How To Scale Your Investment & Insurance Advisory Practice Using Social Media

Proven Methods To Generate 5-20+ Monthly Appointments Consistently

Advisor Algorithm Program

  • Prospect cold market from home anytime

  • Generate qualified appointments

  • Use social media, big data and automation

  • Integrate marketing, sales and operations

  • Scale to 6-figures production and income

The Goal 

5-20+ Meetings, $1+ Million AUM or $10K+ Premium Every Month

Program Duration 

6 Weeks Training, Lifetime access/support

Program Format 

Online, On-demand & Live

What is this?

Advisor Algorithm is a 6-week program with online on-demand access to course, live weekly Q&A calls, Facebook community & support. This program shows you how to get clients using a proven system. 

Who is it for?

Advisor Algorithm is for Investment advisors, Insurance agents & team builder advisors. The program works for new or experienced advisors who are looking to grow and willing to learn new ways to get clients.   

How does it work?

You watch the videos, complete the action items using workbooks, tools, and templates & implement campaigns. Get help via weekly Q&A calls, Facebook group, Email support till you get results.

When does it start?

Advisor Algorithm starts as soon as you enroll. You get instant access to the online content portal, Facebook group and live Q&A calls. You can complete it at your own time. You get lifetime access.

Here's How This Program Is Unique

To scale your advisory practice, get clients and change your life, content alone is not enough, you need an ideal environment. Advisor Algorithm provides an immersive experience, proven process, mental programming, step by step instructions, community, and mentorship to transform you. 

  • Advisor Formula

    We turned the guesswork of advisor-client acquisition into precise science by working closely with Advisors, from brand new to one with $600M AUM. Follow proven steps and instructions and track your progress with reliable metrics until you get the result. Take control of your growth.

  • Community Support

    It's hard to change your life when you're surrounded by the people you've always been with who does not share the same vision of life and financial freedom. Our students join a community of advisors who have the same goals and help each other build and scale advisory practices.

  • Live Expert Mentorship

    No matter how good the training is, you'll always have a question when you implement. Get 24X7 access to content, email support and weekly live Q&A call to make progress and get meetings booked every week consistently. Student result is our top priority.

  • Advisor Lab

    We understand that things are always changing and so continuous improvement is our core principle. We are constantly testing new campaigns and strategies to get HNW clients while simplifying our methods. "Sharpen the Pencil" is our mantra. Our students can participate/learn.

Advisor Algorithm course content

In just 6 weeks, we'll help you scale your practice and turn into a machine to get clients, here's how

Week One: Transform to "new age" Advisor | 5 Modules

Week Two: Get Meetings & Clients With FREE Outreach | 8 Modules

Week Three: Get Meetings & Clients With Paid Ads | 6 Modules

Week Four: More Meetings & Clients With "Nurture" Followups | 6 Modules

Week Five : More Meetings With Funnels & Automation  | 5 Modules

Week Six: More Meetings While You Sleep - The "Nirvana" Campaign | 5 Modules

Learn the way that best suits you

Learn anytime, anywhere, any device and any format that suits your personal learning model. Advisor Algorithm course comes with online, physical, social, live and simulated material.

Online e-learning platform

Watch training videos in 1080p HD, listen to mp3 recordings or read text transcripts. Access the training online from any desktop, tablet or mobile device anywhere in the world, anytime you like.

Download physical workbooks

We give you downloadable sets of physical training materials to provide the ultimate learning experience. Learn online through the e-learning platform, through downloadable and printable workbooks or both. Included in the set: Workbooks, instruction sheets, tracking sheets, message/blog/Ad copy templates, sales scripts, daily mindset affirmations, pin-ups, etc. everything you need to get booked meetings and clients instantly.

Live coaching and mentorship on demand

Get personalized mentorship from me to troubleshoot your problems and provide direction. This program includes access to live weekly Q&A calls, recording, Livestream sessions, newly released videos, and 24/7/365 support.

Likeminded Advisor community

Join an energetic community of like-minded advisors who are on the same wavelength as you. Building and scaling a multi 6 figure production is a lonely path and when you're surrounded by "normal people" who just don't get it. Get inspired, ask a question, seek help, generate ideas, provide help, make friends and have fun all while getting clients and scaling your practice and transforming your life.

Our program works with variety of compliance

We work with advisors from a range of different firms. From the beginning our goal was to create methods that can be used by advisors irrespective of what type of firms they work with. We keep marketing methods as simple as possible to be compliant with even large firms. We have helped some advisors who have extremely strict compliance process.

Here's a summary of everything you are going to get today

This is not any typical "course" to figure out yourself. We provide everything you need to be successful.

Advisor Algorithm Program

  • Learn and implement systems to get clients and meetings

  • 6 weeks online on-demand training platform

  • Downloadable workbooks (action items, templates, checklist)

  • Support: Weekly live Q&A calls, Email, Facebook group, Accountability

  • Lifetime access to Training platform + Support channels - this is BIG

Here's what our students are saying

Student Results are our #1 priority and we provide multiple support channels to help them get clients.

Frequently asked question and answers (FAQs)

Have a question about the program? Awesome...Let us help you answer

1. Is this program for Investment Advisors or Life Insurance Agents and can it help me also recruit a team ?

2. How much time I need to commit to this program?

3. Does this program meet the Regulatory compliance guidelines?

4. How long until I see results from this training?

5. Will this program work in my country?

6. Is this program for new or experienced Advisors?

7. How do I sign up for this program?

Great question. So the process we have to intake advisor students is by having a strategy session, where we go over your goals and objective and assess if this is a fit or not. We want to make sure we bring the right members into this program. As confident as we are in the program and our methods, the reality is that we simply cannot help everyone because getting clients requires a number of things to come in place.


So if you are interested to sign up, we request you to get free demo, go over it and if you see this to be something that can help you in your practice then go ahead and schedule a strategy session with Deepak and he will be able to discuss with you and then sign you up if this is truly a good fit. We look forward to speaking with you in the call.

Do you have a question that wasn't answered in the FAQ section above? If so send an email to

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