The #1 growth agency for top 0.01% financial professionals
Grow your financial practice with high-net-worth clients.
Click "Get Started" to find which of our custom solutions can help you grow your business.
100+ elite advisors · $51K avg. commission per deal · guaranteed appointments
vs ~$2K industry
finding what works
booked every month
at $250K–$3.5M+
01 The math nobody shows you
Two ways to make 7-figures.Same advisor. Different strategy.
Same license, same twelve months. The only difference is who he was sitting across from.
Most advisors
400 policies a year
400 clients. Every one of them found, sold, underwritten, and serviced by you.
- Total production
- $1.20M
- Marketing spend
- $300,000
- Clients to manage
- 400
- Sales per week, every week
- ~8
Our advisors
14 corporate cases
14 clients. Same license, same advisor, same twelve months.
- From those 14 clients
- $926,375
- Marketing spend
- $79,900 (−73%)
- Clients to manage
- 14
- Total production
- $1.885M (+57%)
Both columns are the same advisor, twelve months apart. Samuel Dubuc stopped competing on volume and started selling strategy to incorporated business owners. He didn't work harder. He changed which room he was standing in.
Read the full breakdown →02 Two ways in
Which one would remove the biggest challenge in your business right now?
Either you don’t get in front of enough good prospects, or you don’t close enough of the ones you already meet. Plenty of advisors have both, and that’s fine. Pick the one costing you the most right now and we’ll sort the other one out with you.
Done-For-You Appointments
High Ticket Agent Blueprint
Get 8-24 qualified high-net-worth appointments on your calendar every month. Or you don't pay.
Business owners in the US, Canada and Québec, or high-net-worth retirees in the US for annuity work. We find them, check the money is real, and book them into your calendar. AdvisorOS included. You show up and close.
- 8-24 appointments delivered every month
- If they don't show or aren't qualified, you don't pay
- AdvisorOS + a dedicated CSM, included
- Business owners, or high-net-worth retirees for annuity cases
12-Week Coaching Program
Elite Advisor Coaching
Learn how a top advisor designs and closes 6-figure business-owner cases.
A 12-week intensive led by a 7-8 figure head coach who has closed hundreds of these himself. He teaches you exactly how he designs and closes business-owner cases: holdco strategies, participating life, buy-sell, estate and succession. This is coaching, not a course.
- 12-week live cohort with a proven 7-8 figure head coach
- Exactly how he closes $50-250K business-owner cases
- Holdco, participating life, buy-sell, estate & succession
- Direct access every session + the elite mastermind
- Québec open now · Canada starts Nov 26 · US waitlist
Not sure which is missing? and we'll tell you on a short call. Both paths run on AdvisorOS.
03 How an appointment reaches you
Six steps between our ad and your calendar.
A lead company does step one and stops. Steps two to five are the expensive part, and they are where advisors keep getting burned.
We run the ads
Five channels at once: Meta, Google, YouTube, TikTok and organic. Different ads for every market and language, paid for out of our pocket first.
$8M+ spent to date
We filter out the wrong people
We go after people with a real problem and real money, not anyone who’ll trade an email for a PDF. The wrong ones get dropped before a human ever calls.
Screened on money, not curiosity
We phone every one of them
A real person calls every lead and checks the money is actually there. Most people don’t get past this step. That is the whole point.
A human call, every time
We confirm three times
Getting someone booked is not the same as getting them to turn up. Three reminders before the call is the difference between the industry’s 40-50% and ours.
65-75% show rate
You get the background first
The appointment lands with their situation and their numbers already written up, so you walk in prepared instead of finding out on the call.
Ready before you dial
You close
The only step that is yours. If they don’t turn up, or they weren’t qualified, it doesn’t count and you don’t pay for it.
$51,030 avg. case
Steps one to five are about 35+ people, five ad accounts and five years of testing. You only ever see step six.
04 The comparison
This is not a lead company.
Leads make you do the work and carry the risk. We do the work, carry the risk, and only get paid when the prospect actually turns up.
| Lead companies & gurus | Fondako | |
|---|---|---|
| What you buy | A spreadsheet. Half the numbers are dead, stale, or on the DNC | A booked, financially qualified appointment |
| When you pay | Up front, results or not | When they show and qualify. Otherwise you don't |
| Show rate | 40-50% | 65-75% |
| Exclusivity | Shared with 5-10 other agents | Yours alone |
| Typical case | ~$2,000 | $51,030 |
| After the sale | Nobody answers the phone | A dedicated CSM, AdvisorOS, and a 100+-advisor mastermind |
| Who carries the risk | You do | We do |
05 Why we keep getting better
Most marketing companies never find out if their leads close.
