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FIDUCIARIES & FIRM LEADERS:


YOUR SALES & MARKETING DEPARTMENT IN A BOX


ADD $20-50M+ TO YOUR AUM EVERY YEAR

CLAIM YOUR AREA



HOW IT WORKS?




FINANCIAL ADVISORS USE THE SAME LEADS AS EVERYONE ELSE IN THEIR COMPANY, YET
EXPECT TO HAVE BETTER RESULTS THAN THEIR COWORKERS WHO SIT NEXT TO THEM. WE WILL
BUILD FOR YOU A CUSTOM, PROFITABLE, AND FULLY AUTOMATED CLIENT ACQUISITION
SYSTEM THAT IS GUARANTEED TO GET YOU 30+ APPOINTMENTS AND PERFORM OR YOU DON’T
PAY.








THE PROBLEM


ALL DAY COLD CALLING?


ARE YOU SPENDING ALL DAY CALLING STRANGERS ASKING THEM TO MAKE THE BIGGEST
FINANCIAL DECISION OF THEIR LIFE?


BEGGING FOR REFERRALS?


ARE YOU BEGGING FRIENDS AND FAMILY TO SEND YOU BUSINESS, JUST TO HAVE NO
CONSISTENCY OR PREDICTABILITY OF YOUR INCOME?


BUYING SHARED LEADS?


ARE YOU BUYING LEADS THAT GET SOLD TO MULTIPLE ADVISORS JUST TO COMPETE FOR THE
BUSINESS




CHASING AROUND LEADS?


ARE YOU GETTING GHOSTED BY PROSPECTS WHO CHANGE THEIR MIND?



Claim Your Area




IN THE NEWS



GET TO KNOW US




“ADVISOR SCALE IS THE GOLD STANDARD FOR QUALIFIED APPOINTMENTS IN THE FINANCIAL
ADVISORY INDUSTRY”


YOU WANT THE LOWEST CUSTOMER ACQUISITION COST POSSIBLE, TO GROW YOUR FINANCIAL
BUSINESS QUICKLY. ADVISORSCALE SAVES YOU FROM WASTING TIME WITH UN-QUALIFIED
APPOINTMENTS AND TIRE-KICKERS.

 * Pre-Qualified Appointments On Your Calendar

 * Pay Only If We Deliver

 * Close More Clients

A few steps away...
Claim Your Area




WHAT PROBLEMS WE HELP YOU SOLVE




UNPREDICTABLE ACQUISITION OF CLIENTS

Your client acquisition is not consistent, despite earning good money. Your
monthly growth is uncertain, and you haven't identified a particular traffic
source that you can increase to generate more profit.




SATISFACTORY, BUT NOT A GREAT OFFER

It's easy to attract a few clients, but to reach the big leagues (i.e.,
$500,000+/month), you cannot rely on offering the same services as everyone
else. You must create an irresistible offer that sets you apart from the
competition.




SMARTEST PERSON ON THE TEAM

Although it may boost your self-esteem, it is harmful to the company. Being the
smartest person in the team could be hindering the company's growth as you may
be the primary person to rely upon. Your company needs to grow without you
putting in more efforts.




MAKING DECISIONS COMPLEX

What began as a simple Google Sheet and a phone has now transformed into 17
different software programs, 12 marketing funnels, 3 product/service offerings,
and one individual who is experiencing high levels of stress. It is possible to
achieve more with fewer resources, but deciding what to retain and what to
eliminate can be challenging.


DECISIONS BASED ON EMOTIONS THAN DATA

The most successful and lucrative businesses operate as scientific experiments.
They identify a control variable such as booking rate, close rate,
cash-per-call, cost-per-call, lifetime value, refund rate, and so on, and test
different variables against it. This can include trying out a low ticket funnel
versus a call funnel, a new offer, an increase in price, a new sales funnel,
etc. If you are unfamiliar with some of these terms, it may be a sign of
trouble.




MORE FULFILLMENTS, LESS PROFITS

You may think that things are fixed and cannot be improved, but what if we
informed you that there are techniques to provide superior outcomes for your
clients while incurring only 1/10th of your current expenses?

Scale Your Business




SEE HOW WE COMPARE


BETTER RESULTS. MUCH FASTER. NO RISK.




CLAIM YOUR AREA




WHAT IS A LOW-QUALITY LEAD?




