Exclusive annuity and financial planning appointments booked on your calendar.
Your own marketing system for qualified annuity and financial planning appointments. We build and manage the paid ads, pages and follow-up, so you can focus on your clients.
Trusted by advisors across the US
What this is
A done-for-you machine that books exclusive appointments directly with you.
One complete system, installed in around 30 days, then running on autopilot, feeding your calendar with qualified annuity and financial planning prospects week after week.
Exclusive & direct
Prospects respond to your practice's campaigns and book an appointment directly with you.
Annuity, IUL & retirement intent
Targeting and creative built around your products and the clients you want to reach.
Installed in ~30 days
We build, launch and optimise the system end to end, then keep it running on autopilot.
Where most advisors are stuck
You're probably doing one of these.
These channels can work well. Adding a dedicated marketing system gives your practice another way to create consistent appointments.
Seminars & dinners
Events can create valuable conversations, but planning and hosting them takes time and limits how often you can reach new prospects.
Relying on referrals
Unpredictable. Goes quiet for weeks at a time. Impossible to plan around when you actually want to grow.
Cold calling & door-knocking
Slow, low conversion, and every appointment costs hours of your week instead of hours of ad spend.
Add an owned marketing channel that books appointments directly with your practice, alongside the channels you already use.
How it works
How we book appointments for you.
One simple system, installed in around 30 days, then running on autopilot.
We install the system
Around 30 days to build and launch the entire appointment-booking machine (ads, page, calendar, follow-up), wired into your practice.
We turn on traffic
Targeted Meta ads find people in your area actively thinking about annuities and financial planning, the kind of prospects who actually want to talk.
They book directly with you
Interested prospects book straight into your calendar after learning about your practice and the conversation ahead.
We optimise until it works
We tune the funnel and creative until per-appointment cost is dialled in and the calendar is filling with qualified prospects, not tire-kickers.
It runs on autopilot
Once dialled in, the machine keeps booking exclusive appointments week after week. You focus on closing, we keep it running.
See what this looks like for your practice.
What you get
What working with us actually delivers.
A dedicated marketing channel for your practice, with campaigns, qualification and appointment booking managed by one team.
Exclusive appointments
Booked directly with you, 100% yours, never resold to another advisor.
Annuity, IUL & retirement intent
Campaigns built around the products you sell and the retirement questions your prospective clients are asking.
Live in around 30 days
We install the whole system end to end, then optimise it until the economics work.
Transparent campaign economics
See your ad spend, appointment volume and cost per appointment, with ongoing testing to improve performance.
Your practice, front and centre
Prospects show up warm, they've seen your message and chose to book with you specifically.
Runs on autopilot
Once dialled in, the machine keeps feeding your calendar week after week without you touching it.
FAQ
Questions, answered.
Let's talk
Ready to fill your calendar?
On the call we'll learn about your practice and the products you sell, then show you exactly what installing the appointment machine would look like, and what kind of numbers to expect.
- 1
Book a call
30-min discovery to learn about your practice, products and goals.
- 2
Tailored walkthrough
We map the appointment system specifically for your offer, what it'll look like, expected economics, timeline.
- 3
Live in ~30 days
If it's a fit, we install your appointment machine and start booking exclusive prospects on your calendar.
Siki Ali
CEO, Blueprint Labs
About the founder
Built by someone who understands your business.
Blueprint Labs is led by Siki, who spent over 5 years in financial advisory before moving into marketing and growth.
That background matters for advisors. He understands the economics of your practice, how compensation works, and what a real prospect looks like, unlike most marketers, who only talk about clicks and impressions.
Blueprint Labs is built specifically for service-led businesses, by someone who understands both sides of the table.