Financial Experts: Unlock Explosive Growth and Profit with Our Turnkey, Done-For-You Solution!

Discover the ultimate growth solution or exit strategy for Financial Planners with the Net-New AI Powered Advisory Board platform. Boost your business, captivate high-value clients, and consistently generate top-quality leads and referrals. Leverage Gen AI, letting our systems manage the workload, freeing up your time to focus on what matters most!

If we offered you an innovative AI Advisory Board Platform that can:

  • Accelerate your business growth.

  • Double your net earnings.

  • Qualify you for the prestigious MDRT  (Million Dollar Round Table) or TOT (Top of Table) status within just 18 months.

  • ​All while allowing you to work fewer hours.

  • ​Bonus: This business growth system works equally well for your business owner clients - which means more referrals and more money for you to manage.

  • Guarantee: No results - No fee guarantee.

would you take us up on this offer?

Net-New AI Advisory Boards can accelerate your growth with a Roadmap to double your net earning in 12 months or less!

Step1: A Little Skeptical? Take The Short Scorecard Quiz To See If You Are Ready... 

Take Your Financial Planning Business to the Next Level

Answer 8 questions and we’ll send you a personalized report

This Scorecard has been designed to show Financial Planners / Advisors their blind spots and provide instant, AI-Powered, actionable steps for success in key areas that may matter most in 2024 for your high-value, and the early retirement of your dreams.

  • It takes just 2 minutes

  • It’s completely free

  • Receive customised results instantly

Light the AI Coated Fuse to IGNITE Your Business Growth!

why Listen to Us?

Meet Stephen Hill, the author and financial planner who achieved Top of Table (TOT) for 7 consecutive years before retiring. His book will give you an in depth understanding of achieving TOT and what is next.

Ed Champion is a former Chief of a First Nation Government, Life and Business Strategy Coach, serial entrepreneur, and leads a Team of business Advisors / Coaches prepared to help you reach your goals.

BONUS #1: Your Scorecard Report is personalized and will also reveal your fastest steps to the industry elite MDRT (Million Dollar Round Table) and/or TOT (Top of the Table) status with more growth in less time. Take the quiz and measure your readiness level in 5 critical areas and get ahead of any competition.

why Listen to Us?

Meet Stephen Hill, the author and financial planner who achieved Top of Table (TOT) for 7 consecutive years before retiring. His book will give you an in depth understanding of achieving TOT and what is next.

Ed Champion is a former Chief of a First Nation Government and a serial entrepreneur. He leads a Team of business Advisors / Coaches prepared to assist you in reaching your goals.

Step2: Attend a Live Webinar to Learn More...

BONUS #2: You Will Receive a FREE Copy of Stephens Book For Attending The Live Webinar Along With Your First Bonus of Your Scorecard Report.

Note: We will be working with only 10 financial planners in our first cohort of Q1 2024. If you miss out on this opportunity, the next cohort will start later in 2024 and at a significantly higher price point.

Step3: Join the Waitlist For the Next Cohort

THE EXCLUSIVE SYSTEM GIVES YOU;

ALL The QUALITY LEADS and REFERRALS Needed To Explode Your Business Growth To Achieve MDRT Or TOT Status Within The Next 18 Months Without you:

  • MAKE MONEY - with lead generation systems that provide a large Return On Investment (ROI). 

  • GAIN TIME - with High-Net-Worth Individuals coming to you instead of you chasing poor quality leads. 

  • BECOME ENERGIZED -  by doing more of the things you want and are good at doing.

It's A Straightforward Offer!

Make More, Work Less, And Become Recognized As One Of The Worlds' Best Financial experts!

You can stop the endless hunt for quality leads. We specialize in helping financial planners acquire high-net-worth clients within 90 days through our integrated AI-powered TOT Mastermind and AI-Advisory Board platform. 


This unique approach not only accelerates your qualification for MDRT (million dollar round table) or TOT (Top of Table) status but also empowers your clients to maximize their earnings, providing you with more investment capital to manage.

Why Our net-new AI Advisory Boards Are A Game Changer For Independent Financial Planners and advisors: 

1

AI Powered Advisory Board System Generates You and YOUR Business Clients More Profit.

2

Best In The World Training Guarantees YOU MDRT or TOT Within 18 Months. 

3

World Class Support TEAM Explodes Your Business Growth at No Cost To You.

Step4: Fast Track To the Prestigious MDRT and/or TOT Status:

Unlocking Client Wealth with AI: Your Fast-Track to TOT (Top of Table)!

Video Highlights:

  • 1. The "WHY" behind our innovative offer that can generate you more quality leads and referrals while you sleep.

  • 2. The "WHAT" we do that enables us together to fulfill on more quality leads and referrals to you and select financial planners.  

  • 3. You can do this! The "Top of Table" (TOT) training, flow training, and accountability coaching you'll recieve from our team.  

  • 4. Jobs, markets, and businesses will not be lost to AI. They will be lost to those businesses that understand and leverage AI.

  • 5. The "WHAT" we do that enables us together to fulfill on more quality leads and referrals to you and select financial planners.  

  • 6. You can do this! The "Top of Table" (TOT) training, flow training, and accountability coaching you'll recieve from our team.  

Business Growth Made Easier for an Abundance of What Matters Most in Life...

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