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Looking for More Clients for Your Financial Planning Practice?

Looking for More Clients for Your Financial Planning Practice?

*If you would like to learn more then fill out the form below*

Less than 45 seconds to complete!

*If you would like to learn more then fill out the form below*

Less than 45 seconds to complete!

Referrals are inconsistent. Dinner seminars are tabled (Ha! Get it?). Your ideal clients aren't listening to radio shows as much. Podcasts and YouTube videos are great but they need visibility. Buying shared leads doesn't put you in control. Spamming people with LinkedIn messages is annoying.

It is time for something different.

Our automated online client attraction system is customized to you and is only available to one qualified planner per area...AND we're so confident in our system, that we offer an Extra Mile Commitment to get a minimum of 60 conversations using our system or else we work for free.

*If you would like to learn more then fill out the form below*

CUSTOM JAVASCRIPT / HTML

Referrals are inconsistent. Dinner seminars are tabled (Ha! Get it?). Your ideal clients aren't listening to radio shows as much. Podcasts and YouTube videos are great but they need visibility. Buying shared leads doesn't put you in control. Spamming people with LinkedIn messages is annoying.

It is time for something different.

Our automated online client attraction system is customized to you and is only available to one qualified planner per area...AND we're so confident in our system, that we offer an Extra Mile Commitment to get a minimum of 60 conversations using our system or else we work for free.

*If you would like to learn more then fill out the form below*

CUSTOM JAVASCRIPT / HTML

THEY ARE SAYING

TESTIMONIAL
“the quality of the ads has been incredible”
"I've never done Facebook ads before and this is the first time I've actually done them and the quality of the ads has been incredible. The people that are actually responding once they've clicked on the ad, have been very responsive. The ability to talk to new people that are qualified has been also a great experience and it's been worth every dollar we've invested in it. "
JON BOWLES
TESTIMONIAL
“she understands facebook ads and the financial side as well”
"I needed to find somebody who not only knew the Facebook ad side, but really knew the financial and life insurance side as well. So when I was introduced to Portia, I did my due diligence. I vetted her out, and she is not only a numbers driven person, she understands Facebook ads and how they work and she understands the life insurance and the financial side. So I'd highly encourage anybody that's looking to take that step, to reach out to her, reach out to the team and go ahead and take that step."
TYSON BAILEY
TESTIMONIAL
“21 appointments in the 1st month”
"We were able to get them 21 appointments within the first month, in fact, including 13 in the first week. In fact, they messaged me and said, you know, you need to decrease the budget because we can't keep up with all the demands. So that's always exciting stuff to see. So if you're on the fence about working with Portia, I highly recommend it. She's incredible. You are going to get a great quality of work."
JEFF TITAK
This is where you keep twisting the knife... 
when they try to solve the problem, things get worse.
Show off just how much easier, lighter, happier, better things will be when this solution is placed into their lives.
Closing Arguments. Summarize The Great Results, Offer, Bonuses, And Guarantee. Last Reminder Of Scarcity.
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