Unlock the A.I.-Driven Advisor System — Live at Our National Roadshow

Done-for-you AI marketing. Done-with-you coaching. Case design that closes. From lead to close — see the real-time tools, automation, and coaching driving today’s fastest-growing advisory practices. No new tech to learn. Just results.

You don’t need more tools or fluff that doesn't work. Everything we recommend is field tested and what we use daily.

You need systems that work, and speed that wins.

This isn’t an infomercial or a sales pitch. It’s a LIVE in-person demonstration of how elite advisors are using A.I. + case design automation to scale faster, book more appointments, and simplify the business.

We’ll walk you through the entire pipeline:

From AI-powered marketing → to our Roth Blueprint seminar that's 7x cases → to real-time analysis tools → to implementation — all backed by the ProVision Results™ coaching system that keeps it all moving.

If you’re writing $2M+ in annuity premium and want to see what’s actually working — this is for you.

Unlock the Future of Client Engagement

EXPERIENCE IT LIVE

LIVE A.I. DEMO: See the Tech That Sells for You

Watch the A.I. respond to leads instantly, qualify them, and book appointments in real-time — no tech to learn, nothing to set up. We’ll show you exactly how it works, and how we use it ourselves.

1

Case Design From Start to Finish

Follow a real client journey — from prospect response to seminar to close — and see how every piece works together to simplify sales and scale faster. Walk away with a repeatable framework you can plug into your own process.

2

The Roth Blueprint Seminar System

A plug-and-play seminar strategy that positions you as the Roth authority in your market — with an average case 7X that of the industry!

3

HERE'S WHAT YOU'LL LEARN

The Roth Blueprint Seminar System

A plug-and-play seminar strategy that positions you as the Roth authority in your market — with an average case 7X that of the industry!

I earned $100K in September from Roth Blueprint.

Done-for-You A.I. Marketing (21 Compliance-Reviewed Engines)

No writing. No coding. No dashboards to learn. We build and run it for you — so you can focus on closing, not chasing.

Smart Case Design Tools That Do the Heavy Lifting

Real-time retirement analysis and side-by-side product comparisons — all shown live, simplified for speed and clarity.

ProVision Results™: Full-Scale Coaching That Drives Execution

This is more than consulting. It’s a done-with-you growth engine that brings it all together:

✓ Weekly strategy sessions
✓ Business planning + workflow clarity
✓ Accountability tools and scorecards
✓ Dedicated advisor success partner

Nothing theoretical. No fluff. Just progress, week after week.

MEETING INCLUDES:

🍽️ Premium lunch at every location
📜 Continuing education certificate included
⛳️ Golf play included (Oct 17 – TopGolf, Scottsdale, AZ)
🥃 Happy hour to follow meeting

CHOOSE YOUR EVENT

SCOTTSDALE, AZ

Oct 16 – Fleming’s Steakhouse (11:00 AM – 1:00 PM)

SCOTTSDALE, AZ

Oct 17 – TopGolf Scottsdale (11:00 AM – 2:00 PM)

Show Me the A.I. — Reserve My Seat Now

This is a private training for licensed advisors writing $2M+ in annuity business annually. Limited to 30 attendees per session.

ProVision Brokerage is a boutique IMO focusing on high producing agents and agent groups. ProVision has produced over $2 billion in production in our 13 years in business, cresting $350 million in 2024. Our advisor and customer focus is evident in our 43 annuity carriers vs the norm at IMOs of 4-6 carriers. Our core values of Character, Competence, Client-first and Compensation combined with our Marketing focus have fueled our growth.
We like to say we are “putting the M back in IMO”.

Make is Simple. Make it Clear. Make it Happen.