Tired of out-dated acquisition strategy?
The Hands-Off System that Finds your Ideal Client, Schedules Them & Nurtures Them.
Trusted by Popular Compliance teams
Tired of meetings that go nowhere?
Don't just book meetings. Find the Perfect Client that actually wants to meet with you.
Speak
Tired of meetings that go nowhere?
Don't just book meetings. Find the Perfect Client that actually wants to meet with you.
Speak
Get 30+ Qualified Meetings
Every Month.
Say Goodbye to cold-calling, lead lists and seminars.
Imagine if you had a new meeting every single day - without doing any extra work.
You'd have more time to focus on what really matters - without stressing about where to find your next client.
New Leads
Appt Booked
Client Signed
Docs Sent
Get 30+ Qualified Meetings
Every Month.
Say Goodbye to cold-calling, lead lists and seminars.
Imagine if you had a new meeting every single day - without doing any extra work.
You'd have more time to focus on what really matters - without stressing about where to find your next client.
New Leads
Appt Booked
Client Signed
Docs Sent
Automate the Boring work
Tired of spending valuable time on emails, texts and follow ups?
We systemize everything to track real results, make improvements, and increase your KPI's
No more guesswork when trying to follow-up or schedule another meeting. Everything is done for you, to get the best results possible.
Texts
Follow-ups
Increase close rate
Automate the Boring work
Tired of spending valuable time on emails, texts and follow ups?
We systemize everything to track real results, make improvements, and increase your KPI's
No more guesswork when trying to follow-up or schedule another meeting. Everything is done for you, to get the best results possible.
Texts
Follow-ups
Reminders
features
Built for Advisors,
powered by The Virtual Bridge
Smart, flexible, and built custom-fit for you
Personalize every detail, From branding and unique angle approach - to text sequences straight from you. We build a personalized system direct for you and attract affluent households while scaling your brand.
Integrates seamlessly with the tools you already use
Seamless integrations. We can plug directly into your current softwares and CRM for an easy experience that requires no extra input or time from you. We create systems to make your life easier, not harder.
Not just another appointment
Sure, you can use the other guys if you want the same results as every other advisor, Or - we can craft a unique approach - for your uniquely affluent ICP.
Guaranteed Results
We only work with those that we can afford a guarantee. If we decide to work with you - it comes with a specific promise from us to meet your goals - No If's And's or But's (our NIAB Guarantee)
Performance based Pricing
After our initial engagement, we work for you based on performance only - this way you aren't stuck paying retainers and fees for a company that isn't working.
features
Built for Advisors,
powered by The Virtual Bridge
Smart, flexible, and built custom-fit for you
Personalize every detail, From branding and unique angle approach - to text sequences straight from you. We build a personalized system direct for you and attract affluent households while scaling your brand.
Integrates seamlessly with the tools you already use
Seamless integrations. We can plug directly into your current softwares and CRM for an easy experience that requires no extra input or time from you. We create systems to make your life easier, not harder.
Not just another appointment
Sure, you can use the other guys if you want the same results as every other advisor, Or - we can craft a unique approach - for your uniquely affluent ICP.
Guaranteed Results
We only work with those that we can afford a guarantee. If we decide to work with you - it comes with a specific promise from us to meet your goals - No If's And's or But's (our NIAB Guarantee)
Performance based Pricing
After our initial engagement, we work for you based on performance only - this way you aren't stuck paying retainers and fees for a company that isn't working.
pricing
Flexible plans for all types
Limited Access - Starting at
$1.9k
Appointment Packs
Guaranteed Meetings
250k-$2M Preference
Meetings only, no support
Basic Access
Save 20%
$6,000 (6mo)
$87/mo
In-house system build
6 Months Support
Full Automations
Results Guarantee
Full Service
$12,000
Everything in Basic Access +
In-Person Film Events
In-Person Anual Events
3+ Advisor Start
Limited Access - Starting at
$1.9k
Appointment Packs
Guaranteed Meetings
250k-$2M Preference
Meetings only, no support
Basic Access
Save 20%
$6,000 (6mo)
$87/mo
In-house system build
6 Months Support
Full Automations
Results Guarantee
Full Service
$12,000
Everything in Basic Access +
In-Person Film Events
In-Person Anual Events
3+ Advisor Start
pricing
Flexible plans for all types
Limited Access - Starting at
$1.9k
Appointment Packs
Guaranteed Meetings
250k-$2M Preference
Meetings only, no support
Basic Access
Save 20%
$6,000 (6mo)
$87/mo
In-house system build
6 Months Support
Full Automations
Results Guarantee
Full Service
$12,000
Everything in Basic Access +
In-Person Film Events
In-Person Anual Events
3+ Advisor Start
35+
Advisors Served
$17.2M
Average AUM Added (yr 1)
$600M+
Total AUM Added
35+
Clients
Served
$17.2M
Average AUM
added (yr 1)
$600M
Total AUM Added
Community
Stay in the loop
674 Members
Email Notifications
Stay up to date on our services & offers. Invite friends for weekly tips & tricks
Community
Stay in the loop
674 Members
Email Notifications
Stay up to date on our services & offers. Invite friends for weekly tips & tricks
Ready to get started?
Answer a few quick questions to see if you qualify to use The Virtual Bridge
Ready to get started?
Answer a few quick questions to see if you qualify to use The Virtual Bridge