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Imagine NEVER having to worry about where your next qualified lead is COMING FROM AGAIN ...


The Automatic Lead Gen Machine is the step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance. 

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I know your time is valuable, so let's just cut to the chase, shall we?
There is a big problem in the financial services market right now.

Actually 3 big problems ...

Problem 1
Real, true experts struggle to consistently enroll high-ticket clients because, while they know their expertise, they don’t have a consistent flow of qualified leads. They think their expertise is enough and become disheartened when other people with way less skill seem to be the rainmakers.
Problem 2
Many of those who have built a successful financial services practice are burned out on running seminars, pounding the pavement at networking events and draining their referral pipeline dry. They know that there has to be a more efficient method of marketing but don’t know what that is. 
Problem 3
Attempting to solve this crisis are the large influx of marketing gurus who OVERCOMPLICATE the process and make it difficult to even get started. You’re so bogged down with theory and ideas that you stop after updating your LinkedIn profile and Facebook page. After all, you’re a financial planner, not a digital marketer. 

How many of you can relate to one of these two scenarios?

In this area, you want to get your reader's attention by identifying with their problem. 
What is their pain?
What are they suffering from?
• Point out their symptoms

• Do they feel this way?

• Read Their Minds

• More Sample Text

• More Sample Text

• More Sample Text

I’m trying to grow my financial services practice using the methods that I’ve been taught - networking events, hosting lunch and learns, teaching seminars, making hundreds of cold calls, contacting everyone in my phone - but I’m working way too hard with not that much to show for it. 

- OR -

I have a successful financial services practice which I want to scale but I’m not sure how to take advantage of social media to do so. 

Which is why I created, tested, and optimized this lead gen machine for you. 

Because there is a HUGE opportunity online but so many smart financial planners have no idea what to do. 

We’re going to put an end to all of this, right here and now - 
without wasting any more time.

YES

There is a method to promote your services online and attract qualified client opportunities without trading time for leads (because who wants to create yet another time-sucking prospecting activity?)

There is a method that only takes a couple of hours to set up (because who has weeks and months to dedicate to building this machine? You're a busy person!)

There is a method that allows you to show up online and be 100% compliant at the same time (because no one has time for upsetting your compliance officer!)

Hint at the fact that you discovered the secret...
...the solution, the result of all this pain and suffering, and now...
you are on a mission to help others just like you!
Talk about your failure when you first started looking for a solution. Maybe there was a conspiracy against you, a false belief, a misunderstanding.
Show how the traditional methods didn't work and you were super frustrated.
Then, you had an ah-ha moment that brought you the result, benefit, solution you were looking for.

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Ask them to imagine what life 
will be like when they too 
have the success you have?
as seen on...
Show Off All The Possible Benefits. 
Be Visual, Creative. Imagine The Benefits.
and more.
I’m going to tell you right now how I’ve created a predictable method that can be used over and over again!

The lead generation process is not tricky.
It’s not rocket science.
And once you set it up, it’s automatic.

In fact, I have three simple rules whenever I build a new lead gen system for my clients.

The Three Simple Rules for an Online Lead Generation System

RULE #1
The system needs to create awareness so your ideal clients are attracted to you!

RULE #2
The system needs to get your ideal client to engage with you so you can showcase your expertise. 
RULE #3
The system needs an automated appointment booking method so your ideal clients can meet you. 
If you can wrap your expertise up using my Three Simple Rules, you can bring your prospecting online with reasonable assurance that you will have qualified client opportunities lining up at your inbox.

I can hear what you’re thinking.

“Ok, that makes sense but that doesn’t mean I know how to figure all of this out.”

Many financial service providers get lost on how to accomplish these three things quickly and painlessly.

Key word there? QUICKLY.

introducing...
The step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.

Just exactly what you need to generate qualified client opportunities online. 


“68% of online U.S. adults that own an investment account are present on at least one social media network, the audience that financial advisors need to target is certainly on social media channels if they create a proper strategy to target these users with social media marketing.” - Blue Fountain

YOU'LL LEARN HOW TO ...

