Put your calendar on autopilot.
A turnkey marketing system, done soup to nuts. We find and book the venues, build the ads and the room — you just show up and present. Every single month.
every month
Two reasons. One partner.
We keep your calendar full with the right conversations — then we train you to make the most of every one.
We train you to see more.
You’re not just selling Medicare anymore. Through ongoing coaching and mentoring, we help you grow along the Retirement Discovery Specialist and Retirement Coach paths — turning each appointment into a lasting relationship.
Soup to nuts. You just present.
We find & book
The right venues in the territory you want to own.
We build it all
Ads, PowerPoints, mailers, and the whole reminder funnel.
You show up
Learn the presentation and walk into a full room.
Rinse & repeat
Every single month. A business you can count on.
A perpetual system — not something you turn on and off.
Built by advisors who left captive to build something better.
We lived inside the captive world — and we hated the handcuffs. So we built the environment we always wanted: the support of captive, in a fully independent model.
“It’s not about overrides or contracts.
It’s about what we’re trying to accomplish for advisors.”
Coast to coast
A national team behind every advisor.
Founding partners, marketing, advisor success, and support — across SRO, Florida Retirement Group, and Lyfe Advisors.
Meet the teamSee if SRO is a fit for your practice.
Answer a few quick questions — we’ll show you where you fit and get you to the right person.
See if you qualify