Financial planners should make financial plans...
not chase leads.
See how advisors are effortlessly getting high-net-worth clients with RJS AI.
How our Al software works?
Tell us what type of clients you are looking for
We will find those people and book them on your calendar
You talk to them and only pay if they were qualified
Why RJS Creatives?
Automated
We will do everything from qualifying the lead to booking them on your calendar. All you have to do is take the call over Zoom.
No Risk
Only pay us if the lead had at least 500k in investable assets, was interested in your service, and showed up to the appointment.
Client Connection Mastery
Also get access to our Client Connection Mastery program, which will help you convert appointments into clients.
Numbers Don't Lie..
Stacy Turner
-The Wealth Mastery
We were able to find Stacy 258 high-net-worth individuals who were interested in his services in just 9 months!
One of them was a billionaire.
Simon Reeves
-Tide Rock Financial
We were able to find Simon 89 high-net-worth individuals who were interested in his services in just 4 months!
Three own companies worth over 100 million. Get clients in any of the 50
Get clients in any of the 50 states for:
• Tax Planning
• Investment Planning
• Estate Planning
• Business Exit
• Planning
• Retirement Planning
• Annuities Planning
• Wealth Planning
Frequently Asked Questions
What about Compliance?
We take care of all compliance. Our system is compliant with both CAN-SPAM and GDPR.
What is a Qualified call?
A qualified call is someone:
1) Looking for your services.
2) Has at least 500k in investable assets.
3) Shows up to the appointment. You only pay us for qualified calls, for example if we book you a call with someone who only has $400k in investable assets, you don't pay us anything.
Do I get Leads or Appointments?
You will get pre-qualified, booked appointments on your calendar. These are much better than a lead because you do not need to follow up and get them to book a call.
What will I know about the appointment?
You will get all their basic details like the service they are looking for, their LinkedIn profile, their business website, and any other data points we have on them.
How many calls can I expect to get per month?
You can expect to get between 4-12 calls a month. This depends on the number of calls you sign up for in the beginning.
Pricing
We do not have a fixed price. The pricing depends on the number of leads, area, offer, and quality you need. We will need to have a short complimentary call to give you an exact price.