Summit Wealth Group
0×
16 Retirement Consultations in 45 Days
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Aegis Automations
FOR FINANCIAL ADVISORS
Get 10–15 Qualified Clients Monthly
Without Cold Calls or Seminars
The Asset-Flow™ System — AI-powered client acquisition for financial advisors.
4.3×
Average ROI
65%
Faster Response
12–18
New Accounts/Month
The Old Way Is Broken
Referrals Are Fading.
Seminars Are Dated.
Your Next Clients Are Online — Now.
Most advisors are stuck in the referral cycle — waiting on introductions that never scale.
Meanwhile, competitors are winning attention digitally while staying compliant and professional.
Unpredictable Growth
Waiting on referrals that never scale
Wasted Hours
Prospecting eating your billable time
Low-Intent Leads
Generic funnels bringing tire-kickers
Compliance Fear
Risk of non-compliant marketing mistakes
Meet The Asset-Flow™ System
Where Trust Meets Automation.
A done-for-you framework built for fiduciary standards — turning consistent visibility into qualified conversations through AI precision and compliance-aligned messaging.
100% Compliant
Done-For-You
AI-Powered
1
AI Visibility Engine
Targets retirement-ready households by age, zip, and income.
2
Smart Workflow Automation
AI receptionist books & follows up in your brand voice.
3
Fiduciary Funnel Assets
Education-based lead pages build early trust.
4
Compliance-Safe CRM Integration
Real-time pipeline tracking by readiness.
We Don't Chase Leads — We Engineer Trust.
Our agency was built for independent advisors who want growth without gimmicks. We blend AI efficiency with fiduciary precision to create a steady inflow of qualified clients who value your advice — not just your rates.
Designed for Advisors, Not Agents
Built specifically for fiduciary professionals managing retirement wealth
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Compliance-First Messaging
Every piece of content is aligned with regulatory standards
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AI Efficiency Built for Human Tone
Automation that maintains your professional, trustworthy voice
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Real AUM Growth, Not Vanity Leads
Focus on qualified prospects who value advice, not just rates
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Real Advisors. Real AUM Growth.
See how independent advisors are using the Asset-Flow™ System to predictably grow their practices.
CASE STUDY No.01
CASE STUDY No.02
Horizon Advisory
0 New Accounts
Acquired in 60 Days
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CASE STUDY No.03
SecurePath Financial
0% Higher
Average Account Value
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Ready to Generate 10–15 Retirement Clients Monthly Without Cold Calls?
Let's build your compliant, trust-driven client acquisition engine so you can advise more and prospect less.