CONVERT YOUR PAST LEADS

INTO NEW APPOINTMENTS!

LET OUR AI MINE YOUR

PAST PROSPECT LISTS &

FILL YOUR CALENDAR WITH NEW APPOINTMENTS!

Our AI Will:

  • Reach Out to ALL of Your Past Prospects... Every Month

  • Initiate a Conversation Based on Current Financial News; (Social Security Changes, Tax Law Changes, Market Highs or Lows, Interest Rate News, etc.)

  • Offer to Send Them Helpful Resources

  • Then Get Them Registered For Your Next Seminar

  • Or Get Them Scheduled For an Appointment!

CLICK ON THE CHAT BOX TO GIVE IT A TRY!

Ex: Proposed Social Security Changes

According to a study by HubSpot...

AI-powered automated follow-up messages after registration can increase attendance rates by up to 60% by reminding registered attendees of the event and encouraging them to invite friends or colleagues."

(Source: HubSpot)

ADDITIONAL EXAMPLES...

Ex. Market Highs

Ex. Rising Inflation New

Ex. Market Correction

CONFIRM ATTENDEES

WITHOUT THE PHONE TAG

Our AI Will:

  • Answer Questions About the Seminar

  • Overcome Concerns or Objections

  • Provide Details About What They'll Learn

  • Encourage Them to Bring a Guest

  • Even Pre-Qualify Registrants (Optional)

CLICK ON THE TEXT TO GIVE IT A TRY!

Ai is changing the way advisors market...

START GENERATING MORE REFERRALS TODAY!

© Next Level DRIVE & Next Level Advisors 2025