We help financial advisors grow faster than ever.
Welcome to Optimized Insurance Planning. Strategies and solutions designed to help you fuel your advisory business.
Every financial advisor wants to grow.
Here’s the problem:
Most have already exhausted their traditional referral sources and need new ways to create opportunities.
Some turn to buying leads, only to spend time chasing prospects who are difficult to reach and rarely become clients.
Others pursue acquisitions, which can be expensive, competitive, and difficult to scale.
But none of these approaches creates a predictable, repeatable source of new business.
We can fix this problem.
We partner with financial advisors to bring them strategies that fuel their business. Our unique video appointment engine targets prospective clients, educates them on certain retirement topics, and then invites them to schedule a meeting directly on your calendar.
But getting the appointment is only the beginning. We’ll work alongside you on the sales process, saving you time and providing better outcomes: more clients.
Most firms focus on just delivering leads.
We focus on helping you turn those opportunities into life-long clients.
For over 25 years, we’ve helped financial advisors attract, support, and retain more clients. There’s a good chance we can help you too.
With the right strategies, the financial advisors we serve grow faster than ever before.
Start with an introductory call. We’ll walk through our video appointment engine, your goals for your firm, and the opportunities we have to partner together.
