@revenxmarketing.bsky.social
An advisor who'd worked another lead program for years told us: "I'm up against four other advisors every time."
Same prospect, 5 phones ringing. That's what resold leads feel like from the inside.
Same prospect, 5 phones ringing. That's what resold leads feel like from the inside.
October 12, 2026 at 10:03 PM
An advisor who'd worked another lead program for years told us: "I'm up against four other advisors every time."
Same prospect, 5 phones ringing. That's what resold leads feel like from the inside.
Same prospect, 5 phones ringing. That's what resold leads feel like from the inside.
First appointment with a public employee. Which do you prefer?
A) Phone
B) Video
C) In person
Reply with a letter.
A) Phone
B) Video
C) In person
Reply with a letter.
October 12, 2026 at 9:32 PM
First appointment with a public employee. Which do you prefer?
A) Phone
B) Video
C) In person
Reply with a letter.
A) Phone
B) Video
C) In person
Reply with a letter.
Price an appointment against the first case it produces and you'll quit the channel months before it pays.
Public employees work next to colleagues with the same pension and the same questions.
Public employees work next to colleagues with the same pension and the same questions.
October 12, 2026 at 9:03 PM
Price an appointment against the first case it produces and you'll quit the channel months before it pays.
Public employees work next to colleagues with the same pension and the same questions.
Public employees work next to colleagues with the same pension and the same questions.
Every Revenx appointment is a public employee who filled out a survey, picked a time on your calendar and asked to talk about their pension or retirement.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
October 12, 2026 at 8:32 PM
Every Revenx appointment is a public employee who filled out a survey, picked a time on your calendar and asked to talk about their pension or retirement.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Show rate by first-meeting format, across 100,000+ appointments in our own book:
Phone: 77%
Video: 58%
That 19-point gap is settled before anybody says hello.
Phone: 77%
Video: 58%
That 19-point gap is settled before anybody says hello.
October 12, 2026 at 8:02 PM
Show rate by first-meeting format, across 100,000+ appointments in our own book:
Phone: 77%
Video: 58%
That 19-point gap is settled before anybody says hello.
Phone: 77%
Video: 58%
That 19-point gap is settled before anybody says hello.
Advisors who work public employees: what's the first thing you say once the prospect picks up on a first appointment?
October 12, 2026 at 7:32 PM
Advisors who work public employees: what's the first thing you say once the prospect picks up on a first appointment?
Federal employees: leave service in or after the calendar year you turn 55 and your TSP withdrawals skip the IRS 10% early withdrawal penalty.
Income tax still applies.
Most people near 55 have never had this explained. General education only. No tax advice.
Income tax still applies.
Most people near 55 have never had this explained. General education only. No tax advice.
October 12, 2026 at 7:03 PM
Federal employees: leave service in or after the calendar year you turn 55 and your TSP withdrawals skip the IRS 10% early withdrawal penalty.
Income tax still applies.
Most people near 55 have never had this explained. General education only. No tax advice.
Income tax still applies.
Most people near 55 have never had this explained. General education only. No tax advice.
An appointment that looked like nothing. Modest assets, simple pension question.
The advisor asked one more question, about her spouse. Found a $257,000 401(k) that had never come up.
The intake form has no spouse on it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
The advisor asked one more question, about her spouse. Found a $257,000 401(k) that had never come up.
The intake form has no spouse on it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
October 12, 2026 at 2:04 PM
An appointment that looked like nothing. Modest assets, simple pension question.
The advisor asked one more question, about her spouse. Found a $257,000 401(k) that had never come up.
The intake form has no spouse on it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
The advisor asked one more question, about her spouse. Found a $257,000 401(k) that had never come up.
The intake form has no spouse on it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
3 of our mentors on the first call:
"My time is yours."
The more hard answers you give, the less likely they show up to the second.
"You don't want to come at them with a fire hose."
Find a problem. Book the next appointment.
go.revenx.com/widget/bookings/meet-with-revenx-be
"My time is yours."
The more hard answers you give, the less likely they show up to the second.
"You don't want to come at them with a fire hose."
Find a problem. Book the next appointment.
go.revenx.com/widget/bookings/meet-with-revenx-be
October 9, 2026 at 2:01 PM
3 of our mentors on the first call:
"My time is yours."
The more hard answers you give, the less likely they show up to the second.
"You don't want to come at them with a fire hose."
Find a problem. Book the next appointment.
go.revenx.com/widget/bookings/meet-with-revenx-be
"My time is yours."
The more hard answers you give, the less likely they show up to the second.
"You don't want to come at them with a fire hose."
Find a problem. Book the next appointment.
go.revenx.com/widget/bookings/meet-with-revenx-be
One of our mentors: "I love the RevenX platform because I feel like I'm not cold calling anybody. Instead, I've got an appointment that's set."
If they don't pick up, he calls 3 times, then texts.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
If they don't pick up, he calls 3 times, then texts.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
October 8, 2026 at 2:02 PM
One of our mentors: "I love the RevenX platform because I feel like I'm not cold calling anybody. Instead, I've got an appointment that's set."
