Done-For-You Appointments · High Ticket Agent Blueprint
8-24 qualified high-net-worth appointments every month. Or you don't pay.
We generate them, financially qualify them, and book them straight into your calendar. You stop prospecting and start closing $50-250K commission cases.
How it works
Qualified appointments on your calendar without any prospecting.
We generate
Multi-channel campaigns across Meta, Google, YouTube, TikTok and organic, targeting business owners paying $35K-$1M+ a year in taxes.
We qualify
Our team phones every single lead and checks the money and the intent before anything reaches your calendar. Most of them don’t make it through, which is 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 AdvisorOS pre-briefed. You position the strategy. If they don't show or don't qualify, you don't pay.
What's included
What you actually get every cycle.
8-24 qualified appointments a month
Financially qualified, intent-verified business owners booked directly to your calendar. Exclusive to you, never shared.
AdvisorOS in every membership
The AI operating system that works each appointment with you: records and coaches your calls, designs the case, builds the presentation.
See what AdvisorOS does →A dedicated CSM and the mastermind
A client success manager who knows your numbers, plus a private mastermind of 100+ elite advisors sharing wins and case designs every week.
The performance guarantee
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.
Which market are you in?
The strategy differs by market, so the programs are built separately.
US business owners
Owners paying $35K-$1M+ in taxes, looking for advanced tax-advantaged strategies.
Apply →US annuity
Asset-qualified prospects with real investable assets, verified before booking.
Apply →Canadian business owners
Incorporated owners with retained earnings, holdco surplus, and a real tax problem.
Apply →Québec, en français ? Postulez ici →
Stop chasing leads. Start closing $50K+ cases.
Join 100+ elite advisors who get qualified business-owner appointments delivered every month, guaranteed.
Takes 90 seconds. Same-day access if you qualify.