The Workshop‑Powered

IMO Built to Scale Your Financial Practice

Hey Advisor — you’re spending too much time chasing leads and stitching tools together. Empire is your all‑in‑one growth engine: we fund your first workshops, run the marketing, and give you the tech and team to convert so you stay client‑facing and scale faster. Claim your funded workshop today.

Help With Your Marketing: We plan, fund, and run targeted campaigns to fill your events with qualified pre‑retirees.

Funded Workshop: We underwrite your first workshops and marketing, filling the room with qualified pre‑retirees without upfront spend.

Higher Conversions With Less Effort: Custom site, nurture automations, 48‑hour follow‑up, and white‑glove ops (Signal Pro + RetireUp) so you stay client‑facing.

Faster Cash Flow: 24‑hour commission advances once thresholds are met to reinvest and scale.

Why Advisors Trust💪🏻 Empire

True Partner, Not A Vendor: We invest alongside you with funded workshops and white‑glove support so you can grow without sacrificing time or family.
Funded Client Acquisition: Empire underwrites your first workshops and marketing.
Depth In Annuities: We teach the math behind FIAs and the “inner workings” of contracts so you can confidently impact client income plans.

Risk‑free

client acquisition

Empire funds your first workshops & marketing.

Speedy

Payouts

Speedy Payouts

24‑hour comp advances once thresholds met.

All‑in‑one

tech + process:

Signal Pro, RetireUp, enforced workflows, 48‑hr follow-up.

White Glove

Support

White Glove Support

Dedicated new‑business support and recruiting upside.

Who this is for

Growth‑focused RIAs and small advisory teams

Independent RIAs and small teams producing $2M–$10M
Serving pre‑retirees/retirees; willing to run workshops/webinars
Open to adding annuities with operational support and faster payouts

You’re a growth‑focused independent RIA or small multi‑advisor firm (roughly $2M–$10M producers/teams), serving pre‑retirees and retirees, and ready to run workshops, follow up leads, and add annuities as distribution tools.

What You Get On Day 1

Custom Workshop Website: Branded, conversion‑focused pages for your events.
Email Nurture Sequences: RSVP‑to‑appointment automations done for you.
Full Marketing Support: We plan, fund, and fill the room with qualified pre‑retirees.
Streamlined Backend: Integrated tech you don’t have to build or maintain.
24‑Hour Comp Advances once thresholds are met.

Annuity Production Partnership so you stay client‑facing while we run ops.
Enforced Workflows and 48‑hour follow‑up to move cases faster
Co‑Presenting Estate Planning Attorney to boost credibility and engagement
Done‑For‑You Attendee Management, show rates, and post‑event conversions
Support To Recruit a small, skilled advisor group
Onboarding, tools, and coaching

How It Works

4 Simple Steps

1

Quick 15‑minute call with Jeremy

2

Fast‑Start setup: site, nurtures, creative, venue, ads

3

Run workshop, enforce 48‑hour follow‑up, book meetings

4

Review results, scale what works

EMPIRE MARKETING PARTNERS

A Boutique IMO With Complete support to start, sell, and scale

Funded Fast‑Start: We underwrite your first workshops and marketing for 90 days so you can test new distribution risk‑free and start generating quality appointments.
Fast, Predictable Compensation: Once production thresholds are met, receive comp advances in as little as 24 hours — no slow commission waits that stall growth.
Tech + White‑Glove Execution: Signal Pro, RetireUp, and a dedicated support team give you an integrated workflow, enforced policies, and consistent 48‑hour case follow‑up to convert leads faster.

EMPIRE MARKETING PARTNERS

Frequently Asked Questions

Question 1: I’m Captive Under A Non‑Compete.

We have tailored outreach and messaging for advisors preparing to go independent and discreet recruiting channels for qualified candidates.

Question 2: Will Annuities Slow My Process?

We operationalize annuities with enforced workflows, training, and dedicated case support so they speed conversions — not slow them.

Question 3: What If The Fast‑Start Doesn’t Work?

We’re willing to “go in the red” initially to prove ROI. The Fast‑Start is designed to test channels before you commit.

Question 4: How Quickly Can I Start a Fast‑Start Pilot?

Once we confirm fit, Empire can fund and launch your first workshop or marketing campaign within 30–60 days — often faster when your team provides production numbers and availability promptly.

Why Is There a $3,000,000 Annual FIA Premium Minimum Requirement For This Consultation?

We've established this minimum requirement to ensure that our strategy call is tailored to advisors operating at a specific scale. Our expertise and resources are best suited to support practices handling substantial FIA premium volumes. This threshold allows us to provide the most valuable insights and potential partnership opportunities to advisors who are already achieving significant success in the FIA market. If you're not quite at this level yet but are aspiring to grow your practice, we encourage you to continue building your business and reach out when you meet this criteria.

Disclaimer: Empire will vet all advisors and requires verifiable proof of production (e.g., revenue statements, carrier/broker confirmations) before any marketing or partnership arrangement. Empire may request additional documentation or suspend/terminate discussions until satisfactory verification is provided. Submission of documents does not guarantee acceptance. Documents will be handled per Empire’s privacy and security practices.