Your Predictable $1M Advisory Pipeline
A Custom Growth System built for David Conner & Retirement Transition Advisory Group
Prepared exclusively for David Conner
February 2026
iCMO.ai
What You Told Us
38 Years of Excellence
Top-tier nationally recognized advisor with proven expertise.
$15M Annual Premium
Clear upside potential beyond current production levels.
Limited Lead Flow
Only ~12 leads monthly. 1-in-10 close rate today.
Many prospects arrive without a clear understanding of the value of annuity-based retirement planning. Recognizing your time is worth approximately $1,000 per hour, your goal is 30–40 new annuity clients per year. Building this specialized system now will create lasting momentum for annuity-focused growth over the next 5 years.
You don't need more effort. You need predictable opportunity.
Why This Strategy Fits You
This works especially well for you because of your unique positioning and proven capabilities.
High Client Value
Each client represents approximately $25–30K in value. Small improvements create large income gains.
Proven Conversion
You already convert effectively when speaking with right prospects. The foundation works.
Established Authority
Your authority is proven, just under-leveraged digitally. Time to amplify it.
Clear Targeting
Your target audience is clearly defined. Retirement-focused prospects need your expertise.
We're not fixing a business. We're installing the growth engine behind it.
The Gap We're Closing
Three critical areas where strategic improvements unlock exponential growth potential.
1
Lead Volume
NOW: ~12 per month
GOAL: 30–40 per month
2
Trust Before Call
NOW: Cold or unfamiliar prospects
GOAL: Warm, informed, trust-ready prospects
3
Revenue Ceiling
NOW: ~$15M premium / ~$450K income
GOAL: $50M+ premium / $1M+ income
The Reality
Demand exists. The market needs your expertise. The system just isn't scaled yet.
Small changes in lead volume and trust-building create dramatic income acceleration.
The Real Goal
Not more leads.
Never wondering where your next client comes from.
When the pipeline becomes predictable, everything changes. Planning becomes easier. Revenue stabilizes. Growth becomes intentional.
Planning Becomes Easier
Know your quarterly capacity and growth trajectory with confidence.
Revenue Stabilizes
Consistent client acquisition eliminates income volatility and uncertainty.
Growth Becomes Intentional
Scale deliberately based on data, not hope or luck.
Time Stays Focused
Your hours remain dedicated to high-value advisory conversations.
The Math You Already Understand
The numbers tell a compelling story about scalable growth potential.
$30K
Client Value
Average value per new client relationship
$120K
Quarterly Growth
1 extra client per quarter annually
$360K
Moderate Scale
3 additional clients per quarter
$1M+
Full System
30–40 new clients per year
We don't need thousands of leads. We need the right conversations consistently.
The iCMO Predictable Client Engine
We build a comprehensive system that transforms how qualified prospects discover and engage with your practice.
You focus on advising. We build and manage the acquisition engine behind it.
What We Build For You
Component 1
Authority Brand Positioning
We package your 38 years of experience into a digital presence that builds trust before the first conversation.
Top-of-Table Recognition
Showcase your nationally recognized status and achievements prominently.
FRC Certification
Highlight specialized retirement expertise and credentials that differentiate you.
Social Security Expertise
Position your unique knowledge in critical retirement planning decisions.
Component 2
Targeted Lead Generation
Strategic Facebook and Google campaigns targeting your ideal retirement prospects with precision.
Ages 60–72
Focus on prime retirement transition years when decisions matter most.
Retirement Mindset
Target those actively seeking guidance for their transition phase.
$500K–$2M Assets
Qualified prospects who match your ideal client profile perfectly.
Not cold outreach. Prospects already looking for guidance.
Component 3
Automated Lead Qualification Funnel
Every prospect moves through a strategic qualification process before reaching your calendar.
By the time they book, they understand your value and credibility. No more cold conversations.
Component 4
Zoom-First Booking Flow
Strategic Advantage
We structure intake toward Zoom-first conversations for maximum impact.
- Stronger presence and personal connection
- Faster trust-building through face-to-face interaction
- Improved conversion potential with visual engagement
- Efficient use of your valuable time
Component 5
Nurture Engine + Referral Loop
Revenue from prospects and relationships you already have, systematically activated.
12-Month Nurture
AI-driven sequence keeps prospects engaged until they're ready to act.
Client Reactivation
Automated campaigns reconnect with past clients for additional opportunities.
Referral Prompts
Strategic automated requests generate referrals from satisfied clients.
Control & Ownership
You retain complete ownership and control of every critical business asset we build together.
Advertising Accounts
Facebook and Google accounts remain in your name. Full access always.
Landing Pages & Funnels
All pages, forms, and conversion tools are your property completely.
Contact Database
Every lead, contact, and prospect belongs to you entirely.
