The Financial Advisor Growth System — Premium Edition
90-day system · 12 modules
For Financial Advisor operators tired of guessing.
Add 6 figures to your Financial Advisor in the next 90 days — or we refund every dollar.
The Financial Advisor Growth System — Premium Edition is the daily, do-this-now playbook built specifically for Financial Advisors. 90 days. 12 modules. Every single day tells you exactly what to do, what to say, and what to track. No fluff. No theory. No $4997 masterminds.
Save $270. We will raise this back to $300. Lock in $30 now.
Was $300, today $30 (90% off) · lifetime access · 30-day money-back
90
Days
12
Modules
12
Calculators
90 days from now
By Day 90, you will have…
Identify, validate, and dominate a profitable advisory niche within 21 days using the Niche Validation Matrix
Design and execute seminar marketing campaigns that generate 15-40 qualified prospects per event with $3,000-$8,000 cost-per-acquisition
Build systematic referral alliances with CPAs, estate attorneys, and insurance professionals producing 2-5 qualified referrals per partner per quarter
Create tiered service offers that differentiate from robo-advisors and justify 1.0-1.5% AUM fees or $2,500-$7,500 planning fees
Master the structured discovery meeting using the 7-Frame Discovery Protocol and convert 65-80% of qualified prospects to clients
Implement systematic quarterly review processes that drive 94%+ retention and generate 1.2 referrals per client annually
Optimize and transition to fee-based revenue models targeting 85%+ recurring revenue with $3,500+ per-client annual revenue
Build scalable growth systems while maintaining full SEC/FINRA regulatory compliance and passing any audit examination
Why most don't make it
The 3 reasons operators stay stuck.
Generic advice that wasn't built for Financial Advisors
"Post on social media." "Build a funnel." "Get on TikTok." None of that touches the actual revenue levers a Financial Advisor operator pulls. You need the playbook for YOUR industry — not a generic SaaS template hand-waved into your vertical.
No execution plan, just slides
You bought the $997 course. You watched 20 hours of video. You closed the tab. Two weeks later you couldn't tell anyone what to do on Tuesday. Information without execution is just expensive procrastination.
Hidden costs that compound forever
$2,000 mastermind. $297/month community. $5,000 done-with-you. By the time you're done you've spent $15,000 and you still don't know what to post on Monday morning.
How this is different
4 reasons it works.
Industry-specific from day 1
Every lesson, every script, every calculator was built for Financial Advisors from scratch — not adapted from a generic template. The pricing math, the offer structure, the lead channels: all native to your vertical.
Daily action, not weekly motivation
Day 1 → Day 90, every day has ONE specific action, ONE worksheet, ONE deliverable. Complete it; unlock tomorrow. The system makes inaction painful and execution obvious.
Compound, not one-shot
The first 14 days build foundation. Days 15-44 install lead engines. Days 45-74 turn leads into revenue. Days 75-90 make it scale without you. Each week multiplies the previous one.
Owned forever, refunded if not
Pay once, own the curriculum + worksheets + calculators + scripts for life. If 30 days in you don't see a clear path to more revenue, email us and we refund you. No questions, no friction, no "case study" required.
Everything you get
$5,473 of curriculum.
$300 $30 to enroll.
List price is $300. We’re running it at $30 (90% off) while we’re launching. Lock it in before we put it back.
- 90-day daily curriculum (Financial Advisors)— 12 modules, day-by-day$1,997
- Industry-specific worksheets (90 of them)— PDF + interactive$497
- Revenue calculators (12 models)— For Financial Advisor$297
- Sales scripts and objection handlers— Word-for-word, fill-in-the-blanks$397
- 150 industry-specific hooks for content + ads— Use them today$297
- Onboarding and SOP templates— Plug-and-play$397
- Behavioural-economics pricing masterclass— Charge what you're worth$397
- Completion certificate (verified)— After day 90$197
- Lifetime access (including future updates)— Pay once, own forever$997
- 30-day money-back guarantee— Outcome-based, no questionsPriceless
You save $270. We're raising the price soon.
Operators who shipped
What they say.
“Before this I was running my Financial Advisor on hope. Now there's a calendar on the wall and a number on each day. Less stress, more revenue.”
Stopped buying every guru's $2K mastermind
— Andre J. · Owner, Financial Advisor · Atlanta, GA
“The pricing module on Day 58 cost me one afternoon and got me 17% more on every quote that month. Same customers, no pushback.”
First channel that actually returned leads
— Priya S. · Director, Financial Advisor · Toronto, ON
“I'd watched maybe 14 hours of "Financial Advisor growth" videos before this. Day 34 was the first time anyone gave me an actual checklist for Tuesday.”
Cut weekly admin by a clean afternoon
— Liam O. · Owner, Financial Advisor · Manchester, UK
Outcome statements above are illustrative — operators get out what they put in.
Run your numbers
Included revenue calculators.
AUM Growth Projection Calculator
Project your assets under management growth over 1, 3, and 5 years based on new client acquisition, market growth assumptions, existing client contributions, and client attrition rates. This calculator helps set realistic AUM targets and identify the key drivers of practice growth.
Client Lifetime Value Calculator
Calculate the total lifetime revenue, profitability, and referral value of a typical client relationship. This calculator helps justify acquisition costs, prioritize client segments, and quantify the true economic impact of retention investments.
Advisor Fee Structure Comparison Calculator
Compare the total cost of different advisory fee structures over time including AUM fees, flat fees, hourly fees, and subscription models. This calculator helps advisors demonstrate fee transparency and helps clients understand the true cost of different pricing models.
Long-Term Care Planning Decision Framework
Compare self-insuring, traditional LTC insurance, and hybrid policies across scenarios.
