30+ Qualified Appointments
Every Month — Guaranteed.
Or We Invest $5,000 Into Your Marketing.

For most of our clients, a “Qualified” appointment is someone that:

• Has at least $750K in investable assets
• Is ready to move forward within 30 days
• Fits your model & risk appetite

However, if we work together — we will clearly outline what a qualified lead means to you, and stick to your preference.

If you want households with $2M+, we can do that too.

Yes. If we don’t get you our guaranteed amount of sat appointments, we will give you $5,000 to run your next marketing campaign.

Yes, it’s actually in our contract. (We’re that confident.)

We perform internal review against SEC and FINRA standards first, then coordinate directly with your compliance team and make unlimited edits at no cost. Final approval always rests with your licensed compliance officer.

A “Sat” appointment is a scheduled meeting that actually shows up.

A lot of our competitors guarantee appointments booked — but only 50% of them actually show up.

We wanted to clearly distinguish our service by specifying that we guarantee appointments that are actually met with — not just bookings on a calendar.

The exact number depends on your market and goals — but most Solo Advisors invest between $3,000–$6,000 per month, while small firms (3–6 Advisors) invest between $6,000–$12,000 per month because they have more calendars to fill.