If they don't pick up, he calls 3 times, then texts.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
If they don't pick up, he calls 3 times, then texts.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Stuart works federal. His year: 65% show rate, 25% close rate, $6.5M in annuities.
He also spent $77,000 of his own money on coaching to build the system behind it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
*Individual result, not typical.*
He also spent $77,000 of his own money on coaching to build the system behind it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
*Individual result, not typical.*
October 7, 2026 at 2:03 PM
Stuart works federal. His year: 65% show rate, 25% close rate, $6.5M in annuities.
He also spent $77,000 of his own money on coaching to build the system behind it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
*Individual result, not typical.*
He also spent $77,000 of his own money on coaching to build the system behind it.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
*Individual result, not typical.*
From a 5-star Google review in August: "it's so refreshing when you get leads that actually want to talk and pick up the phone."
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
October 6, 2026 at 2:01 PM
From a 5-star Google review in August: "it's so refreshing when you get leads that actually want to talk and pick up the phone."
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
A $30 lead at a 30% pickup rate costs $90 per actual conversation. That's before the hours your producer spent dialing to find the 1 who answered.
An illustration. Go pull your own pickup rate.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
An illustration. Go pull your own pickup rate.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
October 5, 2026 at 2:04 PM
A $30 lead at a 30% pickup rate costs $90 per actual conversation. That's before the hours your producer spent dialing to find the 1 who answered.
An illustration. Go pull your own pickup rate.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
An illustration. Go pull your own pickup rate.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
One of our federal mentors used to suggest moving 100% of a TSP. He stopped.
"They felt a lot more comfortable working with me when they realized I wasn't trying to take out 100%."
His rule now: 70% tops.
go.revenx.com/widget/bookings/meet-with-revenx-be
"They felt a lot more comfortable working with me when they realized I wasn't trying to take out 100%."
His rule now: 70% tops.
go.revenx.com/widget/bookings/meet-with-revenx-be
October 2, 2026 at 2:02 PM
One of our federal mentors used to suggest moving 100% of a TSP. He stopped.
"They felt a lot more comfortable working with me when they realized I wasn't trying to take out 100%."
His rule now: 70% tops.
go.revenx.com/widget/bookings/meet-with-revenx-be
"They felt a lot more comfortable working with me when they realized I wasn't trying to take out 100%."
His rule now: 70% tops.
go.revenx.com/widget/bookings/meet-with-revenx-be
A 59+ appointment counts when the right prospect answers, our rep connects them with you, and you have a first conversation, even a short one.
10 or 20 a month, public employees 59 and over. Cancellations replaced in full.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
10 or 20 a month, public employees 59 and over. Cancellations replaced in full.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
October 1, 2026 at 2:03 PM
A 59+ appointment counts when the right prospect answers, our rep connects them with you, and you have a first conversation, even a short one.
10 or 20 a month, public employees 59 and over. Cancellations replaced in full.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
10 or 20 a month, public employees 59 and over. Cancellations replaced in full.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
Marvin Dutton, asked where his appointments came from last year: 80 to 90% came from Revenx.
Then: "look me up, Marvin Dutton Retirement."
Somebody inviting you to verify them beats anything we can say.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Then: "look me up, Marvin Dutton Retirement."
Somebody inviting you to verify them beats anything we can say.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
September 25, 2026 at 8:37 PM
Marvin Dutton, asked where his appointments came from last year: 80 to 90% came from Revenx.
Then: "look me up, Marvin Dutton Retirement."
Somebody inviting you to verify them beats anything we can say.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Then: "look me up, Marvin Dutton Retirement."
Somebody inviting you to verify them beats anything we can say.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Greg Parsons wrote 3 life policies for one client. Separately a young state employee referred 3 friends and he wrote all 3.
Price an appointment against the first case and you'll quit before it pays.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Price an appointment against the first case and you'll quit before it pays.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
September 23, 2026 at 9:27 PM
Greg Parsons wrote 3 life policies for one client. Separately a young state employee referred 3 friends and he wrote all 3.
Price an appointment against the first case and you'll quit before it pays.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Price an appointment against the first case and you'll quit before it pays.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Wins in the public employee market: advisors who educate before recommending, close remotely, and play a 3 to 6 month ROI game.
Gets hurt: one-call closers and anyone who won't follow a process.
Volume amplifies the process you have.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Gets hurt: one-call closers and anyone who won't follow a process.
Volume amplifies the process you have.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
September 22, 2026 at 9:07 PM
Wins in the public employee market: advisors who educate before recommending, close remotely, and play a 3 to 6 month ROI game.
Gets hurt: one-call closers and anyone who won't follow a process.
Volume amplifies the process you have.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Gets hurt: one-call closers and anyone who won't follow a process.
Volume amplifies the process you have.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
A Google review from April, quoting the part most companies cut:
"Has everything been exactly perfect? no. However, any time there has been an issue it has been very quickly corrected."
He'd bought from a lot of vendors before us.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
"Has everything been exactly perfect? no. However, any time there has been an issue it has been very quickly corrected."
