Become An Investment Banker Without A Harvard MBA, Connections, or Licenses

Stop pounding the phone, sending dm’s, buying leads, chasing leads. There’s a new and improved method that we use to get as many deals as you can handle

Sector trends

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Investment Banking is one of the most reliable, scalable, and prestigious careers for a major lifestyle upgrade

Pre-booked
& pre-qualified appointments
Average deal size $106K
For every 10 booked appointments, 8 show up, and 3 are closed*
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What Could You Expect?

*Hypothetical based on previous bankers' results. Your results may vary.

Number of new deals a month

5
10
15
20
25
$106,833
Average size deal
$88,275
Monthly commission amount
$88,275
Monthly deal volume
My cut
$789,240
Projected Year 1 Income
$283,830
Projected Year 2 Income
$3,283,830
Projected Year 3 Income
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2024’s #1 Biggest Problem With Creating Massive Wealth In Financial Services

Let’s go back and look at how we got here

Going back 40-50 years, you will see that many growth industries have existed, such as financial services, the internet, software, sports, IT, cars, insurance, and many others.

The thing is that all of these sectors boomed at almost the same time, creating a huge rush. There are not as many new industries now, so
everyone is forced into the same old, mature ones.

Extreme competition…  Is one of the worst things a business can have. If I can go half a mile in any direction and get what you are offering you have a huge headwind that will make it almost impossible for you to succeed.

Now, if you, by chance, have defied the odds and succeeded, it has taken absolutely massive amounts of effort and energy, and you know this.

For you to double your income, you also know that you don’t have, double the same amount of effort, time, and energy. The problem isn’t your effort or your strategies, it’s the terrible economics of both the business and industry you’re in. You are more than likely just at the wrong phase of the industry’s growth.

The more mature the industry, the more money has already been made in the past. So, there are more people currently in it, and there are more people who will be fighting to get into it.

To examine this from a data standpoint, consider the number of licensed insurance agents in 1960. It was around 217,000. In 1970, it was 289,000.

This continued to grow at about 10-15% per year until 2010 when there were almost 900,000.

From 2010 to 2022, the market added over 3 million new agents for a total of over 4 million licensed insurance agents currently in the US.

Consequently, a majority of these agents lack the ability to go out and get ACCESS to different insurance companies to get appointed to offer their products. But why? Because the insurance companies already have way too many agents, and they are at capacity. For those agents already inside, they are at the mercy of the carriers and have no choice but to take reduced commissions and higher regulation.

The major growth and when most of the money was made in the insurance industry happened from the 1950s to the 1990s, this was the insurance industry hockey stick period. As you can see here by the increase in the number of insurance companies.

People made absolute fortunes from this growth at the local agency and personal insurance agent levels. After this period leading into the 2000s, people caught wind of that, and that’s why you see the explosion in the number of people becoming agents.

The market size of the Life Insurance & Annuities industry in the US has grown only 4.8% per year on average between 2017 and 2022.

This same phenomenon happens in industry after industry, over and over again. It doesn’t matter if it’s cellphones, skin care products, video games, pickleball, podcasting, or online marketers selling online courses.

This paradigm is the same as Wall Street’s: In the 1980s and 19990s the Gordon Gekko “greed is good” days. In the Jordan Belfort, Wolf of Wall Street Days, Wall Streeters were really getting rich and a lot of money was flowing.

But there were only 24,000 licensed stockbrokers in all of the US. To compare that to today, there are 617,549 currently licensed financial advisors and brokers with FINRA. That means 21.70 financial advisors for every 10,000 adults ages 25 and older.

In 1986, the average broker made $100,000 dollars a year… 20 times the average salary of the average person. Today, the average broker only makes $52,000 - right about the same amount as a schoolteacher. So, after 36 years, the broker makes less money. This is a tragedy! But times change…

With so many billion-dollar industries and more money available now than ever before, it's getting harder to get ahead. Why is that so? There are millions of ecommerce websites. Everyone can’t be an influencer or a YouTuber. It’s impossible for everyone to be a successful Forex trader.

