Financial Advisors: Install This Tested Financial Marketing System
Into Your Practice By Turning Your Seminars Into A Lead Magnet.
Financial Advisors: Install This Tested Financial Marketing System
Into Your Practice By Turning Your Seminars Into A Lead Magnet.
Seminar Scale
Seminar Scale
How to get new clients without running seminars or
pestering friends & family for referrals.
Transform your existing seminar into a lead magnet
Your About To Discover:
Why the getting clients is harder than ever in 2025, and what you can do to succeed.
How to future proof your existing seminars into a set it and forget it system that doesn't require any more time or effort on your end.
How to "Solve For $0" when it comes to client acquisition. No more cold calls, not more seminars, no more expensive ads for unqualified prospects.
The "Hidden In Plain Sight" Marketing Funnel
Advisors Ignore.
Are you trapped on the client acquisition treadmill?
Not knowing where your next client is coming from...
Too reliant on referrals...
Using outdated acquisition methods that worked for your mentors, but don't seem to get the same results in 2025...
The playbook for growing a practice that worked ten years ago is failing today.
Cold calling pickup rates are plummeting...
Getting people to attend live seminars in a post-COVID world is harder than ever....
The market is more competitive, and that is seen in the rising cost of client acquisition...
But what if you could build trust with prospects before they even hop on a call with you?
What if you could be a prospects first choice when it comes to their financial advice.
This is the same system Dave Ramsey used to build his practice with over 1,000 team members.
And when you see how he, and thousands of other advisors like him built their practice, you will never have to search for a client again.
He understood you can't do what everyone else is doing. You need to get attention first, then convert attention into clients.
But how does attention work in 2025?
2025: Welcome to the
“Attention Economy”
How do you get attention?
You can host seminars, you can cold call, you can spend years building an online presence, or you can simply pay for it by buying ad space.
Ads are simply digital real estate.
As more and more businesses understand the fact that we are in an attention economy, the more expensive it is going to be to get clients.
The cost of digital real estate is going up.
This means that the advisor who can pay the most for a client, wins.
They are simply able to plaster their advertising across the internet and acquire more customers.
But this is creating a destructive loop where advisors who want to grow their practice need to pay more and more and more to acquire customers.
As the world becomes more connected, advisors aren’t just competing with other advisors in their city or state, but across the entire country.
We’re entering a "winner takes most" world, where the only limit for great advisors is their ability to serve more clients.
How do you become a "winner"?
You have to ask the right question to get the right answer.
While most advisors are asking the question...
How can I get more clients?
At NoEqual we ask the question...
As the price of digital real estate is going up,
How do we solve for $0?
Allowing you to be in the winner in a winner take most world.
How Can We Acquire Clients As Close To $0 As Possible?
$0 dollars on ads.
0 time spent running seminars.
How do we have "NoEqual"?
As other advisors are spending $4,500 on average to get a single new client, we aim to get that customer acquisition cost as close to $0 as possible.
We accomplish this by taking your existing seminars and transforming them into a paid digital lead magnet.
Where the goal is to have the cost of your lead magnet pay for ads. Meaning as other advisors are spending time putting on seminars, you have ads running as you are sleeping.
As other advisors are trying to build trust with prospects.
You have prospects consuming your top of funnel product as you are eating dinner with your family.
As other advisors are stuck in the self destructive loop of paying more and more for ads, you have a product that covers the cost of ad spend and fills your calendar with qualified prospects.
By repositioning your existing expertise into an educational product that attracts and qualifies prospects, we help you reduce your customer acquisition cost and accelerate your practice's growth.
Hey I'm...
Zach Suter
I’m Zach Suter, the owner of NoEqual, and we have helped clients generate over $10,000,000 in revenue through my marketing and sales funnels.
At NoEqual, our core belief is that we need to solve for $0.
How can you acquire clients on auto-pilot, without constantly eating into your margins or demanding all your time?
