Welcome to The Treasure Financial Network

Yes. We guarantee $10M per month in qualified appointment volume per seat. Here's the important distinction: we guarantee leads booked on your calendar, not conducted meetings. Why? Because after a prospect books an appointment, some will research you online—and occasionally, something they find may cause them to reconsider. We can't control that, and we don't do a deep dive on every advisor we work with. What we can control—and what we guarantee—is delivering $10M/month in total qualified leads who have watched the presentation and booked time with you.

No. We're selective about who we partner with. We're looking for great advisors—people who are genuinely committed to serving their clients at the highest level and who are serious about growing their practice. If you're just looking to "test something out" or aren't truly dedicated to your clients' success, this probably isn't the right fit. Our system works best for advisors who take their craft seriously.

About 65% are. Every prospect chooses whether to meet with one advisor or two. Most choose one—those are yours alone. Some choose two—those aren't. Either way, your volume stays the same, and if you're confident in your process, exclusivity shouldn't change the outcome.

A Treasure seat is your dedicated capacity within our client acquisition system. Each seat represents the infrastructure and targeting needed to generate approximately $10M+ in qualified appointment volume per month with accredited investors. Think of it as your own dedicated marketing machine focused exclusively on finding high-net-worth prospects for your practice.

You'll start getting appointments within 5 days of signing up—there's no lengthy optimization period. So why 90 days? Because we don't work with people who are just "testing stuff." Growth takes commitment. This is the minimum time we'll consider taking someone on. This isn't a TikTok reel—building a real client acquisition engine takes focus and dedication from both sides.

Every meeting comes from accredited investors who have: watched a presentation about working with a financial advisor, expressed interest in your specific approach, booked time on your calendar themselves, and meet your target profile. These aren't cold leads—they're warm prospects who already understand what you offer and want to explore working with you.

In the US market, the average Treasure meeting comes with just over $2 million in investable assets. These are accredited investors who are actively looking for financial guidance and have the assets to make a meaningful impact on your practice.

Traditional leads are just contact information—names and numbers you then have to cold call and hope to convert. With The Treasure Financial Network, prospects come to YOU after watching a presentation and booking a call themselves. You're not chasing leads; you're conducting meetings with people who already want to talk to you. The positioning is completely different.

Closing ratios vary based on your approach, your offer, and your experience. We work with advisors across the spectrum—from those closing 10% to those closing 50%+. The math works at almost any closing ratio when you're meeting with $2M+ prospects monthly. Plus, as you get more comfortable with the system and refine your process, most advisors see their closing ratios improve over time.

It depends on what scale means for you. We have firms that start with 2, 3, or 4 seats from day one. We have individual advisors who start with 2 seats. And we have clients who start with 1 seat and add more later as they build capacity. Adding seats is straightforward—the unit economics remain the same, with each seat producing approximately $10M+ in qualified appointment volume per month. We'll discuss what makes sense for your situation on our call.

The $5,000 setup covers everything needed to launch: targeting configuration for your ideal client profile, creative development, automation setup, and full access to our comprehensive training library. The training covers sales process, business model optimization, and how to conduct and close virtual meetings. Historically, this training alone was an $8K investment, and hundreds of our clients have said it was worth every dollar.