✓One planner per territory · Founding cohort open

Fill Your Calendar
With RolloverIncomeAnnuityPension
Sitdowns.

We put fifteen pre-retirees with $250,000+ in verified retirement assets on your calendar every month — qualified by a live phone call, booked while they're on the line, and confirmed twice before they sit down.

Book a Call
45 sitdowns in 90 days, guaranteedVerified $250k+ bracketConfirmed ×2
Week of Sep 14 · Your territoryEvery block qualified by phone and confirmed twice
13 SITDOWNS · ALL ×2
MonTueWedThuFri
9a
10a
11a
1p
2p
3p
401(k) rollover$250–500k · spouse✓✓
Income plan$500k+ · no advisor✓✓
Roth conversion review$250–500k✓✓
Pension buyout$500k+ · spouse✓✓
Social Security timing$250–500k✓✓
Rollover · retiring 9 mo$500k+ · spouse✓✓
Tax planning review$250–500k✓✓
Income plan$250–500k · spouse✓✓
RMD strategy$500k+✓✓
Second opinion$250–500k · spouse✓✓
Rollover · retiring 14 mo$250–500k · spouse✓✓
Annuity vs. bond ladder$500k+ · no advisor✓✓
×2
Confirmed twiceBefore anyone reaches your chair
1
One planner per territory25-mile exclusive market
✓Financial Category Declared
✓Educational Creative Only
✓TCPA Consent on Every Lead
✓Guarantees in Writing
✓One Planner Per Territory
🇺🇸 US Markets
Example Markets — One Planner Each
Dallas–Fort Worth ● OPENPhoenix ● OPENTampa ● OPENCharlotte ● OPENDenver ● OPENKansas City ● OPENColumbus ● OPENSan Antonio ● OPENNashville ● OPENPittsburgh ● OPENSacramento ● OPENMinneapolis ● OPEN
0+
SITDOWNS PER MONTH
Qualified by phone, booked live to your calendar.
$0k
MINIMUM ASSET BRACKET
Verified on a live call before anything is booked.
0
GUARANTEED PER 90 DAYS
Or we keep working free until delivered.
×0
CONFIRMATIONS
Reminders plus a live day-before confirmation touch.
Overview

Everything it takes to fill a retirement planner's calendar.

What used to take a seminar company, a lead vendor, an assistant chasing voicemails and a compliance headache now runs as one system in your territory.

Live qualification

A person qualifies. Not a form.

Every lead is called within five minutes by a coordinator assigned to your territory — retirement timeline, asset bracket, current advisor, spouse attending — then booked live onto your calendar.

Qualification · LiveQUALIFIED
MA
M. AlvarezCalled 3 min after form · 6:12 on the line
Retirement timeline14 months
Retirement assets$250k–$500k · verified
Current advisorNone — self-directed 401(k)
Spouse attendingYes
Preferred formatIn office
Book live → Tue 9:00a
Placed on your calendar while still on the phone
Territory exclusivity

One planner per market. Locked at signing.

A 25-mile radius around your office is yours alone. When your market is taken, it's taken — that's arithmetic, not a sales tactic.

DFWPHXTPACLTDENMCICMHSATBNAPITSMFMSP+ yours
Double confirmation

Confirmed twice. Then they sit down.

Reminders by text and email, plus a live day-before touch that re-verifies the bracket and the spouse. No-shows rebook automatically.

Coordinator · Mon 9:02aYou're set for Tuesday at 9:00 AM with the advisor. Calendar invite and a short intro video are on the way.
Coordinator · Mon 4:30pConfirming tomorrow at 9:00 AM — will your spouse still be joining? Reply YES to confirm.
ProspectYES — we'll both be there.
Compliance

Built for the review desk.

Written to pass compliance first, then to perform.

✓
Financial category declared
On every campaign
✓
Educational only
No product or return claims
✓
Coordinators never advise
Qualify and schedule only
HP
Harbor Point Retirement PlanningSponsored · Educational
Three decisions in the final stretch before retirement matter more than everything done in the last twenty years…
The 3 retirement mistakes that can't be undone after filing
Free local guide · No obligationLearn more
Financial category · Compliance approved● Active
In writing

Three guarantees. No asterisks.

Closing is your craft. Filling the chair across from you is ours — and we put it in the agreement.

14
First sitdown within 14 days
The clock starts when compliance approves your campaigns.
45
45 sitdowns in 90 days — or we work free
Fifteen a month on average, or we continue at our expense.
$0
Below the bracket costs nothing
Unbilled and replaced. Quality stays on us, permanently.
What we never guarantee: closed cases. That's yours.
Results

Founding Cohort. Real Results.

Mike Wilbur · Northlight Financial Planning

121 appointments in 90 days

★★★★★

“It’s not generic marketing. It’s intentional. It’s focused on getting a very specific message in front of a very specific audience.”

