Solo & Small-Firm RIAs, Don't Miss The Summit Method Revolution...

We'll Implement Our 'Summit System' & Get You 12-25+ Qualified, Sat Appointments Every Month Guaranteed - Or We'll Pay Your Marketing Until You Do.

Stop buying leads, wasting time with webinars and dealing with unqualified prospects.

Common Questions...

FAQ Accordion
🎯 What exactly does "showed appointments" mean, and how do you verify it? +
A "showed appointment" means a qualified prospect who actually attends their scheduled meeting with you. We track this through calendar confirmations, appointment reminders, and follow-up verification. Unlike other services that count leads or booked appointments, we only count prospects who physically show up to meet with you.
🛡️ What happens if I don't get 9-25 showed appointments in a month? +
Simple: we pay for the difference. No excuses, no fine print. If we don't deliver at least 9 qualified, showed retirement appointments, we cover the shortfall. We take all the risk so you can focus on closing clients with confidence.
🤔 What's the catch? This guarantee sounds too good to be true. +
There's no catch. We can offer this guarantee because we've perfected our system over thousands of booked appointments. We're confident in our ability to deliver results, and we're willing to put our money where our mouth is. The only "catch" is that we work exclusively with Solo RIAs and small teams who are serious about growth.
💰 How much does this cost, and what's included in the marketing spend? +
Your marketing investment covers all advertising, lead generation, qualification calls, appointment setting, and our done-for-you service. Pricing varies based on your market and goals, but most Solo RIAs and small teams invest between $3,000-$8,000 monthly. During our strategy call, we'll provide exact pricing for your specific situation.
✅ How do you define "qualified" retirement appointments? +
This is something we discuss with you on our strategy call because every advisor is different and has unique needs. We'll work with you to determine the exact qualification criteria that matches your ideal client profile, whether that's based on asset levels, age ranges, specific planning needs, or other factors important to your practice.
⚡ How quickly can I start getting appointments? +
Most Solo RIAs and small teams see their first qualified appointments within 2-3 weeks of launch. We typically deliver 9-15 showed appointments in your first full month as campaigns optimize, then can scale to 20, 50, and beyond if needed, depending on your ad spend and budget once we dial in your specific market and messaging.
🔒 What about compliance and SEC regulations? +
All marketing materials and messaging are designed to comply with SEC advertising rules and automatically archived for your records. We work within regulatory guidelines and can adapt to any specific broker-dealer or RIA compliance requirements you have. Many clients have successfully passed audits with our system in place.
⏰ How much of my time will this require each week? +
The system is completely hands-off and requires zero effort on your end for marketing and lead generation. We handle everything from ads to qualification to booking. You simply show up to pre-scheduled appointments with qualified prospects. Most advisors spend less than 15 minutes weekly reviewing their dashboard.
👥 Does this work differently for solo advisors versus small teams? +
We customize the approach based on your capacity. Solo advisors typically start at 9-15 appointments monthly, while small teams can scale to 20, 50, and beyond as needed depending on your budget. We coordinate with your calendar and team availability to ensure a steady, manageable flow of appointments that matches your practice's bandwidth.

Website Content, Services & Products Disclaimer: All information provided throughout our website, services or products is not and cannot ever be intended either as financial, investment, tax, legal advice or otherwise. All information is general information about our investment training services. Any information on our website, services or products does not and cannot ever take into account the particular financial situation, objectives or investment needs of either you or anyone reading this information. There is a very degree of risk involved in investment. Past results are not indicative of future returns. Catalyst Holdings and all individuals affiliated with this site assume no responsibilities for your investment results. The indicators, strategies, columns, articles and all other features are for educational purposes only and should not be construed as investment advice. Any individual or business who chooses to act upon the content provided on this website or on information contained in any of our products or services, should always take independent specialist advice before making any decision to invest.

Earnings Disclaimer: The earnings and success stories mentioned on this site are the results of hard work, dedication, and strategic planning. They represent exceptional, not typical results. These outcomes are not guaranteed for every individual or business that applies our strategies. Your results may vary significantly and are dependent on many factors, including but not limited to your background, experience, work ethic, client base, and market forces beyond anyone's control. We do not purport this as a "get rich quick" scheme. Achieving success in any business requires significant effort, skill development, and consistent application of best practices. It is important to approach this program with a commitment to learn and grow, understanding that there is no guarantee of specific financial results. By choosing to engage with our content and programs, you acknowledge and agree that any business endeavor involves risk and requires considerable effort and action. We make no promises regarding your ability to earn money or achieve similar results. Your reliance on any information on this site is strictly at your own risk.

​Testimonials Disclaimer: Any testimonials provided on our website, our services or products are of real-life individuals and businesses and their own personal and individual experiences. These must not be taken as "typical" results and will not be specific to your particular circumstances or actions you choose to take following receipt of the services and products.