More Clients.
Less Chasing.
The complete system for generating more leads, more activity, and more clients — while buying your time back to do what you do best.
Three afternoons. Six proven systems. We show you exactly how to fill seminars, run webinars, generate leads with AI-powered ads, automate follow-up, and convert more of the prospects already in front of you. Built specifically for financial advisors, insurance agents, and P&C agents who sell life insurance. Tools demonstrated live. Zero tech background required. Free to attend online.
June 3 1–4 PM ET
June 4 1–4 PM ET
June 5 1–4 PM ET
The Client You Want
Is Already Looking for You.
The question is whether they can find you — and whether your follow-up is fast enough when they do.
The advisors and agents gaining ground right now didn't get there by working harder. They built a system. Seminars packed with the right people. Webinars that meet prospects where they already are. AI-powered ads and social content that attract qualified buyers. Automated follow-up that reaches every lead by email, text, and phone before the competition even calls once.
The outreach runs. The follow-up runs. Speed to lead captures the business automatically. And you spend your time doing what only a human can do — sitting across from clients and helping them.
That's the practice most advisors and agents got into this business to build. At this event we show you exactly how to build it — with tools that exist right now, demonstrated live, explained plainly. No tech background required.
Great Practice.
Better System.
The referral-dependent practice had a ceiling you didn't see coming. The grind didn't used to feel like a grind — until it did.
There's a better way now. Local seminars that fill with the right people. Webinars that meet prospects where they already are. AI-powered ads that bring qualified buyers to you. Email sequences that warm leads automatically. AI agents that follow up by email, text, and phone before you even know the lead came in.
More leads. More activity. Less chasing. And your time bought back to do what you do best — sit across from clients, close business, and help people. That's what this event is built to deliver.
Terrance McMahon and Randy Thompson — a top-producing insurance agent who has coached thousands of agents across the country — have built their careers teaching exactly this. Whether you run a financial practice, an insurance agency, or both, this event was built for you.
This Is the New Way to Practice.
- Seminars that fill themselves — local events supercharged with technology to attract the right room, convert more from the stage, and follow up automatically after
- Webinars and virtual presentations that meet prospects where they are — and run whether you're in the room or not
- AI-powered ads and social media content that attract the right buyer — not just followers, actual prospects who raise their hand
- Email marketing that works — whether you already have a list or are building one from scratch
- AI agents that follow up by email, text, and phone automatically — so speed to lead captures the business before anyone else picks up the phone
- The 400/40 System — 400 qualified conversations a year from 40 hours of presenting and prospecting
- A system that keeps generating new leads and appointments without taking you away from the clients you're already serving
- Time bought back to do what only you can do — sit across from clients, build trust, and help them
Three Afternoons.
Six Complete Systems.
- 01 Local Seminars — Supercharged. How to fill your seminars with the right people using technology, convert more from the stage, and run automated follow-up after every event so no lead goes cold
- 02 The 400/40 System. Terrance McMahon's complete framework — 400 qualified conversations a year from 40 hours of presenting. Webinars and virtual presentations that meet prospects where they are and run while you're with clients
- 03 AI-Powered Ads & Social Content. How to create ads and social media content using AI that attracts the right buyer — not just traffic, qualified prospects who raise their hand and ask to talk
- 04 Email Marketing That Converts. How to build and work a list — whether you have one already or are starting from scratch. The sequences that warm leads and move them toward a conversation
- 05 AI Agents & Speed to Lead. How to deploy AI agents that follow up with every lead by email, text, and phone automatically — so you practice speed to lead, capture more business, and buy your time back
- 06 Your 90-Day Implementation Roadmap. You leave with a document, not a feeling. The exact sequence for implementing these systems in your practice — starting the week after the event ends
What Happens
Each Afternoon
Seminars, Webinars & the 400/40 System
How to fill local seminars using technology, convert more from the stage, and follow up automatically after every event. Plus the complete 400/40 System — webinars and virtual presentations that generate qualified conversations while you're with clients.
AI Ads, Social Content & Email Marketing
Live demonstration of how to create AI-powered ads and social media content that attract the right buyer. Plus email marketing to a list you already have or one you'll build — the sequences that warm leads and move them toward a conversation.
