How Financial Advisors Can Get More Clients In Just 5 Mins A Day WITHOUT Paid Ads, Buying Leads, or Cold Outreach.
Build a simple but effective inbound leads machine that never sleeps.
If you’re a financial advisor who wants to spend less time on outreach while booking more appointments, getting more clients, AND making more money, you’d wanna hear John’s story.
It's a rainy Monday morning when John, a seasoned financial advisor, sits at his desk.
He stares at his phone.
Dreading the marathon of cold calls he's about to embark on due to his empty calendar.
It's the same routine every week – call, voicemail, rejection, repeat.
His coffee's getting cold, and so are his leads.
Then, there's a ding.
An email from a colleague, raving about a new approach.
Skeptical but curious, John reads on.
It's about transforming an underutilized tool – his email list – into an inbound lead machine.
No more cold calls, no more buying dead-end leads, no more shouting into the social media void.
Just simple, direct, and humble emails.
Although skeptical, John decides to give it a shot.
Fast forward six months, John walks into the office on Monday morning, grabs his usual morning coffee and sits at his desk.
He’s once again staring at his phone, but this time…
He’s smiling.
His calendar is FILLED with appointments.
He’s no longer desperately reliant on cold calls, cold outreach, or buying crappy leads.
His email strategy flipped the script.
And the best part is…
All appointments in his calendar are initiated by the clients themselves. They WANTED to schedule a call with John.
INBOUND LEADS - the holy grail.
All this turnaround required was a shift in perspective and the courage to try something new.
Hard to believe?
Perhaps.
But I’m not asking you to believe me…YET.
All I'm asking is that for the next couple of minutes you read with an open-mind while I show you WHY and HOW this works.
If you can’t do that, feel free to close this page and continue your old, non-working ways.
Keep doing the same thing over and over again, just don’t expect different results.
That’s not how the world works.
But if you’re ready to hear about a strategy that can change the way you do business, let’s continue.
Why You Can’t Afford to Ignore Emails
You've tried all prospecting methods, but are they really working for you?
Are cold calls doing anything more than eating up your valuable hours, leaving you drained and disconnected from your passion for financial advisory?
Are sending hundreds of social media DMs making you feel good about yourself?
Are the expensive ads you put out actually attracting qualified leads that make your business thrive?
The answer, if you're brutally honest, is a resounding NO.
It’s time you stop fooling around with new technologies that over promises but under delivers.
It’s time to focus on the oldest but most effective strategy.
EMAIL MARKETING.
Think email marketing is outdated and ineffective? Think again.
In 2023, the ROI on email marketing was $36 earned for every $1 spent.
Almost unbelievable when you compare it to the ROI of social media – which returns you $2.80 for every $1 spent.
But when you stop and think about it, it makes perfect sense.
With email, you're not just some random voice on the other end of a phone call or a forgettable ad in a sea of social media noise.
You're right there, in your client's inbox.
Day after day, week after week, month after month. It's personal. It's direct. And it carries a weight that no cold call or social ad can EVER match.
But more importantly, email lets you enter a SECRET space – your readers’ daily routine. They WANT to hear from you, that’s why they gave you their email address (you're not interrupting their day; you're becoming a part of it.)
With each email you send, you're building trust, establishing your authority, and most importantly…
You're always just ONE click away from the next appointment.
While other guys are grinding out on the phone and DMs, you’re bonding with your prospects and positioning yourself as the obvious choice. All at a fraction of the time you used to spend prospecting.
Emails are more relevant than ever.
Despite being spoiled for choices when it comes to social media apps, 58% of people still check email first thing in the morning. And they continue to check emails up to 20 times a day!
Why Weekly Emails Can Never Beat Daily Emails
You’ve tried email before (or you’re still sending emails).
You started because every gooroo on the planet told you to set up an email list and start a weekly, bi-weekly or monthly newsletter.
“Teach, teach, teach”, they said.
But in today’s fast-paced world, that doesn’t work anymore.
How many emails do your clients get every day? Ten? Thirty? Hundred?
People’s inboxes are FLOODED.
Your once-a-week attempt at connection through hard teaching is simply not cutting it anymore; it falls nothing but short. It's ineffective, impersonal, and, frankly, it's costing you money. A lot of it.
It’s 2024, we’re in a digital age where attention is the new currency.
And here’s the cold hard truth…
If you’re not in your clients’ inboxes daily, you’re not just out of sight; you’re out of mind.