It’s simple, so why is getting a head so hard? You don’t want to get 1% of a 100 billion-dollar industry. You want 100% of a  one-billion-dollar industry. You want a complete monopoly.

Uncover how you can strike oil with a monopoly now.

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We Focus On An Overlooked And Hidden Area Of Real Estate

We like to compare what we are doing inside the real estate
industry to what Tesla did inside the auto industry.

The auto industry is over a two trillion-dollar industry. Tesla has brilliant people and could have easily made a much better gas-combustion engine. But they didn’t. They went over into EVs and Electrical cars and now own 90-95% of the market.

Now, this is our major opportunity: We have carved out our own niche inside the multi-trillion-dollar real estate industry. Now we could have easily created another multi-family investment company and basically signed our own death warrant by doing so, but we didn’t. Our buyout firm innovated into a highly overlooked and niche area of the real estate industry.

Let me ask you a question.

Do you ever feel like you have been left out?

Does it feel like when something good comes along, you always get in too late?

As if all the big money has been made and you are just fighting for leftover crumbs?

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Now Is Your Chance! Get Into Something That Very Few People Will Ever Discover

Let’s look at the huge opportunity in after-foreclosure real estate

No, this isn’t Googleable or Youtubable. Remember, we are investment bankers. Why would we just be telling the world and creating our own competition???

Most people aren’t able to see the total chaos and destruction that was created in the 2008 housing crash. It’s millions of people who still haven’t made a mortgage payment in 15 years.

What’s even crazier is that millions of people still have adjustable-rate mortgages, which are outlawed today.

Fast forward to right now, and foreclosures have been on the rise.

U.S. Foreclosure Activity Shows Continued Rise In Third Quarter, Approaching Levels Seen Before Pandemic

by ATTOM Team | Oct 12, 2023 | Foreclosures, Real Estate News - Recent Articles

According to ATTOM’s Q3 2023 U.S. Foreclosure Market Report, there were a total of 124,539 U.S. properties with foreclosure filings—default notices, scheduled auctions or bank repossessions—up 28% from the previous quarter, and 34% from a year ago. The report also shows there were a total of 37,679 U.S. properties with foreclosure filings in September 2023, up 11% from the previous month, and up 18% from September 2022.

ATTOM found that lenders began the foreclosure process on 68,961 U.S. properties in Q3 2023, down just 1% from the previous quarter, but up 3% from a year ago—nearly reaching pre-pandemic levels.

The national foreclosure rate is 1 in every 1,217 households.

Most people are familiar with what happens before a foreclosure but have no clue what happens at and after a sale.

The banks and the government actually work together to complete the foreclosure process

The local government entities handle the foreclosure sales, and state laws dictate where the proceeds from the sales go.

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7 Reasons Why This Is 100X Better Than Other Financial Industry Opportunities

1

Get More Qualified Booked Appointments

2

Capitalize On A More Consistent Revenue Stream

3

Be ONE of the Few. . .

4

Increase Your Social Status As An Investment Banker

5

Be Up and Running In Days . . .

6

No New Technical Skills Needed, Use The Skills You Have Already Perfected

7

less stress . . .
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Finally! After 9 years our platform is ready

As you’ll soon see, we cracked the code for building the world’s best profit center for financial professionals working with clients on the front end.

Before we elaborate on how the platform works, let us share a little bit about us…

Unlike most financial service companies or “PE firms,” we don’t take on everyone with a pulse and a credit card...

We only accept partners with the highest chance of success with our platform, and only these people. If we can’t help you, we will be upfront and tell you that.

Can we be a little vulnerable with you?

This started about nine years ago, in 2015…

Our managing partners started out in private equity doing mergers and acquisitions. They started with phone prospecting, doing events, creating pitch decks, and sales memos for all different types of deals.

