8 week live cohort for financial advisors
The FLEX Conversion Accelerator
Most advisors do not have a lead problem. They have a leak problem. Eight weeks to find yours and close it.
One thing to go and do each week, with a real prospect. Your own calls reviewed. A written 90 day plan you will actually follow.
You do not wait until the end to use any of it..
Early 2027 Accelerator Cohort
Starts Early 2027
8 weeks, live
small group by design
one action a week, with a real prospect
your own calls reviewed
live role play every week
a written 90 day plan, built in the room
90 free days of CAA+ Momentum Community, from the day you enrol
you keep the Handbook
8
Weeks Live
90
Day Plan Included
8
Real Actions
What's at Stake
Think about the last prospect who went quiet.
You had a good conversation.
You said you would follow up.
You meant it.
What did that one cost you? And how many were there this year?
What Is the FLEX Conversion Accelerator?
A course teaches. A cohort builds.
This does neither on its own.
Everyone who joins a gym gets a workout plan. Almost nobody does the workout.
The Accelerator is built in two halves. The method, which is FLEX. And the machinery that makes you use it.
FLEX stands for Financial, Lifestyle, Emotional Exploration. A conversation framework built for financial advisors, not borrowed from general sales training.
The machinery is the part nobody else gives you, and it is the rest of this page.
The plan was never the problem.
HOW A WEEK ACTUALLY WORKS
Eight weeks is only eight sessions.
This is what happens in between.
BEFORE
Before the session
Watch the pre-session video. Five to ten minutes, so the live time is spent using the idea instead of hearing it explained.
Check your tracker is up to date.
Upload one call for review.
Post what actually happened with last week's commitment.
DURING
The session. Two hours.
It opens with your report. Not a warm up. Everyone says what they actually did and what came back.
Your tracker is on the screen while you say it.
Short teaching, because the video already did the explaining.
Practice. Then one real call from someone in the room, taken apart properly.
It closes with your commitment. One action, one person, one day, one time. Written down, not just said.
AFTER
Between sessions
Do the one thing you committed to, by the time you said you would.
Tap your tracker as things happen, not from memory on Monday night.
Run the FLEX Call Mirror on your own calls and see your own pattern.
Log what happened. That is what next week opens with.
BEFORE YOU DECIDE
Find out where your gap actually is.
Five minutes, no charge.
Fifteen questions.
It comes back with your biggest missed opportunity out of three: your prospecting pipeline, your conversations, or your follow up. Plus one change you can make this week.
Advisors who arrive already knowing their gap use the eight weeks differently from Week 1. They are not spending three weeks working out what they came for.
WHAT YOU GET
Six things you have probably never had
TRACK IT
Seven taps a week
Seven numbers a week, one tap each, on your phone.
In Week 8 you see Week 1 against Week 8 on the same seven measures. Most advisors have never once seen that about their own practice.
SEE IT
The FLEX Call Mirror
Run it on your own calls.
It gives you real numbers on what you actually did, not what you remember doing.
No advice, no judgement, and nobody sees the results but you.
GET COACHED
The Live Review
Every week, one real call from someone in the cohort gets worked through properly.
What was said, what was missed, and what the second attempt sounds like.
Everyone learns from it, not just the advisor whose call it was.
DO IT
One action a week
Not a worksheet.
A real conversation with a real prospect, and you bring back exactly what you said and exactly what came back. Including the silence.
WRITE IT
The Workbook
One page a week.
What to do, what you committed to, what happened.
It is the record of the eight weeks and it is yours.
KEEP IT
The Handbook
Every script, every template, every session in one place.
You keep it.
Advisors use it two years later, at the moment a prospect says they need to think about it.
Eight weeks either way.
The only question is what's in them.
WHAT THE ACCELERATOR DELIVERS
Eight weeks.
One behaviour each week.
One thing to go and do.
Each week prepares you for the next.
By Week 8 you are not reviewing concepts, you are running a system.
Week
01
Foundation and pipeline
Find your leak
Build your real opportunity list in the room, not as homework. Set the baseline we measure everything against.
Week
02
Activating what is already there
The fastest result available to you
No new prospects needed. Reconnect three stalled or warm opportunities and find out what happens.
