Virtual Advisor Lead Machine

Virtual Advisor Lead Machine

THE PROCESS = CAPTURE

THE SYSTEM = CAPTIVATE

THE RESULT = CLOSE

Bootstrap Example

Virtual Advisor Lead Machine

THE PROCESS = CAPTURE

THE SYSTEM = CAPTIVATE

THE RESULT = CLOSE

How To Deliver $1M In Closed Premiums Monthly

With A Fractional Front Office

Our Lips Are Sealed – Your Information’s Just for Us

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Life Agent sitting in white office chair

How To Deliver $1M In Closed Premiums Monthly

With A Fractional Front Office

Our Lips Are Sealed – Your Information’s Just for Us

Attract Bigger Deals

The Sullivan Method turns natural human behavior into 3X larger deals from the same lead.

Only Work Appointments

Quantum Qualifier connects you with ready, interested investors.

Instant Engagement

 Feedback Fusion reveals you as the financial expert they can trust right from the start.

Attract Bigger Deals

The Sullivan Method turns natural human behavior into 3X larger deals from the same lead.

Only Work Appointments

Quantum Qualifier connects you with ready, interested investors.

Instant Engagement

 Feedback Fusion reveals you as the financial expert they can trust right from the start.

Break The Cycle…

Days often start with a daunting task: facing a list full of names that lack connection or no list at all. It's like being trapped in a cycle, with calls leading nowhere and genuine advisory skills going unused.

The Frustration Builds

Frustration mounts in this environment. It's not just about missing out on sales; it's the absence of meaningful interactions and the impact that should be happening as a result. The role of guiding and assisting prospects seems lost in a maze of unresponsive leads, like trying to open locked doors without a key.

A New Path with the Fractional Front Office

Imagine a shift in this scenario. The Fractional Front Office steps in to break this cycle. Handling the groundwork – generating & sorting leads, making calls, arranging meetings – this approach clears the way for real connections. It filters through the clutter to find those eagerly waiting for expertise and guidance. Every interaction becomes an opportunity to create meaningful relationships and impactful work. It's a transformation from chasing leads to genuinely making a difference, embodying the role of a trusted expert.

Break The Cycle…

Days often start with a daunting task: facing a list full of names that lack connection or no list at all. It's like being trapped in a cycle, with calls leading nowhere and genuine advisory skills going unused.

The Frustration Builds


Frustration mounts in this environment. It's not just about missing out on sales; it's the absence of meaningful interactions and the impact that should be happening as a result. The role of guiding and assisting prospects seems lost in a maze of unresponsive leads, like trying to open locked doors without a key.

A New Path with the Fractional Front Office


Imagine a shift in this scenario. The Fractional Front Office steps in to break this cycle. Handling the groundwork – generating & sorting leads, making calls, arranging meetings – this approach clears the way for real connections. It filters through the clutter to find those eagerly waiting for expertise and guidance. Every interaction becomes an opportunity to create meaningful relationships and impactful work. It's a transformation from chasing leads to genuinely making a difference, embodying the role of a trusted expert.

TOP IMO PARTNERS ACORSS NORTH AMERICA

TRUSTED BY TOP IMO PARTNERS ACROSS NORTH AMERICA

Customer Testimonials

Hear what our clients have to say

Alexander Sgarlata Profile Image

Alexander W. Sgarlata

Financial Consultant

"In my 30 years in the business. I've never worked with a better lead company."

Jon Floyd Profile Image

Jon Floyd

Financial Advisor

"The Fractional Front Office & Sales Stak Team helped us close 8 figures in annuity premium."

Curt Lyman Profile Image

Curt Lyman

Wealth Management

"The Virtual Advisor Lead Machine program is simply a game-changer closing life & annuity cases!"

Customer Testimonials

Hear what our clients have to say

Alexander Sgarlata Profile Image

Alexander Sgarlata

Financial Consultant

"In my 30 years in the business. I've never worked with a better lead company."

Jon Floyd Profile Image

Jon Floyd

Financial Advisor

"The Fractional Front Office & Sales Stak Team helped us close 8 figures in annuity premium."

