Advisor Jetpack

Series 65, 66 and CFP advisors: If you don't add $10+ million in new AUM - you don’t pay. We do not sell leads… Not even appointments… We help you access hundreds of thousands of millionaire families right now who are fed up paying 1.4-1.8% for cookie-cutter advice from a wirehouse advisor. Here's how: Millions of people are already using AI to evaluate major financial decisions. When they search online for answers on Google or YouTube, when they ask Gemini or ChatGPT for a second opinion — we position YOUR firm as the advisor they find. They already know they’re overpaying. They understand the value of working with a fiduciary. They book directly on your Calendly. They show up to the Zoom grateful to pay 1% for comprehensive planning. Without you having to do any prospecting, host any seminars, or buy a single lead. We handle the entire system. You just take the meetings and close. Nothing changes about how you serve clients. No new licenses. No tech skills needed. We simply plug your existing Zoom, CRM, and scheduling tool. Set up takes 7 days or less. And if you don't close $10M+ in new AUM — You don't pay. Now, how can we make such a bold promise like that? Look at our track record: Overt the last 3 months, $344 million in tracked new assets rolled over, all backed by our pure-AUM guarantee. Richard of NewEdge Wealth hit $13 million in new AUM from 4 households in July, on track for 1 billion in 36 months. Jay Peroni of Firm Foundation Wealth Advisors added $8.7m from 3 households in 27 days. Sean Heney added $21 million in AUM as Suncrest's new rainmaker in just his first few months in the growth seat. ...and 431+ advisory firms in the past 2 years. Click below and fill out a short application on the next page, and book a call with my team. We'll break everything down for you. And as I mentioned — if you don't close $10M+ in new AUM, you don't pay. Our compensation is tied to your ROI. No shared leads. No selling the same prospect to multiple advisors. No "trust us" marketing nonsense. Everything is in the contract. You cannot lose money. Click below to see if your firm qualifies.

ChatGPT is worth $30M+ in new AUM for any advisor with a Series 65, 66, or CFP. Literally. If you already meet clients on Zoom and have a few hours for setup, you can turn ChatGPT into a referral source that sends affluent families to your firm across all 50 states. Here’s how it works: Last Tuesday, a prospect uploaded his $2.2M portfolio into ChatGPT: 'I need a second opinion to prepare for retirement.' Within seconds, ChatGPT breaks down the fees he’s overpaying to his wirehouse advisor. Exposes the conflicts. And recommends they find a fee-only fiduciary instead. You didn't buy their name off a list. You didn't give them free steak. You didn't reach out to them. They reached out to you. That’s 0 minutes of prospecting for a client who isn’t just slightly better than a vendor or seminar lead. He’s fundamentally different. ChatGPT already explained what a fiduciary is. Already showed him what he was overpaying. Already helped him arrive at the same conclusion you’ve spent years trying to teach people. By the time they land on your Zoom, they're grateful to pay you 1%. It almost feels like a brother-in-law referral. Except it was the platform 100+ million people use for financial advice every month. And it costs a fraction of what you're already paying for methods that barely work anymore. In fact, advisors are closing an additional $100 million per month in AUM right now by simply plugging their firm into this ChatGPT system. 0 educational events/seminars. 0 hours prospecting. 0 networking. Last month, $111 million in tracked new assets rolled over, all backed by our AUM guarantee. So we only get paid based on the AUM you add. If you don't add at least $6 million in new AUM, you don't pay a penny. Our compensation is tied to your ROI. And that’s in writing. We take on all the risk. You cannot lose money. So, if you want to set this up for your firm, click the link below to see how hundreds of fiduciaries have become the go-to recommendation for affluent families when they ask ChatGPT for financial planning guidance.

ChatGPT just killed dinner seminars forever. And if you’re still wasting Tuesday nights at the Marriott talking to tire-kickers, you’re already losing. You just don’t know it yet. Last Tuesday, a client with $4.2M typed into ChatGPT: ‘What’s the best investment for my 401k?’ And he was sent to an advisor in Ohio. The advisor didn’t run ads, host seminars, or buy leads. He just positioned himself inside ChatGPT’s recommendation engine. While most advisors are giving away free chicken burgers at dinner seminars, ChatGPT sent him 5 millionaire appointments just last week. Look, I’ll be blunt: Right now, someone with $1-5M is asking ChatGPT: ‘What is a fiduciary, and do I need one?’ And they’re being sent to our network of 92 advisors nationwide. Using this AI sales system, we’re able to filter out tire-kickers and send to your calendar only the leads that have a minimum of $1m in investible assets. Using this system: Keith made $182,000 in commissions in ONE DAY. Robert added $17M in AUM in just 45 days And Lindahl got 19 meetings in 21 days I can plug you into this ChatGPT’s sales system in 72 hours or less… But only if you have your Series 65/66 or CFP. And look… If it doesn’t send you 15+ millionaire appointments in 30 days, you don’t have to pay a penny. That’s in writing. No BS. However… We can only have 5 advisors per state to ensure that we get a minimum of 15 appointments per month. Click below RIGHT NOW to speak with my team to see if you qualify for this new opportunity… No “sharing” with other advisors under the table. No double bookings. No fluff and no BS. You only pay if they show up for the meeting with $1M+ ready to transfer… If they don’t show, you don’t pay. If they show up with less than $1M, you don’t pay. Click “Learn More” and fill out an application to see if your firm qualifies!

$361M in new AUM moved. 1,747 millionaire household meetings. In just 90 days. If you don't close $10 million in new AUM, you don’t pay. Click below to see if your firm qualifies.

If you have your series licenses, CFP, and do this for a living NOT understanding how to take advantage of ChatGPT to get triple the meetings as other firms is costing you a million dollars a year. Click below to learn more

ChatGPT just killed dinner seminars forever. And if you’re still wasting Tuesday nights at the Marriott talking to tire-kickers, you’re already losing. You just don’t know it yet. Last Tuesday, a client with $4.2M typed into ChatGPT: ‘What’s the best investment for my 401k?’ And he was sent to an advisor in Ohio. The advisor didn’t run ads, host seminars, or buy leads. He just positioned himself inside ChatGPT’s recommendation engine. While most advisors are giving away free chicken burgers at dinner seminars, ChatGPT sent him 5 millionaire appointments just last week. Look, I’ll be blunt: Right now, someone with $1-5M is asking ChatGPT: ‘What is a fiduciary, and do I need one?’ And they’re being sent to our network of 92 advisors nationwide. Using this AI sales system, we’re able to filter out tire-kickers and send to your calendar only the leads that have a minimum of $1m in investible assets. Using this system: Keith made $182,000 in commissions in ONE DAY. Robert added $17M in AUM in just 45 days And Lindahl got 19 meetings in 21 days I can plug you into this ChatGPT’s sales system in 72 hours or less… But only if you have your Series 65/66 or CFP. And look… If it doesn’t send you 15+ millionaire appointments in 30 days, you don’t have to pay a penny. That’s in writing. No BS. However… We can only have 5 advisors per state to ensure that we get a minimum of 15 appointments per month. Click below RIGHT NOW to speak with my team to see if you qualify for this new opportunity… No “sharing” with other advisors under the table. No double bookings. No fluff and no BS. You only pay if they show up for the meeting with $1M+ ready to transfer… If they don’t show, you don’t pay. If they show up with less than $1M, you don’t pay. Click “Learn More” and fill out an application to see if your firm qualifies!