Advisor Jetpack Opiniões 81

Advisor Jetpack has delivered what they promised. A steady stream of highly qualified leads. A technology platform that helps track and communicate with the prospects. And Chris Deloach is extremely helpful and knowledgeable with the coaching to make sure I have the tools and process to close the business.

I’ve had a great experience with Advisor Jetpack so far. The leads have been consistent and good quality, which has made a real difference in our ability to generate new business. We’ve been able to successfully close clients using their approach, and their resources have made the process much more efficient.

One of the biggest value-adds has been their additional coaching. Kyle Colvis has been extremely helpful in refining our approach, everything from how we structure our calls to how we think about lead follow-up and overall strategy. His feedback has been practical and easy to implement, and it’s definitely helped us get more out of the opportunities we’re receiving.

Overall, it’s been a good experience for our practice so far.

Our team launched our first JetPack campaign about 50 days ago, and the results have been exceptional.

We're now consistently meeting high-quality prospects who are actively seeking financial planning, investment management and estate planning advice. The friction of trying to convince someone they need a financial advisor is essentially gone - we're having productive conversations with folks who show up understanding the value in what we do.

In just the first month and a half, we've generated several million dollars in new opportunities, with a fraction of the volume required in the cold market. The efficiency has been a game changer.

Personally, it's given me more time to focus on our existing clients, reduced low quality meetings, and allowed me to be more intentional with the new relationships we're building.

The support from Kyle, our relationship and program strategist, has been consistent, thoughtful and genuinely helpful throughout. The entire JetPack team is clearly invested in our growth and success.

This feels like a meaningful shift in how business is done in our industry, and I'm excited, energized and motivated by what's ahead.

Kyle @ jetpack has been great. Communication is always timely whenever we need assistance.

my brother and I have been meeting with Kyle bi-weekly since starting our campaign and Kyle has given solid advice each week.

We received consistent leads from people who were looking for answers to their financial questions. Having used other lead generators, like Wiser Adviser and Smart Asset, this actually gave us qualified leads that didn't require a hard-sales approach to close. a much better way to get clients. Our coach, Kyle was very helpful too.

Chris at Advisor Jetpack has been a huge asset to my business. He brings clarity and structure to prospecting, helping turn ideas into a repeatable system that actually works.

What I appreciate most is his balance of strategy and accountability—he doesn’t just teach, he helps you execute. The result is a more consistent flow of qualified prospects without gimmicks or pressure tactics.

If you’re looking to grow with a proven, authentic approach, Chris is a great coach to have in your corner.

I have only been doing it for a short number of months and had never conducted my sales process over the phone and zoom but I have two clients out of it so far and a decent pipeline of likely clients so it is now officially an additional sales funnel for our firm. It was certainly a learning curve at the front end and still is but with the support of our representative Zach he has been great to coach us and shorten that learning curve for sure.

The leads I have received have been very high quality and I have received a consistent flow of them. The platform is set up for seamless flow and consistency. I am impressed with the Adv. JetPack program, the quality of the leads, training, and support they provide.

Chris Deloach is fully invested in our success and consistently demonstrates that by providing in depth training, insights, debriefing, and responsiveness. He has been extremely helpful and great to work with. I have learned a lot working with him. I look forward to continuing to work with AJ.

Jetpack has the leads that they promised. They are vetted leads and all of them have had at least $1 million in investable assets.

As with anything, there is never a 100% show up rate and or a 100% conversion rate but the quality of the prospects they send you are exactly as they say.

Additionally, they assigned a coach to us, Greg Candeur, and he has been excellent in helping us with closing business. Greg will get right to the point and he has no problem telling you how to take control of these calls and to stay in control of the process. He's very knowledgable and easy to work with.

We aren't using any other lead sources right now and we have used probably 7-8 different type of lead sources over the years but Jetpack has been the best for us to be able to find quality, vetted prospects, so that we can help them fix their broken portfolios.

Of all the lead gen companies, I've used Advisor Jetpack is by far the best! Meetings are put right on my calendar and the clients are actually open to speaking about why they scheduled the meeting. I highly recommend them. Chris is a great coach!

I have been utilizing digital marketing campaigns for the past several years after realizing that the ROI on hosting dinner seminars to reach new clients was rapidly declining.

