What Anywhere Advisors does

Anywhere Advisors, legally Freeway Forward LLC dba The Anywhere Advisor, is a niche marketing services and software company that exclusively serves licensed financial advisors. Founded in 1994 and headquartered in Fort Lauderdale, Florida, the firm is led by founder and CEO Terrance McMahon, a former MassMutual Northern New England CEO who pivoted the business after a 2016 liver transplant, and CMO David McMahon. The company operates a multi-product portfolio anchored by the 400/40 Freedom Formula — a $8,995 done-for-you webinar marketing program combining Meta ads management, funnel building, presentation deck creation, and four live webinar campaigns over 90 days with a stated 400 registrant / 40 appointment target. The technical backbone is Mplify, a proprietary all-in-one marketing and sales platform with funnels, CRM, automation, and analytics, complemented by AI-powered SMS and email follow-up sequences delivered through a Twilio communications integration.

The business model blends high-ticket professional services (flagship 400/40 engagement), a Mplify subscription offering across 150+ active client campaigns, and a content-and-education layer including the Anywhere Advisor System online course, the Atomic Offers for Financial Advisors bundle sold at $70, a free book, a weekly podcast, and a free AI Powered Advisor live training event. Distribution is direct-to-advisor via free strategy calls, self-serve digital product storefronts, and a multi-channel content funnel spanning podcast, TikTok, Meta advertising, and email. Customer logos displayed on the site — MassMutual, Northwestern Mutual, Edward Jones, and Ameriprise — refer to individual advisors affiliated with those firms rather than enterprise contracts, indicating a long-tail SMB customer base rather than concentrated institutional revenue. The firm has no external funding, operates with 1-10 employees, and is structurally a founder-owned family business with two offices in the United States (Florida and New Hampshire).

Name

Anywhere Advisors

Legal name

Freeway Forward LLC dba The Anywhere Advisor

Website

https://theanywhereadvisor.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Anywhere Advisors is a niche marketing services and software firm that helps licensed financial advisors run webinar-based client acquisition campaigns through done-for-you programs and its proprietary Mplify platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. 400/40 Freedom Formula Program: Done-for-you webinar marketing system sold as a high-ticket program. Single payment of $8,995 or two payments of $6,000. Includes offer consulting, Meta ads management, webinar deck creation, AI follow-up, and 4 live campaigns over 90 days plus evergreen setup.
2. Atomic Offers Bundle: Digital product bundle including ebook, audiobook, fill-in-the-blank workshop, online training course, private members group, and academy workbook. Sold as a one-time purchase.
3. Mplify Platform Subscription: All-in-one marketing and sales platform for financial advisors. Accessed via subscription with ongoing platform access, CRM, funnels, and automation tools.
4. Online Course - The Anywhere Advisor System: Lead generation course teaching advisors how to target ideal prospects and get them onto their calendar without cold calling or referral networks.
5. AI Powered Advisor Training: Live training event on using AI to generate qualified advisor leads and build follow-up systems. Free to attend, live and interactive.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

The Anywhere Advisor provides done-for-you webinar marketing and lead generation services exclusively for financial advisors. Its flagship 400/40 Freedom Formula delivers 4 live Meta-ad-driven webinar campaigns in 90 days, targeting 400+ registrants and 40+ booked appointments, supported by AI-powered follow-up automation and the proprietary Mplify platform. Complementary offerings include an online course, books, and free AI training resources.

Product overview

The Anywhere Advisor is a marketing services company for financial advisors offering a multi-product portfolio combining done-for-you services, a proprietary marketing platform, educational resources, and live training. The flagship 400/40 Freedom Formula provides complete webinar marketing campaigns with Meta ads and AI-powered automation. Mplify Sales System serves as the underlying all-in-one marketing platform powering funnels, CRM, and automation. Educational offerings include courses, books, and podcasts, while AI Powered Advisor provides live training on AI tools. All offerings are designed specifically for financial advisors seeking to build location-independent practices.

Differentiator

Problem solved

Functional benefit

Brands

• Mplify: All-in-one marketing and sales platform designed for financial advisors with funnels, CRM, automation, and analytics.
• 400/40 Freedom Formula
• AI Powered Advisor
• Atomic Offers for Financial Advisors

Products and services

• 400/40 Freedom Formula

Quantifiable outcome

• 400+ registered webinar attendees per campaign
• +3 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature5 records

Partnerships

One partnership is on record.

• Twilio, Inc.coreTechnology or IntegrationTwilio provides the SMS/MMS communications infrastructure for all text message communications sent by The Anywhere Advisor. The platform is used to deliver webinar reminders, appointment confirmations, marketing messages, and other SMS communications to prospects and clients. Twilio acts as a service provider and is contractually prohibited from using client phone numbers for independent marketing purposes.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• HubSpot: HubSpot is a general-purpose marketing, sales, and CRM platform with deep adoption across SMBs. While not advisor-specific, it represents the broader incumbent that vertical platforms like Mplify compete against on funnel, automation, and analytics capabilities.
• Act-On Software: Act-On is a marketing automation platform with a dedicated financial services vertical, serving banks, insurance, and advisors with email, lead scoring, and campaign management. It is a broader incumbent offering overlapping capabilities to the Anywhere Advisor's automation and email sequences.
• Redtail Technology: Redtail is a leading CRM and workflow platform for financial advisors, with adjacent marketing and client engagement features. It is a broader incumbent in the advisor tech stack and overlaps with Mplify on CRM, automation, and analytics.

Emerging players

• Asset-Map: Asset-Map provides financial planning visualization and discovery tools used by advisors in client meetings and lead-generation workflows. It is an emerging, adjacent player in the advisor tech stack with a more specialized discovery-tool focus.
• SmartAsset: SmartAsset operates a consumer-facing advisor matching marketplace and lead-generation platform that connects investors with financial advisors. It is an emerging player in advisor lead generation, sharing the Anywhere Advisor's focus on filling advisor calendars with qualified prospects but via a different marketplace model.

Direct peers

• Twenty Over Ten: Twenty Over Ten delivers websites, branding, and lead-generation tools tailored to financial advisors and RIAs. It overlaps with The Anywhere Advisor on advisor-focused marketing infrastructure and client acquisition funnels.
• FMG (FMG Suite): FMG provides websites, email marketing, social media, and content for financial advisors, including a curated marketplace of pre-approved marketing. It is a direct competitor in advisor marketing services and SaaS, with broader product breadth and enterprise distribution.
• Snappy Kraken: Snappy Kraken is a marketing automation and content platform purpose-built for financial advisors, including automated email/drip campaigns, ad creative, and AI-assisted workflows. It is the closest direct competitor to The Anywhere Advisor's Mplify platform and 400/40 webinar-driven model.
• Vanilla (vanilla.agency): Vanilla is a digital marketing agency and platform built specifically for RIAs and financial advisors, offering websites, SEO, content, and marketing automation. It competes head-on with the Anywhere Advisor's done-for-you marketing and webinar-driven acquisition approach.

Others

• ClickFunnels: ClickFunnels is a general-purpose funnel-building and marketing automation platform widely used by coaches and service businesses. It is an indirect, enabling competitor in the same funnel/automation category as Mplify but without the financial-advisor vertical specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/watch?v=09KoHNRclQ8
• Facebookfacebook.com/theanywhereadvisor
• LinkedInlinkedin.com/company/anywhereadvisor

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anywhere Advisors