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.
Additional Resources:
- Successful marketing & sales funnel real life example
- How much time should you spend on marketing & sales?
- How to increase your funnel conversion rates
- Best Lead Magnet for your marketing funnel? VSL vs eBook vs Webinar
- How to best create a Video Sales Letter (VSL)
- How to create a professional website in a few easy steps

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:

Step 3: Convert leads to clients
Once you’re generating leads, the last step is to convert leads to clients.
Additional Resources:
- How to best convert website visitors to leads, appointments & clients
- How to retarget website visitors on Adroll
- How to create an automated follow up email sequence
- How to follow up with leads via email marketing
- How to improve your funnel conversion rates
- How to convert leads into appointments and clients


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

Financial Advisor SEO: How To Get FREE Leads From Google
Is SEO important for financial advisors? Every day thousands of people are searching Google for questions related to retirement, financial planning, taxes, investments and so on. The question you need to ask yourself is... Are they finding YOU or one of your...

Does Lead Response Time Really Matter? (Lead vs Inquiry)
Why Lead Response Time Does NOT Matter Marketers and sales teams will often say that how quickly you respond to web leads will determine the success of your lead generation campaign. Businesses will say that quick lead response times can either "make or break" a...

Best Financial Advisor Websites For Marketing Financial Services
We all know a professional website is important for financial advisors, wealth managers and financial planners if they want to build trust with potential clients. But how do you actually build a professional financial advisor website that effectively builds trust with...

How to generate sales leads without cold calling
Cold calling is a lot of work. It’s time consuming, inefficient, and often ineffective. But it’s still something that many people do, even if they don’t want to. But what if... There was a better way to get qualified sales leads without cold calling?You could get...
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).