There are currently several companies that offer digital marketing support for Fiduciaries and I found Advisor Jetpack to be among the best. Their automated process flow is efficient and accurate. The CRM they provide to keep track of all appointments is easy to use and is supported on both standalone computers as well as mobile devices. The prospects (leads) received are a good fit based upon the criteria you set (think AUM, age, location, etc.) about 80% of the time - I've learned that there will always be a few inquiries that don't meet my requirements, but these never count against the minimum qualified leads promised by Advisor Jetpack's written guarantee.

I would have rated 5 stars, but I happen to also have a tech background and friends that also create digital marketing campaigns for other types of industries, and I feel like the monthly "service charge" is much higher than it should be.

Advisor Jetpack has done an excellent job helping position my firm in front of highly qualified prospects. Over the past three months, their system has consistently introduced me to well-profiled leads that align with my target client profile.

What stands out about Advisor Jetpack is how thorough and structured their program is. It’s clearly a well-designed marketing system built specifically for advisors who want to reach high-quality prospects rather than just generate random leads.

From my experience so far, nearly everyone I’ve spoken with has had investable assets well above $1 million in AUM, which demonstrates the effectiveness of their targeting and qualification process.

I also had the opportunity to work closely with Kyle Colvis, who has been paramount in helping me learn a new way of approaching sales. In my 30+ year career, I never really had to “sell” anything. Kyle broke the process down in a very practical way and was always available to guide me so I could develop the necessary sales techniques while still remaining authentic when speaking about my services.

Without Kyle’s guidance, it likely would have taken me much longer to fully understand and implement the system. His support made a significant difference.

Overall, I believe Advisor Jetpack offers a unique and well-built program. If advisors follow the system the way it is designed and stay consistent with the process, I believe it can produce meaningful results.

Thank you, Kyle.

Been using this service for about a month and have had a lot of quality appointments come through. They're not all winners and you do need to get your value proposition/process dialed, but I am pleasantly surprised with the overall quality and level of intent behind the opportunities. Already signed a paid financial plan with a possibility of a $1M rollover in the first month! Much more to come, I can already tell.

After completing my first 90-days with Advisor Jetpack, my overall experience has been positive.

I’ve been in the industry for nearly 10 years and have traditionally built my business through seminars and networking events. My goal with this program was to complement what I was already doing and gain exposure to prospects I wouldn’t normally reach.

The system does require consistent follow-up and effort, but I have connected with several quality prospects through the platform. It took about 90 days for me to close my first new account from the program, which was exciting and encouraging.

Like any lead generation strategy, success depends on the advisor’s ability to follow up, build relationships, and stay consistent. For advisors looking to add another marketing channel alongside their existing strategies, the program can provide access to prospects and opportunities that might not otherwise be available.

Overall, I see it as a worthwhile addition to my broader marketing approach.

Very happy with the program should close between 2 to 3 million in FIAs in the next month

Advisor Jetpack delivered consistent qualified leads as promised.
Kyle has been very helpful in guiding me through the program. His insight has been valuable in helping me navigate the process and learn the framework of the system.
This works. Trust the process, follow the coaching and you will be successful.

Advisor Jetpack has done a very good job providing access to qualified prospects. The leads I’ve received have generally been legitimate individuals who are actively exploring financial advice, which is exactly what most advisors are looking for. The platform clearly attracts people who are at least open to having conversations about their financial situation. That said, converting those prospects into clients requires patience, persistence, and a strong process to move relationships forward. In my case, it has actually helped sharpen my communication and discovery skills because you really have to listen and ask thoughtful questions. Overall, Advisor Jetpack is doing well at what it promises—connecting advisors with real prospects. Advisors who approach it with realistic expectations and a solid follow-up process will have success.

We were extremely skeptical that any company could guarantee qualified meetings for our financial advisors but we decided to invest in a 4 month trial to pilot the program.

The AJ team, including our relationship manager Chris, delivered on exactly what they promised. 30 qualified meetings with leads who all met our minium asset threshold. Meetings were booked right on our calendar and the CRM system AJ provides made it easy to track.

Chris provided us valuable feedback / coaching along the way to help our conversion rate and we saw improvement with client conversion month over month.

We will be renewing with AJ and look forward to continuing the relationship.

I've been working with Jetpack and my coach Kyle for about 2 months now and have extremely positive results. The leads are qualified; the coaching has been on point. By far the best experience I've had in this space.

Working with Advisor Jetpack for qualified leads has been rewarding. I was at a standstill from a lead generation perspective before I chose to make the investment into a new lead program. I had tried other well known and lesser known lead gen programs. I value AJPs marketing approach and lead management system. It is user friendly and I rely on it. As a sole practitioner, they have become a trusted marketing partner I rely on.