For Retirement Planning Firms with 5-100+ financial advisors who sincerely want to make a positive difference in their clients’ retirement outcomes, and educate America on better retirement strategies…

you could help so many more Retirees, Triple your revenue in 6-12 Months, (and enjoy your practice a whole lot more), if...

Stop using webinars, seminars, buying leads, chasing leads... Because there's a new and improved way to attract as many right-fit FIA clients as you can handle...

Pre-booked pre-qualified annuity zoom appointments. 
Avg FIA case $300k. Avg prospect investable assets $1m.
For every 10 booked appointments, 6 show up, and 1 becomes a client.*

"Clients Blackbox Is The Most Reliably Scalable Digital Marketing System For Attracting Annuity Clients On Demand"

What Could You Expect?

*Hypothetical examples based on previous advisors' results. Your results may vary.

$10,000

Monthly Ad Spend
(Most advisors start here)

👇

40 Appointments

Per month

👇

4 FIA Cases

Per month

👇

$1.2M

Monthly FIA Premium

AND...

$1.2M+

Monthly New AUM Assets

👇

$84,000/mo

Monthly Commissions
(assuming 7% comp)

$20,000

Monthly Ad Spend

👇

100 Appointments

Per month

👇

10 FIA Cases

Per month

👇

$3M

Monthly FIA Premium

AND...

$3M+

Monthly New AUM Assets

👇

$210,000/mo

Monthly Commissions
(assuming 7% comp)

$120,000

Monthly Ad Spend

👇

480 Appointments

Per month

👇

48 FIA Cases

Per month

👇

$14.4M

Monthly FIA Premium

AND...

$14.4M+

Monthly New AUM Assets

👇

$1MM /MO

Monthly Commissions
(assuming 7% comp)
⭐️⭐️⭐️⭐️⭐️
"Alex is the best. He has done a great job for me. He can do it all. I have made well into 6 figures using his management team. The best thing about him is I can count on him no matter what I need and he has integrity. Absolutely critical. Alex will deliver. He is also a great copy writer which is a vital component along with the marketing technology skills he has. I highly recommend Alex."

- Jim McLane
Independent Financial Advisor, 40+ years experience
⭐️⭐️⭐️⭐️⭐️
"Before, I had to go out and find my own clients. Which isn't always the easiest thing to do. Now, I don't have to call anybody. They show up on my calendar.... In the last 4 months, I made $90,000!"

- Jennifer Trowbridge
Independent Financial Advisor, 26+ years experience
Success Story

Watch Video Below to See...

How Jonathan QUADRUPLED (4x) His FIA Premium In 11 Months + New Exciting Opportunity

Success Story

Watch Video Below to See...

How This Fiduciary Advisor... Helped More Retirees... Tripled His Monthly Production... and Opened His Own RIA!

With The Help of Clients Blackbox's Marketing System

Meet Aaron C.*

He's a financial advisor who had a marketing agency that ran facebook ads with webinars for him.

He got retirement planning appointments booked on his calendar.

This helped him transition from seminars to virtual sales.

Things were good. He was doing a million dollars a year in revenue.

But it wasn’t enough.

He knew he could do better.

He wanted to do $2 million or even $3 million dollars a year in revenue/income.

So he looked for a better solution.

He came across one of our ads on facebook.

He reached out for a consultation.

We started working together.

5 months later...

He TRIPLED his Revenue from 100k to $300k/month, and never had a bad webinar again...

Here’s how he did it…

Clients Blackbox might be a perfect-fit for you if...

  • If you truly care more about your clients' better retirement outcomes than the potential revenue you'd make... 
  • ​If you do almost all annuity business...
  • ​All virtual...
  • ​Using facebook ads that lead to webinars...
  • ​You are currently spending over 5k+ a month in ads...
  • ​And you're looking for an additional funnel/more efficient funnel...
  • ​This is EXACTLY what you're looking for!

Results - Here's how our Advisors did in Q1 2023...

Names hidden for confidentiality.

