We'll Implement Our Virtual Bridge System & Get You 30+ Qualified Appointments Every Month Guaranteed - Or We'll Invest $5,000 Into Your Next Marketing...
(Yes, it's in the contract)
Common Questions...
✅ What is a "Qualified Appointment"
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.
💰 Will you really pay me $5,000 if it doesn't work?
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)
🔎 How does this work with complaince?
Over our years in business, we know what passes and what doesn't. We've worked with nearly every major Custodian, and are often able to pass our full campaign through compliance first try. We work directly with your compliance so that you don't have to lift a finger.
✋ What is a "Sat" Appointment?
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.
💵 How much does this cost?
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.
⏰ How much of my time and input is needed?
The only thing you need to do is take the meetings we set for you.
We often film Video Ads for your campaign as well (If you want to) and that averages about one hour per month of quick filming.
Other than that - our system is completely hands-off.
"Virtual RIA was so quick to get approved and running, i almost thought they skipped the compliance checks LOL. Since then i've had at least 5 meetings every week from them. Definitely use their system if you're approved."
- Constance L ★★★★★
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