— Preset appointments for financial professionals

You became an advisor to help people retire well. Not to spend your week dialing.

We put exclusive, pre-booked conversations with federal, state and university employees on your calendar, so your week starts with people who said yes. You bring the expertise.

Prefer to talk now? (727) 496-7537

125,000+

appointments bought by agencies & IMOs

77

advisors served in the last 30 days

100–1,000+

appointments a month for partner teams

Illustrative example

Your next conversation

State & University · Phone appointment

Employee type

University employee

Location

Florida

Age

Reported retirement savings

$100,000–$250,000

Topics selected

Pension questions, retirement planning

Contact information

Name, phone & email

Fictional example. Savings are self-reported; an appointment does not establish purchase intent or a sale.

— Sound familiar?

You’ve tried the other ways.

Most advisors who come to us have already paid for the lesson.

Shared leads, where you race three other advisors to the phone.

Ad forms from people who never pick up, and never meant to.

A whole day blocked for prospecting that ends in voicemails.

— How it works

Spend your time advising. We help you get to the meeting.

01 / FIND YOUR FIT

We start the conversation.

Our outreach introduces public employees to the opportunity to discuss their retirement questions with an independent financial professional. We don’t market specific products.

02 / GET CONNECTED

We book the appointment.

We book into your available calendar times and send reminders. You get contact details and any additional answers the prospect provides.

03 / BUILD THE RELATIONSHIP

You guide what comes next.

Call at the scheduled time and decide whether there’s a fit. You own the advice and the sales process, with training and support behind you.

— What it looks like when it works

What a year can look like.

Real clients, in their own words from recorded check-in calls.

Federal program

Michael B.

Before

He knew how to help federal employees. He just needed more people near retirement to talk to.

The turn

The program paid for itself within a few months, and he renewed for a full year.

After

One of his strongest years, with more cases lined up for December.

$182K

in revenue so far this year, as he reports it

“I got my return, I think, like March.”

Individual results. Not typical, and past results don’t predict future results. Outcomes depend on your market, program, follow-up and close rate. Names shortened for client privacy.

— Straight talk

What to expect in your first 90 days.

Every story above started with a slow month. Here’s what we tell every new client.

MONTH 1

Learn the conversation.

Not everyone shows, and not everyone has assets. Missed appointments are replaced, and we coach you on the opening and the follow-up.

MONTH 2

Build the second meeting.

The metric that matters is second appointments. That’s where the pipeline forms.

MONTH 3+

Close and tune.

Rollovers and annuities take time to move. We adjust your audience, like our 59+ program, to fit what’s closing for you.

— Evidence before the sales conversation

Real numbers. A clearer picture.

A 30-day snapshot across every program we run. Individual results vary.

1,900+

Appointments set

In 30 days: Sep 16–Oct 15, 2026

77

Advisors served

Across federal, state, university and K-12 programs

74%

Show rate

Appointments held, as a share of those not cancelled

Show rate excludes cancelled appointments and counts past appointments not marked as no-shows as held. Results vary by program, market and advisor.

— Explore your options

The right fit starts with the right expectations.

Pick the audience and geography that fit your practice. Standard programs include mixed ages and asset levels.

State + Higher Ed

State & University

State government, university and college employees across the states you serve.

Federal

Federal · State specific

Federal employees, focused on the states where you’re licensed.

Federal

Federal · Nationwide

Broader geographic reach for advisors licensed in many states.

Need an age-specific audience? Ask about our 59+ program.

A guided start

Onboarding, scheduling setup and resources to get you ready.

A dedicated success manager

Regular check-ins to review your results.

Practical appointment training

Recorded calls, sales resources and weekly coaching.

(727) 496-7537