A list company sends you a name and that is the end of it for them. They never learn whether you closed it. We are on both sides, so we find out what happened on every appointment: who bought, who didn’t, and what killed the ones that didn’t. Then we go and find more of the people who bought.
We spend to find prospects
Our money and our risk, across five channels and three markets.
$8M+ and counting
You meet them
100+ advisors, working 1,000+ of our appointments a month.
1,000+ / month
We see what happened
Every call reviewed in AdvisorOS. Who closed, who didn’t, and why.
Both sides of the deal
The next one is better
What closed tells us who to go find next, and tells the coaching what to fix.
Then it runs again
↓ and round it goes again, a bit sharper each time
A competitor can copy our ads in an afternoon. What they can’t copy is five years of knowing which appointments turned into $51,030 and which ones went nowhere. That is why the appointment you get in your twelfth month is better than the one you got in your first.
The operation behind the appointments
06 For life insurance agents & advisors
We spent $8M+ finding the 1% that works.
Out of more than 100 campaigns, 99 failed. Expensively, and on our own money. What’s left is a system that does one thing: book qualified, showed business-owner appointments onto our HTAB agents’ calendars. Nothing else.
Get direct access to 8 business owners a month, financially qualified before they reach you, and you only pay for the ones who turn up.
2021–2023 · Testing
We paid to find what works
- $8M+ invested in paid ads
- 100+ campaigns tested
- 1,000+ hours of optimization
- 50+ funnels built
2024 · Breakthrough
The system clicked
- 65-75% show rate
- $51K avg. commission per deal
- 1,000+ appointments monthly
- Performance guarantee
Today · The system
Where it stands now
- 100+ advisors at $250K–$3.5M+
- 1,000+ appointments / month
- 4.7/5 stars, best in industry
- 1,000+ clients since 2021
“I spent 5 years watching agents burn out chasing cold leads while lead companies got rich. So we built the opposite.”
“Most agencies run cookie-cutter campaigns and hope for the best. We engineered a system, and the numbers show it.”
07 Client results
One advisor made $926,375 last year from 14 clients.
His name is Samuel Dubuc, and his numbers are below along with everyone else’s. Every competitor in this space is expensive. Almost none of them will show you a Google profile with 130+ reviews on it.
Featured · Canada
$926,375 from just 14 clients in 12 months.
Samuel went from writing about 400 small policies a year to closing 14 high-ticket corporate cases, growing production 57% while cutting his marketing spend 73%.
2 business-owner cases closed · 8 of 8 appointments showed
First month as a high-ticket agent
From burnout to breakthrough
Off one presentation built in AdvisorOS
Consistently closing business-owner policies
"They have delivered exactly what they promised."
I signed up with Fondako after one of the founders on Zoom told me that if the first month I don't have 8 of the best sales appointments of my life, I could just cancel. I was beyond blown away with how excellent the appointments were and the level of business available with these people placed in my calendar. I've now been a client for 4 months. Big thanks to the Fondako team for changing the way I get business!
My experience with Fondako has been extremely valuable for my growth as an advisor. The access to a high-level network of advisors stands out, with strong collaboration that genuinely helps improve our business. The one-on-one coaching with Gabriel Bouchard is direct, practical, and has added real value. On top of that, the access to qualified leads, particularly business owners with strong potential, creates meaningful opportunities for business development.
Fondako has been an incredibly valuable investment in my personal and professional growth. The knowledge, collaboration, and support from the community have been exceptional. The one-to-one coaching with Julien, combined with the mastermind sessions, has provided practical insights, accountability, and strategies that I will continue to apply in my business for years. I highly recommend Fondako to anyone looking to accelerate their growth.
We engaged with Fondako almost 9 months ago now. They have delivered exactly what they promised. Since then, they have consistently looked for and taken feedback to improve their systems. The group wants to be the best and from my experience so far, they are. My CSM, Gabriel, has worked tirelessly to ensure we are well serviced and flush with ideas in any situation that is a challenge. Thanks guys!
I have been more than pleased with Fondako during my time working with them. Everything that they have said would happen has occurred. They have operated in good faith and credited leads when needed. I cannot recommend Fondako highly enough.
