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.
Here’s the thing: it’s not your fault.
Most marketers you’d hire are 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 words that convince someone to give you their contact information.
The headline that makes someone stop scrolling. The opening line that speaks directly to what they’re worried about at 2am. The call-to-action that makes clicking feel like the obvious next step.
That’s called copy—and when you look at most financial advisor websites and ads, it’s barely there.
Generic stuff like “Plan for your future” or “Achieve your financial goals.” Nothing that actually connects with what your prospects are really thinking.
You could have the most gorgeous landing page on the internet. But if the words don’t persuade anyone to take action, you’ve got an expensive brochure nobody reads.
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 years of working across nearly every industry before I narrowed to this one:
Beautiful design with weak copy gets you nothing. Strong copy with decent design gets you leads.
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.
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.
I also know compliance. Persuasive, engaging copy that stays well within the lines—because the last thing you need is a marketing headache on top of everything else.
You set it up once, and it works. That’s the whole point.
My most-read piece of content is a case study about a campaign that generated 300 leads and zero clients.
I wrote it because advisors can smell polished marketing BS from a mile away—and because understanding exactly why that campaign failed is what I rebuilt my entire approach around.
If you want to know what actually went wrong, and what a properly built system looks like instead, download the PDF below. It’s free.
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 process with just anyone. But if you book a 30-minute call, I’ll walk you through exactly how I’d build your funnel—the copy frameworks, the funnel structure, the testing approach. All of it.
The call is 30 minutes. It's free. And you'll leave with my proven funnel blueprint whether we work together or not.