MEET KEVIN.
Hi, I’m Kevin Ross, Founder and CEO of Advisor Rescue Marketing. For over 25 years, I’ve helped financial advisors build thriving, seven-figure practices by mastering one simple truth — authority closes more business than any lead list ever will.
My career started on Wall Street as an institutional bond trader, where I learned how money really moves and how trust drives every transaction. After leading multiple IMOs to over $1 billion in annuity premium, I saw a problem — great advisors trapped in outdated systems that didn’t reflect their real value.
That’s why I built Advisor Rescue Marketing: a company designed by advisors, for advisors. My mission is to help financial professionals stop chasing leads and start building authority through proven funnels, sales psychology, and mentorship.
I’m also the author of The Closing Manual, Mastering IULs, and
The Customer Intelligence Guide — training guides that have helped thousands of advisors sharpen their message, improve client discovery, and close more business.
Our system isn’t theory — it’s field-tested. Whether it’s boosting your appointment flow, refining your close rate, or positioning you as the go-to expert, we give you the structure to scale with confidence.
If you’re ready to stop playing small and start owning your market, this is where it begins.
📍 Book your Advisor Growth Call
🎥 Subscribe on YouTube Podcast
MEET TIM.
Hi, I’m Tim Stearns, a top annuity producer in the financial planning industry and co-founder of Advisor Rescue Marketing. My mission is to empower financial advisors to grow their practices, increase their revenue, and close more sales using a proven, hands-on system that I developed for my own success.
Over the past decade, I’ve personally written over $150 million in production, consistently achieving $20 million annually, while growing my Assets Under Management (AUM) by $15 million every year. Along the way, I realized that many financial advisors struggled to find effective, practical training. Frustrated by the lack of real support for independent producers, I partnered with Kevin Ross to create a comprehensive system that works for advisors who are ready to elevate their practice.
At Advisor Rescue Marketing, we focus on sustainable growth—not quick fixes or unproven lead systems. Our approach combines step-by-step guidance, cutting-edge tools, and practical strategies to help financial advisors achieve long-term success. Whether it’s filling up your classroom, mastering your presentations, or closing more business, we’re here to help you become the advisor you were meant to be.
If you’re tired of outdated sales tactics that don’t deliver results, you’ve found your home here. Let’s turn your knowledge and hard work into real, measurable success.
📍 Book your Advisor Growth Call
🎥 Subscribe on YouTube Podcast
MEET MATT
Hi, I’m Matt Floyd, Partner and Director of Life & Annuities at Advisor Rescue Marketing. I’ve spent over two decades helping financial advisors master the psychology of communication — because the truth is, it’s not what you say that matters, it’s how you make people feel when you say it.
Before joining Advisor Rescue, I worked directly with clients in the insurance and financial services space, where I saw how many advisors were losing opportunities — not because they lacked skill, but because they weren’t connecting emotionally. That’s when I made it my mission to help advisors turn conversations into conversions.
At Advisor Rescue Marketing, I lead our life and annuity training division, showing advisors how to build trust, handle objections with empathy, and close confidently using NEPQ frameworks and field-tested systems. Our approach blends modern marketing with authentic human connection — helping you scale your business without sounding like a salesperson.
As co-host of the Plan Life Right Podcast, I bring those same lessons to consumers, translating complex financial concepts into clear, relatable conversations that build confidence and clarity.
If you’re ready to communicate with purpose, close with confidence, and grow with consistency — you’re in the right place.
📍 Book your Advisor Growth Call
🎥 Subscribe on YouTube Podcast
MEET JACOB
Hi, I’m Jacob Zeke, Assistant Director of Life & Annuities here at Advisor Rescue Marketing. My mission is simple — to help financial advisors bridge the gap between knowledge and execution so they can scale faster, serve clients better, and close with confidence.
I’ve spent years in the insurance and financial industry mastering the fundamentals of annuity and life sales, marketing automation, and advisor training. What I’ve learned is that most advisors don’t need more leads — they need better systems and sharper communication. That’s where I come in.
At Advisor Rescue, I work alongside Kevin Ross and Matt Floyd to coach advisors on everything from prospecting and presentation flow to case positioning and closing strategies. I help our members simplify their process, build consistency, and master the skills that drive long-term success.
Our approach is practical, proven, and rooted in real-world experience. Whether it’s refining your story, structuring your client conversations, or learning how to deliver complex ideas with clarity — I’ll help you turn your expertise into authority.
If you’re ready to grow your production, elevate your process, and learn what top producers are doing differently, you’re in the right place.
📍 Book your Advisor Growth Call
🎥 Subscribe on YouTube Podcast
