Join membership for exclusive training on financial advisor lead generation!

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Membership Portal

$35.00 / month and a $100.00 sign-up fee

Thank you for showing interest in my exclusive content.

A. What do I get each month?

Each month, members get:

  • Three short training videos. The videos are typically less than 10 minutes long and demonstrate steps to follow to attract new prospects online.
  • One exclusive interactive membership webinar in which I demonstrate the training video tactics via screen share and you can ask questions.
  • Access to coaching through my exclusive members-only LinkedIn group in which I will provide guidance and advice on the tactics I’ve demonstrated.

B. What are the videos about?

These videos are laser-focused on one thing: lead generation for financial advisors.

The videos will show you the steps that financial advisors should take to generate leads through social media (mostly LinkedIn) and your website. You will also learn how to use publicly available Internet resources to get media and podcast appearances.

This content was designed specifically to give you the skills you need to take immediate action and generate leads with a low cost per client acquired.

C. How is this different from the other membership portals out there?

These videos are straight to the point and action-focused with no fluff. You will learn how to take action immediately. Unlike other memberships, it won’t require a big time commitment.

D. What software do I need to access the membership portal?

Very simple: you will need only a web browser because nobody has time for the mumbo jumbo. You visit my website, log on to the portal, and view the videos there.


Please Note:

This content is exclusive to paid members only. You must obtain written permission to share this content with others.

Membership costs $100 at signup and is billed $35 a month.

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