Absolutely. This system works brilliantly for advisers running everything themselves — it’s designed to fill your diary with qualified consultations, as well as providing the systems and framework that you will need when it comes to expanding your business

Chances are, you didn’t have the right funnel, the right copy, the right offer, the right creatives, the right organic foundations, the right follow up systems, the right automations or the right sales process. As you can probably tell by this extensive list, the success of paid ads cannot be judged in isolation. If your car needed the oil changed would you declare that the car "doesn't work"... or would you change the oil? Fortunately, we do not just run ads on your behalf. We have a comprehensive framework for running your business with proven results

This isn’t a set-it-and-forget-it system — it works best when you’re actively involved. To make it perform, we’ll need:

✅ Time to discuss and arrange your branding and foundations

✅ Attendance on bi-weekly and then monthly update calls

✅ And most importantly — your full time and attention when dealing with new clients

We’ll handle the heavy lifting on the backend, but the best results come when you and I collectively work together and both put hard work on the line to achieve a shared desire of growth for your business

Of course it is, otherwise I wouldn't be in business! That being said, each network has it's own interpretation of the FCA guidelines. If you are an Appointed Representative, you may face some mandatory approval processes for your campaigns. We have worked with close to a dozen of the country's top networks with zero issues and typically approval takes 24-72 hours

That's great, you likely already have a good flow of clients and business. This system works at any scale. So if your team could handle MORE than 30-60 calls that's fine too. We have a proven track record of booking more appointments than this in a 30 day period. So the volume of appointments booked is catered to your needs

That being said, if the plan is to simply set this up and pass the leads off to the team to run on autopilot this likely won't work for you. Leads that have agreed to speak with your business are not pre sold customers. Hard work and dedication is still needed from all parties involved to make this a success.

As specific as you want. Whether you’re looking for first-time buyers, remortgages, high net worth, buy-to-let, or protection-focused clients — we tailor absolutely everything to your goals. Targeting, messaging, funnel strategy — it’s all built around your ideal client. That’s exactly what we map out together on the discovery call, so your system is built for your market, not someone else’s.

There's no one size fits all answer to this. Some clients hit the ground running with a positive attitude, and this is what we see generates the most success. Others will let things hold them back, and find reasons as to why they couldn't make this work. I won't try to pretend I have a secret or that I can "guarantee" you results. The only guarantee you can get from this, is the guarantee you make to yourself that you will give it your all to help clients and grow your business

That being said our metrics are very consistent

👉 50 - 100 New leads

👉 30 - 60 Booked Appointments

Over the course of 3-6 months we would expect to see conversion rates of anywhere from 10-30%. Meaning 15-20 clients on the low end and 30-40 on the higher end

Just like Peter, who closed over £30,000 in fees in 3 months using this system.