Fifteen qualified rolloverincome planningannuitySocial Security
sitdowns. Every month.
Pre-retirees with $250,000+ in verified retirement assets — qualified by a live phone call, booked while they're on the line, and confirmed twice before they sit down across from you.
For independent retirement planners and hybrid RIAs doing $500k+ in annual revenue.
Predictable growth for your practice.
You've paid for the mailers, the dinners, the shared leads. This replaces all of it with the only thing that grows a practice: qualified first meetings.
A full calendar, every month
Fifteen or more confirmed sitdowns a month — roughly one per business day — with pre-retirees inside 25 miles of your office. No more months that depend on referrals showing up.
Only people with real money
Every prospect states their asset bracket on a live call before anything is booked. $250,000 minimum, $500,000+ flagged. Below the bracket, they never reach you — and you never pay.
Zero chasing, ever
Your coordinator calls every lead within five minutes, qualifies them, and books them onto your live calendar while they're on the phone. Your team receives meetings, not lists.
Walk in already knowing them
Timeline, bracket, rollover situation, current advisor, spouse attendance — every answer is in your hands before the meeting. You open the conversation on page two.
No leads. No lists. A person qualifies every appointment.
01 — ADVERTISING
Educational campaigns to pre-retirees near your office
Meta campaigns on retirement income, taxes, and Social Security — run under the Financial Products & Services category, written compliance-friendly, and submitted for your approval before a dollar runs.
No product claims. No return language. Nothing your compliance officer will lose sleep over.
02 — LIVE QUALIFICATION
A dedicated coordinator calls within five minutes
A trained coordinator — assigned to your territory alone — reaches every lead by phone while interest is hot. They verify the retirement timeline, the asset bracket, the current advisor situation, and whether the spouse will attend.
They qualify and schedule only. Products, strategies, and advice stay where they belong: with you.
03 — CONFIRMATION
Confirmed twice before anyone reaches your chair
A reminder sequence by text and email, then a live confirmation touch the day before that re-verifies the bracket and the spouse. No-shows trigger automatic rebooking — and anything that slips below the bracket is replaced, on us.
This is the part every lead vendor skips. It's also the reason our appointments hold.
From ad to your chair in six steps.
Ad runs locally
Educational creative to pre-retirees within 25 miles.
Lead comes in
Form with contact consent — no self-booking allowed.
Called in 5 minutes
Your coordinator reaches them while interest is hot.
Qualified & booked
Bracket verified, slot placed on your live calendar.
Confirmed ×2
Reminders plus a live day-before confirmation touch.
You take the sitdown
Full prospect notes in hand. This is your only step.
STEPS 1–5 REQUIRE NOTHING FROM YOU OR YOUR TEAM
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.
Three guarantees. No asterisks.
First sitdown within 14 days
The clock starts the day compliance approves your campaigns. Most independent planners are live inside a week.
45 qualified sitdowns in 90 days — or we work free
Fifteen a month on average. If we're short at day ninety, we continue at our own expense until every one is delivered.
Below the bracket costs you nothing
Anyone who reaches your chair without meeting the verified minimum is free — and a replacement is booked. Quality is on us, permanently.
What we will never guarantee: closed cases. Closing is your craft. Filling the chair across from you is ours.
One system. Two ways in.
The same 90-day appointment system either way — the founding cohort simply gets it first, at terms we'll never offer again.
The Founding Cohort
Three markets. Founding terms that will never be repeated — extended in exchange for your published results and testimonial.
- 45 qualified sitdowns guaranteed across your first 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 before launch
- Exclusive 25-mile territory, locked the day you sign
- Client portal, weekly reporting, and a biweekly optimization call
Terms are walked through on the fit call — plainly, in full, before you decide anything.
The Standard Program
For every planner after the founding cohort closes — the same system, at standard terms.
- Everything in the founding program
- The same three guarantees, in writing
- Priority territory selection as markets open
- Volume scaling for larger teams — up to 25 sitdowns a month
- 90-day terms, renewed only when your numbers earn it
Opens when the founding cohort is filled.
Your first sitdowns in 14 days.
What actually happens across the 90 days — set honestly, because your renewal depends on it.
