Can I be a little vulnerable with you?
So this started about 8 years ago, in 2015...
I invested in a few copywriting and facebook ads courses. I started writing copy, creating webinars, and sales videos for different industries. I was taking on anyone whom would trust me with their marketing...
In this process, I’ve written 100,000's of words as marketing copy, spent millions of dollars on online advertising, and worked with over 150 different businesses from many different industries: Ecommerce, coaching programs, online courses, financial advisors, real estate agents, solar companies, etc…
In 2020, I started working with my first 3 financial advisors.
And the results blew my mind... 🤯
⚙️💰 For every dollar they put into ads, they got $10 back in a very short period of time...
The first advisor was Jennifer T.
⚙️💰 She spent $8k on ads and made back $95k in 4 months.
She referred to us the second advisor, Jim M.
⚙️💰 He spent $13k on ads and made back $150k in 6 months.
⚙️💰 And the third advisor went from 0 to $100k/month in 30 days and became an instagram celebrity...
It turns out, I was using a revolutionary marketing system for this industry.
It wasn’t webinars.
It wasn’t the typical marketing funnel.
We were simply sending people from a facebook ad, to a short blackbox powerpoint, then we let them self-qualify and book a call with the advisor.
Simple enough, right?
Since we’ve cracked the code to this, many people tried to do it on their own, or hire other expensive marketing agencies that charged them $60k-100k upfront for an onboarding fee… All of these copycats all flopped and failed, simply because they don’t have the “blackbox” experience we have…
This worked better than anything else they’ve tried before because...
It was branded to them (because we used their videos in marketing)...
It was more efficient because it was bringing them self-booked appointments and not leads that they have to chase...
It was more effective because they only talked to people who had more than $250,000 in investable assets...
It took almost no work from them because all they had to do it record the videos we scripted for them and we took care of the rest of it...
It was more transparent because we would meet every 2 weeks to review the results together and we’d share with them what was working in the ads and what wasn’t
And it was more profitable because they made back $10 for every dollar they spent or better…
At that point I decided to specialize in only working with this industry: Financial advisors, who sell fixed indexed annuities over zoom or over the phone from different states (not just locally). The only caveat is you have to be good on camera. So if you have any seminars or tv experience, you’re good to go.
I decided to specialize so that I can understand 🌎 YOUR world 🌎 of...
🌎 Compliance...
🌎 Faster cashflow cycles with annuities...
🌎 Higher commissions with annuities versus managed money which is recurring but has a low ROI on marketing...
🌎 The concepts of safe money...
🌎 Sequence of returns...
🌎 The 4% rule and why it doesn’t work...
🌎 Rising interest rates...
🌎 Why recessions drive annuity sales...
🌎 How so many people hate seminars...
🌎 How volatile webinars can be...
🌎 How painful it is to buy shared leads and call them and have them be uninterested
🌎 Paying $350-400 per appointment to someone else who builds their own brand with your dollars versus paying less per appointment and building your own brand at the same time…
🌎 ...You can’t understand all of that if you operate in different industries.
I wanted to make a custom tailored solution to your needs. ✨ 💫
That’s what I’ve been doing over the past 3 years.