AI Systems for Financial Advisors

From Effort
to Impact

Stop chasing leads. Build your AI lead generation system in 4 weeks.

Watch Free Webinar Start With Sprint
✓ Built by 8x MDRT member Butz Peteza
✓ Tested in real advisory practices
✓ Community-driven learning
The Problem

You're Working Harder,
Not Smarter

One month you close five clients. Next month? Zero. You're trapped on the lead generation hamster wheel — while 80% of your week disappears into admin, follow-ups, and manual scheduling instead of actual advice. Hiring doesn't fix it. You just pay someone else to do the busywork. AI can handle all of it in minutes. There's a better way.

80%

of your week is non-revenue admin work

20%

show rate — 4 in 5 leads never show up

30%

of clients churn from lack of contact

The Solution

The 3-Pillar Framework

Top advisors aren't working harder. They're running AI systems 24/7 while they focus on high-value client work. Here's the exact framework they use.

Pillar 1 — Brand OS
AI Client Acquisition

AI generates your LinkedIn, Facebook or Instagram posts, email sequences, and lead magnets in minutes. You review, approve, and publish. The system attracts inbound leads 24/7 — without cold calling or paid ads.

Result: 5–10 qualified leads/month. Inbound. While you sleep.
Pillar 2 — Meeting OS
AI Client Experience

Leads self-schedule through automated funnels. Strategic reminders push show rates to 80%. You walk into every call with a 3-minute AI-generated brief — fully prepared, every time.

Result: 80% show rate vs. 20% industry average. More closes, less admin.
Pillar 3 — Nudge OS
AI Client Retention & Service

Automated birthday messages, policy reviews, check-ins, and referral requests keep you top-of-mind with every client — without lifting a finger. Clients feel cared for. Referrals follow.

Result: Serve 150+ clients profitably. 2x referral rate. Zero churn from neglect.
What Advisors Are Saying

Real Advisors. Real Results.

Concrete Results
"My Facebook post last March 4 got almost 1,300 views and captured 3 leads in 24 hours."
T
Ting V
Financial Advisor · 10+ years in financial services
AI Skeptic to Believer
"I wasn't a big believer in [AI], thinking that it will make me too dependent on it and lose my voice when I create content. Now I see how useful it is not only for the Sprint, but for my Advisor practice in general."
I
Isabel P
Insurance Advisor · 10+ years in financial services
System and Clarity
"I post sporadically and don't know how to measure success. Now, I was able to identify my ideal client profile, positioning and messaging. I'm building a system and strategy to work smarter and be able to spend more time in client servicing."
D
Dang E
Financial Advisor · 1–2 years in financial services
The Process

Your Path Forward

1

Watch the Free Webinar

60-minute masterclass shows you the system in action. Live demos. Real advisor results. No sales pitch — just the framework that's working for advisors like you.

You'll see exactly how AI handles content creation, lead capture, email nurture, and meeting automation. Walk away with 3 AI prompts you can use today.

Watch Free Webinar
2

Join the 4-Week Sprint

Choose your format. Cohort includes live sessions with Butz and peer support. Self-paced gives you the same training on your schedule. Both include the full AI toolkit and community access.

Week 1: Positioning. Week 2: Your funnel. Week 3: Content and email. Week 4: Launch and optimization. Real deadlines. Real accountability.

See Sprint Details
3

Launch Your System

By week four, your system goes live. Lead magnet published. Funnel active. Emails running. Content scheduled. You generate your first qualified leads within 30 days — or we troubleshoot until you do.

Then decide: run this system solo, or upgrade to the full platform for meeting and retention automation.

What's Included

Everything You Need to Build Your System

📚

8 Recorded Lessons

Positioning, lead magnets, funnels, email sequences, content creation, and tracking. 10–15 minutes each with one clear assignment.

🤖

AI Prompts Library

Copy-paste templates for every step — ICP refinement, positioning, lead magnets, email sequences, LinkedIn, Facebook or Instagram posts. All tested in real practices.

📋

Templates & Trackers

Funnel builders, email swipes, content calendars, and KPI dashboards. No starting from scratch — just customize and launch.

👥

Heartbeat Community

Advisors building the same systems. Ask questions. Share wins. Get feedback on your work. You're never building alone.

🤝

Accountability Partners

Matched with another advisor in your cohort. Weekly check-ins. 65% higher completion rate when you have a partner.

Cohort Sprint
$197
one-time payment
Everything above plus 8 live sessions with Butz. Tuesdays for teaching. Fridays for support. Ask questions in real time. Get feedback on your work.
Enroll in Cohort
Starts May 2, 2026
Self-Paced Sprint
$97
one-time payment
Same training. Same toolkit. Same community. No live sessions. Start today. Work at your own pace. Lifetime access to all materials.
Start Self-Paced
Start today
About the Founder

Built by an Advisor Who
Struggled for 8 Years

Butz Peteza
Butz Peteza
8x MDRT Qualifier

I spent 8 years and $15,000+ trying to crack consistent lead generation. Consultants. Websites. Social media managers. CRMs. Ads. Nothing worked.

Nothing worked. Until I discovered AI could do what an entire marketing team couldn't. I built lead generation frameworks using AI. Tested them with advisors in my network. Refined what worked. Threw out what didn't.

Not theory. Not hype. Just tested systems that work because they're built by an advisor who lived your struggle.

  • ✓ 8x MDRT Qualifier
  • ✓ 2x GAMA IMA Diamond — 120+ agents, 10 MDRT producers
  • ✓ Former Technology Consulting Manager — Melbourne, Singapore, Southeast Asia
  • ✓ Using AI in advisory practice since 2022
Read the Full Story
FAQ

Questions? Here Are Answers.

Yes. Our members range from "I barely use email" to "I built my own CRM." We teach at grade six reading level. If you can send an email and use Google, you can do this. The AI handles the complex parts.
Sprint takes four weeks at 5–7 hours per week. Most advisors launch their system in 30 days. Then it runs on autopilot. You'll spend 30 minutes per week maintaining it once it's live.
Perfect. Week one of Sprint helps you find your "Hell Yes" client. Many advisors discover their best niche during the program. You don't need to know your niche before starting.
No. The system works with written content only — LinkedIn, Facebook or Instagram posts, email sequences, lead magnets. No video required. If you want to add video later, you can. But it's optional.
Sprint teaches lead generation only. Four weeks. One-time payment. You build Brand OS and generate 5–10 leads per month.

Accelerator is the complete system — lead generation plus meeting automation plus retention workflows. Ongoing subscription. Full platform access. Most Sprint graduates upgrade within 90 days.
See All FAQs
Get Started

Stop Chasing Leads.
Build the System That Brings Them to You.

5–10 qualified leads per month. 80% show rates. 150+ clients served without burnout. Start with a free training or jump straight in.

Step 1 — Free

Watch the Free Webinar

60-minute masterclass. Live demos. Walk away with 3 AI prompts you can use today. No credit card required.

Watch Free Webinar
Step 2 — Build It

Join the 4-Week Sprint

Build your full lead generation system with guided lessons, AI tools, and real accountability.

Cohort Sprint: $197 · May 2, 2026 · Live sessions included
Self-Paced: $97 · Start today · Lifetime access
Enroll in Sprint
8 lessons · AI toolkit · Templates · Community
Built by advisors, for advisors