We've been impressed with the dedication we've seen from the entire Fondako Team since we joined them in April. They have consistently worked to support advisor members to make the most out of each appointment, present their leads effectively and get the best results possible. We're grateful for the financial success we've had and are excited about the opportunities the Fondako team continues to provide each month.
Working with Fondako has been a great experience in general, but working with Julian has taken things to the next level. If you're looking for a marketing company that is communicative, delivers results, and gets you in front of high quality prospects, look no further. Seriously Julian, thank you!!
Great appointments and customer support is top notch. Love working with Julian. Highly recommend this company if you're serious about helping business owners!
09 Included either way
AdvisorOS helps you close the ones we book.
The prospect turned up and you ran the first call. What you do in the next ten minutes decides whether it becomes a case, and most advisors do that part alone, from memory, three days later. Paste the transcript in instead. It takes about a minute.
Coach the call
It gives you two things you did well, then the one thing to fix, quoted from your own call, with the words to use instead. And it checks the thing that actually decides a first call: did you book call two before you hung up?
Design the case
Same transcript. It pulls out what matters, tells you which facts you are still missing, and maps the owner to the strategies that actually fit, with the tax logic gated by country so a Canadian case never gets American advice.
Build the deck
The case goes straight to the deck generator, so nothing gets retyped. A branded presentation comes back in a couple of minutes, opens in an editor that works like Canva, and exports as a PDF.
You opened with the frame before the questions. He knew why he was there.
Pain-first discovery. You had his number before you had your pitch.
Fix this on your next call
You ended on “I’ll send some times over.” Call 2 was never booked on the call.
Say instead: “I’ve got Thursday at 2 or Friday at 10. Which one do you want me to hold?”
A real Call Coaching output. Sales coaching, not compliance or legal advice.
10 Questions
Everything advisors ask before they start.
Still have one? and ask us on a short call, or contact the team.
I’ve been burned by lead companies before. Why is this different?
Because you are not buying names. Almost every advisor we talk to has bought a list, opened a spreadsheet, and found half the numbers dead, stale, or on the do-not-call registry. Here the appointment is generated, financially qualified on a phone call by our team, booked onto your calendar, and confirmed three times before it happens. You pay for the ones that show up. And before you take our word for any of it, go read the 130+ reviews on our Google profile, including the bad ones. Most companies selling this are expensive and have no public profile at all.
What’s the investment?
It runs on four-week cycles rather than calendar months, and it is a service fee plus your ad spend, sized to how many appointments you want. The number depends on your market, your licensing, and how many appointments you can actually take, so we quote it on the call. Most advisors start with a single cycle to see the appointments before committing further. If your practice can’t carry it yet, we will tell you that on the call rather than take your money.
What actually counts as a delivered appointment?
Only the ones the prospect shows up to. If you were there and they weren’t, that still counts as delivered and it isn’t held against you. Rescheduled doesn’t count. Cancelled doesn’t count. If you think one shouldn’t have counted, you dispute it in one click from the row in AdvisorOS and you get a written answer. You watch the count move as calls land, so there is nothing to argue about at the end of the cycle.
Are the appointments exclusive to me?
Yes. Nobody else gets that prospect. You are not one of five agents calling the same person, and they are expecting your call specifically.
What if I can’t close them?
Most advisors we work with can already close. What they haven’t done is sit across from this kind of prospect often enough for it to feel normal. Every membership includes AdvisorOS, so you paste the transcript after a call and get told the one thing to fix and the words to use instead, plus a dedicated client success manager and 100+ advisors in the mastermind who have run the same case. If the real gap is case design rather than volume, that’s what the 12-week coaching cohort is for, and we will point you there instead.
Who is this not for?
If you aren’t licensed, we can’t help you. If the investment would only work when everything goes perfectly, that’s a bad trade for both of us and we’ll say so. We turn people down on these calls every week.
Do you work in both the US and Canada?
Yes, and they’re built separately because the strategies differ. In the US we run business-owner appointments and high-net-worth retiree appointments for annuity work. In Canada it’s incorporated owners, built around holdco surplus and corporate-owned life insurance. That includes Québec, in French or in English, whichever you work in.
Let's find out if we can help.
Tell us where you’re licensed and what you’re after. We’ll point you to the right one, and if we can’t help we’ll say so on the call.
Takes 90 seconds. Same-day access if you qualify. For advisors earning $250K-$4M+ a year.