“I was skeptical. I'd been down this road. But from the very first client, the experience was so different — I knew we were going to win with this.”
Tim Dern — Mana Financial, Chicago area
For licensed annuity producers
The full interview: $5M in annuity premium and $3M in AUM in five months.
One advisor. One engine. The whole conversation, uncut.
Individual result. Not typical and not a guarantee.
Unlock the interview
Where should we send the link?
Opens the full interview. We'll also email you the link so you can finish it later.
What this is
Lead generation for financial advisors, built inside your practice.
ScaleRev is a demand generation firm that builds and operates a complete lead generation system for financial advisors and insurance producers: the advertising, the educational presentation, the qualification, the follow-up, and the appointments that land on your calendar. We build it in under a week, and run it with you week by week.
Every appointment the system produces is exclusive to you — never shared with another advisor and never resold. You keep your FMO, your carriers, and your broker-dealer. There is a fee to build and integrate the engine, you fund the ad spend in your own account, and the platform fee doesn't start until your pipeline has had 90 days to mature.
Why it keeps not working
A lead sold to you was sold to four other advisors the same morning.
By the time you dial, the prospect has been pitched all week and trusts none of you. You're not buying opportunity — you're buying a race you didn't know you entered.
So you stop buying lists and hire an agency instead. They build you a funnel. They run it out of their ad account, on their pixel, under their reporting. Six months later you have a monthly PDF full of impressions and no idea what any of it produced. And if you leave, it all leaves with you — because none of it was ever yours.
Both of those are the same mistake in different packaging: you rented demand instead of building it.
An engine is different. It runs in your ad account, under your brand, with your message. The prospect raised their hand for you, by name. And the asset keeps working whether or not we're still on the phone every Tuesday.
What we install
We build the engine. Appointments begin hitting your calendar within 14 days.
01
Demand
An offer built around the clients who actually sign, advertising deployed where those clients already are, and qualification before anyone reaches your calendar.
02
Systems
Every lead worked inside a purpose-built system — automated follow-up, routing, and a reporting layer you can read in minutes. No inquiry dies in an inbox.
03
Operation
We run it with you on a weekly cadence. Budget moves toward what converts; what doesn't gets cut without ceremony. You see the same numbers we do.
What it asks of you
We build two of these a month. Here's what it takes to be one.
01
Production
You're licensed and already writing annuity business. There's no minimum. This amplifies an advisor who can already close — it won't teach the close.
02
Media
$6,000 to $10,000 a month in ad spend, funded by you, in your own ad account. This is the part most advisors underestimate and it's the part that decides whether the engine ever gets going.
03
Camera
The ads and the webinar are you. That's what makes a prospect loyal to you instead of shopping four other advisors. Recorded remotely, with an optional film day in Chicago.
04
Capacity
You can sit the appointments when they arrive. Twenty a month means twenty on your calendar, and someone answering the phone when a prospect calls back.
05
The system
You run it as built. We've done this before and the sequence matters. Advisors who want to rewrite it don't do well here.
Who this isn't for
Newly licensed and not yet producing. Not willing to be on camera. Looking for leads to buy — these aren't leads, and you can't buy them anywhere. Unable to fund media through the first 90 days.
Each build takes the team's full attention. That's the whole reason the number is two.
Opens the full interview. We'll also email you the link so you can finish it later.
Five months in
In their words.
“I left the voicemail expecting nothing. To my amazement, they called me back within five minutes.”
Tim Dern — Mana Financial, Chicago area
“In the last few months I sold over $5 million of annuities and brought in about $3 million of AUM — spending about $10,000 a month.”
Tim Dern — Mana Financial, Chicago area
Individual result. Not typical and not a guarantee.
“I got my first referral from an out-of-state client I barely knew. I've never had that happen in any other funnel I've used.”
Tim Dern — Mana Financial, Chicago area
Individual results. Not typical, not projected, and not a guarantee of production.
Paid endorsement. The advisor shown is a ScaleRev client and is compensated.
How it fits your practice
Nothing about how you do business changes.
- You keep your FMO, your carriers, and your broker-dealer. We don't touch your licensing or your relationships — we build demand that flows into the practice you already run.
- Every prospect the engine generates is exclusively yours. Never shared with another advisor, never resold.
- You fund the media, in your own ad account, on your own card. We never touch your money — we manage the spend and show you the numbers every week. Most practices run $6,000 to $10,000 a month.
- You keep your ad account and every prospect generated. ScaleRev owns the platform we build and operate — the funnels, technology, and webinar systems stay with us.
Straight answers
What advisors ask first.
No. You keep your FMO, your carriers, and your broker-dealer, and we don't touch your licensing. The engine generates demand that flows into the practice you already run. Nothing about how you write business changes.
The interview
Hear it from the advisor, not from us.
Opens the full interview. We'll also email you the link so you can finish it later.
What Tim Dern covers, in his words:
- Why he was skeptical going in — and what was different from the first client onward.
- The numbers: over $5 million of annuities sold and about $3 million of AUM brought in, on roughly $10,000 a month in ad spend.
- How these appointments behave differently from bought leads, including a prospect who returned his call within five minutes.
- Working with clients outside his home state, and the first referral he received from one of them.
- What his week actually looks like now that the engine runs.
Individual result. Not typical and not a guarantee. Paid endorsement — see the full disclosure above.
Three fields. Opens the full interview, and we'll email you the link.
Results are not guaranteed and past performance does not indicate future results. Outcomes vary based on each advisor's skills, abilities, and experience, advertising auction and algorithmic changes, geography, and other forces outside ScaleRev's control.