For financial advisors

400 Qualified Appointments a Year.From One Webinar a Week.

We build and run a done-for-you webinar system for your practice. You present one hour a week, from anywhere. AI agents fill the room, follow up with every lead, and book qualified prospects onto your calendar.

If you're a fit, you'll pick a time for your strategy call.

35 years in financial services Former CEO, MassMutual Northern New England 1,000+ advisors recruited & developed

Still paying "marketing experts" for funnels that don't work?

You've heard the pitch from every lead agency: "We'll put appointments on your calendar." Advisors are paying them $25,000 to $40,000 for it.

Then the appointments show up. Or they don't. Half are no-shows. The ones who do show up aren't qualified, don't remember filling anything out, and have already been called by five other advisors who bought the same name. Meanwhile your phone gets spammed by the next agency promising to fix it.

The problem isn't that you need more leads. It's that nobody on your calendar has ever heard of you.

Lead agencies

  • Promised appointments that don't show up
  • Prospects who aren't qualified and don't know who you are
  • The same names sold to the advisor down the street
  • Pay again every month, or the calendar goes empty

The 400/40 System

  • Prospects sit with you for an hour before they ever book
  • They show up already knowing you, trusting you, and halfway sold
  • Your webinar, your audience. Nobody else is calling them
  • A system you own, not a lead list you rent

How the 400/40 system works

One-to-many instead of one-to-one. You give one presentation a week. AI agents handle everything around it.

01 · WE BUILD IT

Your complete system

A few short AI interviews pull what's in your head. Then we build your offer, your one-hour webinar, your funnel and calendar, and your team of AI agents. You don't touch the tech.

02 · WE FILL THE ROOM

Ads + AI follow-up

We run the ads to your market. Your AI agents follow up with every registrant around the clock and book interested prospects straight onto your calendar.

03 · YOU PRESENT & CLOSE

One hour a week

You teach what you already know. People who sat with you for an hour show up to the appointment already halfway sold. You take the calls.

1 / weekone-hour webinar
~100registrants each
30–40%show up live
~1 in 4book a call

Run that 40 times and you land around 400 appointments a year. This is planning math, not a promise. Results depend on your market, offer, and presentation.

What advisors are doing with it

$320K commission

Matt met a physician through his webinar he'd never have met from Tennessee. Now he meets physicians nationwide every month.

$36K closed

After one advisor stopped buying cheap leads and switched to the webinar system.

12 appointments

Booked in one advisor's first two weeks on the system.

30 meetings a week

One advisor went from zero to 30 meetings a week, replacing networking and seminars.

Real client experiences. Results are not typical and vary based on your effort, experience, and market.

Built by someone who sat in your chair

Terrance McMahon at TEDx

I'm Terrance McMahon. I started in 1991 going door to door selling life insurance. Over 35 years I built a firm of 600+ agents and advisors across 27 locations, and served as CEO of MassMutual Northern New England.

I didn't win by outworking everyone. I won by building systems. Since 2017 I've met every client through a webinar or a funnel, working from Puerto Rico. The 400/40 system is that process, built and run for you.

35years in the industry
1,000+advisors developed
TEDxspeaker

Is this a fit for you?

Built for you if…

  • You're a licensed advisor, RIA, or insurance professional with an active book
  • You close well once you're in front of qualified people. You just need more of them
  • You're done with cold calls, dinner seminars, and buying leads
  • You're ready to invest in a system you own, and start in the next 30 days

Not a fit if…

  • You're not a licensed financial or insurance professional
  • You struggle to close when you are in front of prospects
  • You want a cheap lead list or a magic button
  • You're not in a position to invest in growth right now
THE INVESTMENT

One-time build + ad spend

We build the full system, run your campaigns, coach your first webinar, and optimize on real data. Your strategy call covers exactly what yours would cost for your market.

Start the year with a full calendar

We build every system by hand, so we only take on advisors we can deliver for.

Answer a few questions about your practice. Takes about 60 seconds.

If you're a fit, pick a time for a 45-minute strategy call with Terrance's team.

On the call we map the webinar and market that fit your practice, show you exactly how we'd build it, and walk you through the investment.

© The Anywhere Advisor · Anywhere Advisors LLC · Privacy Policy

This site is not a part of the Facebook website or Facebook, Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
EARNINGS DISCLAIMER: You recognize and agree that we have made no implications, warranties, promises, suggestions, projections, representations, or guarantees whatsoever to you about future prospects or earnings, or that you will earn any money, with respect to Anywhere Advisors LLC products, training, or services, and that we have not authorized any such projection, promise, or representation by others. Results stated are personal results of our clients. Results are not typical. Individual results will vary based on background, experience, and work ethic.
By submitting the forms on this website, you give us permission to contact you via text and email regarding our offerings. Reply "STOP" at any time to opt out. Contact us at [email protected]