LIVE WEBINAR FOR FINANCIAL PROFESSIONALS + CPAs JULY 29TH @ 7PM ET
How the Top 1% of Advisors Are
Building Unbeatable Leverage
If you’re still relying on referrals, reputation, or hustle to grow…
This is the wake-up call you didn’t know you needed.
In This Webinar We Reveal…
✅ Level 5 Listening
How to hear what’s really being said
beneath the surface so you can build
trust in seconds, not months.
✅ Matching & Mirroring (The Right Way)
The science-backed technique that
increases likability, lowers resistance,
and builds rapport without being
manipulative or weird.
✅ Energetic Transference
How to project certainty and
leadership that others can feel even
through a Zoom screen. (Yes, this
matters.)
✅ Emotional Rapport
A simple question framework to
unlock emotional access, the kind that
makes CPAs, attorneys, and high-net-
worth clients say, “You get me.”
✅ Identity & Outcome Validation
The shortcut to relevance: how to
speak directly to who they are, what
they want, and why they haven’t found
it yet — until now.
✅ Why Influence > Information
We’ll show you why top advisors don’t
compete on scripts or tools. They win
with resonance. And how you can, too.
LIVE WEBINAR FOR FINANCIAL PRO'S + CPAs
FREE LIVE WEBINAR JULY 29TH @ 7PM ET
How Top Financial Pros Are Using AI to Eliminate Admin Work, Book Better Clients, DRIVE MORE REVENUE and Scale Faster. ⚡
If you’re still relying on referrals, reputation, or hustle to grow…
This is the wake-up call you didn’t know you needed.
LIVE WEBINAR FOR FINANCIAL PROFESSIONALS + CPAs
LIVE WEBINAR FOR FINANCIAL PROFESSIONALS + CPAs JULY 29TH @ 7PM ET
How Top Financial Pros Are Using AI to Eliminate Admin Work, Book Better Clients, DRIVE MORE REVENUE and Scale Faster. ⚡
How Top Financial Pros Are Using AI to Eliminate Admin Work,
Book Better Clients,
and Scale Faster
If you’re still relying on referrals, reputation, or hustle to grow…
This is the wake-up call you didn’t know you needed.
In This Webinar We Reveal…
✅ The AI Stack That Saves 20+ Hours a Week
Discover the exact tools top firms are using to eliminate 90% of admin, reporting, marketing, and client onboarding, and how to implement them in your own operation with zero guesswork.
✅ How To Turn Prospects Into Client In 60 Minutes
Learn a simple, repeatable conversation structure that turns cold leads into loyal clients without pressure, pitching, or drawn-out discovery calls.
✅ The Leverage Equation: When (and Who) to Hire Next
Know precisely when it’s time to bring someone on, and how to find team members who multiply your time and revenue instead of draining your resources.
✅ How to Build a Scalable Lead Engine with AI
We’ll walk you through how advisors and firm owners are using AI to create ongoing lead flow (even while they sleep) using simple webinar funnels, automated outreach, and evergreen follow-up.
✅ Personalized Communication at Scale
Unlock how AI can write custom emails, follow up with prospects, and deliver high-touch client experiences, so your clients feel like you’re everywhere at once, even when you’re not.
In This Webinar We Reveal…
✅ The AI Stack That Saves
20+ Hours a Week
Discover the exact tools top firms are using to eliminate 90% of admin, reporting, marketing, and client onboarding, and how to implement them in your own operation with zero guesswork.
✅ How To Turn Prospects
Into Client In 60 Minutes
Learn a simple, repeatable conversation structure that turns cold leads into loyal clients without pressure, pitching, or drawn-out discovery calls.
✅ The Leverage Equation:
When (and Who) to Hire Next
Know precisely when it’s time to bring someone on, and how to find team members who multiply your time and revenue instead of draining your resources.
✅ How to Build a
Scalable Lead Engine with AI
We’ll walk you through how advisors and firm owners are using AI to create ongoing lead flow (even while they sleep) using simple webinar funnels, automated outreach, and evergreen follow-up.
✅ Personalized Communication at Scale
Unlock how AI can write custom emails, follow up with prospects, and deliver high-touch client experiences, so your clients feel like you’re everywhere at once, even when you’re not.
The advisors who will win the next decade...
won’t be the ones with the biggest firms.
The advisors who will win the next decade... won’t be the ones with the biggest firms.
