Unique brokerage opportunity for  client centered independent advisers

What We Offer

Lets be real...If you aren't committed to making this work, none of our offerings mean anything. We aren't here to promise you the world. We are here to show you what has worked for us.

We have earned massive trust by doing 3 things.

  1. We have nailed the virtual meeting
  2. Make things simple. We believe clients are smart and can make good decisions with their money. 
  3. Video is your best tool

Our virtual sales process

With over 4,000 client meetings in the books, let our virtual sales process be your rocket fuel.

Timely education

Learn the ins and outs and hidden mechanisms of fixed products.

Customized client videos

Get personalized videos from us and use our content to educate your clients.

The “Customer First” Method

For too long, this industry has been all about maximizing agent commissions to the determent. Shoot, we STILL get calls from marketers telling us how much more money we could make if we sold "x" product. It's disgusting. 

If you are sick of the me first, what have you done for me lately IMO model, give us a shot. 

Our goal is to revolutionize this industry with client friendly educational content that empowers good advisers and puts bad advisers out of business.

Build Productive Habits

Learn how are total funnel strategy revolutionized our business. From wondering where our next client was going to come from, to having too many people to talk to. 

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