Warning to Every Financial Advisor Still Booking Appointments by Hand:

The Advisor Across Town Just Automated the Entire Front End of His Business — And He's Coming for Your Clients

Grow Your Clients & Revenue With AI Agents and Automations.

 Watch This Video First! (Audio On!)

Earlybird Pricing Until April 10th

Just $97 In-Person!

FREE Virtual Attendance!

(For A Limited Time)

April 16th & 17th

The Intercontinental - Miami

Join Sean Callagy and a stage full of the sharpest minds in AI and financial services for two days In Miami or Online that will change how your practice operates — permanently.

The Opportunity Is Real. But It Belongs to Whoever Moves First.

Your Pipeline Isn't Slow Because the Market Is Slow...

It's Slow Because Your System Was Built Before AI Existed.

You already know how to close....

You already know how to serve clients at a level most advisors never reach....

The problem has never been your skill....

It's been your system.

The inconsistent referrals. The cold pipeline months. The warm market that ran dry two years ago and never came back. The follow-up that falls through the cracks.

We surveyed 2,287 financial advisors. 59% said their biggest obstacle was leads, prospects, and appointments. Not knowledge. Not confidence. Not closing.

IT IS THEIR SYSTEM!

AI solved the front end.

Here's what the AI conversation keeps getting wrong.

Every headline tells advisors to fear it. Every conference tells them to embrace it. Neither one tells them what to actually build.

That's what this is.

Not a warning. Not a pep talk. A working system — built in two days, running before you leave Miami.

The advisors who learn to ride this wave — who leverage AI before their competitors even understand what it is — are about to experience the greatest competitive advantage in the history of this profession.

57%

of what you charge for is already being automated

The work that used to justify your fee is being automated.

Not the relationship. Not the judgment. Not the trust you've spent years building.

But the follow-up. The outreach. The nurturing. The scheduling.

That's already gone for the advisors who know where to look. The ones who built the replacement aren't working less — they're working on the right things.

They just stopped waiting to see what would happen.

The advisors who survive what is coming are not smarter than you.

They are simply not waiting.

— Your Host —

Sean Callagy

He's delivered over 2,000 keynotes. Taken the stage 19 times for Tony Robbins. Spoken at Aspire — one of the world's largest entrepreneurial events — right before David Goggins. He is one of only two attorneys in American history to secure two Top 100 National Jury Verdicts in complex business litigation — walking into both with $0 offers on the table and walking out with eight figures in damages.

He's delivered over 2,000 keynotes. Taken the stage 19 times for Tony Robbins. Spoken at Aspire — one of the world's largest entrepreneurial events — right before David Goggins.

He is one of only two attorneys in American history to secure two Top 100 National Jury Verdicts in complex business litigation — walking into both with $0 offers on the table and walking out with eight figures in damages.

He is the founder of Callagy Law (125 attorneys, 27+ years), Unblinded Mastery, and Callagy Recovery — a medical revenue recovery firm on track to become the first blind, self-funded unicorn startup in American history. He co-founded ACTi, the world's first agentic AI platform built around integrity-based influence at scale.

Nobody leads with more heart and integrity than Sean Callagy. If you don't know what he's up to, you need to."

— Tony Robbins

$1B+

Firm valuation — Callagy Law, built over 27 years from solo practice into an empire

2 of 1.25M

Attorneys ever to win two Top 100 National Jury Verdicts

19×

On Tony Robbins' main stage — more than virtually any other speaker alive

2,000+

Keynotes delivered worldwide — including Aspire alongside David Goggins

ACTi

Co-founder — the world's first AI platform built around actualized intelligence

Unicorn

Callagy Recovery on pace to be the first blind, self-funded unicorn startup in history

He lost his sight.

He built an empire.

On April 16th, he opens the blueprint — for financial advisors only.

Which Advisor Are You?

Every advisor reading this page is becoming one of two people. The only question is which one.

