Pre-built webinar
Tested script and slides. You record once — about two hours on camera.
Built for financial advisors doing $5M+/year in personal production
Get prequalified appointments with prospects who have $300K+ liquid and are ready to invest.
We handle the prospecting, screening, and scheduling. You show up to qualified conversations and close.
Limited advisor availability by territory
The annuity growth engine
Not leads. Held appointments.
A complete demand system installed around the advisor — not a replacement for seminars, a way to sell past your zip code.
Targeted advertising
Full media operation with 30% ad co-funding from ScaleRev.
Human phone screening
Every prospect is called, qualified, and booked by a real person.
Complete tech stack
CRM, AI qualification, automations, dedicated lines, and SMS — built for you.
14 held Zoom appointments
Per month, on your calendar — guaranteed, not hoped for.
$300K+ investors
Pre-qualified, phone-screened prospects with real investable assets.
Demand — Systems — Technology — Capital
The problem
Your highest-value hour is not spent chasing strangers.
Cold prospecting that drains your week
Seminars filled with low-intent attendees
Shared leads contacted by five other advisors
Follow-up loops with people not ready to move
Your time belongs in conversations with people who can act now.
Asset qualified
$300K+
In liquid investable assets
Intent qualified
Ready now
Actively open to an advisor conversation
Built for advisor growth
A better way to fill your calendar.
Illustrative placeholder
“The quality of the conversation changed completely when intent and assets were confirmed before the call.”
Higher-intent calls
Independent RIA · Replace with verified result
Illustrative placeholder
“I stopped splitting my attention between serving clients and trying to become a full-time prospector.”
More advisor time
Wealth Advisor · Replace with verified result
Illustrative placeholder
“The calendar finally became predictable enough to plan growth around it.”
Consistent pipeline
Managing Partner · Replace with verified result
Questions, answered
What advisors ask us.
How does the compensation structure work?
ScaleRev is designed around aligned outcomes rather than selling you a list of names. Exact commercial terms are discussed during the application call and depend on market availability and fit.
What does “prequalified” actually mean?
Before an appointment reaches your calendar, the prospect is screened for at least $300K in liquid investable assets, current interest in speaking with an advisor, timing, and basic suitability.
How much time do I need to commit?
You focus on the conversations themselves and normal follow-up. ScaleRev handles the acquisition, screening, and scheduling work that happens before the call.
Are there geographic restrictions?
Yes. We limit the number of advisor relationships in a market to protect appointment quality and territory value. Availability is confirmed during the application process.
Your next growth channel
Meet more $300K+ prospects who are ready to invest.
We accept a limited number of advisors per territory and month to protect appointment quality.
No obligation. We’ll confirm fit and territory availability.