Are you running your business?
Is your business running you?

It's time to take back control.

FLEX YOUR FREEDOM.

Everything changes when you stop chasing clients and start attracting them with a system.

CAA+ gives financial advisors the scripts, strategies, coaching, and accountability to scale with confidence.

others sell information.
CAA+ offers transformation.

This includes:
  • The only advisor coaching program built on the FLEX Framework

  • A done-with-you 90-day rebuild of your acquisition systems

  • Weekly hands-on coaching

  • Messaging, outreach, and pipeline installation

  • Exclusive community with advisors using the same system

  • Advisor-specific CRM (launching 2026) available only to CAA+ members

CAA+ builds a client acquisition engine inside your business

so your growth is predictable, repeatable, and scalable.

INTRODUCING FLEX™

FINANCIAL, LIFESTYLE, EMOTIONAL eXPLORATION

A proprietary, premium framework that redefines how advisors guide conversations.

It transforms your conversations from “explaining” to guiding.
It helps prospects feel heard, understood, and emotionally invested.

Financial

Helps clients clarify where they stand today - income, assets, risks, and gaps - so every recommendation is grounded in real numbers and real priorities.

Lifestyle

Uncovers the vision of the retirement they actually want—how they want to live, what matters most, and the freedom they’re trying to build.

Emotional

Reveals the deeper motivations, fears, and concerns driving their decisions, creating natural urgency and stronger client engagement.

The FLEX Playbook is not sold separately.
It is exclusively included inside CAA+.

The 90-day success ACCELERATOR

month

one

Clarity + Presence

• Define niche and message
• Map outreach and nurture
• Revamp LinkedIn
• Audit existing pipeline

month

two

BUILD + ACTIVATE

• Launch email sequences
• Build scripts and templates
• Activate referral and COI strategies
• Begin seminar/webinar campaigns

month

three

BUILD + ACTIVATE

• Improve discovery → close
• Install KPI dashboards
• Build pipeline discipline
• Conversion-focused coaching

PLUS OUR CAA+ COMMUNITY

  • Weekly Q&A coaching

  • Personalized mentoring

  • Advisor-built scripts + templates

  • The FLEX Playbook (CAA+ Exclusively)

  • LinkedIn profile optimization

  • Full email + nurture sequence library

  • Seminar + webinar frameworks

  • Referral + COI activation

  • Advisor technology recommendations

  • Monthly all-day call day

  • Accountability + pipeline reviews

  • Immediate access to our Momentum community

  • Priority and exclusive access to the 2026 Advisor CRM

MOMENTUM

membership

After your 90 days - you're not “done”
You graduate into Momentum - your monthly optimization membership*.

  • Full membership in the CAA+ community

  • New scripts, templates, webinars monthly

  • All workshops, recordings, and live calls

  • Continuous accountability

  • A community of ambitious advisors

  • Ongoing refinement to keep improving your close rates

*some advisors may chose to skip the Accelerator and jump right into Momentum

Launching in early 2026

ADVISOR CRM

A fully customized, white-labeled growth engine

designed only for financial advisors serious about scaling.

This isn’t just software. It’s your entire client acquisition system - done for you, branded, and built around the way top advisors win.

  • Brandable / White-Label Landing Page

    A high-converting advisor landing page - professionally designed, fully customizable, and built to turn cold traffic into booked calls.

  • Custom Advisor Pipeline

    A proprietary pipeline engineered around how advisors actually sell:

    Lead → Engaged → Booked → Held

    Every stage includes embedded scripts, prompts, and actions.

  • Integrated Calendar System

    Direct scheduling without friction.

    Prospects book meetings instantly, synced across your entire workflow.

  • One-Click Contact Import

    Move your book of business into your CRM seamlessly - no tech headaches.

    Clean, fast, and ready to activate.

  • Automated Workflows (with Embedded Scripts)

    Fully built automations that follow up, nurture, and engage prospects for you.

    Every workflow includes conversation-tested scripts written specifically for advisors to:

    • warm cold leads

    • revive stale prospects

    • prepare clients before calls

    • reinforce value after meetings

  • Advisor-Designed Client Delivery System

    A step-by-step delivery framework that ensures clients feel guided, supported, and impressed at every stage

No more duct-taped processes.
Everything you need to run a world-class advisory client experience is already built in.

This CRM alone will have a waitlist. Only CAA+ members can access it.

What our members are saying

READY TO
FLEX YOUR FREEDOM?

we are currently only accepting five new advisors every month

for The 90-day success ACCELERATOR

Our free community offers a taste of the coaching, quick wins, and accountability our members rely on.

Perfect if you’re exploring whether you're ready for the full CAA+ transformation.

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