  • Advisor 1 spent $16k on ads and made back $98k — 6X ROAS.
  • ​Advisor 2 scaled from $100k/mo to $300k/mo - TRIPLED REVENUE
  • ​Advisor 3 spent $8k on ads and made back $95k - 11X ROAS
  • ​Advisor 4 spent $10k on ads and made back $120k - 12X ROAS
  • ​Advisor 5 spent $6k Dec-Jan and made back $42k - 7X ROAS
  • ​Advisor 6 spent $14k Nov - Feb and made back $70k - 5X ROAS
  • ​Advisor 7 spent $14k on ads and made back $120k - 10X ROAS
  • ​Advisor 8 packed out his calendar and is getting appointments overall (all time) for $236/appt
  • ​Advisor 9 has been getting appointments for under $100/appt for 6 months straight Nov 2022 - April 2023
  • ​Advisor 10 is getting appointments at $189/appt (all time) so far and he’s been with us less than one month!
  • ​Advisor 11 have 67% show rate now and are getting in front of many qualfied prospects and may make $46k back from their $3k of adspend so far in April! They “love it.” in their own words.
  • ​Advisor 12 already closed his first $600k+ client and is excited about the program and will close more!
  • ​Advisor 13 has 9m in pipeline if they only close 2m that’s 140k in income from 23k in adspend — 6X ROAS!
  • ​Advisor 14 has been getting appointments for avg $104/appt for 6 months now Nov 2022 - April 2023 and is closing more deals with thier new sales partner and they’re getting way more high net worth people to book with them
  • ​Advisor 15 has a $3m annuity he might close soon and has another 3.6m in FIAs in pipeline that may close… so he may close 1.5m = $105k income after spending just $12k in ads - 9X ROAS!
  • ​Advisor 16 made 13X ROAS on his first campaign (spent 2k made 27k) and now is coming back to spend $2500-4500/week with us to 10X his income!
  • ​Advisor 17 has 700k-1m of annuity pipeline and may close about 500k of FIA = 35k income from just 6k of adspend = 6X ROAS!

Webinars Are The
OLD WAY...

What if instead of having people...
  • Register for a webinar.. 🐌 
  • ​Wait 3-14 days for the webinar to happen... 🐌 
  • ​Then MAYBE 30-40% of them show up… 🐌 
  • ​Then watch a whole 45 minute presentation where most of them drop off… 🐌 
  • ​THEN they have the opportunity to book a meeting with you…

Clients Blackbox is The NEW WAY...

What if instead of that...
  • Qualified Annuity Buyers watch a SHORT 10-15 minute powerpoint presentation ✅
  • ​Which is compliant, customized and branded to you ✅
  • ​And they can book the meeting with you right away? ✅
Wouldn't that be better?


After switching from webinars, to our “Clients blackbox” system... 

  • 🤩 Aaron C. saw his monthly FIA commissions go from 100k/month to over $300k+/month using our system! (That's a TRIPLE!)
  • ​🤩 Another advisor made $95k back on her first $8k of ad spend...
  • ​🤩 Another advisor saw his cost per appointment drop to $194/appt…

7 Reasons Why This is 10X Better Than Webinars...

1. ✅ Get More Qualified Booked Appointments... 📅📅📅📅📅
(Advisors reduced their Cost per Booked Appointment from $400 to $200/appt using this)
2. ✅ More Consistent Pipeline... ☑️
(Because you’d be getting new appointments EVERY DAY, vs every 2-4 weeks)
3. ✅ Be FIRST to capture the HOTTEST leads... 🔥
(Because the HOTTEST leads won’t need to wait 3-14 days for a webinar to happen, they can book with you right away... aka, Increase your "speed to lead"...)
4. ✅ Increase rate of video completion...   🎥
(because a 10 minute video is easier to consume than a 45 minute webinar)
5. ✅ Increase your registrant show up rate to 100%... 💯
(because they don’t have to wait for the webinar to happen, they watch immediately)
6. ✅ No More Technical Errors or Failures... 🙅‍♂️
(Say goodbye to technical errors from Twilio & Demio, GoToWebinar... etc)
7. ✅  Less Stressful... 😌
(Because you'd be getting a consistent flow of new leads every day... Instead of waiting impatiently for the next webinar’s results)

It took me 8 years to put this system together…

I’m Alex Khassa, the founder of Clients Blackbox.

As you’ll soon see, I cracked the code on building the world’s best marketing system for financial advisors who sell fixed indexed annuities virtually.

Before I elaborate on how the system works, let me share a little bit about me…

Unlike most marketing agencies or “consultants”, I don’t take on anyone with a pulse and a credit card...

I make sure to only accept clients that have the highest chance of success with my program, and only these people. If I can’t help you, I will be upfront and tell you that.
Alex Khassa, Founder of Clients Blackbox
Can I be a little vulnerable with you?

So this started about 8 years ago, in 2015...

I invested in a few copywriting and facebook ads courses. I started writing copy, creating webinars, and sales videos for different industries. I was taking on anyone whom would trust me with their marketing...

In this process, I’ve written 100,000's of words as marketing copy, spent millions of dollars on online advertising, and worked with over 150 different businesses from many different industries: Ecommerce, coaching programs, online courses, financial advisors, real estate agents, solar companies, etc…

In 2020, I started working with my first 3 financial advisors.

