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 –