The Intro Machine
Simple Pricing.
Serious Results.
One membership. Everything included. No hidden fees, no upsells, no “premium tier” that locks away the good stuff. You get the full system from day one.
- Best Value
Founding Member
$99
per month, locked for life
*Limited Slots
- Weekly training videos: 10–15 min, one strategy per week
- Weekly newsletter with scripts, templates & examples
- Weekly newsletter with scripts, templates & examples
- Monthly live coaching (60–90 min) with Joe
- Full 5-module training library
- All scripts, templates & downloadable worksheets
- Replay archive of every live session
- New content added every week
- Flexible
Standard Monthly
$149
per month
- Weekly training videos: 10–15 min, one strategy per week
- Weekly newsletter with scripts, templates & examples
- Weekly newsletter with scripts, templates & examples
- Monthly live coaching (60–90 min) with Joe
- Full 5-module training library
- All scripts, templates & downloadable worksheets
- Replay archive of every live session
- New content added every week
- Annual
Standard Annual
$1,299
per year
That's $108/mo — save $489
- Weekly training videos: 10–15 min, one strategy per week
- Weekly newsletter with scripts, templates & examples
- Weekly newsletter with scripts, templates & examples
- Monthly live coaching (60–90 min) with Joe
- Full 5-module training library
- All scripts, templates & downloadable worksheets
- Replay archive of every live session
- New content added every week
1
introduction per month
= $250 to your practice
The Math
Let Me Make This Simple.
If every introduction is worth $250 to your practice — and my data from 25 years and 10,000+ meetings says it is — then you need exactly one extra introduction per month to pay for this membership.
One. Per month.
Most members report getting that in their first week. Not because they’re superhuman, but because the system gives them the words, the process, and the confidence to ask in a way that actually works.
The question isn’t whether you can afford $99 a month. The question is whether you can afford to leave $250 bills on the table every time you sit down with a client and don’t ask.
Questions
Straight Answers.
What if I'm brand new to financial services?
Even better. You’ll build the right habits from day one instead of spending years doing it the hard way. The system works whether you’ve been in the business for 6 months or 20 years. Starting here means you skip the grind that most advisors spend their first three years in.
What if I'm already successful? Do I really need this?
Ask yourself: are you systematically getting introductions in every single client meeting? If the answer is “not every time,” you’re leaving money on the table. I was making MDRT before I refined this system. After I refined it? The numbers weren’t even close.
Can I cancel anytime?
Yes. Monthly members can cancel anytime. No contracts, no cancellation fees, no guilt trips. If it’s not working for you, I don’t want your money.
How is this different from reading a book on referrals?
Three ways. First, this is about introductions, not referrals — there’s a critical difference that changes everything. Second, you get live coaching where you can bring your specific situations. Third, the content updates every week. A book is a snapshot. This is a living system.
What's the time commitment?
Watch one 15-minute video per week. Read one newsletter. Attend one live session per month. Practice 16.5 minutes a day. That’s it. If you practice every day for 16.5 minutes for a year, you’ll invest 100 hours into your introduction skills. What would that be worth to your practice?
Is there a money-back guarantee?
If you join, follow the system, and don’t see improvement in your introduction numbers within 30 days, email me. We’ll work it out. I’m not interested in keeping money I didn’t earn.
Schedule a Call
Book a Call with Joe
Schedule a 15-minute call. No pressure, no sales pitch — just a conversation about whether The Intro Machine is right for your practice.
Fill out this Form
Send a Message
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