Live Executive Briefing for SMB Owners & Franchise Leaders
HOW AI IS ACTUALLY CLOSING DEALS for SMB's & franchises
What if every single inbound call was answered… instantly?
Right now, missed calls, slow follow-up, and inconsistent qualification are costing SMBs thousands in lost revenue every month.
While most businesses are “testing AI,” a small group is already using fully autonomous AI voice agents to:
Answer 100% of inbound calls
Qualify prospects in real timeQualify prospects in real time
Book appointments automatically
Follow up without human delay
Close more revenue from existing demand
No assistants.
No call centers.
No humans in the loop.
In this live webinar, Garth Fasano will show you exactly how AI is operating as a true revenue engine inside growing SMBs — and what it could look like inside yours.
Reserve your seat now and see how AI is actually closing deals.
Live Executive Briefing for SMB Owners & Franchise Leaders
HOW AI IS ACTUALLY CLOSING DEALS FOR SMB'S & Franchises
What if every single inbound call was answered… instantly?
Right now, missed calls, slow follow-up, and inconsistent qualification are costing SMBs thousands in lost revenue every month.
While most businesses are “testing AI,” a small group is already using fully autonomous AI voice agents to:
Answer 100% of inbound calls
Qualify prospects in real timeQualify prospects in real time
Book appointments automatically
Follow up without human delay
Close more revenue from existing demand
No assistants.
No call centers.
No humans in the loop.
In this live webinar, Garth Fasano will show you exactly how AI is operating as a true revenue engine inside growing SMBs & Franchises— and what it could look like inside yours.
Reserve your seat now and see how AI is actually closing deals.
What you will Learn...
We offer wealth accumulation, retirement planning, investment management, tax strategies, and estate planning to meet your financial goals.
How Autonomous AI Voice Agents Are REplacing Missed Revenue
Boost your wealth with tailored investments, savings strategies, and smart budgeting.
Why Most AI Implementations FAil (And what actually works)
Secure your retirement with personalized plans tailored for a fulfilling life after work.
The Revenue impacts SMB's are seeing right now
Preserve your wealth with expert tax planning and estate management for future generations
Speaker
The Best
— Garth Fasano
President & Co-founder
If you’ve ever felt overwhelmed by freelance finances, this webinar is for you! I’ll be discussing how separating personal and business finances has transformed the way I manage my money. I’ll also share insights on retirement planning, because even freelancers need to plan for the future!
Got Question?
We've got answers
In your freelancing journey, you likely have many questions and concerns. Our goal is to help you navigate through them, which is why we've compiled answers to the most common questions. Whether you need insights on budgeting, taxes, or financial planning, our comprehensive FAQ section is here for you. If you don’t find your question listed, feel free to ask us—we’re here to assist you!
What are the best budgeting practices for freelancers?
Freelancers should track all income and expenses meticulously. Consider using budgeting apps or spreadsheets to categorize expenses and set financial goals. Aim to save a portion of your income each month to cover lean periods.
How do I handle taxes as a freelancer?
As a freelancer, you are responsible for reporting your income and paying taxes. It's essential to keep detailed records of your earnings and expenses. You may want to consult a tax professional to understand your obligations and maximize deductions.
What should I include in my financial plan?
A comprehensive financial plan for freelancers should include budgeting, savings goals, retirement planning, and an emergency fund. Additionally, consider setting aside money for taxes and investing in professional development.
How can I manage irregular income?
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
What are the advantages of having a separate business account?
Having a separate business account helps streamline your finances by keeping personal and business expenses distinct. This makes it easier to track income, manage cash flow, and prepare for taxes, reducing the risk of financial confusion.
Thanks to their financial planning services, I now feel secure about my future and my family’s financial well-being!
Retired Engineer
Unlock Your Path to a Dream Home
Discover the Secrets of Successful DIY Renovations
...ARE YOU READY TO TRANSFORM YOUR SPACE?!