They’ll be the ones who know how to:
Build trust in seconds
Turn relationships into consistent, scalable revenue
Guide strategic conversations that naturally lead to signed contracts
And do it all without burning out or adding headcount
Where Most Advisors Are:
Following up manually
Chasing referrals that don’t scale
Drowning in admin and compliance
Wondering why growth feels harder every year
Where You’re Headed After This Training:
Running a business that grows without you chasing
Leading high-trust conversations that turn into opportunity
Merging with aligned CPAs, estate planners, and pros who lift you up
Positioned as the leader, not the technician
What You’ll Learn:
✅ How top advisors build ecosystem partnerships that generate scalable trust and revenue
✅ The Influence Mastery framework for that push prospects into "action" mode
✅ How to shift your identity from service provider → category leader
✅ Master the art of transferring belief so your clients say yes faster without needing a hard pitch.
✅ Understand where the future’s headed, how to use AI to scale, and why you will always be the differentiator.
LIVE DEMO:
Watch a real-time ecosystem merging conversation
You'll see exactly how to lead with value, create emotional rapport, and open high-leverage doors — without pitching, selling, or manipulating.
This one conversation style is what separates those who struggle… From those who scale.
BONUS LIVE DEMO:
Watch a real-time ecosystem merging conversation
You'll see exactly how to lead with value, create emotional rapport, and open high-leverage doors — without pitching, selling, or manipulating.
This one conversation style is what separates those who struggle… From those who scale.
LIVE-ONLY BONUS
Get the Actualized Client Acquisition Blueprint™
This is the same system elite producers are using to grow faster — with fewer hours, more alignment, and greater certainty.
Delivered live only. No replays. Show up or miss it.
BONUS LIVE DEMO:
Watch a real-time ecosystem merging conversation
You'll see exactly how to lead with value, create emotional rapport, and open high-leverage doors — without pitching, selling, or manipulating.
This one conversation style is what separates those who struggle… From those who scale.
LIVE DEMO:
Watch a real-time ecosystem merging conversation
You'll see exactly how to lead with value, create emotional rapport, and open high-leverage doors — without pitching, selling, or manipulating.
This one conversation style is what separates those who struggle… From those who scale.
LIVE-ONLY BONUS
Get the Actualized Client Acquisition Blueprint™
This is the same system elite producers are
using to grow faster — with fewer hours, more
alignment, and greater certainty.
Delivered live only. No replays. Show up or miss it.
This Is for You If:
You want growth without more staff, hours, or hustle
You know your results don’t match your skill — yet
You’re ready to stop waiting and start leading
You feel the shift happening… and want to be ahead of it
Meet Your Hosts
SEAN CALLAGY
Visionary entrepreneur, founder of Callagy Law, and creator of The Unblinded Formula.
Built and exited 7-figure companies while legally blind.
Achieved two Top 100 National Jury Verdicts.
Speaker for Fortune 10s and Tony Robbins.
Known for teaching professionals how to win with integrity, certainty, and energetic mastery.
MICHAEL VESUVIO
Founder of one of the most respected financial practices in the NY/NJ area.
Leads a team of 100+ licensed advisors.
Built a multilingual, multicultural firm serving clients with complex planning needs.
Master of turning aligned relationships into generational growth.
Meet Your Hosts
SEAN CALLAGY
Visionary entrepreneur, founder of Callagy Law, and creator of The Unblinded Formula.
Built and exited 7-figure companies while legally blind.
Achieved two Top 100 National Jury Verdicts.
Speaker for Fortune 10s and Tony Robbins.
Known for teaching professionals how to win with integrity, certainty, and energetic mastery.
MICHAEL VESUVIO
Founder of one of the most respected financial practices in the NY/NJ area.
Leads a team of 100+ licensed advisors.
Built a multilingual, multicultural firm serving clients with complex planning needs.
Master of turning aligned relationships into generational growth.
Let’s Be Real:
The tools are changing.
But it’s not the tools that create exponential growth.
It’s the operator. It’s you.
And if you don’t master this now — your referrals, revenue, and relevance will erode.
The good news?
This is the training you’ve been waiting for.
Clear your calendar. Be in a quiet room.
Bring a notebook.
This is the moment you learn EXACTLY how to SCALE your business & your life, FAST.
© 2025 UNBLINDED | ALL RIGHTS RESERVED