Advisor Magnet — Book a Call

Strategy call

Let's Figure Out Why Your Marketing Isn't Bringing In Clients

30 minutes. No fluff. You'll leave with a clear diagnosis of your funnel and a concrete plan to fix it.

You should book this if...

This call is for you if:

  • You're running ads (or have tried) but the leads aren't converting
  • You have a website and maybe a social presence — but it's not generating consistent inquiries
  • You're still relying on referrals and you know that's not a growth strategy
  • You've worked with a marketer before and it didn't go the way you hoped

Agenda

Here's what we'll cover in 30 minutes

What you're doing now — ads, landing pages, follow-up, whatever you've got. I'll take a quick look before the call so we're not wasting your time on basics.

Where the breakdown is — most advisors lose prospects at one of three points: the ad doesn't stop the scroll, the landing page doesn't convert, or the follow-up sequence doesn't exist. We'll find yours.

What a working funnel looks like for your situation — I'll map out the structure I'd build for you, including the messaging angle I'd lead with. You'll leave with something concrete, not a list of things to "think about."

No sales pitch

What this call isn't:

It's not a discovery call where I spend 25 minutes asking about your goals and 5 minutes telling you we're a great fit.

If we're a fit, that'll be obvious by the end. If we're not, you'll still have a clear picture of what your funnel needs — and you can take that wherever you want.

Important

One thing before you book:

If you're not currently spending at least $2,000/month on ads — or not planning to — this probably isn't the right call yet.

The funnels I build run on paid traffic. Below that threshold, the math doesn't work and I'd be setting you up to fail. I'd rather tell you that now than waste 30 minutes of your time.

If that's you, download the PDF instead → it'll show you what the funnel looks like and what you'd need to make it work.

Download the PDF →

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