Ad copy

I'm looking for 5 licensed fiduciaries who are tired of running seminars that don't fill, chasing referrals that don't come, and buying leads that don't convert… That are willing to take a couple virtual meetings a week and offer a new service that leading RIAs are using to land 3-5 affluent clients every single month. It's called Telewealth. And it’s a new kind of virtual financial service that firms are simply adding on top of what they're already doing. You don’t have to stop your seminars or stop working your pipeline to implement this… But after a couple weeks, you’ll want to. Because the hundreds of fiduciaries that are already capitalizing on this shift are adding millions in AUM every single month, Without spending an hour on prospecting or chasing after so-called “qualified” leads that don’t even know their names. And this same shift has already transformed dozens of other industries. It’s why Doordash took over the dine-in industry. Amazon & E-commerce took over retail. And why doctors added telehealth. They didn't try harder at what was dying. The businesses that saw this shift and added a new service added millions to their bottom line. That's exactly what Telewealth is for financial advisors. The firms offering it are charging higher fees for a service that takes less time per client. Affluent families in all 50 states are coming to them… not the other way around. No seminars. No cold calls. No extra overhead. And the results speak for themselves. Omar added $12 million to his RIA this past December from offering Telewealth and is expanding his back office so he can scale even faster Eric Viavattene from Phoenix Wealth Management added $2M per month in additional AUM since implementing this. Nick Baldwin from Stonepath Wealth Management added $18M in just 3 months and is on pace for $60M this year. And they did it without spending a dime more on marketing, changing their licenses, or changing anything about what they actually do for clients. Now let me be clear about what this is NOT. This is not another outdated marketing system where you pay for leads that never pick up the phone. And this definitely isn’t about posting content on Linkedin or running more ads on social media that bring in the same kind of people with $250k in an RIA. This is a completely new service that you can add to your practice (one that didn't exist 5 years ago) that taps into a new and growing wave of millionaire pre-retirees that are looking for virtual Telewealth options. This IS for you if: ✅You have your Series 65, 66, CFP, or CFA ✅You're already meeting with some clients virtually ✅And you want to add your next $20 to $50 million in AUM without more hustle, more seminars, or burning more money on marketing. This is NOT for you if: ❌You're not a licensed fiduciary. ❌You're not willing to take a couple virtual meetings a week. ❌Or if you can’t handle managing an additional $1-2m+ per month in AUM. My name is Nick Chopourian. Now I don’t run an RIA… And I’m not a financial advisor. Yet over the past five years, I'm responsible for moving over $1.7 billion in AUM into the hands of my partner advisory firms. Last month alone, it was over $100 million cumulatively. All by helping a select group of advisors add this one new service to their practice. (Without them needing any technical experience, a big marketing budget, or large team supporting them.) If you want to see exactly how Telewealth works, click below to watch a free on-demand training where I walk you through everything end-to-end. You don't even have to enter your email. And if your firm doesn't approve it, you pay nothing.