Advisor Jetpack Bewertungen 81

I am very happy with Advisor Jetpack! I started receiving meetings the first week of February and closed my first deal before I was even billed for my second month with several other very strong cases in the pipeline! The one I closed was for a total of $920k in managed assets. My show rate is 87% which is 4X higher than the last vendor I used! Every prospect has been high quality and eager to talk to me to find a solution to their problem. All have had the investable assets Advisor Jetpack promised as well. I could not be more happy with the results so far! I highly recommend you add this system to your business.

Advisor Jetpack has been an amazing partner as we work to scale our growing RIA. We're a very "tech-forward" company, and they've been amazing partners in working with us to integrate into our workflows and ensure that the introductions we're getting to new clients are seamless. The intros themselves have been very high quality, and they're as close to a turnkey solution to getting great new clients that I've ever experienced. Their tech is great, their team is phenomenal, and I couldn't recommend them highly enough.

Wonderful system that really helps attract and manage prospects. Highly recommend!

What I appreciate about the program is the training and coaching in addition to the leads. I never got proper training at the previous firms where I worked. The most I got ever was product training.

Advisor Jetpack and my coach do a very solid job at helping us as advisors discover the emotional motivation for making a financial decision, such as selecting a new advisor. It’s not manipulative or salesy.

I appreciate my coach Kyle‘s input and mentoring . For me, it is something that had been missing for a long time.

Advisor Jetpack truly puts you in front of prospects with $1,000,000 portfolios. Kyle Colvis has been very helpful in my presentation to prospects for me to determine if they would be a good fit for my practice.

My main concern with finding this company on Instagram was that it was some sort of scam; after taking the leap and trying them for a number of months I am happy to say they are legit! Not only did I gain both AUM, an FIA and life insurance sale, but a lot of leads yet to work with. Also, and perhaps most importantly, the staff really does care about your success. My coach was Chris Deloach and between him and the other gentleman, you will get good training on how to be successful on this type of platform, which was new for me... They really want you to be successful, they believe in their product, they know what it takes for an advisor to make it work, and they are more than happy to train you regularly. That to me was the big stand out, this is not cheap, but it also is not a sign up and ghost situation; they are there for you and their passion really comes off. This can be as good as you make it, it takes effort but you will have true support of not only the staff but other advisors as well. It is not a magic pill that all of a sudden will make your practice explode, but it is a legitimate platform and process with a great staff that if you follow, can be a very successful way to get great new clients from all over the country.

My account Rep Chris Deloach is incredible, his insights on how to handle objections and how to close clients is top notch. I've been an advisor for 25 years and have had dozens of mentors. Chris is the best I've had by far.

Great quality leads. But it does take work on your part to close and get new business. If you are not willing to work, this won't work. No matter how good the leads are. You have to be willing to put in the effort to make this program work.

Over the last 20+ years, I've tried dozens of lead generation and marketing systems. Until Advisor Jetpack, none worked exactly as advertised. I'm 45 days in, and the prospects provided have the money and the interest to try something different than what they've been doing.
My coach, Kyle Clovis, is a true professional, and he's helped me adapt to the AJ sales process

AJP delivered as promised. Greg C was terrific to work with...professional, strategic and reliable.

Advisor Jet Pack has helped my Financial Services Business grow with several new qualified appointments per week. The leads are sticking and sincerely need my help. Most all of them are retiring in 1 to 3years and are looking for Consistent Retirement Income which is my area of expertise. The leads have been respectful and meet the asset qualification I am looking to receive. It is very exciting waking up to new appointments weekly in my pipeline funnel. Typically, I receive about 3 appointments per week. Advisor Jet Pack's CRM is easy to manage as new people move through the pipeline. It is a great addition to what I was currently doing- Acquisition of a Book, Annual Reviews, and Retirement Design Seminars at Colleges.