He'd bought from a lot of vendors before us.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
September 21, 2026 at 8:14 PM
A Google review from April, quoting the part most companies cut:
"Has everything been exactly perfect? no. However, any time there has been an issue it has been very quickly corrected."
He'd bought from a lot of vendors before us.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
"Has everything been exactly perfect? no. However, any time there has been an issue it has been very quickly corrected."
He'd bought from a lot of vendors before us.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
The 59+ Quarterly Calendar: 10 or 20 first appointments a month with federal, state, university and K-12 employees age 59 and over.
Quarterly. Cancellations replaced in full, up to half of no-shows.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
Quarterly. Cancellations replaced in full, up to half of no-shows.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
September 18, 2026 at 9:40 PM
The 59+ Quarterly Calendar: 10 or 20 first appointments a month with federal, state, university and K-12 employees age 59 and over.
Quarterly. Cancellations replaced in full, up to half of no-shows.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
Quarterly. Cancellations replaced in full, up to half of no-shows.
Fit call: go.revenx.com/widget/bookings/meet-with-revenx-be
Federal firefighters fall into 4 categories, and the category changes how final average compensation is calculated.
An advisor with a decade in this market didn't know that.
The people inside the system know less about it than you do.
go.revenx.com/widget/bookings/meet-with-revenx-be
An advisor with a decade in this market didn't know that.
The people inside the system know less about it than you do.
go.revenx.com/widget/bookings/meet-with-revenx-be
September 15, 2026 at 5:47 PM
Federal firefighters fall into 4 categories, and the category changes how final average compensation is calculated.
An advisor with a decade in this market didn't know that.
The people inside the system know less about it than you do.
go.revenx.com/widget/bookings/meet-with-revenx-be
An advisor with a decade in this market didn't know that.
The people inside the system know less about it than you do.
go.revenx.com/widget/bookings/meet-with-revenx-be
A Massachusetts advisor had roughly 67 appointments book in one week. Her first reaction was anger.
By Monday she'd kept the best and passed the rest on, 50/50.
Latest close: a $306,000 rollover.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
By Monday she'd kept the best and passed the rest on, 50/50.
Latest close: a $306,000 rollover.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
September 14, 2026 at 9:31 PM
A Massachusetts advisor had roughly 67 appointments book in one week. Her first reaction was anger.
By Monday she'd kept the best and passed the rest on, 50/50.
Latest close: a $306,000 rollover.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
By Monday she'd kept the best and passed the rest on, 50/50.
Latest close: a $306,000 rollover.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Across 100,000+ appointments we've delivered, the 2 biggest levers on show rate aren't about the advisor at all.
Phone 77%, video 58%. Booked under 24 hours out 84%, booked 7+ days out 70%.
Book a call:
go.revenx.com/widget/bookings/meet-with-revenx-be
Phone 77%, video 58%. Booked under 24 hours out 84%, booked 7+ days out 70%.
Book a call:
go.revenx.com/widget/bookings/meet-with-revenx-be
September 11, 2026 at 8:16 PM
Across 100,000+ appointments we've delivered, the 2 biggest levers on show rate aren't about the advisor at all.
Phone 77%, video 58%. Booked under 24 hours out 84%, booked 7+ days out 70%.
Book a call:
go.revenx.com/widget/bookings/meet-with-revenx-be
Phone 77%, video 58%. Booked under 24 hours out 84%, booked 7+ days out 70%.
Book a call:
go.revenx.com/widget/bookings/meet-with-revenx-be
A Google review an advisor left us in May: "The leads are actually open to discussing their situation."
His July: 95.8% show rate, 23 kept appointments, 1 no-show.
He wrote both unprompted.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
His July: 95.8% show rate, 23 kept appointments, 1 no-show.
He wrote both unprompted.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
September 9, 2026 at 5:53 PM
A Google review an advisor left us in May: "The leads are actually open to discussing their situation."
His July: 95.8% show rate, 23 kept appointments, 1 no-show.
He wrote both unprompted.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
His July: 95.8% show rate, 23 kept appointments, 1 no-show.
He wrote both unprompted.
15 min: go.revenx.com/widget/bookings/meet-with-revenx-be
Individual result, not typical.
Setter teardown, part 6. The one nobody staffs.
He doesn't pick up. What happens next?
Most failures I see live here. The list gets worked once, called dead, replaced with volume.
6 attempts over 10 days is a different business than 2 in one afternoon.
How many before your team stops?
He doesn't pick up. What happens next?
Most failures I see live here. The list gets worked once, called dead, replaced with volume.
6 attempts over 10 days is a different business than 2 in one afternoon.
How many before your team stops?
August 31, 2026 at 8:01 PM
Setter teardown, part 6. The one nobody staffs.
He doesn't pick up. What happens next?
Most failures I see live here. The list gets worked once, called dead, replaced with volume.
6 attempts over 10 days is a different business than 2 in one afternoon.
How many before your team stops?
He doesn't pick up. What happens next?
Most failures I see live here. The list gets worked once, called dead, replaced with volume.
6 attempts over 10 days is a different business than 2 in one afternoon.
How many before your team stops?