Pipeline Revenue Calculator
Calculate the lead volume, conversion rates, and revenue projections for your advisory practice prospecting pipeline. This calculator helps you work backward from revenue targets to daily activity requirements.
Advisory Practice Valuation Calculator
Estimate practice value using revenue multiples, EBITDA, and discounted cash flow methodologies.
Referral Alliance ROI Calculator
Measure the return on investment for CPA, attorney, and professional referral partnerships.
Retirement Income Sufficiency Calculator
Assess whether a retiree's savings, Social Security, pension, and other income sources are sufficient to support their desired lifestyle throughout retirement. This calculator evaluates withdrawal sustainability, sequence of returns risk, and the probability of portfolio longevity under various market scenarios.
Roth Conversion Optimizer
Calculate optimal Roth conversion amounts based on current tax bracket, projected retirement tax bracket, and time horizon.
Seminar Marketing ROI Calculator
Calculate the complete return on investment for seminar marketing campaigns including cost per attendee, cost per appointment, cost per client, and projected revenue return. This calculator helps optimize seminar budgets and compare seminar economics to other marketing channels.
Social Security Claiming Optimizer
Compare claiming strategies for married couples to maximize lifetime Social Security benefits.
Tax-Loss Harvesting Value Calculator
Estimate the after-tax value added by systematic tax-loss harvesting over time.
Everything inside the course
Your complete operating library.
Beyond the 90-day curriculum, every enrolled member gets ready-to-deploy resources that turn theory into next-Monday execution.
10 SOPs
Standard Operating Procedures
Step-by-step playbooks you can hand to a new hire on day one — lead intake, sales call, onboarding, retention, more.
10 templates
Templates Library
Copy-paste proposals, contracts, scripts, sequences, ad copy, and pricing sheets — pre-filled for your industry.
5 case studies
Case Study Vault
Detailed before/after operator transformations with exact numbers, exact tactics, and week-by-week timelines.
5 modules
Advanced Strategy Modules
Deeper-than-the-curriculum playbooks: pricing architecture, retention engineering, multi-location scaling, exit prep.
12 quizzes
Quizzes & Assessments
10 questions per module to lock in mastery — module quizzes plus advanced cross-module synthesis assessments.
90 video scripts
Video Lesson Scripts
One ready-to-shoot video script per day — hooks, talking points, common-mistake callouts, CTAs, B-roll suggestions.
Included
Revenue Calculators
Interactive calculators for unit economics, pricing, retention, hiring ROI, and exit valuations — pre-loaded with industry benchmarks.
Included
Sales Script Library
Cold calls, discovery, demos, objections, negotiation, follow-ups — battle-tested verbatim scripts you can adapt today.
Included
Hook Library
100+ industry-specific opening hooks for cold outreach, social posts, ads, and pitch decks.
Try before you pay
Free preview — Days 1–5.
No card. No signup. Just open them.
The "do the work or it's free" guarantee
Go through the first 30 days. Execute the daily lessons. Complete the worksheets. If you don't see a clear, visible path to more revenue from your Financial Advisor — email support@clozo.ai and we send back every penny. No forms. No "case study". No call required.
- Full refund if you do the work and don't see results
- Keep every worksheet you completed regardless
- 30 days is enough — by Day 14 you'll know if it works for you
Every week you wait is one more week your competitor is ahead. Financial Advisors who started 90 days ago are now Financial Advisors with a queue, a calendar, and a quote. Day 1 starts when you click enroll — not "next month".
Read this before you ask
Questions, answered.
Is this really a one-time payment?
Yes. The list price is $300 — we're running it at $30 (90% off) while we're launching. That $30 unlocks lifetime access to the full 90-day curriculum for Financial Advisors. No subscription. No upsell. $5 adds another vertical, $200 unlocks all 132. Lock it in before we put it back to $300.
Will this actually work for my Financial Advisor?
If you operate a Financial Advisor and you do the daily work, yes. The curriculum is built specifically for Financial Advisors — pricing math, lead channels, scripts and calculators are native to your vertical. The "do the work or it's free" guarantee covers the rest.
How much time does it take per day?
30–60 minutes. Each day's lesson + worksheet + deliverable is sized so a working operator can execute it before lunch. Skip a day, come back tomorrow — the system tracks where you left off.
What if I'm an absolute beginner / what if I'm experienced?
Both work. Days 1–14 build foundation (skip if you're already running). Days 15–90 scale from there. Whether you're at $0 or $1M, there's a path for you in this curriculum.
Do I get certificates?
Yes. Complete all 90 days and Clozo Academy issues a verified completion certificate for Financial Advisor operators.
What happens after I enroll?
You're inside in under 60 seconds. Day 1 unlocks immediately. You can preview Days 1–5 free before paying — no card required.
What if I want to switch industries later?
Email support@clozo.ai within 7 days of enrolment and we'll transfer your access to a different vertical. After that, $5 adds any other course at any time, or $200 unlocks all 132.
Why is this only $30 when the list price is $300?
Because we're not in the course business — we're in the platform business. Clozo Academy is the on-ramp to the rest of Clozo. The retail price is $300; while we're launching, we're running it at $30 (90% off) so Financial Advisors can stop buying $4,997 masterminds and just start executing. We win when you win — but the second the launch window closes, this goes back to $300.
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Ready to build the system that runs your financial advisors & wealth managers?
90 days from now you'll have a complete revenue system — daily worksheets, scripts, calculators and SOPs — all yours, forever. List price $300. Today: $30.
Save $270. We will raise this back to $300. Lock in $30 now.
Save $270 · 30-day money-back · lifetime access · no subscription