Your 15-minute fit call

Watch this first. Then pick a time.

Four minutes on exactly how the system fills your calendar with qualified pre-retirees — and what the fit call does and doesn't cover.

[ VSL embed goes here — Wistia, Vimeo, YouTube or GHL video ]

Billy, founder — 4 minutes, no pitch deck.

Pick a time. We'll hold your territory while we talk.

Fifteen minutes, straight answers both ways. If the fit's real and your market is open, you'll leave the call knowing exactly what the program is, what it costs, and what's guaranteed in writing.

  • Whether your territory is open — one planner per 25-mile market
  • How live phone qualification and double confirmation work for your practice
  • The three guarantees, and what happens across your first 90 days
  • Terms, plainly and in full — before you decide anything

Not for captive or wirehouse advisors, or practices under $500k in annual revenue — we'll say so on the call rather than waste your time.

Choose your fit call15 MIN · ZOOM
[ GoHighLevel calendar embed goes here ]

Tip: add two required questions to the calendar form — "Practice revenue (last 12 mo)" and "Are you independent or under a broker-dealer?" — so the call is pre-qualified.
Before you book

Meet the operator. See the system.

No stock footage, no agency reel. Just who's behind this and exactly what runs in your territory.

[ Founder video — who Billy is, why this exists ]
STRAIGHT FROM BILLY

Why this exists, and who it's built for

The same live-qualification model, proven in another regulated appointment-driven industry — rebuilt for independent retirement planners who are done with steak dinners and shared leads.

[ System walkthrough — the console, the call, the confirmation ]
SEE IT WORKING

Ad to confirmed sitdown, start to finish

A real walkthrough of the coordinator console: how a lead becomes a phone-qualified, live-booked, twice-confirmed appointment on your calendar — with the notes your team receives.

14

First sitdown in 14 days

The clock starts the day compliance approves your campaigns.

45

45 sitdowns in 90 days — or we work free

Fifteen a month on average, or we continue at our own expense.

$0

Below the bracket costs nothing

Unbilled and replaced. Quality stays on us, permanently.

Founding cohort results

What planners say after 90 days.

[ Result headline, e.g. 47 sitdowns · 11 cases ]
"[ Verbatim quote from the planner ]"
[ Name ] · [ Practice ], [ City ]
[ Result headline ]
"[ Quote ]"
[ Name ] · [ Practice ], [ City ]
[ Result headline ]
"[ Quote ]"
[ Name ] · [ Practice ], [ City ]
One planner per market

Your territory only gets sold once.

Fifteen minutes tells you whether it's open and whether the fit is real. Straight answers, both ways.

Pick your time