Our Proven System Includes:
High-Quality Client Appointments: Our experts will craft a compliant, high-converting social media campaign that grabs attention, and brings in the right clients for you.
Lead Funnel Creation and Optimization: We’ll set up a step-by-step process that guides people from being interested to becoming your client. This includes webinars, videos, and scripts to help you get more clients, or we can make your current process work better.
CRM AI System: Use our smart CRM for free. It handles your pipeline, email marketing, and more.
Sales Scripts and 1:1 Online Sales Coaching: Receive custom sales scripts and dedicated coaching sessions to boost your closing rates.
Reactivation Campaign: We’ll run a special campaign to reconnect with your old leads, with no additional cost.
The LeadGen Accelerator Program is a comprehensive solution designed to help financial advisors generate qualified leads, automate follow-ups, and optimize their client acquisition process using AI-driven marketing strategies.
This program is specifically tailored for financial advisors (CFA and CFP) and insurance agents who want to grow their business by consistently attracting and converting high-quality leads.
Most clients begin seeing measurable results within the first 7 days, depending on the current state of their marketing efforts and the specific services chosen.
Yes, our program offers a money-back guarantee. If you’re not satisfied, you can cancel without any long-term commitment and get a full refund of your investment
We offer several pricing tiers based on your specific needs. Book a call with us to get a quote.
Our program is uniquely designed for financial advisors, offering not only lead generation but also a comprehensive suite of marketing automation tools, including a CRM, AI-driven solutions, and ongoing support through personalized coaching and campaign optimization.
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