You're good at what you do. But getting consistent leads? That's a different game entirely.
Maybe you're stuck in the referral trap—great when they come in, but you can't control when that happens.
Or you've tried buying leads only to realize they're garbage.
Or someone told you that you need Facebook ads and a funnel, so you threw some money at it... and got nothing.
Some advisors I talk to don't even have a website yet. They know they need one, but between compliance concerns and not knowing where to start, it just sits on the back burner.
Here's the thing: it's not your fault.
Most marketers you'd hire are really good at one thing—making stuff look pretty. They'll give you a sleek landing page with nice colors and fancy buttons.
But here's what they're not good at: writing the actual words that convince someone to give you their contact information.
I'm talking about the headline that makes someone stop scrolling. The opening paragraph that speaks directly to their biggest fear about retirement.
The call-to-action that makes clicking feel like the obvious next step.
That's called "copy"—it's the written messaging that does the selling.
And when you look at most financial advisor websites and ads, the copy is... barely there.
It reads like placeholder text.
Generic stuff like "Plan for your future" or "Achieve your financial goals."
Nothing that actually connects with what your prospects are worried about at 2am.
The truth is, you could have the most gorgeous landing page on the internet, but if the words don't persuade anyone to take action, you've just got an expensive brochure that nobody reads.
I'm not your typical Facebook ads person.
I started as a copywriter—spent years learning how to write words that actually persuade people to take action.
Then I learned ads, design, and how to build complete funnel systems. But I always start with the copy.
Because here's what I've learned after working with hundreds of clients across nearly every industry...
...beautiful design with weak copy gets you nothing. Strong copy with decent design gets you leads.
Let me say that again because it's important: The words matter more than the pictures.
Think about the last time you bought something online. You didn't buy it because the website had a nice shade of blue.
You bought it because something you read made you believe that product would solve your problem.
Maybe it was a headline that called out exactly what you were struggling with.
Maybe it was a paragraph that described the transformation you'd experience. Whatever it was—it was the copy that sold you.
That's what most advisors are missing.
They hire someone to "do their marketing," and that person focuses on fonts and colors and layout.
Meanwhile, the actual message—the part that's supposed to convince someone to trust you with their life savings—is an afterthought.
I do it backwards. I start with the message. I figure out exactly what your ideal prospect needs to hear, and then I build everything else around that.
And I know compliance. I can write persuasive, engaging copy that stays well within the lines—because the last thing you need is a marketing headache on top of everything else.
Here's what I build for you:
✅ Facebook ads that speak directly to your ideal prospects (not generic "plan for retirement" nonsense)
✅ Landing pages with copy that converts cold traffic into leads
✅ Email sequences that nurture those leads until they're ready to book a call with you
✅ A complete system that runs on autopilot—bringing you leads while you're meeting with clients, spending time with family, or doing literally anything else
You set it up once, and it works. That's the whole point.
The result?
Leads start coming in as soon as 30 days after launch. One advisor I worked with got over 300 leads in the first month, with leads costing as little as $2.80.
Step 1: Discovery
We get on a call and I dig into your business—who you serve, what makes you different, what's actually going to resonate with your ideal prospects. This isn't cookie-cutter.
Step 2: Strategy & Creation (This Is Where the Magic Happens)
This is the most important part of the entire process, and it's where most people screw it up.
I'm not just slapping together a generic funnel and changing your name at the top.
I'm finding YOUR angle—the thing that makes you different from every other advisor in your area. Maybe it's your story. Maybe it's how you work with clients.
Maybe it's a unique insight you have about retirement planning that nobody else is talking about.
This is about differentiation. Because if your marketing sounds like everyone else's, why would anyone choose you?
I dig deep to understand your ideal clients—what keeps them up at night, what they're hoping for, what objections they have.
Then I craft a message that speaks directly to them in a way that feels like you're reading their mind.
From there, I create everything: the lead magnet (could be a quiz, PDF, video, whatever makes sense for your audience), the ads, the landing pages, the emails.
All written to convert. All compliant. All built around that core differentiating angle that makes you stand out.
Step 3: Launch
We go live. Your funnel starts running and prospects start coming in.
Step 4: Optimize
I monitor results and make adjustments to improve performance. The goal is to get your cost per lead down and your conversion rate up.
I've been doing this for over 10 years—worked at 4 different advertising agencies, wrote copy for some of the names you'd recognize online, and helped hundreds of clients across industries build funnels that actually work.
One of my favorite wins?
Took a coach to $70k per month using nothing but funnels and email marketing.
The system works. And it works whether you're in Florida, California, or anywhere in between.
You're an independent financial advisor who's been in business long enough to know what you're doing (we're talking 3-10+ years, not brand new).
You're tired of the feast-or-famine lead cycle and you're ready to invest in a system that actually works.
You want qualified prospects—people who are genuinely interested in getting help with their finances—not tire-kickers or people who ghost after one email.
And you're independent, which means you have the freedom to do marketing the right way without a bunch of corporate red tape.
This probably isn't for you if..
You're looking for a cheap, DIY solution. Or you're working for a wirehouse with strict marketing restrictions. This is for advisors who are serious about growth and ready to invest in a real system.
I don't normally share my funnel blueprint with just anyone. It's the exact process I use to build high-converting funnels for my clients—the copy frameworks, the funnel structure, the testing strategy. Everything.
But if you book a 30-minute strategy call with me, I'll walk you through the whole thing. No charge. No obligation to hire me afterward. Just a genuine conversation about how this could work for your practice.
Worst case? You walk away with a clearer picture of what a real lead generation system looks like.
Best case? We decide to work together and you have a funnel live in 2-3 weeks.
The call is 30 minutes. It's free. And you'll leave with my proven funnel blueprint whether we work together or not.