Landmark Moments: Transforming Seminars Into Lead Magnets
Landmark Moments: Transforming Seminars Into Lead Magnets
People seek out financial advisors when they are on the cusp of a large life change. Whether it's selling a business, getting ready for retirement, or navigating a new phase of life.
Individuals look for solutions when a significant shift is happening.
Financial advisors understand this instinctively, the problem is as more advisor flood advertising channels, prospects are bombarded with generic ads about financial planning, making it incredibly difficult to cut through the noise and capture attention.
At NoEqual, we use the philosophy of "Landmark Moments" to strategically repackage your existing seminar content into a unique product that will genuinely stand out.
Here's how we do it:
We will map out all the big financial changes your target audience will experience throughout their life. For example, if you aim to help people with retirement planning, we'd identify the crucial landmark moments that occur before they even start thinking about retirement such as:
Each of these can be a unique lead magnet
This means you don't have to compete with the thousands of other advisors currently offer nearly identical services.
This allows you to differentiate yourself among a sea of competitors.
As prospects engage with your lead magnet, we strategically introduce their next major financial concern – in this case, comprehensive retirement planning.
This way we are able to see what the market wants before we spend time transforming your seminar into a top of funnel product.
Transforming Your Seminar Into a Lead Magnet
What makes a truly effective lead magnet?
We're not building a practice around selling $27 digital products. Our goal is to ensure every buyer consumes the entire product and schedules a sales call with you. This depends entirely on making the product engaging. How do we ensure engagement?
We accomplish this in three ways:
Bite-Sized, Trackable Course Modules:
We divide your seminar into a five-day course, designed for just 20-30 minutes of consumption per day.
We then track each prospect's progress, so if we see a significant drop-off (say, on Day 3), we can quickly update the content and enhance its engagement.
Example
Personalized Video Introductions:
Every chapter begins with a quick intro video from you, clearly outlining what they'll learn and why they should be excited for the upcoming content.
Personalized Video Introductions:
Every chapter begins with a quick intro video from you, clearly outlining what they'll learn and why they should be excited for the upcoming content.
Example
Actionable Quizzes & CRM Integration:
After each chapter, prospects complete a short quiz where they apply the lessons to their own personal financial situation.
All of this information about the prospect is then loaded into your CRM, so you know exactly what a prospect's financial situation looks like before they even jump on a call with you.
Finally, within the course, we strategically introduce the clear call to action, compelling them to schedule a discovery call with you today.
How We Turn
Prospects Into Buyers
Once customers purchase your top-of-funnel product, the next step is converting them into clients.
We achieve this with our in-depth client funnel, which tracks every customer's progress and streamlines their journey.
Every buyer will not complete 100% of the product, but this data allows us to continuously optimize your lead magnet and ensure as many buyers as possible successfully book a meeting with you.
As they progress, automated email and SMS flows keep them engaged and encourage completion, gently nudging them through each step.
The reason this is important is that if a buyer consumes the entire product, they are more likely to book a meeting with you. We want to ensure that buyers turn into clients, and the best way to do that is to measure what percentage of buyers finish your digital seminar product.
We track key metrics like...
How many people finished the product.
How many have booked a meeting with you.
How many of those meetings have been held.
How many of those meetings are qualified prospects
This allows us to continuosly improve your product and make sure you are getting qualified prospects booking meetings with you.
What truly sets NoEqual apart from other agencies is the quality of your leads.
Unlike generic advertising, your prospects have just spent five days actively consuming your specialized content. They've already invested their time in improving their financial lives.
This means they are significantly more likely to not only book a meeting with you, but also attend and convert, compared to someone who booked a call after seeing a quick ad online.
This entire system is pre-built for your convenience. You simply log in and move prospects from one section to the next as they progress through your sales funnel, providing clear visibility and control over your growth.
Our System For Tracking Qualified Leads
Bonuses
Bonus #1:
Test Before Launch
Now their is no way of knowing which idea we will have will perform the best in the market.
That is why we include 3 test of different ideas before we start building your top of funnel product.
