Attract Clients Like Clockwork with AI & Atomic Offers

Discover how top advisors fill their calendar, craft offers clients can't refuse, and grow beyond their local market — without chasing leads.

Thursday - March 13th

4:00 PM EST | 1:00 PM PST

What You'll Learn...

  • AI-Powered Lead Generation: Learn the exact process top advisors use to attract and convert clients automatically.

  • No More Manual Prospecting: Replace cold calls, referrals, and networking with a 24/7 automated lead flow.

  • Fill Your Calendar & Events with Ease: Discover how AI can automate webinar and seminar

    registrations for maximum attendance.

  • Follow-Up on Autopilot: Use AI-powerednurturing sequences that turn prospects into ready-to-buy clients.

  • Get an Actionable Plan: Walk away with a step-by-step roadmap to implement AI into your practice immediately.

Your Host: Terrance McMahon

Terrance McMahon is a 25-year financial services veteran who has trained, coached, and recruited some of the highest-earning advisors and insurance agents in the industry.

Throughout his career, Terrance has become known for helping advisors create offers so powerful, clients say “yes” during the first conversation — what he calls Atomic Offers.

He has also built turnkey lead generation systems that put qualified appointments directly on advisors' calendars — so they can stop chasing clients and focus on closing sales and growing their practice.


In addition, Terrance has trained thousands of business owners on how to leverage AI to generate clients on demand and build authority in their market — giving them the tools to stand out, attract better clients, and grow beyond their natural market.

If you’ve ever struggled to get appointments, close clients, or scale beyond your local area, Terrance’s proven approach has already helped thousands of advisors break through those barriers — and now he’s sharing that system with you

.

What You'll Learn...

  • How to attract high-value clients on autopilot — no more cold-calling, begging for referrals, or buying expensive leads.

  • The secret to crafting “Atomic Offers” that clients can't say no to — based on Terrance McMahon’s proven framework that has helped thousands of advisors win business faster and easier.

  • Why AI is the unfair advantage advisors need today — and how to use it to generate leads, book appointments, and create marketing that cuts through the noise (even if you’re not “tech-savvy”).

  • How to grow beyond your natural market and build a location-independent business — so you’re never stuck with only local referrals again.

  • How to position yourself as the trusted authority in your market — including how to write a book and brand yourself as the expert your ideal clients seek out.

  • Real-world campaigns that are booking qualified appointments directly to advisors' calendars — and how to use them to build your own client attraction machine.

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Free Bonus For Attendees:

Atomic Offers for Financial Advisors is a step-by-step guide that teaches advisors how to create irresistible offers that clients can’t refuse — offers that make them say "yes" on the first meeting" and keep them up at night if they don’t. Written by Terrance McMahon, a 25-year financial services veteran, this book breaks down how to package your services into offers that stand out in a crowded market, close more clients, and grow your business faster.

Bonus:

Every attendee will receive a free digital copy and the full audiobook version to start crafting their own Atomic Offer right away.

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DISCLAIMER: The results (including results) stated above are my personal results as well as those of my clients. Please understand these results are not typical, I’m not implying you’ll duplicate them (or do anything for that matter). I have the benefit of having gone through much training, trial, and error for years, and have an established following and history as a result. The average person who buys any “how to” information gets little to no results. I’m using these references for example purposes only. Your results will vary and depend on many factors…including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT REGISTER.