Week
03
Discovery, part one
Stop solving after the first answer
One better question, in a real conversation, before you give any advice.
Week
04
Discovery, part two
Get them to say it out loud
What they want and why it matters, reflected back in their words. Next meeting booked before the call ends.
Week
05
Recommendation to decision
Ask for the decision without closing
Tie what you recommend to what they told you mattered. Recognise the buying signal when it shows up.
Week
06
Resistance and objections
What is underneath I need to think about it
The investment conversation. Stop explaining, defending or withdrawing when a real concern arrives.
Week
07
Referrals and Introductions
Stop hoping they mention your name
Ask for the introduction, which is the small ask, and get the copy and paste message that makes it easy for them.
Week
08
Make it repeatable
Know what you are doing on Monday
What you keep, what still needs reps, and your written 90 day plan built live in the room.
Why a Cohort
Self-paced doesn't work for this.
Here's why.
A self paced course gives you knowledge.
A cohort gives you repetition, correction and accountability.
Only one of those changes what happens on the next call.
A Self-Paced Course
✘ You set the pace. Most people slow down.
✘ You watch role plays. You never do them.
✘ Feedback is generic. Not for your situation.
✘ No one notices if you stop showing up.
✘ You finish with notes. Maybe a framework.
✘ Implementation is on you, alone, after.
The FLEX Accelerator Cohort
One action a week with a real prospect, and next week opens with what happened.
You practise every week, and one real call from the room gets worked through properly.
Andy and Ermos coach your calls. Not a case study, yours.
Your tracker is on the screen every week. A blank column is visible to everyone, including you.
You finish with eight weeks of evidence about your own practice and a written 90 day plan.
You are in CAA+ Momentum Community from day one. Weekly coaching sessions and the Dialer Practice Lab, on top of your cohort session.
Built for implementation, not information.
WHO IS IN THE ROOM
Andy and Ermos.
Every week, for eight weeks.
Andy Cosby
Founder,
Cold Calling, Prospecting and Conversation
Andy went from rookie advisor to the top producer in his company's history: more than 340 clients onboarded, 240 of them in his first two years. He wrote the FLEX Playbook. He builds the plan from where you actually are, not where a generic framework assumes you are.
Ermos Erotocritou
Founder,
Strategy, Systems and Leadership
Ermos spent more than 25 years in financial services as a Regional and Division Director, training over 100 advisors and overseeing a book of around $2.1 billion. He built CAA+ around what he learned. He has coached advisors through the same decisions you are sitting with right now.
Neither of them is watching.
Both of them are coaching, on your calls, in front of your cohort.
"I knew I was capable of more in my business than I was actually accomplishing. I needed someone I respected to hold my feet to the fire. That accountability is exactly what I got."
Adrien Blake,
INDEPENDENT Financial Advisor
ALSO INCLUDED
90 day free access to CAA+ Momentum Community
Your free access starts the day you enrol, not the day you finish.
Weekly coaching sessions, the Dialer Practice Lab, and the full FLEX resource library, running alongside your eight weeks.
Your 90 days end shortly after the cohort does. The Momentum Community then continues at the monthly rate on the card you enrolled with. Cancel any time.
The Investment
If it is not right for you, we will tell you.
We do not put the number on this page.
Book thirty minutes with Andy or Ermos, no charge, and you will have it.
Not to be coy about it. The useful conversation about cost is the one where we already know where your gap is, and that takes half an hour.
You leave knowing where your biggest gap sits, what the programme costs, and whether it is the right thing for you right now.
If it is not, that is a perfectly good outcome from where we are sitting.
Who This Is Not For
Be honest with yourself before you apply.
✘ Advisors who want to watch.
✘ Advisors who aren't willing to show up to every live session.
✘ Advisors who need more time to think about it. This cohort isn't for you, but the next one will be here. Join the waitlist
✘ Advisors who want information without implementation accountability.
Ready to Apply?
If you're still reading, three things are probably true.
✔ Your current conversion rate isn't where it should be, and you know it.
✔ You've tried to fix it on your own and the problem is still there.
✔ A structured programme where somebody notices what you did last week.
Would it be okay if you applied for the Early 2027 Accelerator Cohort and we looked at whether it's the right fit?
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