Skip to content

🇺🇸 Done-For-You Appointments · United States

Now accepting applications

8-24 qualified business-owner appointments on your calendar every month. Or you don't pay.

We generate, financially qualify, and book high-net-worth US business owners straight into your calendar. AdvisorOS and a dedicated client success manager are included. You show up and close.

  • 8-24 financially qualified appointments delivered every month
  • If they don't show or aren't qualified, you don't pay for them
  • Business owners paying $35K-$1M+ a year in taxes, pre-qualified before booking
  • AdvisorOS + a dedicated CSM + the 100+ advisor mastermind, included
Apply now → 4.7 · 130+ Google reviews
$51,030
avg. commission per closed case
65-75%
show rate, vs 40-50% industry
1,000+
appointments booked every month
100+
active advisors at $250K-$3.5M+

Watch first

How advisors go from $250K to $3.5M in commissions.

Pavel walks through the whole thing: where the business owners come from, how they get qualified before they hit your calendar, and what actually happens on the two appointments. Watch it before the call and the call gets a lot shorter.

Apply now →

See if you qualify for done-for-you appointments

Takes 90 seconds. If you qualify, we book your call same day.

Step 1 of 7 14%

Which best describes your current situation?

We only use this to review your application. Read our privacy policy.

Proof

One advisor. 14 clients. $926,375 in one year.

$926,375 from just 14 clients in 12 months.

Samuel Dubuc
Samuel Dubuc
Financial advisor · Dubuc & Associés · Quebec, Canada

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%.

Read the full case study →

Stop chasing leads. Start closing $50K+ cases.

Join 100+ advisors who get qualified business-owner appointments delivered every month, guaranteed.

Apply now →
Apply now →