And the results blew my mind... 🤯

⚙️💰 For every dollar they put into ads, they got $10 back in a very short period of time...

The first advisor was Jennifer T.

⚙️💰 She spent $8k on ads and made back $95k in 4 months.

She referred to us the second advisor, Jim M.

⚙️💰  He spent $13k on ads and made back $150k in 6 months.

⚙️💰  And the third advisor went from 0 to $100k/month in 30 days and became an instagram celebrity...  

It turns out, I was using a revolutionary marketing system for this industry.

It wasn’t webinars.

It wasn’t the typical marketing funnel.

We were simply sending people from a facebook ad, to a short blackbox powerpoint, then we let them self-qualify and book a call with the advisor.

Simple enough, right?

Since we’ve cracked the code to this, many people tried to do it on their own, or hire other expensive marketing agencies that charged them $60k-100k upfront for an onboarding fee… All of these copycats all flopped and failed, simply because they don’t have the “blackbox” experience we have…

This worked better than anything else they’ve tried before because... 

It was branded to them (because we used their videos in marketing)...

It was more efficient because it was bringing them self-booked appointments and not leads that they have to chase...

It was more effective because they only talked to people who had more than $250,000 in investable assets...

It took almost no work from them because all they had to do it record the videos we scripted for them and we took care of the rest of it...

It was more transparent because we would meet every 2 weeks to review the results together and we’d share with them what was working in the ads and what wasn’t

And it was more profitable because they made back $10 for every dollar they spent or better… 

At that point I decided to specialize in only working with this industry: Financial advisors, who sell fixed indexed annuities over zoom or over the phone from different states (not just locally). The only caveat is you have to be good on camera. So if you have any seminars or tv experience, you’re good to go.

I decided to specialize so that I can understand 🌎 YOUR world 🌎  of...

🌎 Compliance...

🌎 Faster cashflow cycles with annuities...

🌎 Higher commissions with annuities versus managed money which is recurring but has a low ROI on marketing...

🌎 The concepts of safe money... 

🌎 Sequence of returns... 

🌎 The 4% rule and why it doesn’t work...

🌎 Rising interest rates...

🌎 Why recessions drive annuity sales... 

🌎 How so many people hate seminars... 

🌎 How volatile webinars can be...

🌎 How painful it is to buy shared leads and call them and have them be uninterested

🌎 Paying $350-400 per appointment to someone else who builds their own brand with your dollars versus paying less per appointment and building your own brand at the same time…

🌎  ...You can’t understand all of that if you operate in different industries.

I wanted to make a custom tailored solution to your needs.  ✨ 💫

That’s what I’ve been doing over the past 3 years.

Here's Why Webinars Are DEAD...

The truth is…

the best, HOTTEST, most ready-to-buy leads

will NOT wait for a webinar to happen

3-14 days from now, to talk to someone…

they want to talk to someone NOW!

Would you agree?

Here's Why The Webinar Model Is Broken...

If the image is too small for you, don't worry, I will go over all the details below in the next few lines...

Here's how the webinar experience works...

A qualified prospect clicks on a Facebook Ad...

They go to the registration page to register for the webinar... 

They wait on average 7 days to attend the webinar...

During those 7 days, they get inundated with emails & sms follow ups to get them to actually show up...

Then they attend the webinar...

Then they have to watch a 30-45 minute long-winded webinar...

Then, and only then, if they haven't dropped off the webinar already, they have the opportunity to book a call with you...

Here's the problem with the broken webinar model...

During those 7 days they are waiting for the webinar to start, a LOT happens...

Day 1 - They start seeing other ads on facebook
Day 2 - They submit their information in some other lead form
Day 3 - They talk to their existing advisor
Day 4 - They become a "shared lead" and get calls from 6 other agents
Day 5 - They talk to 2 other advisors they like
Day 6 - They get an illustration form an advisor
Day 7 -  They get engaged in the sales/closing process with another advisor...

By day 7... 

They've either forget about your webinar (no show)...

...OR they attend but now they have A LOT of other options...

Both are terrible outcomes.

Now if they do attend and book an appointment...

This becomes an expensive appointment with a worsened prospect who has WAY MORE options and is HARDER to close...

And the math proves this is totally broken...

Let's say you set a budget of $10k for the webinar...

You pay $5 per click...

You get 2,000 clicks...

200 registrants... (10% of clicks register)

80 webinar attendees... (40% webinar show-up rate)

20 book a call... (25% of attendees book a call)

That's a cost per appointment of $500 PER BOOKED APPOINTMENT.

