The Complete Retirement Marketing System That Generates 10–15 Qualified Appointments Per Month — On Autopilot
For independent RIAs and IARs ready to own their market online and in-person — without adding work to their week.
Watch the short presentation below. We'll show you the exact three-channel system that advisors are using right now to fill their pipeline — even in summer — while their competitors sit on the sidelines.
If you're an independent RIA or IAR managing $50M–$200M+ in AUM and want a predictable, scalable pipeline — this is for you.
What You'll Learn
What This System Delivers
Virtual Webinars
10–15 Qualified Appointments Per Month
Pre-recorded webinars run every Tuesday and Thursday automatically. Facebook ads drive prospects to your ebook and webinar. They self-book on your calendar after watching. $228 average cost per appointment vs. $600–$1,000 for purchased leads.
Live Educational Seminars
40–60 Local Prospects in a Room with You
Done-for-you in-person classes hosted at libraries, community colleges, and universities — under a recognized 501(c) nonprofit brand. 96% venue fill rate. No venue cost. Attendees trust you before you ever pitch.
Retargeting
Every Dollar Works Harder
Cross-channel retargeting follows up with everyone who almost converted. Webinar viewers get shown your next live class. Seminar attendees who don't book get the webinar. No lead is wasted.
The Numbers Are Hard to Ignore
Conservative math. Real results.
Webinar Channel — One Month
- 10 appointments → 9 show up (90% show rate)
- 15% close rate → ~1.5 new clients
- Average $1.3M in investable assets
- 1% AUM fee = ~$20,000/year in new recurring revenue
Seminar Channel — One Event
- 25 attendees in the room
- ~50% book on-site
- 3–4 new clients per event
- Average $1.3M in investable assets
- 1% AUM fee = ~$40,000/year from a single event
Combined, one active month on the full platform = ~$60,000 in potential new annual recurring revenue.
Two clients from either channel and the platform pays for itself for the year.
Case Studies
Real Advisors. Real Results.
Case Study 01
Southeast RIA
- • $15,000 in ad spend
- • 12,000 webinar registrations
- • 527 webinar attendees
- • 100+ qualified appointments booked
- • $133.50 per appointment
- • 16–17 new clients at ~$1.3M average = $20–22M in new AUM
Case Study 02
New Jersey RIA
- • $1,500 ad budget
- • 79 registrations for a local library class
- • 48-seat venue — full waitlist
- • Multiple new client relationships from one night
- • Topic: Taxes & Retirement at Brookdale Community College
Is This Right For You?
Yes, This Is For You
- You're an independent RIA or IAR with $50M–$200M+ AUM
- You want a predictable, scalable pipeline
- You've tried seminars, webinars, or bought leads — but ROI was inconsistent
- You're willing to show up for the appointments (we generate them, you close them)
This Is NOT For You
- You're a new advisor still building your practice
- You're at full capacity and not looking to grow
- You aren't willing to commit to the process
Why Summer Is the Best Time to Start
Less competition, lower ad costs.
When your competitors pause for summer, your cost per lead drops — same budget, more reach.
Retirement anxiety doesn't take vacations.
A 62-year-old worried about retirement is searching for answers at 10pm. He's watching your webinar right now.
The pipeline you build in July closes in September.
Advisors who start now walk into fall with a warm pipeline. Everyone else is just getting started.
Everything Is Done For You
Done-for-you Facebook ad management
We write every ad, design every creative.
Pre-recorded webinar production
Full production and setup, ready to run on autopilot.
Ebook + landing page
Customized to your brand.
Seminar event management
Venue, registration, confirmations, reminders.
National Retirement Foundation branding
501(c) nonprofit credibility.
Cross-channel retargeting
Across both webinar and seminar funnels.
Weekly performance dashboard
Registrations, attendance, cost per appointment.
Dedicated account manager
A real person, not a support ticket.
Geographic exclusivity
One advisor per market.
Compliance-approved content
Presentations and creatives ready to go.
What Happens Next
Step 1 — Book a 30-Minute Strategy Call
We review your market, confirm territory availability for both channels, and show you what the funnel looks like in your area. No pressure. You leave knowing whether this makes sense for you.
Step 2 — Onboarding & Build (7–14 days)
We build your ebook, webinar, seminar assets, ad campaigns, and retargeting sequences. You review and approve everything before a single dollar is spent.
Step 3 — Pipeline Opens
Webinar appointments typically come in within the first 1–2 weeks. First seminar event runs within 30–45 days. Then the system keeps running, improving, and compounding.
We Work With One Advisor Per Market.
We don't run competing advisors in the same territory. Some markets are available. Some are taken. The strategy call is how you find out if yours is open — and if it is, I'd encourage you not to wait.
Common Questions
The advisors who start in July walk into fall with a full pipeline. The ones who wait start from zero.
Every month the platform isn't running is approximately $60,000 in annual recurring revenue that won't exist.