Unlocking the Power of Digital Marketing for Financial Advisors


At one point I had about 50 different clients. Three were financial advisors with consistent results and the other 47ish were up and down in terms of results. So, I had to decide if this is kind of working or not really, and what is really, really working.

I decided to go all in on exclusively helping financial advisors with their digital marketing. And it makes sense because if you want to make a marketing message that’s going to resonate with a retiree that has $500 – $2,000,000 in investable assets, to talk about sequence of returns in a compliant way, to get them to be interested in an annuity potentially work with you, then you can do all of that with digital marketing.

Alex Khassa

Alex Khassa

Alex Khassa is a marketing consultant for financial advisors, partnering with RIAs (2-30 advisors) to 3x their FIA production fast w/ better ROI & 10x less effort... without webinars, seminars or buying more leads.

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