Before we go further, let me make something abundantly clear.
This isn’t some “get rich overnight” PDF.
It won’t turn you into a 7-figure advisor by Friday.
But it will show you how to build real momentum — faster than you think — using a simple process that works for new, growing, or even seasoned advisors who are stuck and looking for a smarter way.
If you’re allergic to work or not willing to try a new approach, this isn’t for you.

And it’s easy to read.
And you’ll immediately “get” the entire system I personally used to get 42 clients paying an average of $12,860 per year … working part time.
See, you can use the same system in this book to get all kinds of high end financial clients.
For example, I currently use the same system to get insurance, annuity, and investment clients every month …for an average of $8,000.00 to $25,000.00 in commission per case. (We help structure advanced planning strategies for individuals and business owners.)
I also use the same strategies in the book to sell high-level financial education programs.
I created a group of 10 members in 45 days …and the price is $7,500.00 per member.
A top insurance firm recently used the same strategies in the book to recruit experienced advisors and plug them into a scalable client-getting system.
A financial advisor on the East Coast is using the same strategies to attract qualified prospects looking for retirement income planning …and is now enrolling clients into plans that pay him $2,000–$3,000 per month in residuals and fees.
So like I said, there's more to this little book than "just" insurance.
Five ways to get prospects eager to buy …before they even see your pitch. Believe it or not, one way is by refusing to sell to them! See how it works (and the other four ways as well).
How to get clients in the next fourteen days – even if you’re a complete “unknown” and even if you have no list!
The near-psychic approach to generating leads and appointments. It’s like nothing you’ve ever seen before, and it positions you as a trusted authority almost instantly.
Where to find the best clients. The one small tweak in targeting that caused a 3000%+ increase in booked calls. Two lightning-fast tests to see if you’re going where the money is.
How to eliminate sales resistance and skepticism. Just say these “magic” words and they’re like putty in your hands.
The myth of the perfect pitch. Here’s how to attract high-level clients without sounding like a salesman.
The best thing to offer. Offer this type of financial solution and you’ll probably make more sales than you can keep up with.
The truth about opt-in pages. The stuff you see everyone doing is failing, but this new method is easier and works like crazy. Case study walks you through it.
The WORST time to try to make a sale. (Thank God, your competition is almost always going to make this mistake.) Use my unusual offer timing revealed and rack up sales like never before.
This price is only available during our limited-time launch window.
This is a very limited offer because it's a marketing test.
There is no "catch" to this offer.
You will not be signing up for any "trial" to some monthly program or anything like that.
You don't even need to send the book back.