You're paying $500 per booked appointment with a prospect that's been worsened by the market because of how long they had to wait to talk to you. And if they had that much pain and they were ready to buy already... they wouldn't have attended the webinar and would've engaged with another advisor already!

That's why you might be spending $15k/month on webinars and only seeing back $60k/month in revenue (4-5X Return)... That sucks...

If you're spending $15k/month on Facebook ads... You should be closing $100k-150k/month in commissions (6-10X Return) by having MORE appointments with BETTER prospects with the SAME adspend...

Webinars Are Dead.

Here's Why The Blackbox Model is 10X Better...

Again, if the image above is too small for you, don't worry about it. I will explain what's happening in the slide above in the next few lines...

Here's why the blackbox model is way way way way WAY(!) better...

Like, better, better...

Like, totally brand-new, and superior...

Alright, here we go...

Qualified prospect sees a facebook ad...

They watch a 15 minute powerpoint going over why an annuity might be helpful for them (without mentioning the word "annuity" anywhere)...

Then go to your calendly to book a call, they answer some qualifiying questions...

And boom. Voila! They're on your calendar now.

The result? A more efficient 15-minute system that brings the most qualified annuity appointments on your calendar FAST, without webinars, seminars, cold calling, or chasing leads...

So you wake up every day to a calendar full of appointments with prospects with over $250,000+ that are HOT and ready to do business right now...

The math usually breaks down like this...

And the math PROVES this is superior...

Let's say you spend $10k on the same system...

Pay $5 a click...

2,000 clicks...

All 2,000 clicks watch the 15 min powerpoint...

If only 2.5% of the clicks book an appointment...

That's 50 booked appointments...

That's a cost per appointment of ONLY $200/APPOINTMENT!

> You SAVE $300 PER BOOKED APPOINTMENT (Compared to webinars)

> You've just reduced your cost per appointment by 60%...

> And made your marketing dollars 250% more efficient...


You spend about $2,000 on ads to get 10 booked appointments...

10 booked appointments > 6 show up > 1 becomes a client > moves on average $300k to a FIA > You get 7% commission ($21k)

In short, you've just spent $2,000 on ads, and made back $21,000...

Can you see how a 10:1 return on adspend is realistic with this model?

Can you see how SUPERIOR this model is to webinars?

What do you like most about it?

Is it the lowered cost per appointment?

Higher quality of leads? 

The consistency of appointments?

The appointments coming in every day (vs every 2-4 weeks)? 

How simple it is?

How less complicated it is?

How it doesn't require you to work or chase any unqualified leads?

How it qualifies the leads before they even talk to you? 

How it only puts you in front of prospects that have MORE than $250k in investable assets? 

How it's pretty much done for you? 

All of the above?

It's Time For An Upgrade...

Book a call and let's see how we will customize our system for your unique needs and the next steps...
ATTN RIAs, MGAs, and IMOs with 5-100+ Advisors...

Here’s A Simple Way To DOUBLE Your Annuity Production In 3-6 Months
(By Improving Your Average Advisor’s Production From 5m/Yr In FIA Sales To 10-20M/Yr)

Step 1: Get everyone on the same program.

(P.S. Screenshot and forward this to your GA/CEO/Founder)

If you allow your advisors to use more than 1 marketing channel, managing them will be a 💩 show.

To make managing and growing your business EASY, you must use one marketing program for every single advisor on your team.

Without this, it’s a 💩 shoot.

Step 2: Establish baseline of avg production.

Take your total annuity production as a firm. For example: 100 million.

Divide it by the number of active advisors you are managing. For example: 20 active advisors.

100 million / 20 advisors = 5 million per advisor.

Now you know that you need to take them from 5 million to 10-20m on average.

Step 3: Fill their calendars with high quality appointments.

The advisors using our marketing program “Clients Blackbox” and spending 10k a month on ads, can produce 10-15m a year in FIA production from the direct appointments they get.

Then you have another 5 million coming from referrals etc.

Boom. You’re at 10-20m a year per advisor.

Now you just took your business from 5 million per advisor, to worst case 10 million per advisor.

10 million per advisor x 20 advisors = that’s 200m a year in FIA production.

If you’re spending 10k-20k/month per advisor, and they’re not producing 10-20m a year in annuity production, then you must fix this asap.

CLIENTS BLACKBOX BLOG

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Clients Blackbox, Inc.
Email: Contact@clientsblackbox.com
Phone: 559-339-0619
Address: 200 Continental Drive Newark DE, 19713
*Your results may vary. Results not guaranteed.
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