This way we can learn what will be most successful before we invest the next month of work building something that might not be a hit in the market.
This means we build out 3 dedicated sales funnels for you before we even start. Then we track how many prospects flag that they want to buy and use that data to build the best product.
Here is what is included
Market Idea Validation: Acknowledges the uncertainty of which ideas will perform best.
Three Test Ideas: Includes testing a set of three distinct product/idea concepts.
Pre-Building Phase: These tests are conducted before significant investment in building the final "top of funnel product."
Risk Mitigation: Aims to learn what's most successful to avoid spending a month building something that might not be a market hit.
Three Dedicated Sales Funnels: Each of the three test ideas gets its own dedicated sales funnel built for validation.
Prospect Interest Tracking: Data is collected on how many prospects "flag" their intent to buy.
Data-Driven Product Development: The insights from this data are then used to inform and build the most promising product.
Bonus #2:
"Solve for $0"
Referral Engine
The end of one sale should be the beginning of the next.
Your marketing funnel shouldn't just convert ads into customers; it should convert customers into more customers. That's the core principle behind the "Solve for $0" Referral Engine—a powerful, automated system designed to turn every happy buyer into a volunteer marketer for your brand.
While you’re welcoming your new prospects, here is the engine we are building behind the scenes to help you achieve a near-zero client acquisition cost:
Peak-Excitement Automation: We install an automated trigger system that starts the moment the buyer schedules a meeting with you. This is when the prospect is most excited about the next step, and we offer
Irresistible Offer Architecture: We then have custom built financial calculators that prospects will get access to once they have shared your lead magnet with their friends and family.
Frictionless Sharing System: We build one-click sharing buttons, and pre-written social media posts tied to each customer's unique referral link, making it effortless for your new fans to spread the word.
Automated Reward Fulfillment: We integrate the tracking and fulfillment system to ensure that when a referral is made, the reward is delivered instantly to your prospect.
We build this system to ensure your marketing funnel gets smarter and more cost-effective over time. While others are stuck on the client acquisition hamster wheel, your business will be powered by a growth loop where your best customers bring you your next best customers.
This isn't just about getting referrals; it's about building a business that grows itself.
Note On Compliance
Because we are offering more educational material we are allowed to create a referral program.
Compliance Rules For Referrals
When you offer an incentive for a referral that leads to a new client, you are essentially paying a "solicitor" or "promoter." The SEC allows this, but only if specific conditions are met to protect consumers. The primary concern is that a potential client must be made aware that the person referring them is being compensated and therefore has a conflict of interest.
Under the SEC Marketing Rule, if you provide compensation for a referral (endorsement), you must satisfy several conditions. The most critical are:
Disclosure: You must clearly and prominently disclose whether the person giving the referral (the endorser) is a client and whether they are being compensated. The new client must be made aware of the arrangement.
Written Agreement: For most compensation arrangements (especially with other professionals or dedicated solicitors), a written agreement is required.
Oversight: You must have a reasonable basis for believing that the referral/endorsement complies with the Marketing Rule.
Disqualification: You cannot compensate someone for a referral if they are a "bad actor" or subject to certain disqualifying events.
B
What Our First 3 Months Look Like Together.
Month 1: Test
This month focuses on deep research and strategic testing.
Week 1: Research
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 2: Concept Validation
Concept Validation: Based on our research, we'll launch a small, targeted ad campaign to test different top-of-funnel product concepts. This data-driven approach ensures we validate demand and don't take a shot in the dark on what will resonate most effectively.
Week 3: Feedback
By the end of week 3 we will have enough data to make the best decision on how to package your seminar into a top of funnel product. We will present our findings and then start building your product.
Week 4: Product Development Part 1
We will write all of the copy for your top of funnel product, dividing it into five sections.
Month 2: Product Development
This month is all about getting your funnel live and starting
to gather crucial real-world performance data.
Week 5: Product Development Part 2
We will send over the copy for the top of funnel product for feedback and begin writing the scripts for each of the video introductions to each chapter.