Mike Wilbur — Northlight Financial Planning

Ed Terry · Summit Legacy Advisors

$21K in ad spend → 252 appointments at roughly $83 each

Ed Terry video testimonial · Coming soon
★★★★★

“These are pre-retirees and retirees who are interested in what we do. They’re showing up prepared, asking good questions, and genuinely looking for help.”

Ed Terry — Summit Legacy Advisors

Jerry Mclaughlin · LatterDay Legacy Planning

$90K/Month — Adding $55K Every Month

Jerry Mclaughlin video testimonial · Coming soon
★★★★★

“We’ve never had a meeting generated by The Sitdown Firm where someone was completely off-message. Every person understood who we were, what we did, and why they were meeting with us.”

Jerry Mclaughlin — LatterDay Legacy Planning

Programs

Choose Your Path

The same 90-day appointment system either way — the founding cohort simply gets it first, at terms that won't be repeated.

Founding Cohort — 3 Territories

The Founding Cohort

Forty-five qualified sitdowns across your first 90 days, in an exclusive territory, at founding terms.

Three markets, extended in exchange for your published results and a testimonial. Once they're taken, the program moves to standard terms.

Best for: Independent planners doing $500k+ ready to move now

  • 45 qualified sitdowns guaranteed across 90 days
  • Dedicated coordinator — live qualification and calendar booking
  • Double confirmation and no-show rebooking on every appointment
  • Compliance-ready campaigns, submitted for your approval
  • Exclusive 25-mile territory, locked the day you sign
  • Client portal, weekly reporting, biweekly optimization call
Book a Call

The Standard Program

The same system for every planner after the founding cohort closes — standard terms, same guarantees.

Priority territory selection as markets open, with volume scaling for larger teams.

Best for: Practices joining after the founding three

  • Everything in the founding program
  • The same three guarantees, in writing
  • Priority territory selection as markets open
  • Volume scaling — up to 25 sitdowns a month
  • 90-day terms, renewed only when your numbers earn it
Join the Waitlist
Process

First Sitdowns in 14 Days

What actually happens across your 90 days — set honestly, because your renewal depends on it.

01
01

Build & Approve

Ad templates go to compliance the day you sign. We build campaigns, the qualification script and your calendar integration while they review.

Days 1–10
02
02

Sitdowns Land

Your first qualified appointment arrives within 14 days of launch — guaranteed. Volume builds week over week as creative finds its footing in your territory.

Days 10–30
03
03

Cases Close

Creative rotates against your territory's data, first sitdowns become second meetings, and two-to-three-meeting cycles resolve into signed cases. At day 75 we plan the renewal off your numbers.

Days 30–90
The System

Every Sitdown Tracked
In One Place

You and your assistant see exactly what we see — every lead, every qualification call, every confirmed appointment, every replacement.

  • 01
    Live Appointment Feed

    Every booked sitdown with the prospect's full answers, synced to your calendar the moment it's placed.

  • 02
    Qualification Notes on Every Prospect

    Timeline, bracket, rollover situation, advisor status, spouse attendance — in your hands before the meeting.

  • 03
    Weekly Numbers, Not Vibes

    Leads, calls, qualification rate, booked, held, replaced — reported weekly, reviewed on a biweekly call.

  • 04
    Quality Flags Handled Automatically

    Below-bracket or no-show after confirmation? Marked, unbilled and replaced without you asking.

Harbor Point RP
OverviewSitdownsProspectsReplacementsCampaignsReports
JR
J. Reynolds, CFP®Practice owner
POWERED BYThe Sitdown Firm

Good morning — here's your territory this term.

Days 1–90 · Dallas–Fort Worth · 25-mile radius

This 90 daysExport
Booked sitdowns
47
▲ 45 guaranteed · met
Held · confirmed ×2
41
87% show rate
$500k+ bracket
19
40% of booked
Replaced free
3
$0 billed
Booked sitdowns by week13 weeks
2015100Wk 1Wk 5Wk 9Wk 13
Qualification calls13 weeks
604020Wk 1Wk 5Wk 9Wk 13
Upcoming sitdownsView all
WHENPROSPECTSITUATIONBRACKETSTATUS
Tue 9:00aM. Alvarez401(k) rollover · 14 mo$250–500kCONFIRMED ×2
Tue 2:30pD. & P. OkaforIncome plan · retired$500k+CONFIRMED ×2
Wed 10:00aS. LindqvistSocial Security timing$250–500kCONFIRMED ×2
Thu 11:00aR. CastellanoPension buyout$500k+CONFIRM DUE
Pipeline90 days
142LEADS · 90D
Qualified & booked 47
Below bracket 36
Not yet reached 27
Not a fit 32

Your portal — every lead, call, booking and replacement in one place.

Creative

Campaigns that run under your name.

