Elevating Financial Professionals Serving Educators

We connect licensed agents with educators and public employees seeking trusted retirement guidance.

What We Do

Targeted Outreach

We deliver compliant, data-driven outreach to educators and public employees.

Appointment Setting

We book warm, qualified meetings directly into your calendar.

On Going Support

From onboarding to scripting to CRM, we help you succeed long-term.

 

Reserve an appointment

We help financial professionals connect with educators through proven outreach systems, booked appointments, and support that scales.


Schedule a short call with our team to see if Solana Strategies is a good fit for your practice.

Why Solana?

Solana empowers licensed financial professionals to focus on advising, not prospecting. Our outreach systems are built exclusively for the public sector, helping you close more business with less stress. We handle the marketing—so you can focus on meaningful conversations.

  • Pre-qualified, booked appointments

  • Direct calendar integration

  • Educator-specific messaging

  • No cold calls or spam lists

  • CRM, scripting, and onboarding included

  • Exclusive territories and transparent pricing

Grow Your Practice With Confidence

Testimonials

  • “Solana fills my calendar with quality appointments—I just focus on helping clients.”

    Laurie Payton

  • “I’ve doubled my close rate since working with Solana. The support is top-notch.”

    Jamie Kokot

  • “Finally, a system built for advisors who want to grow without cold calling.”

    Lindsey Beumer

  • “Their process is smooth, efficient, and actually delivers results. Total game changer.”

    Keith Finley