Getting several call appointments per week. Prospects are all qualified. Coaching is excellent and helps me improve on my processes. System works well, just need to put in the time and energy

During the onboarding and setup process, Advisor JetPack committed to a specific number of monthly appointments with prospects within our target asset range—and they have significantly over-delivered. When you factor in the CRM, automated follow-up tools, and the ongoing coaching (our coach, Chris DeLoach, is fantastic), it becomes clear that replicating this level of success on your own is nearly impossible. Most importantly, the prospects actually look forward to our calls.

We are pumped with the revenue Advisor JetPack is driving towards our practice and excited to see where this partnership goes!

Advisor Jetpack has cracked the code for getting the most consistent and reliable high-quality leads. They deliver on precisely what they say they're going to. The people at Advisor Jetpack are so good to work with, really care about your success, and work with you to fine-tune your leads and help you be wildly successful using their lead system. Chris Deloach has gone out of his way to really ensure my success, and I'm so grateful for his desire to help me succeed.

In my 30 years in the business, I've never come across a better marketing platform than what Advisor Jetpack offers financial advisors.

Working with Advisor Jetpack, and especially Chris Deloach, has been a benefit to my practice. The coaching I’ve received has been straightforward, practical, and enough of a challenge that sparked commitment to the process.

Chris has a great way of helping me slow down, get clear, and connect with a client’s ‘Why’ before jumping into strategy. That simple shift has made my conversations more meaningful and my guidance more focused.

The leads I’ve gotten through Advisor Jetpack have also been really solid. These are people who actually want help, are open to advice, and are a good fit for the work I do. It’s made growing my practice feel a lot more intentional and a lot less like guesswork.

I have been connected with leads constantly ever since starting with Advisor Jetpack. The leads are high quality, and a consistent pipeline allows for a steady flow of contacts.

Chris Deloach is an amazing coach, ready to help with any call and help set you up for success from the very beginning. Very excited to see the future with AJ!

Advisor Jetpack has exceeded my expectations. The leads I’ve received have been genuinely qualified, and the sales support behind the scenes has made the entire process feel organized and intentional. Within a short time, I’ve already connected with multiple prospects holding $500k+ in investable assets, and the pipeline just keeps building.

What really stands out is how seamless the system is. The training, scripts, and step-by-step appointment frameworks make it incredibly easy to plug in, stay consistent, and still keep things aligned with my own style of communication.

Chris Deloach deserves a special shoutout—he’s been proactive, helpful, and fully invested in making sure I’m set up to win. It’s rare to find a team that backs their product with this level of real support. The expectations they set for me have been spot and it gives me a lot of confidence in their program.

I’m genuinely excited about what this partnership will bring as we continue growing our practice. Advisor Jetpack will be a big part of that moving forward.

Leads have been high quality, access to resources is top notch, and the service we've been provided has brought everything together nicely. I've met with 10+ qualified prospects with $500k in investable assets so far with more in the pipeline and additional meetings being scheduled on a regular basis.

The training and available call/appointment frameworks create the necessary foundation for a seamless process to which I've been able to adapt to personal style.

Chris Deloach has been awesome and extremely instrumental in making certain I am set up for success. I'm excited to see what the future holds with this partnership with AJ being a big part of what we do going forward!

Leads are vetted very well to determine who's serious to talk with. Customer support is great and plenty of training to make the experience as good as possible.
They've done a great job of listening to my needs, and making changes if necessary.
I'm looking forward to more great experiences as I work with them!

I recently partnered with Advisor Jetpack and I’ve been extremely impressed with the results. The process, structure and results have been great. It helped me quickly get legit leads on my calendar understand their priorities, and tailor my conversations in a much more meaningful way.

Their team was responsive, professional, and clearly understands the needs of advisors. The entire process—from setup to deployment—was seamless, and the quality of the leads exceeded my expectations.

I highly recommend Advisor Jetpack to any advisor that wants to get in front of qualified high level prospects.