Automate What Slows You Down
Powerful tools for annuity and retirement advisors to attract, educate, and convert high-net-worth leads automatically — all from one system.
Host Webinars That Convert — Without Guesswork
Access proven webinar templates and ad campaigns that help you attract retirees with investable assets and turn educational webinars into booked appointments effortlessly.
Automated Follow-Ups That Book Calls While You Sleep
Never lose a lead again with pre-built SMS and email automations that keep your prospects engaged and ready to convert.
Track Results and Scale with Confidence
Real-time dashboards show you exactly what’s working—so you can double down on what drives leads and revenue.
CRM Built for Advisors
Your CRM includes lead pipelines, integrated texting, automated reminders, and webinar analytics. Everything you need to manage conversations and close business in one place.
Live Coaching Calls
Access live coaching and support calls every month to get expert advice and hands-on help in real-time.
Strategy Calls: Get expert advice and fine-tune your marketing and lead generation strategies for maximum results.
Webinar Coaching: Improve your delivery and presentation for higher show rates and conversions.
CRM Training: Master our tools to streamline your business and close more deals.
Webinar Launcher: Go Live in Just 3 Steps
Stop wasting money on expensive lead gen or marketing companies! Simplify your advertising and generate leads effortlessly with our Webinar Launcher:
Easy Setup: Choose your topic (RMDs, Taxes, or Roth IRAs) and go live within days.
Templates: Access ready-to-use ads, funnels, and presentations.
Save Money: Generate the same leads marketing agencies and lead vendors charge you thousands for.
CRM: The Smart CRM Built for Annuity Advisors
Stay organized, close more deals, and connect with leads at the perfect time with our Smart CRM:
Text & Email Campaigns: Built-in campaigns to nurture customers and leads effortlessly.
Lead Manager: Track every conversation, appointment, and pipeline stage.
Online Calendar: Simplify scheduling with an integrated calendar.
Smart Reports: View total leads, appointments, and ROI in real-time dashboards.
And More!
“AOA is the only system that made webinars easy for my practice. Within 30 days, I booked 10+ appointments and uncovered $2M in assets.”
Joshua Walker - Independent Advisor
Comprehensive Help Center
Access everything you need to thrive with our comprehensive Help Center. Your go-to resource for mastering our tools and growing your business:
On-Demand Training Vault: Step-by-step video tutorials and guides on using the CRM, launching ads, and more.
Master Classes & Webinars: Learn advanced strategies from industry experts.
Support: Reach out to our team for fast, personal help.
Private Community: Network with other advisors growing their firms online.
Content & Branding Tools
Take the stress out of social media with our powerful Social Media Planner and Newsletter, designed specifically for financial professionals. Build your brand online, attract more clients, and save hours every week with these game-changing features:
Pre-Built Templates: Access a library of professionally designed templates about annuities, taxes, and retirement.
AI Content Generator: Craft engaging posts and eye-catching images effortlessly with the help of AI.
Post Scheduling: Plan and schedule your posts across all major social platforms, so you can build your brand on autopilot.
52 Week Newsletter: pre-built email newsletter to book appointments on autopilot, and educate your leads about annuities, taxes, and retirement.
Online Reviews Made Easy
Stop losing business to competitors and start leveraging the power of online reviews. Turn happy clients into glowing online reviews with our Reputation Management Tool:
Boost Reviews: Get more reviews on Google, Facebook, and other platforms.
Easy Requests: Request reviews from anyone in just a few clicks.
Rank Higher: Improve your Google ranking and visibility.
Free Leads: Let great reviews bring business straight to you.
“After my 2nd webinar, I had $400K+ in the pipeline. It’s truly plug-and-play.”
David Evans - Retirement Advisor
More Features
CRM SYSTEM
Online Calendar
Appointment Notifications and Reminders
Pipelines to keep your leads organized by stage
Conversation Manager: one place to see and respond to all texts, emails, phone calls, DMs, etc.
Round Robin leads to your team.
Organize contacts by tag
Complete phone system including a built in power dialer
MARKETING SYSTEM
3-Step Webinar System
Live Event System
Ad Launcher: Launch ads in a few clicks
Ads Library
Funnel Library & Builder
New Lead Email and SMS Nurture
Long-Term Nurture Campaigns
Missed Call Text Back:
Never lose business due to a missed call again
Send bulk texts or emails to all of your leads or by specific tags.
Import your existing leads and customers and send bulk texts and emails or add them to long-term nurture campaigns.
Social Media Planner
Reputation Manager
SUPPORT SYSTEM
Unrivaled Support
FREE live group onboarding calls
Weekly live coaching calls
Email Support
Private Community For Users
Win Your Money Back Guarantee
Custom integrations and automations (an add-on service to make your life simpler)
