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

1: The "Nirvana" Campaign

In this video, I show you the ultimate and best way to get booked meetings which is via video case study campaign that is used with paid Facebook Ads. Now unfortunately some Advisors are not allowed to use videos but the one who can, this is heads down the best way to grow your practice. This is an advanced level campaign but you get step by step instructions and my full support to build this.


This is a proven campaign structure in multiple industry and many Advisors are using this today to get high quality booked meetings each week. Some Advisors have brought in over $20 Million AUM in less than 2 months by getting meetings book with highly qualified and interested prospects, all on auto pilot. So this is very powerful method. I use the exact same method to grow this very program.


2: Level 3 Facebook Ads - Video Case Study

In this module, I help you build your video case study using some proven video framework that uses advanced level marketing psychology. I provide a template that will allow you to get this done in very short time. I also provide resources to create your videos and offer additional help.


The reason this works very well is because videos allow your prospect to see you and that builds instant trust and confidence plus we create a strong desire for your prospect to book meetings with you and give them full control of setting up appointments so you don't have to chase them to get a time. It is fully automated and once setup, you will wake up to see booked meetings in your calendar and one the best feeling you will have to see things happening when you do other things.


3: Build Your "Robot Sales Person" (a.k.a Sales Video)  

In this video I show you how to create your short 15 minute videos. I provide my proven video template and share with you other proven videos by financial advisors. This video will become your "Robot Sales Person" that will work for ever without complaining.


This is a magical campaign and will produce meetings while your sleep. I have generated over 500 such meetings and I do this every single day even when I am with my family, travelling, helping my advisor students, etc.


4: Campaign Tracking

In this module I show you how to track this campaign from Facebook to video to emails and we track three key metrics, cost per lead, cost per meeting and cost per client. 


5: Putting it all together

In this training video, I show you how you can put everything together from the first campaign to the last. You have now implement a lot of campaigns and I provide some strategies to manage each campaigns and turn on and off depending on your work load. Your get freedom to control your lead flow which is empowering.


Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.


Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

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.

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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