Operationalizing Flow Acceleration
Distribution Model:
Internal Battle Plan
The difference between volume wholesaling and whale hunting is intentionality. We help you move from "product pitching" to becoming an AI enabled consultant, delivering institutional-grade insights to your most valuable relationships.
Analyze their book to flag clients where focus products fit (risk, income, tax drag).
Deliver turnkey email templates, review scripts, and client letters for specific strategies.
Weekly tracking of touches, meetings, and tickets tied to the product theme.
Start with advisors already showing category interest. Use COIs (Key Accounts, OSJs) to vouch for the diagnostic.
Lead with a "Growth Diagnostic." Map where they are leaving money on the table. Promise a plan, not a pitch deck.
Run a 60-90 day pilot with a single product line. Convert to a core relationship once they see incremental flows.
New Core Relationships / Year
(New Opportunities / Relationship)
Focus on Gross Inflows
"Own the workflow, own the flows."
Start Whale DiagnosticEmpower Your Practice with Leading AI Tools.
45-60 Min (Virtual or Live)
High-energy overview of the AI implementation gap. Covers the "Why" - with immediate use cases and testimonials. Advisors leave inspired.
$1,000 - $2,000
Half-Day Deep Dive
Tactical, hands-on session. We build workflows live. Advisors leave with 4 active automations : Pre and Post Meeting Prep, CRM Automation, AI Prompting Tool Kit, Marketing & Branding Automation.
$2,500 - $5,000
Monthly Territory Support
Includes quarterly webinars for your region, co-branded "AI Tip of the Month" content, and discounted implementation rates for your top advisors.
Custom
"We don't just teach AI. We implement it."