HIGH-QUALITY LEADS. GUARANTEED APPOINTMENTS. NO UPFRONT AD COSTS.
We deliver pre-qualified retirement planning leads and book appointments directly onto your calendar, so you can focus on closing deals and growing your practice.
What is Mastering Retirement Lead Partner?
As a financial advisor, your time is too valuable to spend chasing leads. With Mastering Retirement Lead Partner, we handle everything:
- We pay for and manage the ad campaigns.
- Our AI bots nurture every lead to ensure quality.
- We book pre-qualified retirement planning appointments directly on your calendar.
All you need to do is show up and close.
The Process "How It Works"
We Launch the Campaigns:
Our team creates and manages targeted ad campaigns to attract retirement planning prospects.
01
AI Nurtures the Leads:
Leads are engaged immediately via AI chatbots, ensuring only qualified prospects move forward.
02
We Schedule the Appointments:
Pre-qualified leads are booked directly onto your calendar for seamless follow-up.
03
You Close the Deal:
Meet with motivated prospects who are ready to discuss their retirement planning needs.
04
Why Choose Funnelflow? A Proven System for Consistent Growth
No Upfront Ad Costs:
We cover all ad spend, so you only pay for the qualified leads and appointments delivered to you.
01
AI-Powered Lead Nurturing:
Our advanced AI chatbots engage with leads in real-time, ensuring they’re ready for your expertise.
02
Guaranteed Appointments:
Pre-qualified prospects are booked directly on your calendar, saving you time and effort.
03
Exclusive Leads:
All leads are exclusive to you and never shared with other advisors.
04
Choose the Partnership That Fits Your Growth Goals
Pay-Per-Lead/Appointments
- Pay only for the leads and appointments delivered to your calendar.
- Start small and scale up as you see results.
Revenue Share Partnership
- No upfront costs at all.
- We share a percentage of the revenue generated from the appointments we book for you.
- Perfect for advisors looking to grow without taking on financial risk.
Is This Right for You?
Mastering Retirement Lead Partner is ideal for financial advisors who:
- Want a steady stream of retirement planning leads.
- Are tired of wasting time on unqualified prospects.
- Want to scale their business without upfront ad costs.
- Value a seamless, hands-off approach to lead generation.