Curt Lyman Profile Image

Curt Lyman

Wealth Management

"The Virtual Advisor Lead Machine program is simply a game-changer closing life & annuity cases!"

Partnering With The Top Tech Companies Around The Globe

Partners with the top tech companies around the globe

FOR TOP PRODUCERS & AGENCY BUILDERS

THE PROCESS = CAPTURE

WHAT IS IT?

Imagine having everything ready and setup to generate your own leads on demand branded to you and your business. All Done-For-You in ONE platform.

HOW IT WORKS?

Engage with your target audience and effortlessly capture and qualify high-quality leads through our 10 Day / 35 Touch-Point optimized process.

WHY ITS IMPORTANT?

A vital component of your business's growth and prosperity, effective engagement with your target audience and the seamless capture of high-value leads, paired with instant qualification, is a game-changer. This streamlined approach guarantees you quickly leverage crucial opportunities, profoundly impacting your financial outcomes.

FOR TOP PRODUCERS & AGENCY BUILDERS

THE PROCESS = CAPTURE

WHAT IS IT?

Imagine having everything ready and setup to generate your own leads on demand branded to you and your business. All Done-For-You in ONE platform.

HOW IT WORKS?

Engage with your target audience and effortlessly capture and qualify high-quality leads through our
10 Day / 35 Touch-Point
optimized process.

WHY ITS IMPORTANT?

A vital component of your business's growth and prosperity, effective engagement with your target audience and the seamless capture of high-value leads, paired with instant qualification, is a game-changer. This streamlined approach guarantees you quickly leverage crucial opportunities, profoundly impacting your financial outcomes.

THE SYSTEM = CAPTIVATE

WHAT IS IT?

Where our expertise in lead qualification meets the power of instant qualification systems. We've honed the art of identifying and nurturing high-quality leads, ensuring that every prospect is instantly assessed for their potential, streamlining your lead generation and appointment setting process.

HOW IT WORKS?

A comprehensive, DONE FOR YOU solution housed within an ALL IN ONE platform. We've integrated cutting-edge technologies to automate lead generation, qualification, and nurturing. With a few clicks, you can set up and launch your personalized lead campaign, leveraging the latest innovations for maximum efficiency and results.

WHY ITS IMPORTANT?

Captivating your leads after generation is an essential asset, merging expert lead qualification with cutting-edge ALL IN ONE platform capabilities. With our DONE-FOR-YOU program and integrated technologies, you unlock supreme efficiency, accelerating lead generation, and instant qualification and appointment setting. This pivotal combination revolutionizes your lead capture process, ensuring you never miss a valuable opportunity, ultimately boosting your bottom line.

THE RESULTS = CLOSE

WHAT IS IT?

What every Agent and Advisor is asking for...being able to go from appointment to appointment, viewed as a valuable asset and trusted resource built through rapport, identity, and brand recognition in Red Ocean of Agents and Advisors.

HOW IT WORKS?

What if we told you there is a better way to work together on leads and closing business? Would you believe us if we told you that we’re going to help you work and close your leads all the way from generation to ROI in 90 Days or less...or we work an additional 90 Days for FREE...Guaranteed!

WHY ITS IMPORTANT?

Generating, Qualifying, Setting Appointments, & Working Leads To Close is an awful lot of work for most seasoned Top Producers. The reason they can “Show Up & Close” is BECAUSE they have THE PROCESSES & THE SYSTEMS in place to CONSISTENTLY CLOSE business month in and month out.

THE SYSTEM = CAPTIVATE

WHAT IS IT?

Where our expertise in lead qualification meets the power of instant qualification systems. We've honed the art of identifying and nurturing high-quality leads, ensuring that every prospect is instantly assessed for their potential, streamlining your lead generation and appointment setting process.

HOW IT WORKS?

A comprehensive, DONE FOR YOU solution housed within an ALL IN ONE platform. We've integrated cutting-edge technologies to automate lead generation, qualification, and nurturing. With a few clicks, you can set up and launch your personalized lead campaign, leveraging the latest innovations for maximum efficiency and results.

