And Yet..
You Feel Frustrated
About Your Lead Flow.

Even though you are putting in the work consistently..

Here's the thing, your COI relationships, years in business, and market reputation,
inform us on which lead source you should focus on next—COIs, cold outreach, networking.

We determine your focus based on what we call your Lead Flow Score.

To Get Your Lead Flow Score:

--> Answer 9 questions to identify any pipeline leaks
--> Get your Lead Flow Score
--> Plus an action plan to 2x your leads (or more)

P.S. These are the exact questions we ask Advisors when they onboard into the 401(k) Advisor Playbook Mastermind.
You can access them here for free to gain clarity on how to fix lead flow without an over
reliance on buying leads or hoping a plan referral will come in this week.

Are you ready to consistently land 5+ high-revenue plans each year?

Answer 9 Quick Questions so we can measure, improve and prioritize your efforts:

Your Network
Cold Outreach

Start Assessment

You've built a strong network of COIs.

Maybe you're even buying 401(k) leads..

And Yet.. You Feel Frustrated About Your Lead Flow.

And Yet..
You Feel Frustrated
About Your Lead Flow.