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Free training · no opt-in

We publish the whole thing for free.

The script, the marketing, the numbers behind our show rate, and the Canadian case strategies. No email required and nothing held back for a paid version. Watch it, use it, and if you want the appointments handed to you afterwards, come talk to us.

Start with the 14-minute one →

Five trainings · about 2 hours 25 minutes in total

Start here

A $1M year from 30 clients, not 500.

Most advisors assume a seven-figure year means hundreds of new clients and sixty-hour weeks. This is the arithmetic on doing it with thirty clients and roughly fifteen hours a week, including what that roster actually looks like, from a $10K case up to a $900K one.

  • What a 30-client roster is really made of
  • A realistic week, hour by hour
  • The two-call process from appointment to signed application
  • How to move off volume without losing income on the way

Most useful today

The exact script that booked 10,000 appointments last year.

Not a summary of the script. The script, read out and explained. This is the rewritten version after another 4,000 calls, aimed at owners doing $500K to $10M in annual profit.

  • The opening thirty seconds, where most agents lose the prospect
  • The CPA pre-frame, and how to make it stick through the whole cycle
  • The qualifying questions that pushed show rates to 66%
  • What changed from the first version, and why

The long one

Why business owners ignore most agents.

Fifty minutes with Joey Lalonde-Rioux on marketing to business owners, from a firm that generated over 10,000 qualified business-owner appointments in twelve months.

  • What owners are actually dealing with on tax right now, and why their CPA isn't fixing it
  • Why cold outreach costs you credibility with this audience specifically
  • The education-first approach that makes owners come to you
  • The Google Test: what an owner finds when they search your name before the meeting

Behind the curtain

358 business owners in four months. Here's what they all say.

Leonardo speaks to the business owners before they ever reach an advisor's calendar. He walks through what they say, how they get qualified, and why the numbers come out where they do.

  • 358 owners spoken to, 291 booked, 226 showed up
  • A 78% show rate against an industry average near 50%
  • What qualification actually sounds like on the phone
  • Why unqualified leads and no-shows happen, from the inside

Canada only

Five Canadian strategies behind $50K+ commissions.

For licensed Canadian advisors. How large, tax-efficient cases with incorporated owners are actually structured, and why most agents never see this part of the industry. Not beginner content.

  • IPPs, corporate-owned life insurance, RCAs and immediate financing arrangements
  • Advanced estate planning for incorporated owners
  • The difference between selling a policy and structuring a plan
  • How $25K-$100K+ commission cases actually come together

There’s more on the YouTube channel, including client interviews and case breakdowns.

See it working

Twelve advisors on camera with their own numbers, plus two long case studies with the figures written out.

Client results →

Want it taught properly?

Twelve weeks with an advisor who closes these every month, working a real case of yours the whole way through.

Elite Advisor Coaching →

Or skip the homework and let us book them.

The script works. It works faster when the appointments are already on your calendar.