WHY ITS IMPORTANT?

Captivating your leads after generation is an essential asset, merging expert lead qualification with cutting-edge ALL IN ONE platform capabilities. With our DONE-FOR-YOU program and integrated technologies, you unlock supreme efficiency, accelerating lead generation, and instant qualification and appointment setting. This pivotal combination revolutionizes your lead capture process, ensuring you never miss a valuable opportunity, ultimately boosting your bottom line.

THE RESULTS = CLOSE

WHAT IS IT?

What every Agent and Advisor is asking for...being able to go from appointment to appointment, viewed as a valuable asset and trusted resource built through rapport, identity, and brand recognition in Red Ocean of Agents and Advisors.

HOW IT WORKS?

What if we told you there is a better way to work together on leads and closing business? Would you believe us if we told you that we’re going to help you work and close your leads all the way from generation to ROI in 90 Days or less...or we work an additional 90 Days for FREE...Guaranteed!

WHY ITS IMPORTANT?

Generating, Qualifying, Setting Appointments, & Working Leads To Close is an awful lot of work for most seasoned Top Producers. The reason they can “Show Up & Close” is because they have THE PROCESSES & THE SYSTEMS in place to CONSISTENTLY CLOSE business month in and month out.

FAQ

Certainly! Here are the revised FAQs with your specified adjustments,
simplified for easy understanding:

What is a Fractional Front Office?

Our Fractional Front Office is like the 'SEAL TEAM 6' of digital financial lead generation and marketing. We are your elite digital marketing team of specialists. As your behind-the-scenes support, we handle the intricate and time-consuming tasks that are essential to your success. We take care of lead qualification, ensuring every prospect is genuinely interested and a valuable opportunity for your business. We are your ad writers, email campaign creators, and website setup experts. Our mission is to streamline your workload, so you can focus exclusively on what you do best: closing deals and scaling your business. With our expert team on your side, you're free to make big strategic moves, confident that every detail is meticulously managed by the best in the business.

How does the Quantum Qualifier work?

Think of the Quantum Qualifier like a super-smart treasure finder. It's not just any old filter; it's like having a magic magnifying glass that helps us spot the best people who are really ready to talk about their finances. We've used this awesome tool to make over 300,000 calls, kind of like how McDonald's keeps track of all the hamburgers they've sold. And guess what? We've helped a whopping 500,000 retirees and have been part of over 1 billion dollars in annuity premiums. That's a lot of people we've connected with advisors like you. So when you chat with someone we introduce, they're not just any person – they're someone who's really waiting for your advice, just like finding the right piece in a puzzle.

How does the Sullivan Method help me make bigger deals?

Our Sullivan Method is like a special tool that helps make your regular meetings turn into chances for bigger deals. It uses simple, smart ideas about how people think and act. One of these ideas is about giving and getting - when you help someone, they often want to help you back. This method uses this idea to make your meetings more useful and interesting for your clients. When clients feel they're getting good advice and attention from you, they're more likely to trust you with bigger financial decisions. It's all about making each meeting a great experience for them, so they feel confident to invest more.

How do you make sure everything follows FINRA rules?

We're super careful to follow all FINRA rules. We check everything we tell you to do or say to clients to make sure it's safe and right. This means you don't have to worry about breaking rules. We make sure all the advice is good and follows the law, so you can just focus on helping your clients.

What kind of help does EverReady Assist give?

EverReady Assist is always ready to help you. You can ask questions anytime, and we also have special times twice a month to answer them. Plus, we hold weekly open office hours where you can get more help and advice.

How does Feedback Fusion make talking to clients better?

Feedback Fusion is like having a superpower in your conversations. It uses a clever approach called Action Based Engagement. What this does is really neat: it finds out exactly what your leads are worried about and what they need help with. We do this in a way that's not only safe but also really smart, so it builds trust right from the start. Then, Feedback Fusion works its magic to show them that you're not just any advisor – you're the expert they've been looking for. It's like having a compass that points your prospects right to you, making them really interested in what you have to offer.

What makes your way of finding clients different?

