Get 10+ Annuity Rollover Clients in Less Than 90 Days by Becoming the #1 Retirement Specialist in Your City — Without Spending a Dime on Leads, Ads or Seminars.
Watch below to see the full pricing.
Why Advisors Are Losing High-Value Clients to Their Competitors
Most advisors are fighting a losing battle using outdated acquisition models that burn cash and patience:
- The "Plate-Licker" Seminars: Spending $5k on steak dinners for people looking for a free meal, not a financial plan.
- The Shared Lead Trap: Calling "exclusive" leads that have actually been sold to 5 other advisors in your zip code.
- The Outbound Grind: Relying on cold calling or chasing referrals, putting you in a position of weakness.
Google Is the New Dinner Seminar — And the Competition Is Wide Open
The Map Pack Goldmine
The "Map Pack" (the top 3 local results) captures the vast majority of calls. Prospects rarely scroll past the first screen on mobile.
Implicit Trust
Google results feel unbiased. Prospects trust the advisor ranking #1 organically far more than the advisor appearing in a "Sponsored" ad slot.
The "Unfair" Advantage
Most financial advisors have terrible SEO. They rely on generic broker-dealer websites. By optimizing your profile, you can outrank 20-year veterans in weeks.
The Territory Monopoly Protocol
Our proprietary 4-Step System to dominate your local search results.
Reputation Reactivation
We leverage your past success to flood your profile with 5-star reviews immediately, signaling to Google that you are the local authority.
The Authority Network
We publish articles about your practice on major news sites (NBC, CBS, Fox). This creates high-power backlinks that "force" Google to recognize you.
The Digital Land Grab
We optimize your Google Business Profile for "high-intent" keywords (e.g., Roth Conversion, 401k Rollover), not just generic terms.
The Referral Moat
Once you rank #1, you stay there. We build a moat of content and citations that makes it mathematically difficult for competitors to displace you.
Here’s What Happens When You’re #1 on Google in Your City
As seen on
Inbound Client Calls
— James R., Wealth Manager
— Sarah L., Retirement Specialist
Just One Rollover Pays for the Entire System
A $300k annuity typically pays $12k–$18k. We guarantee 8 Qualified Rollover Opportunities in 90 days — or we work for free until we do.
One Advisor Per Territory — Once It’s Gone, It’s Gone
Because Google only allows one business to sit in the #1 spot, we can strictly work with only one financial advisor per city. We cannot compete against ourselves. If another advisor in your zip code claims this territory first, we cannot help you.
Check Territory Availability
Frequently Asked Questions
While SEO is traditionally slow, our "Authority Network" method typically pushes advisors into the Map Pack within 45-60 days. You will see review counts and phone calls increase within the first 2 weeks.
A qualified opportunity is a booked appointment with a prospect who has investable assets meeting your minimum criteria and is actively seeking financial guidance.
No. This system relies entirely on organic placement and authority building. You own the asset (your ranking), rather than renting it (ads).
If you are already #1 for all major keywords, you don't need us. However, most advisors rank for their name but not for services (like "401k rollover"). We fix that gap.
Yes. We do not post specific investment advice or returns. All content focuses on your bio, your location, your services, and client service satisfaction. We work within standard compliance workflows.
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