INACCURATE CONTACT INFORMATION


ALMOST 100 % OF THE LEADS WE GENERATE ARE VALID. IF ONE SLIPS THROUGH THE
CRACKS, WE HAVE A GUARANTEE IN PLACE TO REPLACE THAT LEAD COMPLETELY FREE OF
CHARGE.


SHARED LEADS


WE COMBAT SHARED LEADS BY GIVING YOU 100% EXCLUSIVE RIGHTS TO EACH LEAD. WE WILL
NOT SHARE YOUR LEADS WITH ANY ADVISOR FOR ANY REASON.

GET TO KNOW US




THE SOLUTION


ADVISORSCALE IS A LEADING MARKETING FIRM SPECIALIZING IN SCALING FINANCIAL
ADVISORY BUSINESSES ACROSS THE GLOBE BY HELPING THEM DOUBLE THEIR MONTHLY VOLUME
WITHOUT COLD CALLING, WEBINARS OR REFERRALS.




OUR TEAM IS BUILT TO SURPASS PERFORMANCE GOALS, FROM DIGITAL MEDIA BUYERS
SPECIALIZING IN VARIOUS ADVERTISING PLATFORMS, TALENTED DESIGNERS, BRILLIANT
FUNNEL BUILDERS TO CRAFTY COPYWRITERS.




WE HAVE HELPED THOUSANDS OF NEW AND ESTABLISHED BUSINESSES SCALE PREDICATIVELY
USING OUR BATTLE-TESTED MARKETING STRATEGIES.

CLAIM YOUR AREA





HOW WE HELP FINANCIAL ADVISORS AND ANNUITY AGENTS ACHIEVE GOD LIKE RESULTS




PILLAR 1


FORECAST REVENUE GROWTH POTENTIAL & ENSURE PROFITABILITY




FORECASTING REVENUE GROWTH POTENTIAL IS CRITICAL TO ANY BUSINESS STRATEGY, AS IT
ENABLES COMPANIES TO ALLOCATE RESOURCES EFFECTIVELY AND MAKE INFORMED DECISIONS.
HOWEVER, MAXIMIZING REVENUE GROWTH WITHOUT PRIORITIZING PROFITABILITY CAN LEAD
TO UNSUSTAINABLE BUSINESS MODELS AND FINANCIAL INSTABILITY. TO ENSURE LONG-TERM
SUCCESS, BUSINESSES MUST BALANCE REVENUE GROWTH POTENTIAL WITH PROFITABILITY,
IDENTIFYING AREAS WHERE COST-CUTTING MEASURES CAN BE IMPLEMENTED AND MAKING
STRATEGIC INVESTMENTS IN GROWTH AREAS THAT GENERATE POSITIVE RETURNS. BY
ADOPTING A BALANCED APPROACH, BUSINESSES CAN ACHIEVE SUSTAINABLE GROWTH AND
PROFITABILITY OVER THE LONG TERM.




PILLAR 2


MARKET FIT VALIDATION




MARKET FIT VALIDATION, ALSO KNOWN AS FOCUSING ON ONE NICHE, IS A CRUCIAL PILLAR
OF A SUCCESSFUL BUSINESS STRATEGY. BY IDENTIFYING A SPECIFIC NICHE OR TARGET
MARKET, BUSINESSES CAN TAILOR THEIR PRODUCTS OR SERVICES TO MEET THE UNIQUE
NEEDS AND PREFERENCES OF THEIR CUSTOMERS. THIS APPROACH ALLOWS ENTERPRISES TO
BUILD A LOYAL CUSTOMER BASE, GENERATE POSITIVE WORD-OF-MOUTH, AND ESTABLISH A
COMPETITIVE ADVANTAGE. HOWEVER, IDENTIFYING THE RIGHT NICHE REQUIRES CAREFUL
RESEARCH AND ANALYSIS OF MARKET TRENDS, CONSUMER BEHAVIOR, AND COMPETITION, AS
WELL AS A WILLINGNESS TO ADAPT AND PIVOT AS MARKET CONDITIONS CHANGE.




