Salt Lake City · March 6-8 · 10 Seats · $6,000

Build a Marketing Asset That Runs Forever

Join 10 advisors in Salt Lake City to build a custom AI-powered newsletter that writes in your voice, speaks to your ideal client, and runs on autopilot for about fifty cents a day. You'll leave with it live.

Apply for Your Seat Salt Lake City · March 6-8 · 10 Seats · $6,000

You Have an Asset You're Ignoring

Every advisor has a list. Past prospects who said "not now." COIs who've gone quiet. Leads that went cold. Former clients. Referral sources. People who know you but haven't thought about you in months.

Most advisors either:

  • Don't email at all
  • Send quarterly market updates nobody reads
  • Use canned content that sounds like every other advisor

Meanwhile, life happens. Divorce. Retirement. Inheritance. Business sale. These events create urgency—and the advisor who's been showing up gets the call. The one who's been invisible doesn't.

The advisors who win aren't always the best advisors. They're the ones who showed up.

What if you could show up every day—without it taking any of your time?

0
Competition in the inbox

A Custom AI Newsletter—Built for You, By You, in 2.5 Days

This isn't a course. It's not templates. It's not another marketing tool that collects dust. It's a hands-on workshop where you build a custom AI-powered newsletter system trained on your voice, your perspective, and your ideal client. You'll leave with it running.

Your Voice

The AI generates daily newsletters that sound like you wrote them—because it's been trained on how you think and communicate.

Your API Key

Runs on your own account, costs about fifty cents a day to operate, and requires zero ongoing effort from you.

Your Asset

No subscription to us. No platform lock-in. You own it forever. This is infrastructure, not a product.

This is infrastructure, not a product.

You Don't Leave With Notes. You Leave With a Running System.

01

A Detailed Client Avatar

Not generic "ideal client" stuff. A psychological profile of who you serve: their fears, triggers, language patterns, and the problems that keep them up at night.

02

A Custom AI System Trained on Your Voice

The AI knows how you think, what you believe, and how you communicate. The output sounds like you because it's built on you.

03

A Fully Automated Newsletter

Connected to your email platform. Scheduled. Automated. Sends daily without you touching it.

04

Complete Ownership

Runs on your own API key. About $15/month in AI costs. No subscription to us. No platform fees. Yours forever.

You'll send your first newsletter before you leave the room.

Apply for Your Seat

Here's Exactly What Happens

Day 1

Avatar + Market Research

We start with the foundation—who you serve and what they actually care about. This isn't a quick exercise. We're building a detailed psychological profile of your ideal client: their fears, their aspirations, the language that resonates, the problems they'll pay to solve. This becomes the brain of your newsletter system. If you serve a specific niche—doctors, business owners, divorcees—we build for that niche specifically.

Day 2

System Build

We take your avatar and build the AI system around it. Your voice. Your perspective. Your content themes. Your opinions on markets, planning, retirement, life. By the end of day 2, you'll have a working system that generates newsletters that sound like you—because the AI has learned how you think and communicate.

Day 2.5

Launch + Automation

We connect everything. Email platform integration. Scheduling. Automation workflows. Testing.

You'll send your first newsletter before you leave. The system runs from that moment forward.

This Workshop Is Designed for Advisors Who...

Are Grinding Hard but Inefficiently

You're working 60-hour weeks. You know you should be marketing but there's no time. You need something that works without adding to your plate.

Have Hit a Growth Plateau

You built a good practice but growth has stalled. You've tried marketing before—nothing stuck. You have years of relationships sitting in a database doing nothing.

Recently Went Independent

You left the wirehouse to build something better. Now you need to prove it was the right call. You need infrastructure the big firms don't have.

Are Skeptical but Curious

You've seen every marketing pitch. You have high standards. But you know your network is under-leveraged—and you'd engage if someone showed you something credible.

Are Already Tech-Forward

You use AI tools, automation, digital marketing. But lead quality is the problem—volume without conversion. You need something that warms prospects so they actually close.

Are Frustrated with Purchased Leads

You're spending $2-3K/month on leads that also went to four other advisors. Close rates are terrible. You don't need more leads—you need to convert the ones you're paying for.

Serve a Specific Niche

Generic content hurts your positioning. You need something custom that speaks directly to doctors, business owners, or whoever you specialize in.

Believe in Referrals but Want More

You're right that referrals are best. But what if you could create the conditions for more of them—without it feeling like marketing?

Already Working with Us on Lead Gen

You're getting qualified appointments. This would warm prospects between touches and increase your close rate on leads you're already paying for.

Who This Is NOT For

If you're coasting toward retirement and not interested in growth, this isn't for you. If you don't have at least a few hundred contacts in your network, the math won't work yet. If you're looking for a magic button that requires zero engagement, this isn't that. You'll be in the room. You'll be doing the work. You'll leave with something real.

