How it works
You Only Pay If They Show Up
We book qualified, high-net-worth appointments directly onto your calendar. If they don't show up, you don't pay. That's it.
What “Pay Per Show” Actually Means
They Show Up & Qualify
You meet on Zoom with a prospect who meets your pre-established qualification criteria. You pay for the appointment.
They No-Show
We replace it with another qualified prospect who shows up. No charge.
They Cancel
We replace it with another qualified prospect who shows up. No charge.
They Don't Qualify
They showed up but didn't meet the qualification requirements? We replace it with one who does. No charge.
You only pay for real, live conversations with prospects who show up and meet your qualification criteria. If they don't show, cancel, or don't qualify — we replace them.
The process
Qualified appointments on your calendar without any prospecting.
We generate
Multi-channel campaigns across Meta, Google, YouTube, and organic, targeting the exact prospect profile for your program.
We qualify
Our team phones every single lead and verifies the financials and intent before anything reaches your calendar. Most don't make it through — that's the point.
We book & confirm
A three-step confirmation sequence drives the show rate to 65-75%, well above the 40-50% the industry accepts.
You close
The appointment lands in your calendar pre-briefed. You run the strategy session. If they don't show or don't qualify, you don't pay.
Why advisors switch
What makes this different from every other lead company.
You don't buy leads. You buy showed appointments.
No lists, no shared leads, no cold calling. Every appointment is exclusive to you and financially pre-qualified before it reaches your calendar.
We take the ad spend risk.
We spend $8M+ a year on advertising across all channels. You don't touch any of it. If a campaign underperforms, that's our problem, not yours.
No-shows and cancels are replaced.
If a booked appointment doesn't show up or cancels, we replace it at no cost. You only pay for real conversations with real prospects.
A performance guarantee in every membership.
We commit to a minimum number of showed, qualified appointments per cycle. If we miss it, we keep working and keep paying for ads until we deliver.
Programs
Choose your market. We handle the rest.
Each program targets a different prospect profile with different qualifications and campaign strategies.
US Business Owners
Owners paying $35K-$1M+ in taxes, looking for advanced tax-advantaged strategies.
Apply →US Annuity
High-net-worth retirees with $250K-$10M+ in liquid investable assets, ready to discuss annuity solutions.
Apply →Canadian Business Owners
Incorporated owners with retained earnings, holdco surplus, and a real tax problem.
Apply →Québec, en français ? Postulez ici →
You're in good company
130+ reviews. 4.7 out of 5.
Best-rated marketing company in the industry, and every review is public.
Stop chasing leads. Start closing $50K+ cases.
Join 100+ elite advisors who get qualified appointments delivered every month, guaranteed.
Takes 90 seconds. Same-day access if you qualify.