I run the advertising in your market. A caller I trained works every response by phone, qualifies against criteria you wrote, and stays with each booking until the person is actually sitting in front of you.
You close well. But every case you have ever written came from somebody else deciding to send you a name, and you cannot tell me today how many new people you will sit with four weeks from now.
Nobody tells you that part before you sign. So here it is, laid out. Read across each row and count how many steps land back on your desk.
The agency stops after the ad. The lead company stops the second a meeting is booked. Nobody owns step 5, and step 5 is where your money goes.
On step 3 my setter calls within the hour, while the person still remembers raising their hand. On step 4 she books only the ones who pass criteria you wrote. On step 5 she confirms, reminds, and rings the no-show back until they walk in.
The gap between those two numbers is usually the largest figure in the practice, and it never shows up on any report. Put your own numbers in. Nothing to fill out, nothing to download.
A lead source hands you names. A pipeline moves a stranger through three stages until he is sitting across from you. Nobody in this industry talks about the second and third stage, which is exactly where your money has been leaking.
Advertising runs in your market under your name, and a cold list gets built and enriched to the exact profile you wrote. Ad responses are capped by your budget. The cold list is capped only by how many people exist in your market. You need both.
Every response gets a live phone call while they still remember raising their hand. Not an email. Not a text. A setter I trained, working against criteria you wrote, who books only the people who pass your bar.
After the booking, that same setter confirms, sends your brief and your intro video, and reminds them. When someone cancels or no-shows, she rings them personally and puts the meeting back on your calendar.
A lead company replaces a no-show with a different name. My setter rings the same person back.
Prove the numbers in your market first.
Stop letting referrals decide your month.
Keep several advisors' pipelines full at once.
The wrong fit costs us both a quarter. If you are in the right hand column, you will hear it from me on the call rather than in month two.
No. Every program on this page includes a trained setter, because handing an advisor a list and hoping he works it is the thing that failed him last time. You do not dial the responses, the cold list, or the no-shows. The tiers differ by how many channels the setter works, never by whether one exists.
The first month runs six weeks while the advertising settles, and the honest answer about how quality moves over the first 60 to 90 days is a conversation, not a paragraph. I will walk you through it live, with real numbers off a live account. You will see weekly reporting from week one either way, including the thin weeks.
It probably was not the advertising. Ask yourself what happened to the responses after they arrived. Nine times out of ten they sat for a day or three, went cold, and got written off as bad leads. Speed is the variable almost nobody changes. The second one is retargeting, so a person sees you three or four times before your caller ever rings.
They have no previous owner. Nothing here is bought from a list broker. These are people who responded to advertising run in your market under your name, and they go to you alone. An exclusive purchased lead is still a purchased lead, which is the thing that burned you or somebody you know.
You write the criteria and you hear the script before we dial. The caller follows it, never pitches product, never improvises. US: broker-dealer approval cleared before anything goes live. Canada: MGA and provincial rules, same answer. Suppression against do-not-call is standard on both sides of the border.
It depends entirely on average client size. A commission advisor gets paid once and judges this on month one. You get paid every year the client stays, so month one is the wrong place to look. At $1M average and a 1% fee, one new client repays their own acquisition cost inside six months and pays you for as long as you hold the relationship. Under $500,000 average, it does not clear and I will say so.
No, and any vendor who tells you the owner personally dials is either exaggerating or about to be very slow. I train and brief every caller on your account myself, on the criteria you wrote, and I stay in the account. I spent years on sales floors training callers. That is the part I do not hand to anyone else.
A handful, and I cap at five. I would rather tell you that than pretend to be bigger. The training and the briefing are the parts that do not scale, and the day I take a sixth advisor is the day this turns into the thing on the left side of that table above.
Verified LinkedIn recommendations from senior sales leaders who managed me, worked beside me, or reported to me. Advisor case numbers get published the same way, once they are real and not before.
"I've had the privilege to manage a few High Performers in my career and Andreas is one of them. Our sales reps are responsible for generating Hundreds of Thousands if not Millions in revenue each year. Andreas has done that over and over again and he will be a valuable asset wherever he goes. He also has a heart for leadership and developing others."
"My close colleague for the past 3 years with Dan Lok Organization. Andreas has incredible work ethic and displays effective leadership skills. He has a keen way to identify roadblocks and provide solutions to organizations and business professionals."
"Andreas is multi-skilled and I have always seen him excel in his work. A great leader who can manage even difficult situations and difficult people with ease. I have seen Andreas over-deliver in all situations. If someone asks me to name one person great at nurturing and managing relationships, that would be Andreas."
I spent years on high ticket sales floors. I trained more than 200 callers and led teams that brought in millions. That is where I learned the thing this whole page is built on: a booking is not a meeting, and the distance between the two is a people problem, not a software problem.
So I do one thing now. Qualified appointments for independent advisors in the US and Canada. My callers make the calls, I train them, I brief them on the criteria you wrote, and I stay in your account. Five advisors at a time, because the training is the part that does not scale and I am not willing to give it up.
Book 15 minutes. We go through your market, the criteria you would write, and your numbers. I will tell you which program fits, what the first 90 days look like, and what it costs, in the same numbers you just read on this page. If it is not a fit, you hear that on the call and not in a follow up sequence.
Best fit: independent advisors in the US or Canada, two or more years licensed, whose business comes from referrals they cannot control.