AI Agents, Speed to Lead & Your 90-Day Roadmap
How to deploy AI agents that follow up with every lead by email, text, and phone automatically — so you practice speed to lead, capture more business, and buy your time back. Then: your complete 90-day implementation plan to take home and execute.
Terrance McMahon
Co-Founder · The Anywhere Advisor · Creator, 400/40 System · TEDx Speaker
Terrance started his career selling life insurance door to door. He became a leader, developer, and general agent at MetLife and then MassMutual — recruiting, training, and developing over 1,000 financial professionals across his career. He has been in your chair. He knows the grind because he lived it for decades.
He was one of the first people in financial services to start teaching AI to advisors — not as a tech add-on, but layered directly on top of the client acquisition strategies that actually work in this industry. He is the co-founder of The Anywhere Advisor, the creator of the 400/40 System, and a TEDx speaker.
When Terrance teaches this, he is not translating from some other industry. Every framework he shares is built on how financial services and insurance actually works — because he spent his career building inside it.
Years in financial services
Advisors recruited & developed
Proprietary appointment system
TEDx Speaker
Randy Thompson
The Real Cowboy Coach · Top 1% State Farm Agent · Author · Insurance Industry Coach
Randy Thompson grew up in the Rocky Mountains of Western Wyoming and built one of the most productive insurance agencies in the country right there — proving that where you are has nothing to do with what you can build. He has spent 30 years as a teacher, coach, business owner, and one of the top insurance agents in the United States, consistently ranking in the top 1% of State Farm agents nationally. Along the way he has coached thousands of agents across the country — helping them build production, fix what's broken, and stop leaving money on the table.
He is the author of Paychecks Never Lie — a straight-talking roadmap for insurance agents and business owners who want to win. His coaching draws on three decades of real production experience: what actually works in the field, what kills momentum, and what separates the agents who build something lasting from the ones who burn out chasing the next lead.
Randy was an early mover on AI in the insurance space. He saw it coming before most agents were paying attention and built it into his practice and his coaching. At this event, he is bringing the combination of top-producer field experience and AI-powered systems directly to financial advisors, insurance agents, and P&C agents who are ready to grow.
Years in insurance & coaching
State Farm agent nationally
Agents coached & developed
Paychecks Never Lie
Terrance and Randy are joined by the team at The Anywhere Advisor — a consulting firm that has been showing financial advisors, insurance agents, and P&C agents how to embrace technology and generate more leads and clients for over 5 years. They combine decades of real industry experience with AI implementation and direct response marketing to build systems that actually work in financial services and insurance.
Straight Answers.
Is this really free?
Completely. Full live access to all three sessions at zero cost. No credit card. No catch. Register once and you'll receive the access link for all three afternoons.
What time does each session run?
All three sessions run 1:00 PM to 4:00 PM Eastern. Tuesday June 3, Wednesday June 4, and Thursday June 5. Three hours each afternoon — no all-day commitment required.
What systems are you actually teaching?
Six complete systems across three sessions: how to fill and convert local seminars using technology; the 400/40 System for webinars and virtual presentations; AI-powered ads and social media content; email marketing to a list you have or will build; AI agents for automated email, text, and phone follow-up; and a 90-day implementation roadmap to put it all into practice.
Do I need to know anything about AI to get value from this?
No. Every tool and system is explained plainly and demonstrated live. Zero technical background required. If you can run a client meeting, you can run these systems.
I've been to AI events and walked away with nothing actionable. Why is this different?
Most AI events teach concepts. This one delivers complete systems built specifically for financial advisors, insurance agents, and P&C agents — demonstrated live, not described. Both speakers are practitioners who built these systems in the field. You see the tools, you see them work, and you leave with a roadmap for implementing them.
Do I need to attend all three sessions?
Each session covers different systems, so attending all three gets you the most value. That said, each session stands on its own. Attend what you can — and register now so you have the link when you need it.
Who is this for?
Financial advisors, insurance agents, and P&C agents who sell life insurance — with an existing book of business and a real desire to generate more leads, book more appointments, and build a practice that doesn't depend entirely on grinding for every client.
Six Systems.
Three Afternoons.
And It's Free.
More leads. More activity. Less chasing. Your time bought back to do what you do best. June 3, 4 & 5 · 1–4 PM Eastern.