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Do You Want a Steady Stream of High-Quality Prospects?

Join us for one of our upcoming training events in your area and get access to our Planning Software for FREE

This Event is Free of Charge.

Learn how Scott Brooks, a 100M producer, helps advisors like you find and close high-quality clients on a regular basis.

Our Advisors are meeting with MORE High-Quality Prospects NOW than ever before. That’s right. As our country digs itself out of the past year, our advisors are seeing High-Quality prospects and closing more of them.

Here is what you will learn:

  • How to get in front of high-quality prospects (minimum of $500K of investable assets)
  • How to give those prospects EXACTLY what they want so they do business with you
  • How to write larger cases than ever before
  • How to leverage AdvisorMax's coaching and marketing platform to build the business you have always wanted

Plus: Unravel the mystery of success

We know you want to be a successful advisor, but…

  • You can’t seem to get in front of the high-quality prospects you need.
  • You waste a lot of time and money following after bad leads.
  • You don’t really know how to run an office.
  • You feel stuck and don’t know what to do.

AdvisorMax President Gordon Haave will unravel the mystery of success.

Here’s what you will get:

  • Two weeks access to our planning software, that advisors across the country used to close over 150 million in assets in 2021.

Thursday, March 9th
8am-3pm
Dallas/Addison Marriott Quorum
by the Galleria
14901 Dallas Parkway,
Dallas, TX 75254

Breakfast and Lunch will be served

There is no cost to attend this event. 


#1 reason to work with AdvisorMax is they teach you how to build a successful practice and scale your business to new heights! They don’t just stop at showing you how to sell more…they show you step by step what to do so that you have a business that makes money even when you’re not there!” ~Mark, St Louis MO

Who is Scott Brooks?

Scott Brooks is one of the most successful producers in the industry.

He has built a practice that acquires over $50,000,000 in Assets annually. With this knowledge he has helped multiple producers build successful practices and scale their business to new heights.

Who is Gordon Haave?

 Gordon serves the AdvisorMax team as our sales and marketing expert and the Chief Investment Officer for our private financial practice, Financial & Tax Architects. Gordon is also a co-host with Scott Brooks on “Your Retirement Professors,” a weekly radio program where they share insight and advice with the retired community making them a trusted voice.

Business Profile:

  • Sold business in 2009 - Reopened in late 3Q14
  • Total Revenue in 2014: $190,000 (in just a little over 4 months)
  • Total Revenue in 2015: $512,000
  • Total Revenue in 2016: $1,250,000
  • Total Revenue in 2017: $1,875,000
  • Total Revenue in 2018: $2,600,000
  • Total Revenue in 2019: $5,600,000 
  • Total Revenue in 2020: $6,450,000 
  • Total Revenue in 2021: $6,900,000
  • Total Revenue in 2022: $10,500,000