Live. Bi-monthly. Advisors only.
Stop generating attention that never books.
The live Master Class where financial advisors learn the exact client-acquisition model Gabriel Edwards uses to turn webinar and referral attention into booked appointments — and clients.
A complete pipeline model. Clear structure. Automated nurture logic. Implementation next steps. Advisors and firm principals only.
Instant confirmation · Class details sent by email
Built from real campaigns that generated quality leads, booked appointments, and conversions for advisory firms.
$300 CADAdvisors only
Next class: Date coming soon · Limited seats · Advisors only
A letter from Gabriel
Why this class exists.
Most advisory firms do not fail at marketing because they are lazy. They fail because they generate attention without a system that turns that attention into booked appointments — then clients.
I built my work around one problem: brand growth and client acquisition for financial advisors who are done with campaign spikes and founder-only follow-up. The model is simple to say and hard to install without a clear map — brand clarity, demand, nurture logic, booking standards, and a pipeline your team can run when you are in client meetings.
That map is what this Master Class is for. Live. Bi-monthly. Advisors only. I walk the exact model and strategies I use to generate quality leads that book and convert — including how to structure the pipeline, how automated nurturing should actually think, and what to implement next.
You will also hear the ForgePeak story — the growth system I built so firms can run webinar-driven lead generation, client and recruitment pipelines, and attribution in one place. I will recommend it when it fits. This page does not sell ForgePeak. The only offer here is the Master Class seat.
If you want more noise, skip this. If you want a pipeline that books, take a seat.
— Gabriel Edwards
In the room
What you will learn.
Not inspiration. The model, the structure, and the next steps — taught for advisors who will implement.
01
The model
The full client-acquisition architecture: brand clarity → demand → nurture → booking → conversion — and where most advisory firms break the chain.
02
The pipeline
How to structure a high-converting client pipeline so registrants and referrals do not die in follow-up.
03
The nurture logic
Why sequences convert (or don’t) — and how to design automated nurturing that moves serious prospects to book appointments.
04
Implementation
A clear next-step roadmap so you leave with work to do Monday — not a notebook full of inspiration.
05
ForgePeak (recommendation)
How The ForgePeak can support this model in production — as context and recommendation only. The Master Class seat is the only purchase on this page.
Filter
Who this is for — and who should stay out.
This is for you if
- Financial advisors building a firm, not only a personal book
- Firm principals who need a repeatable path from attention to booked consults
- Teams running webinars or education-led demand without enough appointments
- Leaders ready to install systems — not buy another one-off campaign
This is not for you if
- Anyone outside financial advice / wealth / insurance advisory distribution
- People hunting free tactics with no intent to implement
- Firms unwilling to protect compliance boundaries in their marketing
- Anyone looking for investment advice, product pitches, or get-rich shortcuts
Context, not the offer
The ForgePeak recommendation.
Teaching the model without naming the operating system would be incomplete. The ForgePeak is the growth system I built for advisory firms — webinar-driven lead generation, client and recruitment pipelines, and attribution in one place.
In the Master Class you will see where a firm’s process should live after the strategy is clear: how demand enters, how nurture moves people to book, and how a team runs the rhythm without reinventing it every quarter. When that is the gap, I recommend ForgePeak plainly.
This page does not sell ForgePeak. No product pricing. No buy button for the software. The only purchase here is your Master Class seat.
The offer
Advisor Pipeline Master Class
Live online · Bi-monthly · Advisors & firm principals only. Half-day intensive. One clear seat. One clear outcome: a pipeline model you can install.
What’s included
- The complete client acquisition model for advisory firms
- How to structure a high-converting client pipeline end to end
- The logic behind automated nurturing sequences that move people to book
- Clear implementation next steps you can install after the session
- The ForgePeak story — as a recommendation for when a growth system belongs in your firm (not a product purchase on this page)
- Live Q&A with Gabriel Edwards
Investment
$300 CAD
First launch price · Limited seats
Next class: Date coming soon · Limited seats · Advisors only
Secure checkout. After payment you will receive confirmation and class details by email.
See all payment optionsPayment
How to pay
Choose the method that works best for you.
01
Pay by Card
RecommendedInstant confirmation. Secure checkout.
02
Reserve with Bank TransferInterac e-Transfer / Bank Transfer
Send $300 CAD via Interac e-Transfer or bank transfer. We’ll email you the exact details after you reserve your seat.
03
Reserve with PesaPesa
Already have a Pesa account? You can send $300 CAD directly. We’ll provide the receiving details after you reserve.
Decide
Seats are limited. The model is not optional if you want booked appointments.
FAQ
Questions advisors ask.
Who can attend?
Financial advisors and firm principals only — Canada and the United States. This room is not open to the general public or unrelated industries.
How often does the class run?
Bi-monthly. Each cohort is live with limited seats. Update the next date on this page before every session.
Is it recorded?
The Master Class is built as a live session so you can ask questions in context. Recording policy can be stated per cohort — assume live attendance is required unless otherwise noted at checkout.
Will you sell ForgePeak in the room?
No. You will hear the ForgePeak story as context for how the model can be run as a system. This page and this checkout sell only the Master Class seat — not ForgePeak.
What currency is the price in?
The first launch price is $300 CAD. Checkout will charge in CAD.
What do I need to prepare?
Bring one current demand channel (webinar, referrals, or content) and honesty about where prospects stall. You will leave with a sharper model and next steps.
What is the refund policy?
Because seats are limited and the session is live, purchases are generally final once the cohort is confirmed. Contact tech@gabrieledwards.org before the class if you have an exceptional situation.
How do I pay?
Choose card for instant confirmation, or reserve with Interac e-Transfer / bank transfer or Pesa and we’ll email payment details. After payment you receive confirmation and class details by email.
Next step
Take the seat. Install the pipeline.
Live. Bi-monthly. Advisors only. Walk in with attention that stalls. Walk out with the model, the structure, and the next steps — including a clear ForgePeak recommendation when the system is the missing piece.
Next class: Date coming soon · Limited seats · Advisors only$300 CAD