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.