Free book · For advisors ready to modernize their practice
The 1 Hour Webinar shows you how to take your practice one-to-many: build one presentation with AI, launch it in seven days, and run it every week from anywhere. Households come to you, instead of you driving to them.
The 7-Day Launch · Chapter 6
The first two days are decisions. The middle three are production. The last two are the parts most advisors skip and then pay for. AI drafts the slides, the pages, and the emails. You make the calls only a licensed advisor should make.
You go live on Day 7
Chapter 6 ends with one instruction: put a live date seven days out on your calendar.
Audience, problem, promise, named diagnostic, three insights. All of it goes into your AI knowledge base.
Your three insights written long-form in your own words, before a single slide exists.
Thirteen blocks, one idea per slide. AI drafts, your judgment approves every one.
The named diagnostic written in full, and a registration page that sells the hour.
Reminders before. Messages after, for attendees, no-shows, and bookings.
Everything to compliance. Then one timed run, out loud, door shut.
Deliver the hour. Then run the same webinar every week.
Chapter 1 · The Map Is the Cage
Put a dot on a map where your office is. Draw a circle at the distance you'll drive for a first appointment. For most advisors, that's an hour.
That circle is your business. Every client you'll ever have lives inside it. Every referral comes from someone inside it. It looks like a territory. It works like a ceiling.
Every hour behind the wheel produces nothing. It can't be delegated, sped up, or compounded.
The circle caps how many households you can sit in front of each week, and that count is the whole business.
When the pool is finite and you've called most of it, every Monday starts at zero. If your calendar is unpredictable, your life will be too.
Asking people inside the circle to introduce you to other people inside the circle.
A room of people inside the circle, each hoping the others turn into clients.
Renting a room inside the circle and buying dinner for whoever inside it will come.
Names from inside your circle, sold to you and to four other advisors inside it.
Every fix the industry handed you works the circle harder. The webinar removes the place.
Chapter 5 · The One Hour Webinar
Most advisor webinars teach well and book nothing. The book gives you the full run of show: when value has to land, when the room has to do something, and the exact minute the offer arrives.
Something a household could act on. Not a tease.
Never three. Given a choice, people take the easiest one, which is worth least to both of you.
An offer at minute 58 is made only to the people who stayed.
Chapter 4 · The Appointment Is the Offer
This is the hinge of the book. Most webinars end by offering a free consultation, an hour with a stranger who will probably try to sell something. You'll end yours with a named diagnostic: a defined piece of work the household keeps whether or not they ever hire you.
"Teach the what. Personalize the what-now."
Chapter 9 · Freedom Is Math
One webinar a week. The same webinar. Forty campaign weeks a year. Four hundred appointments as the benchmark.
That's about twenty-five households in a room, twice a week. It's a smaller room than most advisors picture. And it's roughly eighty hours of delivery a year: two working weeks to prospect for a year.
The book won't tell you what you'll earn. It hands you the model and the levers, and makes you put your own numbers in. Try it here.
About 9.8 appointments per campaign week. The industry average is roughly one new household a week.
A model, never a forecast. The 7% planning rate comes from Chapter 7. Your market, message, and effort decide your actual results.
What's inside
Eleven chapters in four parts, with one exercise at the end of each. By the last page your folder holds a working webinar, an offer, a follow-up sequence, and a live date on your calendar.
Sample webinar formats you can run as-is, working run-of-show templates, training on the parts that are easier shown than written, plus the offers, pages, and sequences that took Terrance years to figure out. Included with the book at no cost.
Who it's for
Your calendar is full and the practice pays. You don't need rescuing. You want to scale what you know, get serious about AI and the online world, and build a company bigger than your own two hands and your own zip code.
You're doing well enough that leaving makes no sense, and not well enough to get anyone's attention. Not your firm, your broker-dealer, or your RIA. You have the will. You need a method to reach more people than you can drive to.
Advisors looking for a promise of results, a script to pressure people, or fake deadlines. The book is plain about this: no guarantees, no invented scarcity, and every asset goes to your compliance reviewer before it goes to the public.
Stories from the book
Two events a month, each offered on two nights. Each session runs under an hour. In a town you couldn't find on a map, he generates 80 to 150 new appointments a month.
One advisor's individual outcome in one market. Not typical, and not a promise.
Carl's expertise was real and trapped in his own two hands. He offered access to Carl. When he started offering a named result, with a book and a webinar behind it, the plateau ended.
Names and details changed. Individual results vary.
Six figures, a family to feed, and invisible to his firm. Today he works from anywhere, running webinars and appointment funnels into the construction market with AI carrying the follow-up.
It took hard work, training, and time.
About the author
For twenty-five years Terrance McMahon built a financial practice across seven states the way everyone was taught: one handshake, one kitchen table, one client at a time. He served as chief executive of a firm with more than a billion dollars under management and holds a Series 7.
In 2016, the grind nearly killed him. Stage four liver failure, and a transplant he wasn't expected to get. He used the time he was handed back to finish what he'd started: a practice and a training company run entirely from anywhere.
He has recruited more than 1,000 advisors, personally trained more than 20,000, and trained more than 100,000 people to use AI in their businesses. He delivered what he believes was the first live public training on ChatGPT, is a TEDx speaker, and is a #1 Amazon category best-selling author. He runs it all from Dorado Beach, Puerto Rico, seventy-five feet from the ocean.
From the firms we work with
"I've been working with the Anywhere Advisor system and Terrance McMahon now for a year. It has fundamentally transformed our organization. We are bringing in better advisors, more advisors, and we're doing it because we can show them a way to get leads into their hands."Jim PiercePresident, Wealth Continuum Group
"The Anywhere Advisor system has automated the way that we prospect. It gave myself and my firm a step-by-step process on how to generate leads online and then convert them to clients."Clint HallManaging Partner
Individual experiences of firm leaders who work with The Anywhere Advisor. Not typical and not a guarantee of results.
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"Stop driving to the room. Build the room that comes to you."
Questions
Because the fastest way to show an advisor what this system can do is to put the whole method in their hands. The book works without us. Some readers will want help building it, and the book ends with one invitation for them. There's no obligation to take it.
No. Chapter 6 walks you through building an AI knowledge base first, then using it day by day. AI drafts the slides and emails. You make the decisions only a licensed advisor should make.
Chapter 10, Built to Survive Compliance, is written for that question. The method avoids guarantees and invented scarcity, and every asset you build is designed to go to your reviewer before it goes public. Your firm decides what you may say.
That's what the plan is built for: two days of decisions, three of production, and two for review, rehearsal, and going live. If you've done the exercises in Chapters 1 through 5, Day 1 takes an afternoon. Compliance review times vary by firm, so start that conversation early. How fast you move is up to you.
Both, and they mean different things. The webinar itself runs one hour. Building and launching it takes seven days.
The One to Many Advisor makes the case for why. The One Hour Webinar is the build manual. You can read them in either order.
Most US orders ship within 2 business days and arrive in 5 to 8 business days. You'll get tracking by email.
One hour. Seven days. From anywhere.
The circle on the map doesn't get to set the ceiling on your life.