How to Earn $135k+ Per Year Doing What You Love to Do:
Help people make better financial planning decisions!
Who This Is For
- You are hungry to earn a competitive salary with incentive bonuses and a strong benefits package
- You want the flexibility and freedom to work from home 100% of the time
- You want to talk to highly qualified millionaires and help them solve their biggest financial problems
- You want to escape the financial industry product sales hamster wheel
- You want to avoid cold calling and prospecting
- You have existing experience in selling financial planning services
- You want to be rewarded on performance in a meritocracy
- You are ambitious and motivated to provide for your yourself and family
Financial Planning without Financial Product Sales is a Reality
- There are a lot of jobs out there that promise future promotions and and earning potential, but you have to find your own new clients to make that happen
- It’s just a reality; these companies want to pay you as little as possible
- The truth is…earning a solid six figure income as a planner is possible if you get on the right bus
- Ex. Joining an established company that’s barely growing with 100s or 1000s of employees vs. joining a fast-growing, highly profitable company with 25 people – which do you think is a better opportunity?
- We are not a VC backed firm that is blowing through capital and just focused on ‘hitting the numbers’ and kicking you out the door in a year
Q3 Advisors is an independent RIA
We are renowned for our trademarked Rothology™ process. We provide fee-only consulting services, focusing on comprehensive financial planning and Roth conversion strategies. The unusual part of our business plan is that we have accomplished those things without selling financial products or earning AUM fees on client assets.
Our mission is to place objective fiduciary advisors nationwide, helping families make informed financial decisions.
We pride ourselves on delivering sound advice backed by quantitative data, fostering strong client relationships, and improving lives.
Our Track Record is Extremely Strong
We’ve doubled and tripled in revenue each year for the last five years.
We’ve helped well over 1,000 clients save a combined $2.5 Billion of income taxes through strategic and aggressive Roth conversion strategies.
Our team of CFP®s add dozens of new clients every month.
We Are A Meritocracy
We operate as a meritocracy, rewarding dedication, initiative, and results.
We embrace significant earning potential because each person’s ambition and effort fuel their growth…the harder you work, the more you can earn.
By aligning everyone’s interests, we foster collaboration, integrity, and ongoing personal development, empowering our team to achieve both individual and collective success.
Get Rewarded for Your Output
Uncapped earning potential. Help more families, get paid more. Create value, capture value.
Attracts A-Players
A-Players like being rewarded for their efforts and performance. They like working with like-minded, ambitious people.
Tighter Ship
A tight ship of 20-25 focused and aligned people rowing in the same direction is extremely powerful.
Clear Path for Upside
As we continue to add planning and modular services, you have the opportunity to impact more families; including your own.
Less Admin & Bureaucracy
Avoid “red tape”, unnecessary meetings with HR, phony performance reviews, etc. Focus on creating value.
Rothology™ Roth Conversion Strategy
What Are You Actually Selling?
Financial Planning Services
In addition to our primary service of creating customized Roth conversion strategies, we move clients to deeper and longer term relationships through a variety of financial planning consulting services.
You’ll be part of a team that focuses on all the aspects of financial planning. You accomplish this by working with existing clients to find additional areas in which to assist ,and talking to new prospects who are already very educated about what we do
What Type Of Leads Are You Getting?
You will get pre-educated and pre-qualified leads scheduled directly onto your calendar. They have usually spent at least one hour in educational programs to learn about what we do, how we charge, and who we work with best.
Those leads have a high buying intent and a lot of them have already spent money with us for books and educational bundles.
You’ll also speak to a pool of hundreds of people who have already met with us but the timing was not ideal for them to engage us.
All you need to do is make sure they are a good fit and close them on a Zoom call; and of course, following up with them if they don’t close on the first try.
We also have a vast subscriber database that is also available for reconnection if you’re really hungry to succeed.
The Journey To Become A Top Producer
Weeks 1
Complete onboarding and online training program
Week 2
Learn our sales system and conversation flow
Week 3
Hit the ground running with meetings already booked on your calendar. Become proficient with our software and tech stack.
Week 4 and beyond
Talk to prospects, close clients, schedule data gathering meetings and present solutions.
We have a system
Our system is the result of thousands of ‘at bats’. It’s simple, straightforward and effective. You will learn it quickly.
Why Work With Us?
You’ll never have to sell financial products or manage client portfolios—we’re totally a fee-only consulting firm focused on objective, fiduciary advice.
You’ll work exclusively with highly qualified leads that have requested to meet with you—no cold calls, no chasing.
You’ll be joining a high-growth team driven by organic success—not fueled by venture capital, but by the trust and results we deliver to our clients.
You will seize a rare opportunity (get on the bus while you can, we’re still early-stage, growing fast)
And you’ll have the freedom and flexibility to work 100% from home.
You’re backed by a 100% refund-backed offer that clients trust.
What Does The Work Relationship Look Like?
From day one you’ll have coaches, mentors and peers to help you get up to speed quickly. Our environment is competitive, but your success doesn’t hinder someone else’s success- so our work environment is highly collaborative.
What is a Typical Day for a Q3 Rothologist™?
Imagine opening your home computer each morning to a calendar full of new prospects, data gathering meetings and plan presentations. During the week you’ll also plug in to coaching and mentoring sessions one on one, and in a group environment.
What Training is Provided?
We’ve been doing this for quite a while and we’ve refined every element that you’ll need to succeed. Your most difficult task is going to be to trust the process and implement what we know works.
What are we looking for in a team member?
- Ambition to Earn
- Willingness to Learn
- Strong Team Players
- Closing Experience
- Competitive Background
What Is Going To Be Required From You?
- We expect you to learn our sales and service systems and processes
- We expect you to be 100% professional on each sales call.
- We expect you to be a great team member; ask questions and be willing to help others.
- We expect you to follow-up with prospects to maximize your earning potential.
- We expect you to close a minimum of 25% close rate. (on pre-qualified prospects and we will provide you with the training and SOPs on how to do exactly that).
How Long is the Ramp Time?
You’re already a seasoned advisor. You have a track record of presenting financial planning services – and closing the deal. Now, you just have to learn our unique service proposition and implement it as taught to you.
New advisors routinely see success within a few weeks.
What’s the Culture Like?
- We place a huge emphasis on people – we want a team of A-Players
- We have a winning culture – we are doing something no other firm has done well or at our scale
- We value humility, discipline, focus, frugality, personal growth and intelligence
- We offer the highest level of fiduciary relationship with no potential conflicts of interest.
What are we looking for in a team member?
- Ambition to Earn
- Willingness to Learn
- Strong Team Players
- Closing Experience
- Competitive Background
What Is Going To Be Required From You?
- We expect you to learn our sales and service systems and processes
- We expect you to be 100% professional on each sales call.
- We expect you to be a great team member; ask questions and be willing to help others.
- We expect you to follow-up with prospects to maximize your earning potential.
- We expect you to close a minimum of 25% close rate. (on pre-qualified prospects and we will provide you with the training and SOPs on how to do exactly that).
How Long is the Ramp Time?
You’re already a seasoned advisor. You have a track record of presenting financial planning services – and closing the deal. Now, you just have to learn our unique service proposition and implement it as taught to you. New advisors routinely see success within a few weeks.
What’s the Culture Like?
We place a huge emphasis on people – we want a team of A-Players
We have a winning culture – we are doing something no other firm has done well or at our scale
We value humility, discipline, focus, frugality, personal growth and intelligence
We offer the highest level of fiduciary relationship with no potential conflicts of interest.