Every ad runs from your page and your ad account. Educational angles only, written for the review desk first — these are the four that fill calendars.

meta · sponsored · active
Your PracticeSponsored
The final five yearsbefore retirement
Three decisions in the last stretch matter more than the previous twenty. A free local guide.
Learn more
Pre-retirement decisionsEDUCATIONAL · GUIDE
meta · sponsored · active
Your PracticeSponsored
Social Security timing,done right
62, 67 or 70 — and how to coordinate with a spouse. Complimentary local review.
Learn more
Social Security timingEDUCATIONAL · REVIEW
meta · sponsored · active
Your PracticeSponsored
The 401(k) rolloverchecklist
What to look at before moving a workplace plan — and what most people miss.
Learn more
401(k) rolloverEDUCATIONAL · GUIDE
meta · sponsored · active
Your PracticeSponsored
Retirement taxes:the review
Roth conversions, RMDs and Medicare premiums — a 30-minute complimentary review.
Learn more
Retirement tax reviewEDUCATIONAL · REVIEW

Every campaign is submitted for your compliance approval before it runs.

Journey

From Ad to Your Chair

The first step is the one everyone thinks about. The middle four are where the value is — and they run without you.

01
01

Ad runs locally

Educational creative to pre-retirees within 25 miles.

02
02

Lead comes in

Form with contact consent. No self-booking.

03
03

Called in 5 minutes

Your coordinator reaches them while interest is hot.

04
04

Qualified & booked

Bracket verified, slot placed live on your calendar.

05
05

Confirmed ×2

Reminders plus a live day-before confirmation.

06
06

You take the sitdown

Full prospect notes in hand. Your only step.

The appointment is not the finish line. It's the start of a case.
STEPS 1–5 REQUIRE NOTHING FROM YOU
The Sitdown System

Four Parts. One Full Calendar.

The seminar industry spent a decade optimizing dinners. We optimized the only thing that grows a practice: qualified first meetings.

01

Compliant Creative

Educational Meta campaigns on income, taxes and Social Security — declared under the financial category, approved by you before a dollar runs.

02

Live Qualification

A coordinator assigned to your territory calls within five minutes and verifies bracket, timeline, advisor status and spouse.

03

Live Booking

Qualified prospects are placed directly onto your calendar while still on the phone — with every answer handed to your team.

04

Double Confirmation

Reminders plus a live day-before touch. No-shows rebook automatically; below-bracket is unbilled and replaced.

Compliance

Compliance isn't a feature. It's the reason the rest of it runs.

Most marketing in this industry fails at the review desk, not in the market. Ours is written for the review desk first — and your guarantee clock doesn't start until they approve.

Templates go to your compliance contact the day you sign, before onboarding begins. Review time never counts against you.

Financial category declared
Every campaign runs under Meta's Financial Products & Services designation.
Educational only
No product claims, no performance promises, no return language — anywhere.
Pre-approval before launch
Every ad, page and message submitted for your review. Nothing runs without sign-off.
Coordinators never advise
Qualification and scheduling only. Products and strategy stay with the licensed professional.
Consent on every lead
Contact consent captured at the form, before any call or text is placed.
Your accounts, your name
Campaigns run from your ad account and page — your brand builds equity, and you hold the keys.
Billy, founder of The Sitdown Firm
About

Billy

Founder of The Sitdown Firm — built after running the same live-qualification appointment system in another regulated, appointment-driven industry, where the model was proven the hard way: on the phone, one qualified booking at a time.

The Sitdown Firm exists because retirement planners deserve better than shared leads and steak dinners: a real person qualifies every prospect, books them live, and stands behind every appointment in writing.

Live-qualified
Every prospect, by phone
One per market
Exclusive territories
In writing
Three guarantees
Your Territory
Ready now?

Claim a Founding Territory

Three markets at founding terms that won't be repeated — with your results published as the proof.

Book a Call
After the cohort?

Join the Standard Waitlist

The same system at standard terms, with priority territory selection as markets open.

Get On the List
Not sure yet?

Take the Fit Call Anyway

Fifteen minutes, straight answers both ways. If it's not a fit, we'll say so plainly.

Book 15 Minutes
✓ First sitdown in 14 days✓ 45 in 90 days or we work free✓ One planner per territory

Qualified sitdowns for independent retirement planners and hybrid RIAs. One planner per territory, confirmed twice, guaranteed in writing.

THE APPOINTMENT LAYER UNDER INDEPENDENT RETIREMENT PLANNING
FINANCIAL CATEGORY DECLAREDEDUCATIONAL CREATIVE ONLYTCPA CONSENTONE PLANNER PER TERRITORY© 2026 THE SITDOWN FIRM

The Sitdown Firm provides marketing, qualification and scheduling services to financial professionals. We are not a broker-dealer, investment adviser or insurance producer, and we do not provide financial, investment, insurance, tax or legal advice to consumers. Appointment figures describe our service guarantees, not client business outcomes; results from appointments depend on each practice's own process. Interface previews on this site are product demonstrations; names and figures shown in them are examples, not client data. Advertising is educational, runs under Meta's Financial Products & Services designation where applicable, and is subject to each client's compliance approval before publication.