For Financial Advisors
The Tax Free Plan delivers 15–30 booked appointments per month to your calendar — qualified prospects who want help with Roth conversions and retirement tax strategy.
The Problem
You became an advisor to help people — not to spend your nights cold calling, buying recycled leads, or begging for referrals. The traditional model is broken: you spend more time prospecting than planning, and every lead you buy has already been sold to 5 other advisors.
What if you could wake up every morning to a calendar full of qualified appointments with pre-retirees and retirees who already want what you offer?
The Tax Free Plan
We run proven Facebook and Instagram ad campaigns targeting pre-retirees and retirees in your market. Prospects book directly onto your calendar.
Fully configured CRM with automated follow-up, appointment reminders, no-show recovery, and pipeline tracking. Powered by GoHighLevel.
Battle-tested consultation scripts, presentation frameworks, and objection-handling guides. We teach you exactly how to convert leads into clients.
How It Works
We work with a limited number of advisors per market to ensure lead exclusivity. Fill out the application and our team will review your fit.
We set up your CRM, build your ad campaigns, configure your automations, and launch your lead generation engine. Up and running in 2 weeks.
Appointments hit your calendar. You show up, deliver value, and close. We handle the marketing, follow-up, and optimization.
Results That Speak
“Our advisors average 20+ booked appointments in their first 30 days.”
Built by an advisor, for advisors. The Tax Free Plan combines proven marketing systems with done-for-you automation so you can focus on what you do best — serving clients.
Included
Professionally designed ad creatives targeting high-net-worth pre-retirees in your local market. We manage everything — creative, targeting, optimization.
Custom landing pages and survey funnels that pre-qualify prospects before they hit your calendar. You only meet with people who are a genuine fit.
Full GoHighLevel setup with pipelines, automated email/SMS sequences, appointment scheduling, and no-show follow-up — all preconfigured.
Consultation scripts, presentation decks, objection-handling frameworks, and ongoing coaching to help you close more business.
Is This Right For You?
We partner with a limited number of advisors in each market. Apply now to see if your territory is available.
Email Us to Get Started →Limited availability per market · Setup takes ~2 weeks · No long-term contracts required