Advisor A

Still waiting to see what happens

  • Loses clients to robo-advisors and AI platforms without knowing why

  • Spends 40+ hours a week on tasks AI could do in minutes

  • Has no system — just hustle, hope, and a shrinking pipeline

  • Watches competitors grow while their own practice flatlines

  • Googles "will AI replace financial advisors" at midnight

  • Books appointments one painful cold call at a time

  • Feels the pressure but has no plan to respond to it

  • Wakes up every day reactive, overwhelmed, and one bad quarter away from crisis

Advisor B

Taking advantage of AI in business

  • Uses AI to generate 400 qualified appointments a year on autopilot

  • Works less than 40 hours a year running their entire outreach system

  • Has a named system, a clear niche, and an authority platform that attracts clients

  • Leverages agentic AI to follow up, nurture, and close while they sleep

  • Knows exactly what is coming — and built their practice around it

  • Spends their time doing what only a human can do — building trust and closing

  • Has the unfair advantage that no non-AI advisor can compete with

  • Wakes up every day with a full calendar, a clear strategy, and total confidence

Advisor A

Still waiting to see what happens

  • Loses clients to robo-advisors and AI platforms without knowing why

  • Spends 40+ hours a week on tasks AI could do in minutes

  • Has no system — just hustle, hope, and a shrinking pipeline

  • Watches competitors grow while their own practice flatlines

  • Googles "will AI replace financial advisors" at midnight

  • Books appointments one painful cold call at a time

  • Feels the pressure but has no plan to respond to it

  • Wakes up every day reactive, overwhelmed, and one bad quarter away from crisis

Advisor B

Taking advantage of AI in business

  • Uses AI to generate 400 qualified appointments a year on autopilot

  • Works less than 40 hours a year running their entire outreach system

  • Has a named system, a clear niche, and an authority platform that attracts clients

  • Leverages agentic AI to follow up, nurture, and close while they sleep

  • Knows exactly what is coming — and built their practice around it

  • Spends their time doing what only a human can do — building trust and closing

  • Has the unfair advantage that no non-AI advisor can compete with

  • Wakes up every day with a full calendar, a clear strategy, and total confidence

What You Will Leave With

In two days you will walk out with:

The blueprint for an AI-powered appointment system you can build and run yourself

The framework for identifying your named niche and positioning yourself as the obvious choice in your market

The strategy for building an authority platform that attracts clients instead of chasing them

A working understanding of agentic AI tools — and exactly how to deploy them for follow-up, nurturing, and lead conversion

The Unblinded Formula — Sean Callagy's billion-dollar influence system applied directly to financial services

The 400/40 roadmap — Terrance McMahon's framework for generating 400 qualified appointments a year on less than 40 hours of work

A clear picture of what is changing in your industry, why it matters to your practice, and the exact first steps to take

— Meet Your Guides —

A Dream Team. One Stage.

Two Days.

Sean Callagy

Self-made unicorn. Self-funded. Creator of the Unblinded Formula and the ACT I Beings — autonomous AI agents trained to cause YES the way the greatest closers on earth cause YES.

Terrance McMahon

AI Futurist, TEDx speaker, and architect of the 400/40 appointment system. The man who has been helping advisors fill calendars for 35 years — and now runs it entirely on autopilot with AI.

Dr. Tom Wall

Twenty-two years mastering one subject and a Ph.D. in retirement income planning — advised by the most respected minds in the industry. Academic firepower and a salesman's soul in the same room.

Matt Kennedy

Financial advisor turned dental practice COO — Matt Kennedy has lived both sides of the wealth equation. He has coached dentists across the U.S., built a practice to four locations and seven figures in monthly production, and written the books that prove it.

Dr. Grady Batchelor

Former executive at The American College of Financial Services. Now Founder and Chief AI Officer at Leading With AI. Grady doesn't theorize about what's coming for this industry. He builds what's next.

Mystery Guest

A name you will recognize. A AI track record you will not believe. Identity revealed April 16th in Miami.

Your entire business can operate

differently — and it starts now.

Who This Is For

This summit is for you if:

  • You are a financial advisor who refuses to be a casualty of the most disruptive decade in your profession.

  • You are tired of working harder for results that used to come easier.

  • You know AI is changing everything but have no idea where to start.

  • You want a real system — not another webinar full of theory.

  • You are ready to stop watching and start moving.

This summit is not for you if:

  • You're looking for theory without implementation.

  • You want to watch, not build.

  • You're not ready to do something different with your practice.

— Secure Your Seat —

Don't Get Left Behind

April 16th & 17th

InterContinental Miami

In-Person and Virtual tickets available.

Seats are limited. This event will sell out.

Tier 1

Was $197

NOW FREE

Early Bird

Virtual — Full live stream access both days. Every session, every framework, delivered to your screen in real time.