Build & approve
Ad templates go to compliance the day you sign. We build campaigns, the qualification script, and your calendar integration while they review.
First sitdowns land
Your first qualified appointment arrives within 14 days of launch — guaranteed. Volume builds week over week in your territory.
Optimize & stack
Creative rotates against your territory's response data. Quality tightens. First sitdowns become second meetings.
Cases close
Two-to-three-meeting cycles resolve into signed cases, with a live pipeline carrying into term two. At day 75, we plan the renewal off your numbers.
We turn down more planners than we take.
One planner per territory means every acceptance closes a market to everyone else. The fit has to be right — in both directions.
A fit
- Independent or hybrid retirement planners — annuity, managed money, or both
- $500,000+ in annual practice revenue
- Three or more years independent, with support staff in place
- Calendar room for roughly one new sitdown per business day
- Has invested in marketing before — seminars, mail, radio, or leads
Not a fit
- Captive or wirehouse advisors — outside marketing won't clear your program
- Practices under $500k in annual revenue
- Solo operations with no staff to receive the volume
- Anyone wanting leads to chase rather than booked meetings to take
Built to survive your compliance officer.
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.
Built by an operator, not an agency.
Billy built The Sitdown Firm 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 system where a real person qualifies every prospect, books them live, and stands behind every appointment in writing.
Three founding territories. Published results. One planner per market. That's the whole model.
Fifteen minutes. Straight answers both ways.
A short series of questions tells us whether the fit is real and whether your territory is open. If it is, you book directly onto the calendar. If it isn't, we'll say so plainly — no pitch decks, no pressure, no follow-up sequence.
Begin — check if your territory is openTakes about 60 seconds. One planner per market.
Asked on nearly every fit call.
How is this different from buying leads?
Lead vendors sell you names — often shared, rarely qualified, always yours to chase. Nothing reaches your calendar from us until a live coordinator has verified the asset bracket, the timeline, and the spouse by phone, and booked the slot while the prospect was still on the line. You take meetings; you don't chase anyone. And anything below the bracket is free and replaced.
What about my compliance department?
Every campaign is educational — no product claims, no return language — and the full template set goes to your compliance contact the day you sign, before onboarding even begins. Your 14-day guarantee clock starts at their approval, so review time never counts against you. Independent planners with no outside review are typically live within a week.
Isn't Meta restrictive for financial advertising?
It's regulated, not closed — Meta has a formal category for financial services that we declare on every campaign, and educational retirement content is among the most established ad formats on the platform. The 2025 targeting restrictions actually made phone qualification more valuable, because form-fill leads got less precise for everyone. Our model was built for exactly this environment.
Who is actually calling my prospects?
A trained coordinator from our team, assigned to your territory. They qualify and schedule only — logistics, brackets, timelines. They never discuss products, strategies, or recommendations; that conversation belongs to you, as it should.
When do closed cases show up?
Appointments begin inside 14 days of launch. Your own process from first sitdown to signed case typically runs two to three meetings, so closed business lands in weeks six through twelve — which is exactly why the program is 90 days and not 30. We report weekly so you watch it build.
Can my associate advisor take the first meetings?
Yes — many practices route first sitdowns to an associate and bring the senior planner in at meeting two. We hand over every prospect's answers before each appointment either way.
What happens after the 90 days?
Most planners renew — the pipeline they've built by day 75 makes that decision for them. Renewals continue at the rate tier you signed at, term by term. Founding cohort planners renew at standard terms, which we disclose before you ever sign.
Why only one planner per territory?
Because two clients bidding on the same retirees in the same zip codes would raise both their costs and split the results. Exclusivity keeps your acquisition cost down and makes your territory an asset. It also means when your market is taken, it's taken — that part isn't a sales tactic, it's arithmetic.
Your market only gets sold once.
Claim a founding territory
Three markets nationwide at founding terms that will never be repeated — with your results published as the proof.
Check your territoryJoin the standard waitlist
The same system at standard terms, with priority territory selection as markets open after the founding three.
Get on the listTake the fit call anyway
Fifteen minutes, straight answers both ways. If it's not a fit, we'll tell you plainly and point you somewhere useful.
Book 15 minutes