Telewealth Implementation Offer

What's included

10-15 virtual consults booked onto your calendar every month

Personal concierge team that calls interested candidates and confirms their attendance and information

Access to the Telewealth portal (CRM)

1-on-1 Implementation Consultant to help you turn virtual consults into signed advisory agreements using our Telewealth consult structure

$5M AUM guaranteed in writing with Telewealth - or $50k in year-one revenue

Bonuses

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Mastermind community of 650+ other advisors actively implementing Telewealth at their firms - share strategies, get support, and grow alongside peers.

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AI agent to sort, filter, and schedule candidates that inquire.

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Dedicated tech support to handle all integration, setup, and requests - no tech experience required.

Pricing options

Both options are 5-month initial engagements - 1 month of setup & training, plus 4 months of adspend.

Full guarantee

^$34,000

+ $4,000 / month adspend

10-15 booked virtual consults / month

Concierge team

Portal access

1-on-1 Implementation Consultant

$5M AUM guarantee (or $50k Y1 revenue)

Standard

^$19,000

+ $4,000 / month adspend

10-15 booked virtual consults / month

Concierge team

Portal access

1-on-1 Implementation Consultant

$5M AUM guarantee (or $50k Y1 revenue)

The Fine Print

Simple Conditions

Show up to 20 mastermind group calls during the duration of the 5 month program (1 per week approximately)
Show up to all the consults we schedule for you (barring legitimate reschedules)
Join your bi-weekly 1-on-1s with implementation consultant
Call all first meetings from the Telewealth portal (CRM) 2x - ring them twice
Update your Telewealth portal (CRM) with the outcome of each consultation within 48 hours of it taking place

At the end of the partnership we either:

Pay for all your marketing expenses out of pocket until we reach $5M or $50k Y1 revenue (you are guaranteed to get there)
Alternatively, if Apex believes the system is incompatible for advisor - we will refund all revenue not earned-back by advisor. (Example: if advisor generated only $20k, we will refund $30k)

Payment Options

Pay-In-Full Discount: Save $2,000 on either option by paying the full service fee upfront

Flexible Split: Minimum buy-in is $11,000 and $7,000 for programs, respectively - remaining payment(s) pending mutual agreement

Monthly Plan: $8,500 every 30 days for 4 months or $4,750 every 30 days for 4 months, respectively

TelewealthImplementation Offer

Telewealth
Implementation Offer