Turn Conversations into $250k–$2M+ Clients
Without Seminars or Cold Calls.
We build lean, AI-powered funnels that feed your calendar with qualified prospects—then teach your team to scale it.
💡 For best experience, watch at 1.5x speed
Everything You Need to Scale
AI Agents
Pre-qualify, follow-up, and route—on autopilot.
Conversion Funnels
Click → calendar with clean compliance + nurturing.
LinkedIn System
Target, start the convo, move to booked—no spam.
Our Services
Comprehensive marketing solutions designed specifically for financial advisors, insurance brokers, and wealth management professionals.
- Automated appointment booking and follow-up sequences
- Data-driven targeting to replace referrals, cold calls, and seminars
- Facebook & Instagram ad campaigns with compliance-ready funnels
- High-impact Reels & video content creation to convert attention into calls
- Landing pages, lead forms, and calculators (Retirement Longevity Index™, Financial Continuity Snapshot, Insurance Coverage Calculator)
- Automated nurture emails, SMS, and calendar booking systems
- Step-by-step systems to generate appointments consistently
- Custom training for your in-house team to master outreach and follow-up
- Branding assets: pitch decks, presentation slides, video scripts, social content
- Authority positioning to establish you as the go-to advisor in your niche
- Playbooks on "what to say and when" to close high-value cases
- Accountability and guidance to ensure implementation actually gets done
How It Works
Diagnose
We model your ideal client + assets.
Build
Landing, lead forms, workflows, voice AI, CRM.
Launch
Ads + outreach with weekly optimization.
Scale
Iteration loops to raise quality + volume.
Industries We Serve
Specialized marketing strategies tailored for financial services professionals
Financial Advisors / Brokers
Generate qualified leads for wealth management, investment planning, and retirement services.
- High-net-worth client acquisition
- Retirement planning leads
- Investment consultation bookings
CPAs
Connect with business owners and individuals needing tax preparation and accounting services.
- Tax season client acquisition
- Business accounting leads
- Financial consulting opportunities
Mortgage Brokers
Reach homebuyers and refinancing prospects ready to secure their next mortgage.
- First-time homebuyer leads
- Refinancing opportunities
- Commercial lending prospects
Ready to dominate your industry with proven marketing strategies?
AI Agents We've Built
Powerful AI-driven tools that help financial professionals identify opportunities, assess risks, and provide instant value to their clients.
Why Most People Outlive Their Money — And How to Avoid It
This free 60-second quiz reveals the hidden gaps that put your income, family, and future at risk.
Wealth Longevity Blueprint
Comprehensive analysis to ensure your wealth lasts throughout your lifetime with strategic planning.
Retirement Health Analysis
Evaluate your retirement readiness and identify potential health-related financial risks.
Find the Hidden Cash Leaks in Less Than 90 Seconds
Quick assessment to discover where your money is unnecessarily flowing out of your financial plan.
If Your Income Stopped, Would Your Family Survive? - Infinite Banking Assessment
Comprehensive evaluation of your family's financial security and infinite banking opportunities.
Ready to see how AI can transform your client interactions?
Appointments You Actually Want
Executives, business owners, pre-retirees—the prospects that move the needle for your practice.
See Real Results from Real Advisors
Swati Bassi
Senior Financial Advisor, Greatway Financial
"Closed clients worth $100k in commissions"
Sandi Lanham
Realtor, Lanham Consulting Services
" Irtaza helped me with ads and we are now looking at scaling beyong Two Comma Club"
Nathanial Bellinger
Insurance Broker, American Income Life
"I closed a Sale from the very first batch of 5 leads and looking to close more in the coming days"
Everton Collington
Wealth Manager, Greatway Financial
"I started speaking with Multi Millionaires which I thought was never possible"
Amanda Shuman
Insurance Agent, Shuman Insurance Solutions
"One guy I spoke to really liked what you have built and wanted to become a client as well"
Amy Sylvain
Insurance Agent, Sylvan Financial Solution
"I talked to a guy he was a sailor and this will result in a $12,000 IUL along with few subsequent policies for his children and an annuity"
"I was able to close an IUL worth $12,000 within the first few weeks of my campaign launch. The quality of leads and the system's effectiveness exceeded my expectations completely."
"I closed two clients in 2 days in Saskatoon, connected via leads through our ads. Both joined the business and got the policies as well. I generated about $1,900 from these two clients. I have a couple more appointments next week and I am optimistic about closing them."
"I have one client confirmed for investments. Should close on Monday most likely... 2 done already... Things are slowly picking up. The momentum is building and I can see the system working consistently."
"I got 6 booked appointments from the NAF funnel off 20 raw leads. And there are 14 leads I can still call on the phone and find more appointments from. We are averaging like $60 an appointment right now. This is insane. Definitely much better quality leads than anything we've seen with the other funnels."
"The AI agents handle all the initial conversations so professionally. Our prospects arrive to calls already educated and ready to move forward. It's like having a full-time business development team."
"AMM doesn't just generate leads—they generate the RIGHT leads. We're seeing prospects with $500K+ investable assets consistently. The ROI has been phenomenal."
Predictable Results Across Our Client Base
Your AMM Team
Siddiqui
Director
Faiz
Co-Founder
Ayesha
Ads Specialist
Malaika
Success Manager, AI Specialist
Hamna
Junior Client Success Manager
Faeza
Prospecting Team Lead
Asra
Trainer
Muskan
CRM Queen
Rafia
Graphic Designer
Laiba
Video Specialist
Schedule Your 15-Minute Fit Call
Choose a time that works for you. We'll discuss your current challenges and show you exactly how our system can fill your calendar with qualified prospects.