Turn your speakers on and hit play — it’s only 2½ minutes.
If you’d rather read, everything is outlined below.
An IMO Built for Advisors Who Are Done with Lead Vendors and Empty Promises.
Our proven system delivers real appointments — not cold leads — with prospects who’ve already spent time learning from you.
What We Do Differently:
• At-cost marketing (no markup, no gimmicks)
• Educational funnels that bring prospects to you
• Full case design + IMO support so you can focus on production
Why Advisors Choose This System
Prospects come educated — appointments only.
Every person who schedules on your calendar has already watched your retirement planning webinar, watched an educational video, or has read your eBook about tax advantaged retirement planning. No more cold leads, no chasing, no long explanations.
Built by an advisor, not a marketing kid.
This system was created by a producer who wrote $39M in annuities in less than 8 years without ever calling leads. Everything is based on what actually works.
Predictable, scalable, and transparent.
You always know your ad spend, you always know your numbers, and the system does the heavy lifting for you.
It becomes your pipeline, not ours.
You own your schedule, your CRM, your appointments, and your clients. We simply drive the demand.
IMO Partner Program
(The Only Way to Access This Marketing System)
$750 One-Time Setup
(Most marketing companies charge $2,500+ just to get started.)
$250 / month — ONLY if you do NOT write at least 1 app per month
If you produce, your monthly fee is waived.
(Others charge $2,000+ every month regardless of results.)
Plus your ad spend
Suggested $1,000–$2,500/mo depending on your goals.
What You Get
Everything is fully built, branded, and managed for you:
Customized funnel + branded landing pages
Webinar framework + proven, compliant copy
White-label eBook branded to you
Educational video for “Tax-Advantaged” Retirement Planning
Ads strategy + ongoing optimization
Full conversion tracking (pixel, UTM, events)
CRM setup + automated appointment workflows
Integrated SMS + email reminder sequences
Monthly strategy support + optimization roadmap
Priority creative refreshes
Case design + back office support
This is the same system responsible for $300,000 per month average FIA production across advisors using it.
Who This Is For
Advisors who:
Want qualified appointments, not leads
Want a system that consistently fills their calendar
Want real support, case design, and a team behind them
Want to grow without chasing, dialing, or begging for appointments
Want to plug into a proven system that’s already working nationwide
If you want the benefits without joining the IMO, this is not for you.
Prefer Live Seminars? We average $1500 - $2,200 to fill a seminar vs. most marketing companies charging $6,000 - $7,000
What Advisors Are Experiencing:
“Four appointments in week one and closed our first FIA the next week.”
“Finally stopped paying for lead lists—my calendar has real conversations again.”
“Our cost per registrant averaged $11.00. The show‑up rate surprised me.”
How It Works
Kickoff & Setup (7–10 days): brand assets, tracking, pages, webinar creative, calendar integration.
Launch & Optimize: ads live, daily monitoring, copy & audience tests, conversion guardrails.
Scale: raise budgets based on appointment volume & close rates.
Next Step: See If You Qualify
This system is not offered to everyone.
We only work with advisors who are serious, ethical, and capable of handling high-intent appointments.
Click below to see if you qualify.
About James Akers
James Akers is the founder and CEO of Akers Enterprises, an Independent Marketing Organization (IMO) built by an advisor, for advisors.
With 3 decades in the financial services industry, James has owned and operated a Medicare insurance agency serving over 1,000 clients and a successful Registered Investment Advisory firm as well as writing $39 million in annuities before launching the IMO Akers Enterprises.
His hands-on experience in both retirement planning and advisor marketing gives him a unique understanding of what producers truly need to succeed.
Recognizing that most IMOs offer limited marketing support, James created a model that blends full-street contracts with done-for-you marketing systems — without the inflated fees charged by traditional agencies.
Through Akers Enterprises, advisors gain access to turnkey marketing systems, automated webinar funnels, and weekly mentorship, all designed to help them scale efficiently and compliantly.
James’s philosophy is simple:
when advisors succeed, everyone wins.
Copyright 2025 © Akers Enterprises