FINANCIAL PLANNERS:
Are you Struggling With High-Value Client Acquisition And Retention?

FINANCIAL PLANNERS Help Explode Business
Growth, PROFIT And Impact

The AI-Advisory Board platform is perfect for Financial planners, wanting a steady stream of quality leads and referrals. You have more Free time - while our systems do the work for you!

If We Offered You...
An Innovation AI-System To Master The Art Of Rapid Advancement To The Prestigious Million Dollar Round Table And/Or TOT Status In Only 18 Months… All While You Get To Working Less Hours… Would You Take Us Up On This Offer?

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THE EXCLUSIVE SYSTEM GIVES YOU;

ALL The QUALITY LEADS and REFERRALS Needed To Explode Your Business Growth To Achieve MDRT Or TOT Status Within The Next 18 Months Without you:

  • MAKE MONEY - with lead generation systems that provide a large Return On Investment (ROI). 
  • GAIN TIME - with High-Net-Worth Individuals coming to you instead of you chasing poor quality leads. 
  • BECOME ENERGIZED -  by doing more of the things you want and are good at doing.

It's A Straightforward Offer! Make More, Work Less, And Become Recognized As One Of The Worlds' Best!

You can stop the endless hunt for quality leads. We specialize in helping financial planners acquire high-net-worth clients within 90 days through our integrated AI-powered TOT Mastermind and AI-Advisory Board platform. 

This unique approach not only accelerates your qualification for MDRT (million dollar round table) or TOT (Top of Table) status but also empowers your clients to maximize their earnings, providing you with more investment capital to manage.

Why Our AI-Advisory Boards Are A Game Changer For
Independent Financial Planners: 

1

AI-Advisory Board System Guarantees YOUR Clients More Profit.

2

Best In The World Training Guarantees YOU MDRT or TOT Within 18 Months. 

3

World Class Support TEAM Explodes Your Business Growth at No Cost To You.

You won't be chasing leads anymore with our exclusive rapid business growth system. Quality referrals will come to you when your business clients begin making more money because of Your New Expanded TEAM!

Unlocking Client Wealth with AI: Your Fast-Track to TOT (Top of Table)!

Video Highlights:

  • 1. The "WHY" behind our innovative offer that can generate you more quality leads and referrals while you sleep.
  • 2. The "WHAT" we do that enables us together to fulfill on more quality leads and referrals to you and select financial planners.  
  • 3. You can do this! The "Top of Table" (TOT) training, flow training, and accountability coaching you'll recieve from our team.  
  • 4. Jobs, markets, and businesses will not be lost to AI. They will be lost to those businesses that understand and leverage AI.
  • 5. The "WHAT" we do that enables us together to fulfill on more quality leads and referrals to you and select financial planners.  
  • 6. You can do this! The "Top of Table" (TOT) training, flow training, and accountability coaching you'll recieve from our team.  

Limited Spots Available In AI-TOT Mastermind Starting 

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Step 1: This is our way of saying thank you for your interest in our offer that will help grow your business with quality leads and referrals while you work less hours. Be sure to complete steps 2 and 3 to receive your free gifts

1st Gift: Canadian Bank Report Reveals the Advantage 

Discover which Canadian bank provides detailed information on how Advisory Boards can lead to a 24% increase in business revenue and an 18% increase in productivity.

2nd Gift: Secrets to TOT as a Financial Planner E-Book

Meet Stephen, the financial planner who achieved Top of Table (TOT) seven consecutive years before retiring. His book will give you an in depth understanding of achieving TOT and what is next.

STEP 2: Lets' find out if we are a fit.

We will be working with only 10 financial planners in our pilot AI-TOT-MASTERMIND that will start in November. If you miss out on this opportunity, the next cohort will start in January 2024 and at a significantly higher price point.

Accept this Invitation for you to join by answering 5 quick questions so that we can serve you better.



STEP 3: Take This Quiz to discover...
-Coming soon-


Live Life On Your Terms . . .

  • The MONEY can be GREAT: The sky is the limit but not everybody gets there. It takes hard work, personal/professional mastery, and time. A 6-figure income is realistic within 12 months or sooner. 
  • The HOURS are Great: You are 100% in control of your work schedule and in the degree of flexibility that moves you off your ideal schedule. No work necessary on weekends or evenings.
  • The CLIENTS can be good: Depending on your financial needs, Its' entirely up to you as to who you decide to work with and for how long. 
  • The LOCATION can be Great: Where in the world do you want to live, work, and play? No travel time in rush hour traffic.
  • Social IMPACTWe are all about wanting to make an impact on the world through helping create successful entrepreneurs and businesses.   

Business Growth Made Easier For an Abundance of What Matters Most in Life...

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