All The Tools You Need To Build A Successful $10 Million Business
The TOTAL ADVISOR® Program
• Protected territory
• Sales Process Mentorship with a 25+million-dollar producer
• First seminar will be led/coached by in person mentor
• No Cost non Profit Membership to help with cost of venues and mailers
• All marketing paid for
• Seminar marketing via Hybrid approach (Direct mail/Digital)
• Build out Digital Landing pages
• Build out Digital Ads
• Execute Digital Marketing Campaign
• Mail Design
• Mail List
• Reservation service
• Reminder sequence (Email, text, live call)
• Access to TOTAL ADVISOR platform
• Paid Office Space & software
• 1% payout on AUM
• NSSA certification cost
• Series 65 license reimbursement
Have Questions?
We'd love to chat with you about the opportunities of our TOTAL ADVISOR® Program!
Retirement Planning
Financial Planning
Investment Management
Retirement Planning
Income Planning
Tax Optimization Strategies
Optimizing Social Security Benefits
Medicare Solutions
Succession & Legacy Planning
Charitable Giving
Long-Term Care Insurance Guidance
Estate Planning
Personal Finances
Financial Planning
Investment Management
Retirement Planning
Tax Optimization Strategies
College Planning
Career Growth & Advancement Guidance
Income Planning
Life Insurance Selection
Estate Planning