Step 1: The Strategy

To start generating leads you need a strong strategy. Watch our free 30 minute Masterclass Training to learn our unique strategy to getting high quality leads, appointments and clients every month in your business.

Step 2: Generate Leads

Now that you have your strategy up and running, it’s time to generate leads. To do this, you can use either use free & low cost marketing channels or paid ads.

Additional Resources:

Fast Track Your Results!

The Sales Accelerator is our flagship training program that gives you a proven system you can follow to get 10, 15, 30 or more predictable leads and high quality appointments each month.

Watch the videos. Do the work. Get results.

Who does this work for?

In general, this strategy works best for any business that needs to generate high quality sales appointments to win more clients.

Some popular services we provide are:

Free Tutorials and Guides

Social Media for Financial Advisors: 7 Tips To Get Results

Social Media for Financial Advisors: 7 Tips To Get Results

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Annuity Leads: The Best Lead Gen Strategies in 2022

Annuity Leads: The Best Lead Gen Strategies in 2022

There are a lot of ways to get annuity leads, but not all of them are created equal. After helping hundreds of financial advisors, insurance agents and financial professionals generate exclusive annuity leads without: Going to networking eventsCold callingCold...

6 Best YouTube ‘Video To Text’ Converter AI Tools

6 Best YouTube ‘Video To Text’ Converter AI Tools

Want a quick and easy way to convert ANY YouTube video into text so you can use it as a a high-quality blog post on your website? To do this, you need to use 'video to text' transcription tools. However, not all transcription tools are equal! Some will only transcribe...

Facebook Ads for Financial Advisors: 11 Best Tips (2022)

Facebook Ads for Financial Advisors: 11 Best Tips (2022)

Are you looking to promote your financial advisor business with Facebook ads? If so, Facebook can be a highly effective way to reach your target audience and generate more leads! But... Before you start creating Facebook ads, it’s important you can answer these...

Free Training

Learn how to generate more 10, 15, 30 or more predictable sales appointments each month with your ideal clients (without relying on referrals, cold calling, networking and things like that).