Includes:

  • Full virtual access — both days, all sessions

  • Live Q&A access

  • Digital resource library from all faculty

  • Replay access for 30 days

Tier 2

Was $297

NOW $97

Early Bird

In-Person — Your seat in the room in Miami. Two full days, all sessions, all faculty, full energy.

Includes:

  • Full in-person access — both days, all sessions

  • Live Q&A access

  • Digital resource library from all faculty

  • Replay access for 30 days

Tier 3

Was $997

NOW $197

Early Bird

Everything in General Admission — plus the most exclusive access this Summit offers.

Includes everything in General Admission, plus:

  • Everything in General Admission

  • Private pre-event session with Sean Callagy — the Unblinded Formula delivered personally before the room fills

  • Private VIP dinner and Q&A — evening of Day 1, with all faculty, reserved for VIP members only

  • Priority seating — front of room, both days

  • Direct access to faculty throughout the entire event

  • VIP-only breakout session — tools, strategy, and full implementation with the faculty council

Tier 1

Was $197

NOW FREE

Early Bird

Virtual — Full live stream access both days. Every session, every framework, delivered to your screen in real time.

Includes:

  • Full virtual access — both days, all sessions

  • Live Q&A access

  • Digital resource library from all faculty

  • Replay access for 30 days

Tier 2

Was $297

NOW $97

Early Bird

In-Person — Your seat in the room in Miami. Two full days, all sessions, all faculty, full energy.

Includes:

  • Full in-person access — both days, all sessions

  • Live Q&A access

  • Digital resource library from all faculty

  • Replay access

Tier 3

Was $997

NOW $197

Early Bird

Everything in General Admission — plus the most exclusive access this Summit offers.

Includes everything in General Admission, plus:

  • Everything in General Admission

  • Private pre-event session with Sean Callagy — the Unblinded Formula delivered personally before the room fills

  • Private VIP dinner and Q&A — evening of Day 1, with all faculty, reserved for VIP members only

  • Priority seating — front of room, both days

  • Direct access to faculty throughout the entire event

  • VIP-only breakout session — tools, strategy, and full implementation with the faculty council

100% Money-Back Guarantee

You are fully protected.

Attend both days. If you don't believe it delivered — contact us within 7 days for a full refund. No questions asked.

April 16–17 · InterContinental Miami · In-Person & Virtual

100 Chopin Plaza, Miami, FL 33131

— Presented By —

Most advisors have a pipeline problem. What they actually have is an untapped relationship capital problem.

The network is there. The trust is there. The system to activate it isn't.

Sean Callagy has spent decades building that system — and now it runs on AI.

ECOSYSTEM MERGING

The relationships you already have — clients, CPAs, attorneys, centers of influence — are generating a fraction of what they could. Sean's framework turns dormant relationship capital into a consistent, compounding source of qualified appointments. One well-structured ecosystem merger outperforms months of cold outreach.

THE UNBLINDED FORMULA

Self Mastery. Influence Mastery. Process Mastery. The most complete system ever built for taking people from hello to yes — with integrity, not pressure. Used on Tony Robbins' stage 19 times. Deployed inside Fortune 500 companies. Now applied specifically to your practice.

ACTi — ACTUALIZED INTELLIGENCE

The world's first agentic AI platform built on the Unblinded Formula. A team of expert AI beings trained to qualify prospects, cause yes, and book appointments without you in the room. Not automation. Activation.

Together they do what no AI tool and no coaching program does alone — build the relationships, activate the network, and run the system on autopilot.

Hear From Some Of Our Attendees

"Unblinded is truly life changing, because the formula elevates your money, time, and magic while also improving your communication, your relationships, and every part of your life."

"Sean is like Yoda to me because he brings world class wisdom and real multimillion dollar experience, giving us the power to create all the money, time, and magic we want in our lives."

"Unblinded gives you a duplicatable formula and world class support inside a community of people who are already extraordinarily successful and committed to performing at an even higher level."

"There is nothing else in coaching or business development that gives you this level of specificity and clarity about what you need to do and who you need to become in order to achieve the success and outcomes you want."

"Unblinded is an absolute must in your life because it has created so much opportunity, so much change, and so much trajectory that I would not be where I am today without it."

"Unblinded is the most complete and comprehensive influence mastery program I have ever experienced, taking everything to another level so I can create the money, time, and magic I want to share with the world."

