For Financial Advisors, Insurance Agents, and Wealth Managers looking to build a system that generates 10-17 Appointments every month.

Helping you install our Proven Client Acquisition System to Attract High-Net-Worth Clients — Without Endless Cold Calls or Guesswork.

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550+

ADVISORS SERVED

10,000+

APPOINTMENTS SCHEDULED

4.7/5

Clients Satisfaction Score 

Are You Experiencing Any Of This?

  • Breaking into High-Net-Worth Market

    While you can consistently attract and retain a solid client base, breaking into the high-net-worth market or significantly increasing your revenue feels elusive. Your current offerings, though valuable, lack the "wow factor" to truly differentiate you from the competition and command premium fees.

  • The "Overwhelmed Advisor"

    You're constantly striving to deliver exceptional service, but the demands of a growing client base and complex financial landscape can be overwhelming. Juggling multiple tasks, staying up-to-date on industry trends, and providing personalized advice can leave you feeling stretched thin and unable to focus on what truly matters: building deep, lasting client relationships.

  • A Good, But Not Great, Offer

    Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

  • A Good, But Not Great, Offer

    Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

  • "Stuck in the Middle"

    You're caught between the desire to offer comprehensive, high-quality services and the need to streamline your processes and increase efficiency. You may find yourself spending countless hours on administrative tasks, leaving little time for strategic planning, client engagement, and generating new business.

  • A Good, But Not Great, Offer

    Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

  • A Good, But Not Great, Offer

    Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

Build A Business That Serves You, Instead Of You Serving It

We’re not saying that all of this will happen, but some of it could, and that should be enough.

How Does it Work?

Our VirtusGP team will design and implement a custom strategy that will help improve efficiency and scale your business.

1

How Does it Work?

Our VirtusGP team will design and implement a custom strategy that will help improve efficiency and scale your business.

2

How Does it Work?

Our VirtusGP team will design and implement a custom strategy that will help improve efficiency and scale your business.

3

How Does it Work?

Our VirtusGP team will design and implement a custom strategy that will help improve efficiency and scale your business.

4

The Steps To Guaranteed Result

Our Proven 4-step TRACTION Framework

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month), and just offering what everyone else is offering won't cut it; you need to create an offer "they can't refuse." The problem is you think this means just offering more, so you end up with a Frankenstein offer that covers everything from a custom onboarding call to walking your client's dog.

Still Not Convinced?

Check out some in-depth case studies from our best clients!

IMPORTANT: EARNINGS AND INCOME DISCLAIMER

All testimonials on this page are from real clients. The results you see on this page are not typical. Their experiences do not guarantee similar results.  Individual results may vary based on your skills, experience, motivation, as well as other unforeseen factors. The Company has yet to perform studies of the results of its typical clients. Your results may vary.

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

Oct 21, 2024

A Good, But Not Great, Offer

Anyone can sign up a few clients, but now you're trying to get to the big leagues (read: $500,000+/month)

What Our Clients Say...

Real Success Stories from Financial Advisors Who've Transformed Their Business and Achieved Exceptional Growth

All testimonials featured on this page reflect the experiences of actual clients. Please note that the results highlighted are not typical and should not be interpreted as a guarantee of similar outcomes. Individual results will vary based on factors such as skills, experience, motivation, and other unforeseen circumstances. The company has not conducted studies on the average results of its clients. Your personal results may differ.

"$900K AUM Closed in 14 Days"

"$100,000 Commission Closed"

"10-15 Appointments Per Month"

"$1,500,000 AUM Closed & much more in the pipeline within 60 Days."

"$2.00 MM + 15-20 Appts Per Month"

"$30,000 in new revenue"

"20 Appointments/Month"

"2 Clients Closed + 15-20 Appointments/Month"

"15 to 20 Appointments/Month"

Want to learn more? Book a free 10 minute introductory call

Meet Our Team

Useful resources you can implement right away.

Martin Mahdavian

Co-Founder

Jay Mansour

Co-Founder

Inder Singh

Data Analyst

Rosabelle Marsilla

Growth Consultant

Andrew Li

Account Manager

Narmin Madani

Growth Consultant

Frequently Asked Questions

Want to know more? Read the frequently asked questions