Week 6: Product Development Part 3
When we get the finalized copy, we will start designing the top of funnel product. As we are designing the product, we will send over the scripts for the intro videos for you to record from your home.
Week 7: Product Development Part 4
Our last step. Once we recieve the video files from you, we will edit them and place them into the top of funnel product and send it over for a final review.
Week 8: Review
This week we will make sure that you are happy with the lead magnet and do any final update before we launch.
Week 1: Research
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 2: Concept Validation & Initial Build
Concept Validation: Based on our research, we'll launch a small, targeted ad campaign to test different top-of-funnel product concepts. This data-driven approach ensures we validate demand and don't take a shot in the dark on what will resonate most effectively.
Product Development (Phase 1): Simultaneously, our team will begin transforming your existing seminar content. We'll divide it into five engaging sections, writing all the core copy to complete the first draft of your digital product.
Week 3: Design & Refinement
We'll continue refining the product's copy and begin focusing on the graphic design elements. This ensures your top-of-funnel product looks professional, polished, and stands out, far beyond a simple document.
Week 4: Finalize & Integrate
By the end of this week, the first version of your top-of-funnel product will be complete. We'll then connect it seamlessly to your CRM, ensuring we can accurately track leads every step of the way, setting the stage for launch.
MONTH 2:
Launch & Initial Feedback
This month is all about getting your funnel live and starting
to gather crucial real-world performance data.
Week 5: Sales Page & Ad Development
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 6: Final Setup & Pre-Launch Check
We'll finalize all technical integrations, set up automated email and SMS nurturing sequences, and conduct thorough quality assurance to ensure everything is ready for a smooth launch.
Week 7: Go Live!
Your full marketing funnel officially launches this week! We'll begin running ad campaigns and collecting initial feedback from the marketplace on ad performance and prospect engagement.
Week 8: Data Collection & Monitoring
By the end of this week, the first version of your top-of-funnel product will be complete. We'll then connect it seamlessly to your CRM, ensuring we can accurately track leads every step of the way, setting the stage for launch.
Week 5: Sales Page & Ad Development
NoEqual will conduct in-depth customer research to uncover the core beliefs and crucial landmark moments in your prospects' lives. We'll then present these insights to you, ensuring we align on the most effective strategy moving forward.
Week 6: Final Setup & Pre-Launch Check
We'll finalize all technical integrations, set up automated email and SMS nurturing sequences, and conduct thorough quality assurance to ensure everything is ready for a smooth launch.
Week 7: Go Live!
Your full marketing funnel officially launches this week! We'll begin running ad campaigns and collecting initial feedback from the marketplace on ad performance and prospect engagement.
Week 8: Data Collection & Monitoring
By the end of this week, the first version of your top-of-funnel product will be complete. We'll then connect it seamlessly to your CRM, ensuring we can accurately track leads every step of the way, setting the stage for launch.
MONTH 3+4:
Launch & Optimize
This month we take what we learned during our initial launch
to make updates to the product and sales funnel.
Week 9 & 10: Launch
After eight weeks of development to make sure you have an evergreen piece of marketing material we will launch!
Week 11: Sales Funnel Optimization
After two weeks of data collection, we'll start optimizing your entire sales funnel. This means starting with ad creatives and targeting, then moving to refining the sales page for maximum conversions.
Week 12: Product Optimization
During this week, we'll deep-dive into prospect consumption data from your top-of-funnel product. We'll identify specific drop-off points and strategically update the product's content and structure to make it even more engaging and drive higher completion rates.
Weeks 13-16: Rake in the Meetings and Continued Optimization
After refining the product and marketing funnel to peak performance, your calendar will now consistently be filled with highly qualified meetings. At this point, the self-liquidating sales funnel will largely run on auto-pilot, allowing you to focus on what you do best: advising clients.
Week 9: Sales Funnel Optimization
After two weeks of data collection, we'll start optimizing your entire sales funnel. This means starting with ad creatives and targeting, then moving to refining the sales page for maximum conversions.
