Investable assets
Self-reported by the prospect and discussed during a personal qualification call.
Prospecting,
made simple.
More time for the conversations that matter.
We find, qualify, and introduce your next retirement prospects.
Selected firms we work withDiscover our approach
Retirement Income SolutionsKeith Hazlewood
Beacon PointeBo Lee
RetirePathDale Colclasure
Hero’s StrategiesEric Cathey
01 / THE RIGHT CONVERSATIONS
Know who’s
on your calendar.
Years of age
Retirees and pre-retirees considering what comes next for their finances.
talk.
Open to working with an advisor
A person who agrees to a conversation and understands why you’re meeting.
02 / YOUR REPUTATION, REPRESENTEDA good introduction
A good introduction
makes a difference.
Your reputation matters before the first conversation. We introduce you and your practice, explain what you do, and help the prospect understand what to expect.
So when you meet, you can start with a shared understanding of why you’re there.
BEFORE YOUR APPOINTMENT
A PERSONAL INTRODUCTIONHere’s who
Illustrative introduction. Personalized for your practice.Here’s who
you’ll be meeting.
Your nameYour advisory practice
We introduce your background, your practice, and how you can help with the retirement questions the prospect has shared.
THE CONVERSATION
Their retirement needs.
Your approach.
Whether working together makes sense.
03 / WE HANDLE THE FOLLOW-THROUGHFrom first interest
From first interest
to your first meeting.
We find them.
We fund and manage advertising to reach people interested in their retirement options.
We get to know them.
A personal call covers their assets, retirement needs, and willingness to work with an advisor.
We introduce you.
We explain who you are and what the meeting is for, then arrange a time on your calendar.
We stay in touch.
We handle confirmations and reminders. You take the meeting, and we invoice after attendance.
Built from firsthand experience.
Aspect One draws on direct experience setting retirement and annuity appointments. Personal conversations are at the heart of our process.
04 / A STRAIGHTFORWARD ARRANGEMENTYou meet.
You meet.
Then you pay.
Start with three qualified attended appointments.
See how we work, one conversation at a time.
$1,000/ appointment
Per qualified prospect who attends.
- Advertising funded by Aspect One
- Personal phone qualification
- Advisor introduction and booking
- Confirmations and follow-up
- No charge for no-shows
Three attended appointments: $3,000.
Invoiced after attendance.
Contact us Invoiced after attendance.
05 / DOES IT FIT YOUR PRACTICE?Let’s look at
Let’s look at
your numbers.
Explore the economics with your own assumptions. These are estimates, not a forecast.
Appointment spend$3,000
Estimated new clients—
Estimated first-year revenue—
Revenue after appointment feesAdd your estimates
Enter your close rate and revenue per client to see the calculation.
Illustrative only. Actual results depend on your practice and the prospects you meet. Figures exclude your other business costs and are not a profit estimate. Fractional client counts represent an average expectation.
What makes an appointment qualified?+
The prospect is aged 55–80, reports at least $250,000 in investable assets, and is willing to work with a financial advisor. We discuss this on a personal call and confirm that they agree to the meeting. Asset figures are self-reported, not independently audited.
Do I need to pay for advertising?+
No. Aspect One funds the advertising. Prospect generation, personal qualification, introductions, booking, and follow-up are included in the $1,000 attended-appointment fee.
What if someone doesn’t attend?+
There is no charge for a no-show. We invoice after a qualified prospect attends.
What if the meeting doesn’t lead to a client?+
The fee covers a qualified attended appointment. It does not guarantee a sale or a new client. A qualified meeting is billable even if the prospect decides not to work with you.
How do we get started?+
Contact us with a little about your practice and the states you serve. We’ll discuss fit, availability, meeting format, delivery timing, exclusivity, and qualification terms before agreeing on the first three appointments.