Why Email Might Be the Best Marketing Investment You'll Ever Make

Let's Run the Numbers

The Conservative Case

Your list500 contacts
Annual conversion from consistent nurturing1%
New clients per year5
Average client AUM$2,000,000
Your fee1%
Annual revenue per client$20,000
Year 1 Revenue from Newsletter
$100,000

Your Investment

Workshop fee$6,000
Annual operating cost~$180/year
10-year lifetime value$1,000,000
Break-even
Less than one client

The Comparison That Matters

Advisor A (Lead Buyer)

  • Spends $3,000/month on leads = $36,000/year
  • Those leads also went to 3-4 other advisors
  • Next year starts at zero
  • 3-year cost: $108,000
vs

Advisor B (Newsletter Builder)

  • Spends $6,000 once + $180/year
  • Zero competition in the inbox
  • Compounds year over year
  • 3-year cost: $6,540
Mark Ford

Who's Running This Workshop

I'm Mark, founder of Castor Abbott & Treasure Financial. We're a lead generation service for financial advisors—and we're not like the others.

$23M
Avg. new assets per client annually
$5M
Industry average
$2.36M
Avg. investable assets per appointment

The results speak for themselves—our clients average $23 million in new assets annually versus the $5 million industry average.

I built this AI newsletter system because I saw a gap. Even advisors who were great at getting appointments were losing prospects between touches. They needed a way to stay visible without it consuming their time.

I'm not an AI guru selling courses. I'm an operator who leads a team—and I've personally built a full-stack AI application with over a million database records. I know how to ship things that work. And now I'm offering to build this with you.

This isn't theory from someone who read about marketing. It's infrastructure from someone who does it every day.

"Yeah, But..." — Let Me Address That

"Will this actually save me time or add to my plate?"

You leave with a running system. It sends daily without you touching it. Fifty cents a day to operate. Zero ongoing time investment. This is the opposite of another thing on your to-do list.

"I've tried marketing tools before. They collect dust."

This isn't a tool. It's a custom-built asset. You're not learning software and hoping you implement it later. You're building the thing in the room and leaving with it live.

"Is this just AI hype?"

I've been in lead gen for years. Our clients add $23 million annually. I'm not an AI guru selling courses—I'm an operator who built something that works and is offering to build it with you.

"Can AI really write in my voice?"

That's what day one is for. We're not plugging you into a template. We're training the AI on how you think, what you believe, how you communicate. The output sounds like you because it's built on you.

"I serve a specific niche. Generic content won't work."

Good. Generic content shouldn't work for you. That's exactly why we build custom. Your newsletter will speak directly to your niche—because that's who we're building it for.

"I'm already spending on leads. Why spend more?"

Because this isn't lead gen—it's lead conversion. The prospects you're already paying for go cold between touches. This warms them up. Your close rate goes up. Same spend, more clients.

"I don't do marketing."

Neither do your best clients. This doesn't feel like marketing—it feels like a note from you. The people on your list won't think "he's marketing to me." They'll think "he's always got something interesting to say."

"What if I could build this myself?"

You could. It would take 50-80 hours, spread over 3-6 months, and the output probably won't be as good. At $200/hour opportunity cost, you're at $10,000-$16,000—plus the cost of delay. Or: $6,000, 2.5 days, done.

Frequently Asked Questions

March 6-8 in Salt Lake City. We'll send venue details and travel recommendations after you're accepted.

$6,000 one-time. This covers the full 2.5-day workshop and everything you need to leave with a running system. There are no additional fees, subscriptions, or upsells required.

The system runs on your own AI API key. Typical cost is about $15/month (~$0.50/day). You'll also need an email platform if you don't already have one—most advisors already do.

No. If you can use email and follow instructions, you can do this. We handle the technical setup. Your job is to bring your expertise about your clients and your voice.

10 maximum. This isn't a lecture—it's hands-on building. Small group means personal attention and everyone leaves with a finished system.

You own the system. You can make changes anytime. If you want help with significant updates or want to build additional systems, we can discuss that separately.

If you show up, do the work, and don't leave with a running system, I'll refund your investment. That's never happened—but the commitment is real.

Apply below. We'll schedule a short call to answer your questions and make sure this is a fit before you commit.

10 Seats. This Is Your Chance.

Option A

Keep doing what you're doing. Your list stays cold. Your prospects forget you exist. You keep competing in crowded channels. Another year passes.

or

Option B

Spend 2.5 days in Salt Lake City. Build a custom AI newsletter trained on your voice. Leave with it running. Show up in your prospects' inboxes every day. Own a marketing asset that works while you sleep—in the only channel where you have zero competition.

When someone needs a financial advisor, they don't call the best advisor. They call the one who comes to mind.

This is how you become that advisor.

Apply for Your Seat

$6,000. One time. One client covers it multiple times over.