  • Find your ideal client online (so you can stop taking on clients that drain your energy and time but don’t really help meet your practice goals)
  • Generate leads and appointments automatically (perfect for advisors that are over hosting lunch-and-learns for hungry yet uninterested prospects, pounding the pavement at networking events, getting blisters on your index finger from cold-calling, and/or squeezing your warm market like the last bit of toothpaste in the tube)
  • ​Create a personal online brand in your marketplace without wasting money and time on radio shows, direct mailings, “boosting” posts online or buying lists of people who have no idea who you are. 
  • ​Build a system that showcases your expertise and personality so you can attract qualified client opportunities from a place of authority (regardless of how many years you’ve been in the business) rather than from a place of desperation and “hope”
WHAT’S INCLUDED IN THE AUTOMATIC LEAD GEN MACHINE
Mini-Workshop 1: 
The Riches are in 
the Niches
In this workshop, you’ll work to define your ideal client. I’ll show you how to pick the right niche, discover what your market really wants, and be certain your service will stand out in the marketplace so you’ll have the knowledge you need to scale your practice with ease. No longer will you say “I work with anyone who has at least $250,000 of investable assets.”
Mini-Workshop 2: Compliance is 
Your Friend
In this workshop, you’ll understand the marketing rules outlined by the SEC and FINRA. This means you’ll know exactly what you are and are not allowed to do to market your business online. Includes a bonus, easy-to-understand checklist you can use as you create your automatic lead gen machine. 

Mini-Workshop 3: 
The Awareness Success Formula 
In this workshop, you’ll work to get your initial pieces of content DONE. I’ll show you how to get the attention of your ideal clients, and convince them that your practice provides value without writing massive blog posts, hosting hour-long radio shows or starting a podcast. 


Mini-Workshop 4: 
The Engagement Success Formula
In this workshop, you’ll work to create your digital assets. You will walk away with a lead magnet (a free piece of content you provide in exchange for someone’s contact info) and supporting webpages...DONE. 




Mini-Workshop 5: 
The Conversion Success Formula
In this workshop, you’ll walk away with your automatic scheduling and follow-up email system … DONE. You’ll learn how to save time by having leads qualify themselves prior to booking an appointment with you. The biggest problem with online leads? They are cold leads. With a digital follow-up system, you increase the booking rate by 80%. 
Mini-Workshop 6: 
How to Fix a 
Broken Funnel 
In this workshop, you’ll learn the 5 main reasons your machine isn’t generating as many leads as you’d like. I’ll walk you through each of the symptoms and show you how to easily course correct and get your automatic lead gen machine running at peak performance


By the time you complete The Automatic Lead Gen Machine, you'll have an online lead generation system that produces qualified client opportunities while you sleep, spend time with your loved ones, and do what you do best ... create financial planning solutions for your clients.

More than nine advisors in ten (92%) who use social media for business say social media has helped them gain new clients, up from 86% in 2017. - Putnam Social Advisor Survey

The step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.
The Riches are in the Niches . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

Compliance is Your Friend . . . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

The Awareness Success Formula . . . . . . . . . . . . . . . . . . . (Value $97)

The Engagement Success Formula . . . . . . . . . . . . . . . .  . (Value $97)

The Conversion Success Formula . . . . . . . . . .  . . . . . . . . (Value $97)

How to Fix a Broken Funnel. .  . . . . . . . . . . . . . . . . . . . . . . (Value $97)

BONUS: 366 Social Media Prompts. . . . . . . . . . . . . . . . . . (Value $97)

BONUS: Drag-and-Drop Templates . . . . . . . . . . . . . . . . (Value $197)

BONUS: 1-Click Website Template . . . . . . . . . . . . . . . . . (Value $197)

BONUS: Word-for-Word Email Scripts . . . . . . . . . . . . . . . (Value $97)
Total Value = $976
Today's price = $37
YOU GET A BONUS! YOU GET A BONUS! YOU GET A BONUS!
.01
366 Social Media Prompts
I’ve complied daily prompts to use on your favorite social media platforms so you can quickly and easily build awareness without staring at a blank screen wondering what to write. 
.02
Drag-and-Drop LEAD 
MAGNET TemplateS 
No one likes to design from scratch, especially if you’re not a designer. Use my templates to make professional looking lead magnets in less than 30 minutes.
.03
1-CLick INSTALL WEBPAGES
No expensive web developer needed for this system, just use the pre-designed webpage templates to describe your lead magnet and invite leads to book a call ... and get it installed with just one click!
.04
WORD-FOR-WORD EMAIL SCRIPTS
When a business focuses on nurturing leads, they make 50% more sales at a third of the cost. This email sequence will build your “know, like and trust” factor while delivering your value-packed lead magnet and lead them to book a call. Plus, get an appointment reminder sequence and 3 post-call sequences that will help increase your closing ratio. 
The step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.
The Riches are in the Niches . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