"Unblinded gives you a formula that creates more time, more money, and more magic, and it has created tremendous change in both my business and my life."

There’s no one else, no leader, no pastor, no politician, who carries this much care, this much vision, and this much heart for helping people grow.

"This formula gives you a simple roadmap for success, and by checking where you get stuck, you instantly know exactly what to work on to reach your goals."

"Unblinded is grounded in the belief that they will always give more value than they ask for in return, every time and in every exchange."

"I was blown away that everything Sean taught was modeled right in front of us, and simply by modeling what he does, we gained a deeper level of understanding."

The only question left is which

advisor you will be on April 18th.

You don't need more information.

You need a decision.

The early movers already made theirs.

In-Person · Virtual · April 16–17 · Miami, Florida

Is this event right for me if I am not tech savvy?

Completely. This event was built for advisors who are great at their profession — not engineers. You don't need to understand AI to use it. We walk you through every framework and tool step by step. You leave with the complete blueprint and a clear implementation plan. Zero technical background required.

Is there a virtual option?

Yes — and it's completely free. Virtual attendees get full live access to both days, every session, every framework, and every tool — delivered in real time. The knowledge and the frameworks are identical whether you're in Miami or on your laptop. That said, the energy, the connections, and the momentum you build in the room are something a screen can't fully replicate. Both options are legitimate. Pick the one that works for your life.

What if I have already been to other AI events?

Good — that means you already know the landscape. What you'll find here is different. Most AI events teach concepts. This one delivers frameworks and blueprints you can implement the moment you get home. If you left your last event with a notebook full of ideas and nothing changed in your practice, this is exactly the gap this closes. You leave with a clear roadmap and a step-by-step implementation plan — not another list of things to look into.

What is the 400/40 system?

Terrance McMahon's proprietary appointment generation framework — 400 qualified advisor conversations per year powered by less than 40 hours of annual work. At the summit you'll get a complete breakdown of how the system works, why it works specifically for financial advisors, and a clear roadmap for implementing it in your practice. Terrance built this from 35 years inside financial services. You leave knowing exactly how to build it.

Who exactly is this event for?

Financial advisors, insurance agents, and wealth managers with an existing book of business who are ready to stop competing on effort and start building systems. If you're established, growth-minded, and open to doing something genuinely different with your practice — this is for you. If you believe AI is all hype and the industry isn't changing — this is not for you.

What do I actually walk away with?

The frameworks, blueprints, and strategic roadmap to build an AI-powered appointment and lead generation system in your practice. You'll leave with complete clarity on the 400/40 System, the Unblinded influence framework applied directly to your business, and a deep understanding of how to put AI to work for your business. Paid attendees also receive full replay access to every session with no time limit — so you can revisit and implement at your own pace.

Is this just about AI tools?

No. AI is the infrastructure. The Unblinded Formula — Sean Callagy's system for integrity-based influence and ecosystem merging — is what turns that infrastructure into clients, appointments, and revenue. Tools without the framework produce nothing. The framework without the tools has a ceiling. This event gives you both — and shows you exactly how to connect them in your practice.

What is the difference between Virtual, General Admission, and VIP?

Virtual is completely free. Full live access to both days — every session, every speaker, every framework — delivered in real time to your screen. No cost, no catch.

General Admission gets you in the room in Miami. Both days, all sessions, all faculty, full energy — plus the digital resource library and unlimited replay access to every session after the event.

VIP is for the advisor who wants the deepest access the summit offers. Everything in General Admission plus a private pre-event session with Sean Callagy, VIP dinner with all faculty on the evening of Day 1, priority front-of-room seating, direct faculty access throughout both days, a VIP-only implementation breakout session, and a full year inside Unblinded Mastery including daily huddles with Sean's team. If you're serious about implementation — VIP is the obvious choice.

What is your refund policy?

Attend both days. If you don't believe the event delivered on its promise — contact us within 7 days for a full refund. No questions asked. You have nothing to lose and a completely different practice to gain.

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DISCLAIMER: The results (including results) stated above are my personal results as well as those of my clients. Please understand these results are not typical, I’m not implying you’ll duplicate them (or do anything for that matter). I have the benefit of having gone through much training, trial, and error for years, and have an established following and history as a result. The average person who buys any “how to” information gets little to no results. I’m using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic.

 

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