Automation Infrastructure
CRM, email systems, and workflows are yours to keep forever.
iCMO manages and optimizes the system. You never lose control of your pipeline or business assets.
You focus on clients. We fuel the pipeline.
Why This Works For You
This system amplifies what already works. Your foundation is strong. We're adding the scalable acquisition engine.
Proven Closing Ability
You already convert clients effectively when opportunities arrive.
Authority Advantage
Your credentials accelerate trust faster than most advisors.
Clear Niche Targeting
Your ideal client profile is precisely defined and reachable.
Fast ROI Potential
High client value makes return on investment happen quickly.
Experience Multiplier
Your 38 years of expertise compounds results dramatically.
Your Role: Premier Advisor Partner
David, based on your experience and positioning, this is more than a typical engagement.
You would be positioned as a Premier Advisor Partner within iCMO. This distinction matters.
Fully Custom Strategy
Built specifically around your advisory model and expertise.
Priority Support
Direct optimization and campaign support when you need it.
System Refinement
Your success helps improve systems for advisors at your level.
Visible Example
Opportunity to showcase predictable advisory growth model.
This is about building a long-term acquisition engine behind your expertise.
Investment Perspective
Let's look at what this investment actually requires to justify itself.
The Math Is Simple
If one new client equals approximately $30,000 in value:
The system only needs to generate 1 additional client every 3–4 months to justify itself completely.
Everything beyond that becomes pure growth.
1
Client Per Quarter
Breakeven threshold
$30K
Client Value
Your average return
With 30–40 new clients annually, you're looking at exponential return on this investment.
Phase 1
Build & Launch
Month 1 — System Setup
$5,000 one-time setup investment
Comprehensive foundation building to launch your predictable client engine effectively.
01
Growth Strategy Design
Custom acquisition roadmap aligned to your goals.
02
Authority Positioning Framework
Digital presence showcasing your expertise and credentials.
03
Funnel Buildout
Landing pages, forms, and conversion paths.
04
Qualification Flow Setup
Automated prospect screening and filtering system.
05
Automation Configuration
Email sequences, CRM integration, nurture campaigns.
06
Analytics Installation
Tracking dashboards and performance measurement tools.
07
Campaign Launch Prep
Facebook and Google ad campaigns setup and testing.
Phase 2
Ongoing Management
Starting Month 2
$2,500 per month base management fee
Comprehensive system management ensuring consistent performance and continuous optimization.
Campaign Management
Ongoing optimization of Facebook and Google advertising campaigns.
Funnel Monitoring
Continuous improvements to conversion rates and user experience.
Automation Maintenance
Ensuring all systems run smoothly without interruption.
Reporting Dashboard
Real-time visibility into leads, costs, and conversion metrics.
Monthly Strategy Sessions
Regular review and planning calls to align on priorities.
Performance Tuning
Ongoing testing and refinement for maximum results.
Performance Bonuses
To align incentives with real outcomes, we've structured transparent performance bonuses.
$150
Per Appointment
Qualified, attended, target-fit retirement prospect
$1,500
Per New Client
Client acquired through the system
$5,000
Quarterly Bonus
When 10+ clients added
Transparent. Measurable. Growth-aligned.
You only pay bonuses when real results happen. Our success depends on your success.
Performance Commitment
We stand behind our system with a clear performance guarantee.
Our 120-Day Guarantee
If meaningful qualified retirement-planning conversations are not being generated within the first 120 days:
We continue working at no additional management fee until they are.
You're investing in outcomes, not activity. We don't get paid for effort. We get paid for results.
This commitment reflects our confidence in the system we build for you.
Timeline
Clear phases with defined milestones ensure rapid deployment and momentum.
1
Weeks 1–2
Strategy development and positioning framework creation.
2
Weeks 3–5
Funnel buildout and automation system configuration.
3
Week 6
Campaign launch and initial lead generation begins.
4
Months 2–3
Optimization phase with continuous refinement and testing.
Initial momentum typically visible within 60–90 days. Full system maturity and predictable flow by month 4.
Imagine 1 Year From Now
Picture what your practice looks like when the system is fully operational.
Recognized Authority
Your name is the trusted retirement voice across the Southeast region.
Predictable Pipeline
30–40 new clients per year arrive consistently without cold calling.
Scalable Model
Your system supports trained agents and generates override income.
Automated Growth
Your pipeline runs consistently on autopilot without your constant attention.
You've built the system behind your expertise.
Next Steps
Ready to build your predictable $1M advisory pipeline? Here's how we begin.
1
Confirm Partnership
Review this proposal and confirm your commitment to move forward.
2
Schedule Strategy Session
Live system walkthrough and detailed planning conversation.
3
Immediate Kickoff
Begin building your system immediately after approval.
We build. You advise. The system runs.