
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
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.
Helps clients clarify where they stand today - income, assets, risks, and gaps - so every recommendation is grounded in real numbers and real priorities.
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.
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+.
• Define niche and message
• Map outreach and nurture
• Revamp LinkedIn
• Audit existing pipeline
• Launch email sequences
• Build scripts and templates
• Activate referral and COI strategies
• Begin seminar/webinar campaigns
• Improve discovery → close
• Install KPI dashboards
• Build pipeline discipline
• Conversion-focused coaching
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
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
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
This CRM alone will have a waitlist. Only CAA+ members can access it.
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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