Every household screened against criteria we define together, confirmed by a live setter, booked straight onto your calendar. If they don't show, you don't pay.
Lead vendors and appointment setters have burned advisors for years. These are their own words.
I purchased what I thought was 10 pre-qualified appointments for $2,500. What I didn't realize was I bought UP TO 10 appointments. I've received 1 in 2 months.
The answer rate you're seeing is typical for broker-resold data that's been touched by 8-10 other agents before you.
Even under the best system, over half the appointments are going to be no-shows, one-legged, and not qualified.
They will not return any of my calls. $2,500 is a lot of money to lose.
Premium, states, capacity. We check the numbers both ways - and tell you honestly if they don't work.
Criteria agreed together and written into the agreement - not in a sales pitch.
First-party prospects from campaigns we run and pay for. Never purchased lists, never resold data, never shared.
A setter confirms attendance and re-checks the criteria. Not a robocall, not a calendar invite and a prayer.
You do what you're actually paid to do: the conversation.
No-show = $0. Off-criteria = credited or replaced. Your invoice only counts meetings that happened and qualified.
More states and volume as your show-to-funded rate holds.
Not a slogan. Four written guarantees in every agreement, checkable against the recording of every screening call.
A confirmed appointment that doesn't show never hits your invoice. The slot is replaced automatically - the industry's no-show problem sits on our P&L, not yours.
If a household doesn't meet the written criteria, you're credited. Every screening call is recorded and transcribed - the tape settles it, not an argument.
"Qualified" is defined together and written into your agreement before you spend a dollar. No "up to," no asterisks, no moving target.
Prepaid packages deplete only on delivery. Unused balance never expires into our pocket - what you don't use, you still own.
Independent fixed and fixed-indexed advisors writing roughly $3M to $15M in annual premium, licensed across multiple states, with room on the calendar. If that's not you yet, we'll tell you on the discovery call and save you the money.
Consumer campaigns we run and pay for ourselves. Every household is screened against the criteria in your agreement and setter-confirmed before anything is booked. You never get a raw lead list.
Prepaid packages priced per showed, qualified appointment - the exact number depends on your states and volume, and we put it in writing on the discovery call. Bring your current cost per show and compare.
A confirmed appointment that doesn't show never hits your invoice, and we replace the slot. Off-criteria meetings are credited the same way - the screening recording is the referee.
No. Keep your contracts, your override, and your street-level comp. We fill the calendar - you keep the economics.
Thirty minutes. We'll show you the exact qualification criteria, the pricing, and whether your practice is a fit. If it's not, we'll tell you.
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