PILLAR 3


STREAMLINE COMMUNICATION, OPERATIONS & REPORTING TO SAVE MONEY & TIME




WE WILL HELP YOU DOUBLE YOUR PRODUCTION BY BOOKING YOU VERIFIED, PREQUALIFIED
APPOINTMENTS ON YOUR CALENDAR EVERY SINGLE DAY. USING ADVISORSCALE YOU'LL
FINALLY HAVE A STREAM OF QUALIFIED PROSPECTS COMING STRAIGHT TO YOU. NO MORE
CHASING REFERRALS OR FOLLOWING UP WITH BAD LEADS.




COMPLIANCE FRIENDLY FOR DIRECT RESULTS


WE ARE SO CONFIDENT IN OUR OFFER WE GUARANTEE YOU 30 OPPORTUNITIES.


WITH SEC, FINRA, FFIEC, FTC, IIROC, MFDA COVERAGE, APPLY CONCEPTS WITH
CONFIDENCE AND YOUR ORGANIZATION’S APPROVAL.




500%


AVERAGE CLIENT ROI


17K+


APPOINTMENTS BOOKED


500+


CLIENTS SERVED


WHY ADVISORS LOVE US




WE ARE SO CONFIDENT IN OUR OFFER WE GUARANTEE YOU 30 OPPORTUNITIES OR YOUR MONEY
BACK.


CHECK OUT HOW ADVISORSCALE HAS IMPACTED FINANCIAL ADVISORS & ANNUITY AGENTS ALL
ACROSS THE WORLD.




THEY ARE TRULY UNIQUE IN HOW THEY DO THINGS, AND THEY'VE GOT IT DOWN TO MAKE IT
EASY FOR YOU. I LOVED THE ENTIRE PROCESS. I'VE HAD REALLY GOOD SUCCESS IN
GETTING ANNUITIES AND AUM APPOINTMENTS AT A COST EFFICIENT PRICE (ONLY SPENT
ABOUT 2K SO FAR).



As of right now, I'm only paying about $111 or less per appointment which is
much cheaper then any traditional company that I've used in the past.



The quality of prospects I've spoken with are awesome. All of them have been
good people that are truly interested in what i have to say.




Every person I've spoke with has had more than $250k in assets to work with and
are serious about getting help.



AdvisorScale will get you the appointments you need/want, but it's of course up
to you to close those deals. They have also a guarantee. Great company and
excited to finally be a million dollar producer.



Mike Peterson







OUR VIDEO GALLERY




MICHAEL


FINANCIAL ADVISOR


GROWTH FROM $20,000/MONTH TO $50,000/MONTH


32+ APPOINTMENTS/MONTH


JOHN


FINANCIAL ADVISOR


TRIPLES REVENUE IN 7 MONTHS


30+ APPOINTMENTS/MONTH


CHRIS


FINANCIAL ADVISOR


$73K IN COMMISSIONS IN 8 MONTHS


38+ APPOINTMENTS/MONTH


JIM


FINANCIAL ADVISOR


$97K IN COMMISSIONS IN 12 MONTHS


40 APPOINTMENTS/MONTH


FREQUENTLY ASKED QUESTIONS



HOW MANY APPOINTMENTS WILL I GET PER MONTH?

Our smallest clients get a minimum of 11 qualified appointments per month.

WILL I NEED HELP MANAGING THESE LEADS?

Absolutely not. We will manage your entire pipeline including follow ups. All
you have to do is show up to the appointments and close.

HOW ARE THE LEADS EXCLUSIVE?

We only work with a limited amount of Advisors per state. We do not want our
clients competing with each other for appointments. We dominate territories.

CAN I GET MORE THAN 60 APPOINTMENTS?

We can service as many appointments as you need.

WILL THIS WORK FOR BRAND NEW ADVISORS?

Yes! We work with brand new advisors too. If you are a brand new advisor, we
will help you break free from referrals and cold calling and help you put a real
plan in place to grow your business.

WILL THIS WORK FOR ME?

We have a customer success manager to hold your hand throughout the whole
process, and full exclusivity to your service area. We generate cold hard
results, guaranteed.

HOW QUICKLY CAN I GET STARTED?

Our team will build and launch your system in 7 business days from your
onboarding interview.

Speed is one of our core values.

DOES THIS WORK WITH MY CURRENT CRM?

Our CRM is a pivotal piece to our system and it is what our team uses in order
to nurture, follow up, and book appointments with your leads. As a customer, it
is very low maintenance and we do not require you to exclusively use our CRM if
you don’t want to. You can still use yours and ours simultaneously and then keep
ours if you like it.

