Marketing and training
for independent advisors.
Whatever you write — Medicare, life, annuity — SRO builds the pipeline and trains you to close it. Contracts, campaigns, and coaching under one roof.
- Campaigns built, run, and measured by our team
- Training and one-on-one coaching across product lines
- Carrier contracts and product access in one place
We build the pipeline. Then we train you to work it.
Marketing
Direct mail, digital campaigns, materials, and reporting — planned around your territory and your goals, then executed by our team.
Digital campaigns
Paid social and search aimed at your target market.
Direct mail
Targeted print built on your mailer territory.
Branding & design
A consistent look across everything you hand a client.
Materials & reporting
Collateral that converts, with results you can see.
Training
Workshop preparation, appointment coaching, and product training — so the leads we generate turn into business, and one product turns into several.
Workshop training
Get comfortable in front of a room before your first event.
Appointment coaching
One-on-one sessions on running the conversation.
Cross-selling
How a Medicare appointment opens a life or annuity conversation.
Product training
Self-paced video across the lines you're licensed for.
Start with Medicare 101.
A rolling four-month plan of monthly educational workshops that puts you in front of people turning 65 in your market. It’s the fastest way into a room full of prospects — and the door into every other line of business those clients need.
Carrier access
Contracts across Medicare, life, and annuity carriers.
Medicare 101 training
Self-paced video training that gets you fluent fast.
One-on-one coaching
Mentors who have run these workshops themselves.
Protected territory
Your market, reserved for you.
Monthly workshops
A rolling four-month campaign calendar.
Ongoing support
A coordinator on your account, campaign after campaign.
Independent, and built by advisors.
SRO has been marketing for independent advisors since 2019 — 42 states, and a team of coordinators, mentors, and marketers who do this and nothing else. Our partners still run their own practices, so the systems we hand you are the ones we use ourselves.
42 states
Campaigns running nationwide since 2019.
Independent
No captive contracts, no single-carrier agenda.
Advisor-run
Built by partners who still sit in appointments.
One team
Coordinators, mentors, and marketers on your account.
Watch the Medicare 101 system in action.
A full session on how the workshop system fills an advisor’s calendar — the campaign, the room, the appointment, the cross-sell. Register and it plays immediately.
No cost. No obligation. Takes 30 seconds.
Watch the webinar now.
Enter your details and start watching the full on-demand session immediately — no waiting.
Hear it from the partners.
Ali Moghaddam and Thomas Shultz sit down with Cody Askins to walk through how SRO builds a year-round pipeline for independent advisors.
Built on strong partnerships.
We hold alliances with carriers and distribution partners chosen for one reason: what they let our advisors put in front of their clients.
Ready to grow your practice?
See how SRO markets and trains advisors, start to finish. The full session is free.
Contact us