“The seminar list from March has ninety names on it. Your advisors called eleven. The rest are compounding somewhere else.”
The book you didn't build is the follow-ups nobody had time to make - month after month.
“I already have an advisor. I'm not moving my money on a cold call.”
Alex, live: “And you shouldn't - not on a cold call. Most of our clients started with a second opinion on one account. If your advisor's plan holds up, that's worth knowing too, isn't it?”
Ninety names means ninety worked - not eleven.
Test this objection liveThe book you did not build is the follow-up nobody had time to make.
Advisors, producers, fintech sellers: the list is there. The week is not. We work your contacts, consent-framed, with quiet hours and campaign approval.
What this looks like in financial services
Advisors, producers, and fintech sellers rarely lack a list. They lack the week. The book you did not build is the follow-up nobody had time to make, and trust in this vertical dies the moment outreach sounds like a neobank advertisement. The team works your own clients, prospects, and event registrants, consent-framed, inside TCPA quiet hours, with every campaign approved before it runs.
Suitability stays yours; that is your license. The agents can ask the questions you approved and hand off briefed when the answer needs a licensed human. Life-event triggers run only when you provide them; the team does not guess at someone's retirement. Every send and call is logged for the audit trail your compliance function expects, and nurture can run for years at a pace you set rather than a 14-day trial cadence. Your policies win over any default. The floor here is TCPA plus your approval, not a FINRA badge.
Human SDR figures ($11,200-$12,800 a month fully loaded) derive from The Bridge Group 2025 SDR report (on-target earnings), BLS employer-cost release (employer load on payroll), RepVue (SDR compensation), plus a typical tool stack and a manager's share. The cost-per-meeting figure divides that loaded cost by a 10-14.6 meetings-a-month median; it is derived, not a published price. Our own numbers are plan prices and capacity, never outcome promises. Model it on the AI SDR cost calculator.
Where the week actually leaks.
The moments that decide who gets the deal, and who hears about it after it is gone.
Trust
Cold volume that sounds like a neobank ad ends the relationship. Supervision is the product.
Complex products
When the answer needs a licensed human, it hands off briefed.
Life events
Only when you provide the trigger. We do not guess at someone's retirement.
Regulation
Your policies win. Our floor is TCPA plus your approval, not a FINRA badge.
What the team does with the leads you give it.
Six specialists and one Brain. Your list, your scripts, your approval before a campaign goes live.
Your book
Clients, prospects, and event registrants you already have.
Suitability stays yours
That is your license. We can ask the questions you approved. We do not decide suitability.
Audit trail
Every send and call is logged, and you review campaigns before they run.
Long nurture
Years, not a 14-day trial cadence. You set the pace.
Works with your stack.
Lead import from HubSpot, Salesforce and Pipedrive exports or an inbound webhook; booking through Cal.com, Calendly and Google Calendar; anything else can push leads in over an authenticated webhook (Zapier-compatible).
Related Industries
Put this on your book.
First 30 days on your own pipeline. No card. Live in 72h. No invented case studies for your vertical.