Week 10: Product Optimization
During this week, we'll deep-dive into prospect consumption data from your top-of-funnel product. We'll identify specific drop-off points and strategically update the product's content and structure to make it even more engaging and drive higher completion rates.
Weeks 11, 12, 13, 14: Rake in the Meetings!
After refining the product and marketing funnel to peak performance, your calendar will now consistently be filled with highly qualified meetings. At this point, the self-liquidating sales funnel will largely run on auto-pilot, allowing you to focus on what you do best: advising clients.
Space Is Limited!
Due to how involved we are in getting your marketing funnel built, we only have space for five new clients.
While we would love to work with everyone, we are simply too small of a team to take on any more than five advisors at a time. I (Zach) am personally involved with every client that I work with and work hand in hand with them as we are building out their marketing campaign.
I simply don’t have the time to take on more than five new clients at a time and be comfortable with the quality of work being done.
Everything Included to Transform Your Practice
Custom Built Lead Magnet
We transform your existing seminar content into a magnetic, educational digital product designed to attract pre-qualified prospects and generate revenue that covers your ad spend.
Engaging Course Videos
Five personalized video introductions from you for each chapter, boosting prospect engagement and building immediate rapport.
Engaging Course Videos
Five personalized video introductions from you for each chapter, boosting prospect engagement and building immediate rapport.
Interactive Quizzes
Five quizzes designed to reinforce learning, ensure content consumption, and gather crucial prospect financial data for your CRM.
Dedicated Sales Page
A powerful, long-form sales page (just like the one you're reading now!) specifically engineered to persuade interested prospects to purchase your top-of-funnel product.
Dedicated Sales Page
A powerful, long-form sales page (just like the one you're reading now!) specifically engineered to persuade interested prospects to purchase your top-of-funnel product.
Automated Nurturing Sequences
50+ human-written emails and SMS messages designed to guide prospects seamlessly through course completion, remind them to book their calls, and re-engage those who may have dropped off.
High-Converting Ad’s
A robust suite of 50+ professionally crafted ad creatives continuously tested and refined by our team to ensure your message resonates most powerfully with your ideal prospects, maximizing ad performance and lowering acquisition costs.
High-Converting Ad’s
A robust suite of 50+ professionally crafted ad creatives continuously tested and refined by our team to ensure your message resonates most powerfully with your ideal prospects, maximizing ad performance and lowering acquisition costs.
Integrated CRM System
A streamlined CRM solution to meticulously track every lead's journey, from initial interest to becoming a client. It comes pre-loaded with valuable insights from the quizzes, so you're fully prepared for every sales conversation.
Bonuses
Test Before Launch
50+ human-written emails and SMS messages designed to guide prospects seamlessly through course completion, remind them to book their calls, and re-engage those who may have dropped off.
"Solve For $0" Referral Engine
50+ human-written emails and SMS messages designed to guide prospects seamlessly through course completion, remind them to book their calls, and re-engage those who may have dropped off.
"Solve For $0" Referral Engine
50+ human-written emails and SMS messages designed to guide prospects seamlessly through course completion, remind them to book their calls, and re-engage those who may have dropped off.
The NoEqual Standard
The NoEqual Standard is our guarantee of performance and commitment to your success. For many agencies, the job is done at launch; for us, that’s when our commitment is proven. For a full 30 days after your funnel goes live and has been optimized, our team actively manages and optimizes every component of your campaign—entirely at our expense.
P.S. Remember, the goal of "Seminar Scale" is to transform your expertise into a predictable, self-liquidating client acquisition system. Stop competing on price and start dominating your market by attracting pre-qualified clients at a near-zero net cost.
FAQ:
This sounds great, but won't building and managing this take a lot of my time?
