Unleashing Online Success Advisors Thrive in the Digital World

In 2020, I had three financial advisors come to me there because of pandemic and everything that happened, they can’t do seminars anymore, so they had to figure out something that’s more digital, right. So, they said, “hey, you know, everything’s getting locked up, we need to find something that’s actually going to work in the online world.” What we did from there is we helped them set up a very simple funnel, a video a, a short-term into PowerPoint and a Calendly calendar that qualifies people before booking with them. For these three people, they all had tremendous results. The first lady, she spends $8000 in ads, made back $95,000 in about four short months, “In the last four months I even made around $90,000.” The second advisor who spent about $13,000 and has made $150K back in about 6 months and the third guy went from not a lot of online sales to about $100,000 a month in actual commissions within about two months of working with us.