Broker Dealer model

A proven blueprint to accelerate you to 7 & 8 figures.

A proven blueprint to accelerate you to 7 & 8 figures.

A proven blueprint to accelerate you to 7 & 8 figures.

A scaling methodology designed for founders and professionals looking to launch a proven business model they can scale to multi 7 and 8 figures

$200M+
$200M+

Raised

Raised

0+
0+

Companies Serviced

Companies Serviced

6900+
6900+

Meetings booked

Meetings booked

The Agency Model Is…

Broken.

Broken.

Broken.

The traditional agency model is flawed, with market saturation driving price competition and capping most agencies at $50–$70K/month, making it unfit for multi-seven or eight-figure goals.

The traditional agency model is flawed, with market saturation driving price competition and capping most agencies at $50–$70K/month, making it unfit for multi-seven or eight-figure goals.

Market Saturation and Price Competition

There are 101 agencies selling the same services, to the same markets, with very similar offers. This creates a supply and demand problem, ultimately leading customers to make their decision based on costs, which means agencies are racing to the bottom with their fees. Our model focuses on identifying starving upmarket niches with high purchasing power, which means you can finally charge what you're worth.

Operational Complexity at Scale

To scale revenue in the traditional model, agencies must take on dozens—if not hundreds—of clients. This creates operational chaos and complicates service delivery. Because our model focuses on working with industries with deal sizes of at least 6 figures, you can operate in a much more lean manner, and fly past the revenue numbers you were seeing, with just a fraction of the clients.

Misaligned Focus

Most agencies devote 80% of their resources to client acquisition, leaving little time for service delivery. This misalignment perpetuates a cycle of churn and poor fulfilment. oUR model lets you focus on fewer, higher-quality clients, delivering exceptional service, and unlocking success fees that can range from multi 6, to 7 and even 8 figures.

PROCESS

Dive Deeper
Into Our Process

Dive Deeper
Into Our Process

Dive Deeper
Into Our Process

Step 1

Step 1

Step 1

Step 1

Pre-Marketing

We identify starving markets with high TAM and CAGR, then create an offer based on your experience, enabling you to command high-ticket prices. Our marketing efforts will be powered by the sales material we help you create, like VSLs, pitch decks, and scopes of work, which are the vehicles that conveys the value you provide to your prospects.

Step 2

Step 2

Step 2

Step 2

Done-For-You Client Acquisition

We leverage cold email marketing and enterprise databases to open a direct line of communication with qualified prospects, and book meetings at scale.

Step 3

Step 3

Step 3

Step 3

Sales Optimization

Once the appointment setting machine is up and running, we will deploy our sales process, funnels and workflows to ensure your prospects are educated and ready to buy. Additionally, we will come to the calls to help you close the first few deals, then coach you how to do it yourself.

Step 4

Step 4

Step 4

Step 4

Support With Fulfillment

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees. With extensive training materials and guidance, you’re equipped to meet client expectations and build long-term trust with partners.

Resources

Additional Support

Additional Support

Additional Support

Coaching Material

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Coaching Material

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Coaching Material

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Live Sales Calls & Recordings

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Live Sales Calls & Recordings

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Live Sales Calls & Recordings

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Network Access

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Network Access

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Network Access

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Personalized Help (Slack or WhatsApp)

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Personalized Help (Slack or WhatsApp)

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

Personalized Help (Slack or WhatsApp)

We provide onboarding workflows, service agreement templates, and direct support to ensure successful service delivery, so you can collect success fees.

No Hidden Costs

All costs are included in the Broker Dealer program.
No unexpected bills, just results.

All costs are included in the Broker Dealer program.
No unexpected bills, just results.

All costs are included in the Broker Dealer program. No unexpected bills, just results.

WHO THIS IS FOR

For Founders Who...

For Founders Who...

For Founders Who...

Want a Faster, Scalable Vehicle

For founders seeking to break through limitations and scale their business to the next level with a proven framework.

Struggle with Client Acquisition

For founders ready to implement proven strategies that generate consistent client acquisition, build credibility, and drive measurable growth in their business.

Need Support with Service Delivery

For founders who want to ensure exceptional service delivery, maximizing revenue through systems designed for long-term client success.

Testimonials

See What Others Say...

See What Others Say...

See What Others Say...

Results

Check Out Some
Results For Yourself

Check Out Some
Results For Yourself

Check Out Some
Results For Yourself

Book a call

Ready to Scale to
6-7 Figures?

Ready to Scale to
6-7 Figures?

Ready to Scale to
6-7 Figures?

Book a call below to see if you’re a fit.

Book a call below to see if you’re a fit.

Join our skool

Join our skool

Join our skool

Don’t Feel
Ready Yet?

Don’t Feel Ready Yet?

Don’t Feel Ready Yet?

Get free access to our Skool community.

Get free access to our Skool community.

Get free access to our Skool community.

A proven blueprint to accelerate you to 7 & 8 figures.

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Copyright © 2025 Broker Dealer Model. All rights reserved.

Designed by Wize

A proven blueprint to accelerate you to 7 & 8 figures.

Follow us

Copyright © 2025 Broker Dealer Model. All rights reserved.

Designed by Wize

A proven blueprint to accelerate you to 7 & 8 figures.

Follow us

Copyright © 2025 Broker Dealer Model. All rights reserved.

Designed by Wize