ARE YOU COMPLIANCE APPROVED?

Everything we do will be compliant.

WILL THIS WORK FOR BROKER-DEALERS, WIREHOUSE ADVISORS, LIFE INSURANCE AGENTS,
INDEPENDENT ADVISORS, OR RIAS?

Yes! We have clients from all the big-name firms. We also have clients operating
independently and working for small-medium-size companies as well.

DOES THIS NEED TO GO THROUGH COMPLIANCE?

Not necessarily. It depends on the pathway we will be taking when working
together. For one of the options, 100% of the marketing content we use is
completely unbranded. At no point do we advertise on behalf of your firm.
However, this does not mean our content is generic in any way, your campaign
will still be targeted to your specific ideal client.


STILL HAVE QUESTIONS?


CAN’T FIND THE ANSWER YOU’RE LOOKING FOR?


GET IN TOUCH.


READY TO INCREASE YOUR SALES VOLUME? SPEAK WITH AN EXPERT TODAY.


FINANCIAL FIRMS MARKETING IS CHANGING, FINDING NEW CUSTOMERS IS GETTING HARDER.
JOIN HUNDREDS OF OTHER FINANCIAL ADVISORS AND ANNUITY AGENTS BOOKING MORE
APPOINTMENTS AND CLOSING MORE DEALS.

CLAIM YOUR AREA



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LET US HELP YOU SCALE YOUR ADVISORY BUSINESS

CLAIM YOUR AREA


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SCALE YOUR BUSINESS




COPYRIGHT © 2023 ADVISORSCALE ALL RIGHTS RESERVED.

Billing Policy



This website is operated and maintained by AdvisorScale. Use of the website is
governed by its Terms Of Service and Privacy Policy

.

ADVISORSCALE IS A SALES AND MARKETING EDUCATION AND TRAINING COMPANY. WE DO NOT
SELL A BUSINESS OPPORTUNITY, “GET RICH QUICK” PROGRAM OR MONEY-MAKING SYSTEM. WE
BELIEVE, WITH EDUCATION, INDIVIDUALS CAN BE BETTER PREPARED TO MAKE INVESTMENT
DECISIONS, BUT WE DO NOT GUARANTEE SUCCESS IN OUR TRAINING. WE DO NOT MAKE
EARNINGS CLAIMS, EFFORTS CLAIMS, OR CLAIMS THAT OUR TRAINING WILL MAKE YOU ANY
MONEY. ALL MATERIAL IS INTELLECTUAL PROPERTY AND PROTECTED BY COPYRIGHT. ANY
DUPLICATION, REPRODUCTION, OR DISTRIBUTION IS STRICTLY PROHIBITED. PLEASE SEE
OUR FULL DISCLOSURE FOR IMPORTANT DETAILS.



Investing of any kind carries risk and it is possible to lose some or all of
your money. The training provided is general in nature, and some strategies may
not be appropriate for all individuals or all situations. We make no
representation regarding the likelihood or probability that any actual or
hypothetical investment will achieve a particular outcome or perform in any
predictable manner.



Statements and depictions are the opinions, findings, or experiences of
individuals who generally have purchased education and training. Results vary,
are not typical, and rely on individual effort, time, and skill, as well as
unknown conditions and other factors. We do not measure earnings or financial
performance. Instead, we track completed transactions and satisfaction of
services by voluntary surveys. You should not, however, equate reported sales
transactions with financially successful transactions. Further, many customers
do not continue with the program, do not apply what they learn, or do attempt to
apply what they learn but nonetheless have difficulty in making sales successful
for them.

The Company may link to content or refer to content and/or services created by
or provided by third parties that are not affiliated with the Company. The
Company is not responsible for such content and does not endorse or approve it.
The Company may provide services by or refer you to third-party businesses. Some
of these businesses have common interest and ownership with the Company.

This site is not a part of the YouTube, Bing Google or Facebook website; Google
Inc, Microsoft INC or Meta Inc. Additionally, This site is NOT endorsed by
YouTube, Google, Bing or Facebook in any way. FACEBOOK is a trademark of
FACEBOOK, Inc. YOUTUBE is a trademark of GOOGLE Inc. BING is a trademark of
MICROSOFT Inc.



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London, W1W 5PF