Compliance is Your Friend . . . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

The Awareness Success Formula . . . . . . . . . . . . . . . . . . . (Value $97)

The Engagement Success Formula . . . . . . . . . . . . . . . .  . (Value $97)

The Conversion Success Formula . . . . . . . . . .  . . . . . . . . (Value $97)

How to Fix a Broken Funnel. .  . . . . . . . . . . . . . . . . . . . . . . (Value $97)

BONUS: 366 Social Media Prompts. . . . . . . . . . . . . . . . . . (Value $97)

BONUS: Drag-and-Drop Templates . . . . . . . . . . . . . . . . (Value $197)

BONUS: 1-Click Website Template . . . . . . . . . . . . . . . . . (Value $197)

BONUS: Word-for-Word Email Scripts . . . . . . . . . . . . . . . (Value $97)
Total Value = $976
Today's price = $37


“Social media is helping advisors to build and deepen their relationships with clients. This is happening much faster... I think that it’s pretty clear that social media is here to stay and it will be a powerful tool for asset managers." - Mark McKenna, head of global marketing for Putnam Investments.


Facebook has a massive 2.2 billion monthly users, and an overwhelming 82.3 percent of baby boomers actively use Facebook, making it a great platform to market to retirement-ready, aged 50-plus prospects in your market. - wealthmanagement.com

Hi! I’m Portia R. Jackson, PhD, CFP®. I’m a CERTIFIED FINANCIAL PLANNER™ professional and client generation strategist for financial planning professionals looking to scale their business efficiently and effectively. 

My educational background is in aerospace engineering and while being a rocket scientist was fun to talk about at parties (in my own nerdy way), I wasn’t very fulfilled in that career. During my time in the aerospace industry, I started teaching financial planning classes for my community and fell in love with the world of financial planning. During that time I was also hosting a podcast and also fell in love with the world of digital marketing where I’ve managed over a million dollars in ad spend across client accounts. Lots of love going around. 

Long story short, I merged all of my skills and passions together... 

Data-driven engineer + CERTIFIED FINANCIAL PLANNER™ professional + years of digital marketing = automated lead generation systems helping financial planners make more money and more impact!

Which turns out is the perfect mix of skills to help my financial planner clientele create success in the world of digital marketing. After all, you got into financial planning to help people, create more income and more freedom ... not become a marketer. 

Albert Einstein is widely credited with saying, “The definition of insanity is doing the same thing over and over again, but expecting different results,” so if you’re trying to reach a different level in your practice …

it’s time to try something different, like an automated client acquisition system. 

The step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.
The Riches are in the Niches . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

Compliance is Your Friend . . . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

The Awareness Success Formula . . . . . . . . . . . . . . . . . . . (Value $97)

The Engagement Success Formula . . . . . . . . . . . . . . . .  . (Value $97)

The Conversion Success Formula . . . . . . . . . .  . . . . . . . . (Value $97)

How to Fix a Broken Funnel. .  . . . . . . . . . . . . . . . . . . . . . . (Value $97)

BONUS: 366 Social Media Prompts. . . . . . . . . . . . . . . . . . (Value $97)

BONUS: Drag-and-Drop Templates . . . . . . . . . . . . . . . . (Value $197)

BONUS: 1-Click Website Template . . . . . . . . . . . . . . . . . (Value $197)

BONUS: Word-for-Word Email Scripts . . . . . . . . . . . . . . . (Value $97)
Total Value = $976
Today's price = $37


Advisors who use social media saw an average AUM gain of $15.3 million over the past year, compared with $4.3 million for all advisors surveyed, according to the report. - Putnam Social Advisor Survey

THIS IS A LIMITED TIME OFFER.
Why now?

Why not next week or next month?

If discovering your money-making niche could help you stop the time-sucking, energy-draining “spray and pray” method of marketing ...would it be worth it?
 