Our approach to finding clients is like having a secret recipe – it's simple but super effective. We mix modern tools with some really cool future ones to take care of all the small but important stuff. It's all about talking to potential clients in a way that's easy to understand and makes them feel like someone's finally listening. When they feel understood and valued, that's when they start seeing you as more than just an advisor – you become their go-to person for financial advice, their Trusted Advisor. It's not about fancy words or complicated processes; it's about making real connections that last.

FAQ

Certainly! Here are the revised FAQs with your specified adjustments,
simplified for easy understanding:

What is a Fractional Front Office?

Our Fractional Front Office is like the 'SEAL TEAM 6' of digital financial lead generation and marketing. We are your elite digital marketing team of specialists. As your behind-the-scenes support, we handle the intricate and time-consuming tasks that are essential to your success. We take care of lead qualification, ensuring every prospect is genuinely interested and a valuable opportunity for your business. We are your ad writers, email campaign creators, and website setup experts. Our mission is to streamline your workload, so you can focus exclusively on what you do best: closing deals and scaling your business. With our expert team on your side, you're free to make big strategic moves, confident that every detail is meticulously managed by the best in the business.

How does the Quantum Qualifier work?

Think of the Quantum Qualifier like a super-smart treasure finder. It's not just any old filter; it's like having a magic magnifying glass that helps us spot the best people who are really ready to talk about their finances. We've used this awesome tool to make over 300,000 calls, kind of like how McDonald's keeps track of all the hamburgers they've sold. And guess what? We've helped a whopping 500,000 retirees and have been part of over 1 billion dollars in annuity premiums. That's a lot of people we've connected with advisors like you. So when you chat with someone we introduce, they're not just any person – they're someone who's really waiting for your advice, just like finding the right piece in a puzzle.

How does the Sullivan Method help me make bigger deals?

Our Sullivan Method is like a special tool that helps make your regular meetings turn into chances for bigger deals. It uses simple, smart ideas about how people think and act. One of these ideas is about giving and getting - when you help someone, they often want to help you back. This method uses this idea to make your meetings more useful and interesting for your clients. When clients feel they're getting good advice and attention from you, they're more likely to trust you with bigger financial decisions. It's all about making each meeting a great experience for them, so they feel confident to invest more.

How do you make sure everything follows FINRA rules?

We're super careful to follow all FINRA rules. We check everything we tell you to do or say to clients to make sure it's safe and right. This means you don't have to worry about breaking rules. We make sure all the advice is good and follows the law, so you can just focus on helping your clients.

What kind of help does EverReady Assist give?

EverReady Assist is always ready to help you. You can ask questions anytime, and we also have special times twice a month to answer them. Plus, we hold weekly open office hours where you can get more help and advice.

How does Feedback Fusion make talking to clients better?

Feedback Fusion is like having a superpower in your conversations. It uses a clever approach called Action Based Engagement. What this does is really neat: it finds out exactly what your leads are worried about and what they need help with. We do this in a way that's not only safe but also really smart, so it builds trust right from the start. Then, Feedback Fusion works its magic to show them that you're not just any advisor – you're the expert they've been looking for. It's like having a compass that points your prospects right to you, making them really interested in what you have to offer.

What makes your way of finding clients different?

Our approach to finding clients is like having a secret recipe – it's simple but super effective. We mix modern tools with some really cool future ones to take care of all the small but important stuff. It's all about talking to potential clients in a way that's easy to understand and makes them feel like someone's finally listening. When they feel understood and valued, that's when they start seeing you as more than just an advisor – you become their go-to person for financial advice, their Trusted Advisor. It's not about fancy words or complicated processes; it's about making real connections that last.

GET STARTED NOW - TRANSFORM YOUR BUSINESS TODAY!

Discover Cutting-Edge Strategies to Boost Your Marketing Efforts

GET STARTED NOW - TRANSFORM YOUR ANNUITY BUSINESS TODAY!

Discover Cutting-Edge Strategies to Boost Your Marketing Efforts

Sales Stak LLC | Copyright © 2024 | All Rights Reserved

Sales Stak LLC | Copyright © 2024 | All Rights Reserved