Exclusive Partner for those who do AUM, Annuity and Insurance Focused Products
This Isn't Another Marketing Idea -
It's A SYSTEM That's Already Running
Most advisor marketing programs require weeks (or months) to set up. This one doesn’t.
We built an automated growth system designed specifically to:
- Attract people in or nearing retirement to attend your educational event
- Filter out unqualified leads
- Create real rollover, income, and AUM conversations
Everything is already built:
✔ Funnels
✔ Emails
✔ Text follow-up
✔ Webinar/Seminar infrastructure
You’re not starting from scratch.
You’re plugging into something that’s already working.
Consistent Appointments
Quality Investable Assets
Done-For-You Systems
Trusted by 200+ financial advisors nationwide
This is best for those who:
- Already work with retirement-focused clients
- Want qualified conversations — not just “leads”
- Don’t want to DIY their marketing during the busiest season of the year
WHY CHOOSE US
Your Success is Our Business
We're not just a vendor—we're your growth partner. Our success is directly tied to yours, which is why we focus on delivering qualified, ready-to-convert prospects instead of vanity metrics.graph Font
$500k+
Avg. Investable Assets
Quality Over Quantity
We don't flood you with junk leads. Every appointment is pre-qualified with real investable assets.
100%
Assets Guarantee
Guaranteeed R
We put our money where our mouth is. Guaranteed Assets in your pipeline or you don't pay.
20+
Hours saved Week
Your Time Protected
Focus on what you do best-advising clients. We handle the entire marketing machine.
10+
Years Experi
Industry Experience
Built by people who understand financial services, compliance, and what actually converts.
Everything You Need to Scale
A complete done-for-you marketing ecosystem. No more juggling vendors or learning new platforms.
In Person. Virtual. OR Both. You Choose!
Targeted Lead Generation
Reach your ideal prospects with precision-targeted campaigns that deliver results.
Managed Ad Campaigns
Campaigns managed by dedicated team members.
Marketing Automation
Set it and forget it. Our automated system works 24/7/365 to book QUALITY appointments on your calendar.
Quality Appointments
Book meetings with qualified prospects who are ready to work with you.
Closing Coaching
Turn more appointments into clients with proven sales coaching and meeting framework.
Proven Results
Join successful advisors and agents who have transformed their growth with our systems and practices.
As Featured In
Advisors Who've Transformed Their Practice
Jeff S.
This is the best of the very best marketing company I have ever worked with. I have been using marketing companies for 12 years. This is the very best by far. They deliver QUALITY candidates for me.
Dave R.
I have tripled my business since starting to work with Mastermind Advisor on the Seminar side of their services.
Phil G.
These guys are the real deal! I've wasted hundreds of thousands of dollars on other lead vendors. I have had meaningful meetings with several clients delivered on my calendar just like... and get this.. LIKE THEY PROMISED!!
Frequently Asked Questions
What is included with your services?
Our done-for-you package includes seminar campaigns, ongoing webinar campaign, nurture funnel and retargeting funnels. We also offer DIY+Consulting.
Do we split my commissions?
No! Our advisors keep 100% of the commission they earn.
Are you an IMO or FMO?
No we are not either of those. We are an independent marketing company.
Do I need to stop doing dinner seminars?
No, if dinner seminars are working for you that is great! If not, we have other strategies that work for advisors. We will work with you 1-on-1 to determine what is the best course of action moving forward.
Is this a mentoring or coaching program?
No. This is a done-for-you, turnkey leads system. But we do provide training and materials.
Do I have 24/7 access to everything?
Yes! You and your team can access everything via our custom CRM. It includes contacts, opportunities, funnels, workflows, and you can even text, call and email your prospects.
*Minimum 6 month commitment required to qualify. Offer valid for limited time.
**Minimum Requirements Must Be Met For Guarantee & Offer To Be Valid.
