Veradvise Calendar Connect · For Financial Advisors
One flat monthly fee. We bring the prospects, the software, and the proven sales process. You close.
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High-intent, high-net-worth prospects, pre-qualified and booked directly on your calendar.
The tools to manage your pipeline, follow-ups and meetings — included at no extra cost.
A proven step-by-step sales process and training so more meetings turn into clients.
The complete system
Three pieces working together: we find the prospects, give you the software to manage them, and train you to close.
Lead Generation
Our team runs the campaigns, screens every prospect, and books meetings straight onto your calendar. You just show up.
Software
Every lead lands in Veradvise, so you always know who's booked, what they need, and what to do next. Included at no extra cost.
Training Videos
Created by an advisor in the program who is actively closing business using this exact system. Practical videos walk you through every stage, from the first call to the signed client.
$300 per meeting · minimum 5 meetings per month
Meetings per month
$1,500/month
Software + sales training included in your $300 per meeting.
Included at no extra cost
✓ Veradvise Software
Manage every meeting and follow-up
✓ Advisor Sales Training
5 training videos, SOPs, scripts and the sales process
Financial advisors who want consistent meetings with high-net-worth prospects without spending their time prospecting.
A prospect who meets agreed criteria for intent and investable assets, booked on your calendar.
No. Software, sales training and the sales process are all included in the per-meeting price.
Yes — a minimum of 5 meetings per month ($1,500).
Yes. Choose any number above the minimum, at the same per-meeting price.
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