We were return agnostic, purchasing any deals that we could get an outsized return on.

In this process, we’ve taken thousands of appointments, spent millions of dollars on online advertising, and purchased over $70,000,000 in companies in different industries: E-commerce, apartments, software, triple NNN properties, b2b service companies, etc.

In 2021, we stumbled across a hidden area of the real estate market.

And the results blew our minds . . .

For every 10 booked appointments, 8 showed up, and 3   were closed . . . One of our managing partners did this first.
And with it, he did $5,000,000 in buyouts in the 4    months. We then brought on our first platform man   aging partner, Manuel T.
He went from 0 to $200k/month in 30 days and became    an Instagram celebrity . . .
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It turns out we were using a revolutionary system for this sector.

It wasn’t the old school, chasing clients around and hoping to get deals.

It wasn’t the typical lengthy sales process.

We were simply making buyout offers and allowing people to accept them or not. We were not chasing people because the offers expired based on government regulations.

Simple enough, right?

Since we’ve cracked the code to this, and people typically do not go through multiple foreclosures, it made the time spent with each person almost effortless. Being the only player in the space focusing on this specific strategy practically gives us a legal monopoly.

This worked better than anything else we’ve tried before because:

It was specific to us.

It was more efficient because we could focus on the exact same process and type of deal every time.

It was more efficient because we could focus on the exact same process and type of deal every time.

It was more effective because we only talked to people with more than $100,000 in deal size . . .

It took almost no work from us since we only dealt with booked appointments and not leads that we had to chase.

It was more transparent because we would inform the individuals of the exact process and waiting periods.

And it was more profitable than any other sectors we had ever focused on previouslY . . .

At that point, we decided to specialize in working only in this sector.

The only thing left for us to do is scale out rapidly and start working in every state in the country.

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We decided to specialize in helping financial service professionals explode into the next levels because the financial industry needs an upgrade, and we understand     YOUR world     of . . .

Compliance nightmares
Slow cash flow cycles, which have a low ROI on marketing
Decreasingly lower commissions
Understanding the concepts of safe money
The time value of money concept
Sequence of returns
A bird in the hand is better than two in the bush
Rising interest rates
Recessions making it harder to sell financial products
People hate seminars nowadays
Volatile webinars
How painful it is to buy shared leads and call them and have them be uninterested
Paying $350-600 per appointment
Having the soft skills to deal with people
We couldn’t understand all of that if we accepted people from every single industry, so we wanted to make a custom-tailored profit center solution to your needs.

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

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A simple way to double your goals in 1-3 months

Here's why the Rockwell model is way, way, way, way, WAY! better . . .

Like, better, better . . .

Like, totally brand-new and superior.

Alright, here we go . . .

Our AI system contacts qualified prospects.

They watch a 12-minute video going over why a buyout might be helpful for them (without mentioning the word "sales" anywhere).

They go to your Calendly to book a call; they answer some qualifying questions.

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

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

So, you wake up daily to a calendar full of appointments with prospects who have over $100,000+ in deal volume and are HOT and ready to do business right now.

The math PROVES this is superior and usually breaks down like this . . .

Let's say you get 40 appointments in a month.

32 show up . .

12 accept the buyout offer . . .

That's over $1.2 Million in volume!

You will earn some 150-200k in fees.
You've just probably made your yearly income in a
month...
And made your time 2500% more efficient . . .

Can you see how our platform makes working as an investment banker realistic?

Can you see how SUPERIOR this platform is to other opportunities?

What do you like most about it?

Is it the pre-booked appointments?

Higher quality and larger deal size?

The consistency of appointments?

How simple it is?

How much 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 with deal sizes larger than $100k?

How it's pretty much done for you?

All of the above?

It's Time for an Upgrade . . .

Tired of reading?

Watch the explanation from our 1,000,000,000-dollar team, learn how we will customize our platform for your unique needs, and discover the next steps.

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