If the social media prompts helped you become the go-to advisor for your target market because “they saw you online”…

If the couple of hours it takes to set up this online system could produce more leads than you get from attending weekly networking events where you are one of 22 other financial advisors …

If the follow-up email system produced just one client that generated ongoing yearly revenue for your practice …

Would it be worth it? YES!

What will your life look like when you have a constant flow of qualified client opportunities into your practice?

as seen on...
frequently asked questions
Is this compliant?
The system taught is compliant based on SEC and FINRA rules which are also outlined in the course. Since I don’t have access to every firm’s compliance rules, it will be your responsibility to make sure you abide by those rules as well.
Is this going to produce quality leads?
Yes. This is the same system I use with my 1:1 clients that has produced thousands of qualified leads and clients. 
I don’t know how to do digital marketing, will this work for me?
Yes, because this training walks you through step-by-step on how to set it up, just follow the videos and you’ll be just fine. 
I don't have a large ads budget, will this work for me?
Ad spend is not required for using this system. It requires the use of social media which you can access for free.
How much time is required to get this set up?
You can get this system set up within a few hours or a few days, depends on how fast you want to consume the videos (about 3 hours of content plus implementation time which will be a breeze with our drag-and-drop, 1-click, or plug-and-play templates)
I tried ads before and they didn’t work, will this still work for me?
Yes, we address pretty much every reason digital marketing wouldn’t work for financial advisors in the training, along with a solution for each. Also, this system does not require the use of paid advertising. 
How long do I have access? 
You have lifetime access to the course content.
Is everything available immediately?
Yes, everything is available right away. You will receive an email with detailed instructions on how to access all the content. You *will not* receive anything in the mail.
Are people really looking for a financial advisor online?
Probably not as much as they are looking for the latest cat video, but when your message hits their pain point then they will respond to that to find out more about the solution you offer. According to the Putnam Social Advisor Survey, the average asset gain was $1.4M ($0.5M median) from online marketing. 
How is this different than my firms’ lead gen training? 
Most trainings focus on reaching out to your entire warm market, hosting events, networking in specific groups or growing your circle of influence. Those strategies aren’t bad; however, they trade your valuable time for leads. With The Automatic Lead Gen Machine, you set it up once and it basically runs on its own, thus leveraging more of your time. 
Why is this so affordable?
I am hoping that you will purchase this lead gen machine, receive a ton of amazing value from it, and come back for more of my products & services after.
Are there any refunds?
Since this is an all-digital product and access is emailed to you right after you order it, there are *no refunds*.

Are you ready to have a financial services practice 
with LESS STRESS and MORE TIME for the things you love?

HERE'S THE TRUTH...

You probably got into the financial services industry to make a difference in peoples’ lives. You should be spending your time serving your clients, not stressing out about finding them. 
 
You deserve to have a practice that works for you. 
You deserve to work with clients that excite you. 
You deserve success by working smarter, not working harder.

And you don’t have to do it alone.

The Automatic Lead Gen Machine is here to help.

The career you’ve dreamed of is possible...you just have to reach out and grab it.

And seriously, is relying solely on networking, buying leads or seminars even an option?

At this crazy low price of $37 its a no-brainer ...

The step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.
The Riches are in the Niches . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

Compliance is Your Friend . . . . . . . . . . . . . . . . . . . . . . . . . (Value $97)

The Awareness Success Formula . . . . . . . . . . . . . . . . . . . (Value $97)

The Engagement Success Formula . . . . . . . . . . . . . . . .  . (Value $97)

The Conversion Success Formula . . . . . . . . . .  . . . . . . . . (Value $97)

How to Fix a Broken Funnel. .  . . . . . . . . . . . . . .  . . . . . . . . (Value $97)

BONUS: 366 Social Media Prompts. . . . . . . . . . . . . . . . . . (Value $97)

BONUS: Drag-and-Drop Templates . . . . . . . . . . . . . . . . (Value $197)

BONUS: 1-Click Website Template . . . . . . . . . . . . . . . . . (Value $197)

BONUS: Word-for-Word Email Scripts . . . . . . . . . . . . . . . (Value $97)
Total Value = $976
Today's price = $37
For Support Issues or Questions, Please Email Us at support@focusflowmedia.com