Hey there, I’m Jim Tassoni, a Series 65 and insurance licensed advisor with over 20 years in the financial services industry. After trying various marketing strategies, I struggled to find consistency until I discovered the Virtual Marketing Advisor Program with Aaron Cirksena and Alex Khassa. In just five months, I’ve

Hey there, I’m Zach Seidman, the founder and CEO of Phaseline Financial, an independent registered investment adviser specializing in retirement planning. With seven years in the industry as a Series 65 fiduciary adviser and holding a life insurance license, I’ve encountered the highs and lows of client acquisition. Initially, like

🎯 Key Strategies Uncovered: 1.Transition to Digital: Master the art of moving from traditional methods to digital platforms for client engagement. 2.Invest in Ads: Learn why allocating $143,000 to $170,000 monthly in ad spend could be your pathway to success. 3. Webinar Strategy Post-COVID: Discover the shift to webinars and

Hi, I’m Matt Eilers, the founder and private wealth adviser at Metalist Wealth Management. Since the end of 2023, I’ve had the pleasure of working with Aaron and Alex, and after a few months into our campaign, I can confidently say that their program is a game-changer. What stands out

As a retirement specialist with over six years of experience in the financial services industry, I’ve seen my fair share of challenges. From navigating complex seminars to struggling with inconsistent client attendance, I knew there had to be a better way to optimize my business. Enter Aaron and Alex, whose

Welcome to a comprehensive dive into retirement planning with Dr. Wade Pfau, a distinguished expert in the field. In this discussion, we’ll unpack some common misconceptions, explore various retirement strategies, and delve into the importance of both financial and non-financial considerations for a fulfilling retirement. Debunking Misconceptions: One of the

Are you looking to navigate your financial strategies with a team that values integrity and personal connections? In this exclusive interview with Adam from Dynamic Wealth Strategies, we delve into his journey in the financial industry, his experiences with our campaign, and his plans to expand his team. Adam’s journey

Embarking on the journey towards achieving your 2024 targets as a holistic financial advisor requires a strategic plan and actionable insights. In this video, I, Alex Khassa from clientsblackbox.com, delve into specific strategies tailored for advisors who engage in both insurance and asset management. One key element of this plan

In the dynamic world of holistic financial advising, setting ambitious yet achievable goals is key to success. Based on his extensive experience, Alex Khassa from clientsblackbox.com advocates for a minimum target of $30 million a year in new assets, with half allocated to Fixed Index Annuities (FIA) and the other

In the ever-evolving landscape of financial advising, the effectiveness of your marketing efforts can significantly impact your success. Today, let’s explore two key aspects that play a crucial role in optimizing your marketing strategy and driving substantial results. Investing Adequately in Marketing:It’s a common truth in the business world –

Hello, I’m Alex Khassa from clientsblackbox.com, and I’m excited to share with you the first crucial step on your journey to success in 2024. Before we dive in, make sure to subscribe and hit the like button to stay updated with valuable insights. Today, let’s talk about the foundation of

Happy New Year! As we embark on this exciting journey into 2024, it’s crucial to set clear goals and create a plan to achieve them. In this video, Alex Khassa from clientsblackbox.com shares valuable insights specifically tailored for holistic financial advisors. Whether you’re in the financial industry or not, these

In the world of marketing, theories and concepts abound in the countless courses available. Yet, when it comes to practical application in the real world, a stark reality emerges—traditional marketing courses often miss the mark. Why? Because what you need in the real world are not just theories but tangible

In the vast realm of digital marketing, a one-size-fits-all approach rarely leads to optimal results. Our focus is on precision, and that’s especially true for financial advisers specializing in annuities, generating a substantial revenue each year. Wondering why our methodology stands out in this niche? Let’s delve into the specifics.

In the dynamic landscape of digital marketing, the key to success lies in reaching the right audience with precision and efficiency. At the forefront of this advertising revolution is a strategic approach that challenges the traditional funnel model. Enter a game-changing tactic: leveraging the power of Facebook to connect with

Ever experienced that eerie feeling of logging into Facebook or Instagram and finding ads that seem almost too perfect? If you’re a financial adviser on the hunt for marketing services, your feed might be flooded with promises of leads and appointments from various agencies and companies. It’s not a coincidence

Have you ever had the uncanny feeling that Facebook and Instagram are raiding your mind? You log into your social media accounts, and suddenly, your feed is flooded with advertisements that seem tailored specifically to your desires and needs. If you’re a financial adviser on the lookout for marketing services,

In the dynamic world of digital marketing, strategies evolve rapidly. Recently, an ad caught my attention, promoting a digital marketing company that touted a familiar three-step funnel: awareness, engagement, and conversion. As the founder and CEO of Clients Blackbox, specializing in helping financial advisors acquire clients through social media advertising,

In the ever-evolving landscape of financial advising, the quest for success often involves exploring innovative avenues. Over the past few months, we’ve been diligently testing a program designed to not only elevate advisers’ businesses but also transform their work-life balance. The results? A resounding success that has left advisers thrilled

In the world of financial advising, achieving unprecedented success often requires innovative approaches. Today, we’re thrilled to share Jonathan’s inspiring story of triumph and his recent initiative aimed at supporting advisers aiming to elevate their annual revenue from one to five million to the impressive heights of 10 or 15