Join BMI as an Advisor | BMI Advisory Services
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For licensed and aspiring advisors in Canada

Show up. Advise. Close.
We run everything else.

Join BMI Advisory and plug into a complete back office: follow-ups, bookings, CRM, admin, reporting, and lead revival, all handled for you. You bring the licence and the relationships. The machine does the rest.

Apply to Join BMI See what is included

Already licensed? Skip the reading.

FAST-TRACK AN INTRO CALL

The best advisors spend the least time advising

Look at any advisor's calendar. The hours do not go to clients. They go to chasing follow-ups, rebooking no-shows, typing notes into a CRM, formatting reports, and hunting through an old lead list for someone, anyone, to call.

Your book does not grow while you type. It grows when you are in front of people, doing the one thing only you can do: advising.

We built BMI so your calendar is the only thing you have to manage.

How we support you

Six systems running behind every BMI advisor, from the day you join.

Automated Follow-Ups

Every lead is nurtured in your name until they book. CASL-compliant email and text sequences, written for you, sent for you. No lead goes cold because you were busy closing.

Booking, Handled

Qualified prospects land directly on your calendar, with confirmation and reminder flows that cut no-shows. You open your day and the appointments are simply there.

CRM Built & Managed For You

Pipelines, stages, custom fields, and templates are pre-built before you start. Data entry and hygiene are handled, so your CRM is an asset instead of a chore.

Admin & Compliance Support

SOPs, short training videos, and compliant messaging templates, with back-end support so paperwork never blocks a sale. Onboard at your own pace, without a founder bottleneck.

Reporting & KPIs

A monthly scorecard of bookings, closes, and pipeline health. You always know your numbers, and you never have to build the spreadsheet that proves them.

Lead List Revival

That old list of contacts you never call? We re-engage it with campaigns that turn dormant names into booked conversations, in your name, on your calendar.

Everything included. No hidden gaps.

A full system, not a contract and a handshake.

  • ✓Pre-built pipelines and campaigns, personalized to your name
  • ✓Follow-up sequences written and sent for you
  • ✓Appointments booked straight to your calendar
  • ✓Reminder flows that reduce no-shows
  • ✓CRM data entry and hygiene handled
  • ✓Dormant lead list revival campaigns
  • ✓Monthly KPI scorecard and pipeline reporting
  • ✓Onboarding SOPs and short training videos
  • ✓CASL-compliant email and SMS templates
  • ✓A team that treats your clients like family

Bring your licence. We bring the machine.

Apply to Join BMI

Who this is for

A great fit if you

  • ✓Are licensed in Canada, or completing your LLQP
  • ✓Want your week spent advising, not chasing
  • ✓Treat referrals with the care they deserve
  • ✓Want to grow without building your own back office

Probably not for you if you

  • ✗Would rather run your own admin and tech stack
  • ✗Prefer buying cold lists and dialing all day
  • ✗See clients as transactions instead of relationships
Our technology partner

Powered by Market Boosters AI™

The AI operations platform behind high-performing Canadian and U.S. companies. The full-stack AI partner, from sales to admin and everything in between, covered by Market Boosters AI™.

  • Trusted agency since 2023
  • Canada + U.S. wide deployments
  • Custom-built for every client
Visit marketboosters.ai →

Skip the line. Apply now.

Tell us where you are in your journey. Here is what happens next:

  1. 1Intro call. A relaxed conversation about your goals, your licence status, and how you like to work.
  2. 2Fit review. We show you the system live: the pipelines, the follow-ups, the reporting you would inherit on day one.
  3. 3Onboarding. SOPs, short videos, and templates personalized to you. Go at your own pace with support at every step.