointments typically come within 2 weeks of running ads. Jack M. closed $500K to $1M in his first 30 days. Andrew B.'s first case was a $1.4M rollover. Results vary based on your market, ad spend, and how well you present — but the pipeline starts building from day one.
What if I am under a broker-dealer or IMO?
It depends on your BD's compliance requirements. Fully independent advisors move fastest — no approval layers, no compliance bottlenecks. We have worked with advisors under BDs and IMOs, but the process takes longer. We will discuss your specific situation on the strategy call and tell you honestly whether it is a fit.
How is this different from buying leads?
Lead vendors sell the same database to dozens of advisors. By the time a prospect answers your call they have already heard from 3 others. Your webinar builds an audience that only knows you. They registered because of your topic. They booked because they already trust you. And unlike leads — the system compounds. The audience you build in month 1 is still converting in month 6.
What exactly is the $300K performance guarantee?
If you follow the system as designed — run your webinar consistently, keep your ads running, and show up to your appointments — and do not close at least $300K in annuity production within 6 months, we will refund your investment. We have never paid it out. We will walk through the specific terms on the strategy call so you know exactly what is covered.
What does the strategy call actually cover?
30 minutes on Zoom. We will diagnose your current marketing and map out your specific webinar topic, target audience, and ad strategy. You will leave with a clear picture of exactly how the Perpetual Pipeline works for your practice. No pitch, no pressure. If it is not a fit we will tell you that too.
Do I have to present the webinar live?
Totally optional. The system works both ways and we set it up however fits your style. Some advisors pre-record their webinar from day one — they film it once, we load it into the funnel, and it runs on autopilot 24/7 without them ever having to show up live. Others prefer to run it live the first few times to sharpen their delivery, get comfortable with objections, and dial in their presentation before automating it. Neither is wrong. The advisors doing the biggest numbers have tried both. What matters is that the webinar runs consistently — live or recorded, the pipeline compounds either way.
Do I have to switch my webinar topic every month?
Not at all. Most advisors run the same topic for months before ever switching — and some never switch at all. When you find a topic that converts, you let it run. The goal is a compounding pipeline, not a content calendar. That said, we give you access to a library of 13 webinar topics designed for two different stages: cold traffic topics that attract brand new prospects, and nurture topics that deepen trust with people already in your pipeline. As your audience grows, you can layer in additional webinars to move leads through different subjects — retirement income planning, IRMAA, Roth conversions, Social Security timing, and more. How deep you go is entirely up to you. Some advisors run one topic forever and hit $3M+ a year. Others build out a full content library. Both work. We just want your first webinar compounding before you think about anything else.
What is the investment?
We do not publish pricing on this page. What we can tell you: it is not a $97 course and it is not a $10K per month agency retainer. It is a done-with-you system built for advisors who are serious about scaling. We will cover investment on the strategy call once we understand your situation.
Every month you wait is another month your pipeline doesn't compound.