Advanced Agent Marketing vs Advisor Jetpack
Updated November 4, 2026.
Advisor Jetpack describes a marketing and coaching program for fiduciary advisors. We book annuity appointments and bill a qualified show. We use only what each company publishes. Advisor Jetpack's site was read on November 4, 2026.
What each company says it is
We sell pay-per-show annuity appointments to financial advisors and insurance agents. The 2026 guide puts our offer next to eleven other companies using each firm's public pages. Here are the same questions for two named offers. We keep the dollar price off the cost guide on purpose.
Advisor Jetpack's homepage says it fuels AUM growth for fiduciary advisors. The footer of that page says Advisor Jetpack is a marketing and consulting firm, is not a licensed investment advisor, and does not provide investment advice. It also says results on the site are individual experiences, do not guarantee future performance, and that testimonials have not been independently verified.
The homepage names the founder and CEO as Glen Williamson. It says the firm has helped 400 or more advisors, has 200 or more partner firms, and has been active 7 or more years.
| Topic | Advanced Agent Marketing | Advisor Jetpack |
|---|---|---|
| What you receive | A booked Zoom after ads, a survey, a short video class, and a setter. Annuity appointments is the product page. | Three pillars on the homepage: messaging that positions the advisor, campaigns they describe as already tested, and a dedicated advisor coach. The acquisition section says you can set this up exclusively for your firm in 24 hours or less. Testimonials on the page describe prospects landing on a calendar. A written definition of every deliverable as a booked appointment, and only that, is not on the page. |
| Published price | Our tiers are minimum asset ranges. Gold is $250,000 to $1 million. Platinum is $1 million to $2 million. Diamond is $2 million to $5 million. Black is $5 million to $10 million and above. A qualified prospect has at least that tier's minimum, in money that can move within 90 days. The higher the assets, the higher the tier. Every tier is the same booked Zoom, with the same short video class and the same setter. We do not publish a separate feature list or an appointment count for each tier. We do not publish dollar prices. Pricing shared on a call. | Not published. The homepage FAQ says pay per lead and pay per appointment are not part of their pricing. It does not print a setup fee, a monthly fee, or another dollar amount. |
| Exclusivity | No one-advisor exclusivity rule published. | The homepage says "Retain 100% Exclusive Ownership," and that they do not reuse, recycle, or resell, and that you keep ownership of your database for life. That is a database sentence. It does not, in the text read, say each appointment is assigned to only one advisor and never double-booked. Ask them which of those they mean. |
| Prospect criteria they publish | $250,000 or more in movable retirement savings, excluding real estate, movable within 90 days. Age is not published. Ads focus on fixed and fixed indexed annuities. | An asset floor, an age band, and a definition of qualified are not published on the homepage read on November 4, 2026. The page talks about high-net-worth client acquisition and fiduciary advisors. It does not print a dollar minimum. |
| Who it is for, and how fast | Experienced advisors who can already close an annuity conversation. First qualified appointment in about two weeks on average. Most agents start at 10 to 15 appointments a month. No long-term contract in the public FAQ. | The FAQ says most clients are RIAs, IARs, and independent advisors, and that they also work with broker-dealers and insurance agents. It says you can be up and running in 48 to 72 hours depending on training, after a call with their VP of sales. Compliance: they say they will amend a campaign with a stricter compliance department, and the page says 46 compliance departments have approved work, and counting. |
| What they will not promise | The sale is not guaranteed. Published averages, about $1.04 million of assets per appointment, a $500,000 case, and a $40,000 commission, are labeled illustrative on the ROI calculator. They are not your next case. | The homepage disclaimer says individual results do not guarantee future performance, and that testimonials are not independently verified. Stories on the page, such as a named advisor's first 21 days, are those stories. We do not repeat them as a typical result. |
What a thin public price page means
Advisor Jetpack's site, on the pages read, tells you the shape of the offer and not the invoice. Ours does the same with a different shape: the unit is a qualified show, and the dollars are on a call. The cost guide is the list of questions to take into either conversation. A missing price is not a zero, and it is not evidence that one firm is hiding something the other is not. Both pages leave the number off the internet.
The calendar language is the other gap to close in a call. Their testimonials say clients land on a calendar. Their pillars also include positioning and coaching. Ask which of those you are buying, and whether a no-show is replaced, credited, or still billed. That remedy is not published on the homepage read on November 4, 2026.
If you want the Advanced Agent Marketing description
- You want a defined annuity Zoom, with a published asset floor and a pay-per-show rule.
- You want the replacement and pay-up-front sentences in writing, even though the dollar price is not on the website.
- Coaching and a messaging overhaul are not the thing you are trying to buy.
If you want the Advisor Jetpack description
- You want the three-part program they describe: positioning, campaigns, and a coach, for a fiduciary practice.
- You want their published exclusivity sentence about the database, and you will ask whether that also means one advisor per appointment.
- You can accept a price that is not on the website, and a start they describe as 48 to 72 hours after training if you are a fit.
Questions
Does Advisor Jetpack publish a price or an asset minimum?
Not on the homepage read on November 4, 2026. They say pay-per-lead and pay-per-appointment pricing are not theirs. An investable-asset floor is also not printed there. We publish a $250,000 movable-asset floor and do not publish the appointment price.
Are the appointments exclusive?
Their homepage promises exclusive ownership of your database and says they do not reuse or resell it. Get that sentence into the agreement if that is the rule you need.
Is Advisor Jetpack an investment advisor?
Their homepage says they are a marketing and consulting firm, not a licensed investment advisor, and that they do not provide investment advice. We are a marketing and appointment service. You still make the recommendation.
Which one should I buy?
We do not choose for you. If you want the coaching and campaign program, use their call. If you want the annuity appointment we sell, use the qualification form.
Sources
Advanced Agent Marketing pages used above include How It Works, the appointments guide, the pay-per-show guide, the cost guide, the pay-per-show model page, and the qualification form.
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Advisor Jetpack's site is where you talk to Advisor Jetpack. This form is only for Advanced Agent Marketing.
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