Stop Wasting 15 Hours Per Week on Tire-Kickers

Get the 5-question system that filters unqualified prospects automatically, so you only talk to people who can actually afford your services. Download the free Quick-Start Guide and implement it in 48 hours.

You're Spending Hours Every Week on
Prospects Who Will Never Hire You

Here's what's happening right now:

❌ Someone fills out your "Contact Us" form

❌ You call them back excited

❌ Five minutes in, you realize they have $50K (your minimum is $500K)

❌ Or they're "just looking" with no urgency

❌ Or they're shopping 10 advisors on price

You just wasted 30 minutes.

Multiply that by 15-20 unqualified calls per month.

That's 10 hours per week, gone.

The Real Cost:

Time wasted: 90 hours/year

Your hourly rate: $400/hour

Lost opportunity: $36,000/year

That's the cost of NOT having a qualification system.

What If You Could Filter Them Out
BEFORE Your Team Picks Up the Phone?

Imagine this instead:

✅ Prospects answer 5 questions (not a generic "Contact" form)

✅ Your CRM scores them automatically (0-75 points)

✅ You ONLY call leads scoring 30+ points

✅ Your calendar fills with qualified prospects (who meet your minimums)

Result:

→ Save 10+ hours per week

→ Close rate increases 50-100%

→ No more frustrating calls with tire-kickers

WHAT'S INSIDE The guide

Inside This Quick-Start Guide, You'll Get:

📋 THE 5 QUESTIONS that reveal whether someone is qualified (Covers: Service needs, asset level, timeline, readiness, trigger event)

🎯 THE SCORING SYSTEM that prioritizes your best leads automatically (0-75 point scale with 5 tiers: Premier, High-Value, Qualified, Nurture, Disqualified)

⚙️ THE ROUTING RULES so you know exactly who to call (and when, Premier = call in 1 hour, High-Value = 4 hours, Qualified = next day, etc.)

📧 COPY-PASTE EMAIL TEMPLATES for every tier (Premier confirmation, Qualified follow-up, Nurture sequence, Disqualification)

📞 CALL SCRIPTS for each lead tier (What to say on the phone based on their score)

🚀 48-HOUR IMPLEMENTATION CHECKLIST (Step-by-step: customize, build in CRM, test, launch)

✅ OBJECTION HANDLING GUIDE ("I'm just looking," "What are your fees?", "I need to think about it")

REAL FIRMS, REAL RESULTS

Financial Advisory Firms Using This System to Dominate Their Markets

Michael T.
Fee-only RIA
Austin, TX

"I implemented this system in 2 days and immediately saved 12 hours the first week. No more calls with people who have $100K when my minimum is $1M. Game-changer."

Sarah K.
Wealth Management
Denver, CO

"The scoring system is brilliant. My team knows exactly who to prioritize. Our close rate went from 22% to 48% in 60 days."

David L.
Financial Planner
Tacoma, WA

"I was skeptical about 'filtering' leads, but this system actually creates a BETTER experience for prospects. They get routed to the right person based on their needs. Everyone wins."

*Testimonials provided by advisors who implemented the system.
Results vary based on individual implementation and business circumstances.

How This Works
(Simple 3-Step Process)

1️⃣ DOWNLOAD THE GUIDE

(2 minutes)

Enter your info above and
get instant access to the guide.
Read it in 20 minutes.

2️⃣ CUSTOMIZE & IMPLEMENT
(48 hours)

Follow the step-by-step checklist to customize the 5 questions,

set up scoring in your CRM, and create your email templates.

3️⃣ START FILTERING (Immediately)

Replace your old "Contact Us" form with the new 5-question assessment.

Watch qualified leads flow in—and tire-kickers get filtered out automatically.

who this is for

This Guide Is For You If...

✅ You're spending 10+ hours/week on unqualified prospects

✅ You're tired of "just looking" conversations that go nowhere

✅ You have a minimum client asset level but prospects don't know it

✅ Your close rate is under 30% (it should be 40-50%+)

✅ You want a systematic way to prioritize your best leads

✅ You're ready to implement a proven system in the next 48 hours

This Guide Is NOT For You If...

❌ You enjoy talking to everyone (even if they can't afford you)

❌ You have unlimited time for unqualified calls

❌ You don't have minimum client requirements

❌ You're not willing to say "no" to bad-fit prospects

Download Your Free Quick-Start Guide Now.

Discover exactly where you're losing qualified clients, and how to fix it,
without hiring more staff or buying expensive software.

COMMON Questions

Every minute you wait gives your competitors more advantage.
Let’s fix that now.

Is this SEC/FINRA compliant?

Yes. This is a qualification system—not testimonials or performance claims. You're simply asking prospects questions to determine if you're a good fit. Consult your CCO if you have specific concerns, but this approach is widely used by RIAs and broker-dealers.

Will you spam me after I download?

Likely, yes. The guide includes instructions that work with most respectable CRMs (Wealthbox, Redtail, HubSpot, Salesforce, etc.). The concepts are platform-agnostic—you just need custom fields and basic automation (which every modern CRM has).

What if I don't have a CRM?

You can start with a simple form tool (Google Forms, Typeform, JotForm) and manually score leads. It's not ideal long-term, but it works. The guide shows you how.

How long does implementation take?

48 hours if you follow the checklist. Most advisors spend:

- 2 hours customizing questions

- 6 hours building in CRM

- 4 hours testing and training team

Total: ~12 hours of focused work over 2 days.

What if I'm a solo advisor with no team?

Even better—you don't need to train anyone. You'll just route all qualified leads (30+ points) to yourself and put nurture leads into an automated email sequence.

Will this reduce my lead volume?

No. You'll get the same number of leads—you'll just know which ones to prioritize. High-scoring leads get immediate attention. Low-scoring leads get politely declined or nurtured. Your time is allocated based on likelihood to close.

What's the catch? Why is this free?

No catch. We want to prove our approach works. If you love the Quick-Start Guide, you might want our Complete Playbook (99 pages covering COMPETE and CAPTURE strategies). But there's zero obligation.