While your initial input for the seminar content is crucial, we handle 90% of the heavy lifting for you. Our team takes your existing material, transforms it into an engaging 5-day product, manages your ad campaigns, sets up all automations, and integrates with your CRM. You get a streamlined system that's designed to run with minimal ongoing effort on your part, freeing you up to focus on what you do best: advising clients.
How do you ensure everything is compliant with financial regulations?
Compliance is paramount in the financial industry, and it's a top priority for us. We work with your existing, compliant seminar content as the foundation. While we craft engaging copy and creative, all materials are subject to your final review and approval to ensure they meet your firm's specific compliance standards. We understand the regulatory landscape and build our strategies to support your need for a fully compliant marketing funnel.
What if my seminar content isn't "digital product" ready?
Don't worry! That's exactly where our expertise comes in. You provide the valuable insights and knowledge from your existing seminars, and our team specializes in repurposing and structuring that content into the engaging, bite-sized, 5-day format that performs best as a top-of-funnel product. We handle the copywriting, video scripting, quiz development, and design to ensure your expertise is presented professionally and effectively.
How quickly can I expect to see results?
Our process is designed for systematic growth. As outlined in our 3-month journey, Month 1 focuses on testing your product, validating its appeal. Month 2 is focused on building your product. Month 3 is dedicated to launching your campaigns and gathering initial data. By Month 4, we enter the intensive optimization phase, where we fine-tune everything based on real-world performance. While results can vary, our goal is to have your calendar consistently filled with highly qualified meetings by Weeks 13-16, allowing your self-liquidating funnel to run effectively.
What kind of financial advisor is this best suited for?
This system is ideal for financial advisors who:
Are tired of unpredictable referrals and costly, ineffective cold outreach.
Want a predictable and scalable client acquisition system.
Have existing valuable seminar content or deep expertise they want to leverage digitally.
Are ready to invest in a modern marketing approach that stands out from the competition and provides a clear ROI.
Are looking for high-quality, pre-qualified prospects who are already engaged with their expertise.
This sounds great, but won't building and managing this take a lot of my time?
That's a common concern, and it's precisely what we've designed NoEqual to solve. While your initial input for the seminar content is crucial, we handle 90% of the heavy lifting for you. Our team takes your existing material, transforms it into an engaging 5-day product, manages your ad campaigns, sets up all automations, and integrates with your CRM. You get a streamlined system that's designed to run with minimal ongoing effort on your part, freeing you up to focus on what you do best: advising clients.
How do you ensure everything is compliant with financial regulations?
Compliance is paramount in the financial industry, and it's a top priority for us. We work with your existing, compliant seminar content as the foundation. While we craft engaging copy and creative, all materials are subject to your final review and approval to ensure they meet your firm's specific compliance standards. We understand the regulatory landscape and build our strategies to support your need for a fully compliant marketing funnel.
What if my seminar content isn't "digital product" ready?
Don't worry! That's exactly where our expertise comes in. You provide the valuable insights and knowledge from your existing seminars, and our team specializes in repurposing and structuring that content into the engaging, bite-sized, 5-day format that performs best as a top-of-funnel product. We handle the copywriting, video scripting, quiz development, and design to ensure your expertise is presented professionally and effectively.
How quickly can I expect to see results?
Our process is designed for systematic growth. As outlined in our 3-month journey, Month 1 focuses on building and testing your product, validating its appeal. Month 2 is dedicated to launching your campaigns and gathering initial data. By Month 3, we enter the intensive optimization phase, where we fine-tune everything based on real-world performance. While results can vary, our goal is to have your calendar consistently filled with highly qualified meetings by Weeks 11-12, allowing your self-liquidating funnel to run effectively.
What kind of financial advisor is this best suited for?
This system is ideal for financial advisors who:
Are tired of unpredictable referrals and costly, ineffective cold outreach.
Want a predictable and scalable client acquisition system.
Have existing valuable seminar content or deep expertise they want to leverage digitally.
Are ready to invest in a modern marketing approach that stands out from the competition and provides a clear ROI.
Are looking for high-quality, pre-qualified prospects who are already engaged with their expertise.