And being out of mind in this business means you’re losing clients to Brad whose office is 2 streets down.
But when you switch to daily emails, you’re gaining a competitive advantage.
Look around, how many financial advisors do you know that email their list every single day? You know what they say, when people zig, YOU SHOULD ZAG.
You see, while your competitors are lost in the noise, you become a constant in your clients' inboxes.
Each email builds a stronger connection with your audience. They're not JUST reading your emails; they're getting to know you, your philosophy, and your approach to finance.
It builds trust, authority, and MOST importantly a bond that weekly emails can't even dream of touching.
And when they're finally ready to make a move, who do you think they'll turn to?
The once-a-week advisor who's a distant memory, or you, the daily presence in their life who's already a trusted confidant?
Shattering Your Limiting Beliefs
I know what you’re thinking.
“Won’t I annoy my readers?”
“What will I talk about every day?"
These are valid concerns. The thought of hitting 'send' every day can feel daunting, and the last thing you want is to be a nuisance in your readers' inboxes.
But first, let's bust the 'annoyance' myth.
Annoyance doesn't come from frequency; it comes from irrelevance.
If you provide value, share interesting stories, and offer insights related to your client's interests and needs, then what you're doing is engaging, NOT annoying.
Think about the emails you open every day. Why do you open them?
Because they offer something you want or need, whether it's information, entertainment, or insight.
That's exactly what we're doing with our daily emails. Each email is a carefully crafted piece of engaging content that your clients will look forward to reading.
Now, about content. 'What will I talk about every day?' That's where our expertise comes in. We're not just writing; we're story-weaving.
Every email we write comes from you – YOUR life, days, and experiences. We’ll turn them into compelling narratives.
Stories that not only resonate with your clients but also position you as a thought leader, a trusted advisor, and someone genuinely interesting in their lives.
Let's talk about the results.
Daily emails keep you top-of-mind, build stronger relationships, and lead to more frequent and meaningful interactions.
With every email, you're not just sending out information; you're opening up opportunities for engagement, appointments, and ultimately, business growth.
So, while the idea of daily emails might seem daunting at first, the reality is they're a powerful tool in your marketing arsenal.
And with us handling the heavy lifting, all you need to do is watch as your client engagement and appointment rates soar.
Other questions you might have…
1. "Will I have the time to contribute to these daily emails?"
Here's the beauty of our service – it's designed to be as time-efficient as possible.
All we need is a brief 5-min input from you. That's less time than you spend on making your morning coffee!
We take your insights and spin them into engaging daily content.
Your time is precious; we're here to make sure you spend it where it matters most – which is talking to prospects.
2. "Is email marketing really effective for financial advisors?"
Absolutely. In fact, it's one of the most effective tools in your arsenal.
Email marketing allows you to build trust and authority in a way no ad or social media post can match. It's personal, direct, and most importantly, it positions you as a reliable source of financial wisdom.
In the long run, it's not just an effective strategy; it's an indispensable one.
3. "I'm worried about coming off as too salesy or pushy."
As you should be! But that's exactly where our expertise comes in.
We don't write emails that scream 'sales'. We craft stories that resonate, educate, and subtly guide. Your emails will be less about selling and more about sharing wisdom and building relationships.
The sales will follow naturally.
4. "What if my email list is too small?"
The size of your list isn't as crucial as you might think. What matters is the connection you forge with each person on that list.
Even a small list, when engaged effectively, can yield astounding results.
5. "How quickly can I expect to see results from these email campaigns?"
You won’t tell your clients to invest for two weeks because investing is a long game. Same goes for your advisory business, you’re playing the long game.
We won’t know when your prospects are ready to have a chat with you. If we promise 10 appointment bookings every week, that’s a red flag and you should run the other way.
But what you want is to inch them towards creating a better financial future AND be the obvious choice when the time is here.
The key is consistency and quality, and that's our specialty.
What Happens Next?
01
Once you subscribe, we will send you your personal Trello board within 24 hours. That’s where all email requests and deliveries will take place. You’ll also get an onboarding guide.
02
When you want an email written, give us a brief overview of the content and lesson you want to share.
03
Wait 1-2 days.
04
Receive your email in under 48 hours. Love it? Copy and send it to your email list. Hate it? We do unlimited revisions until you’re satisfied.
That’s it. Simple as 5-10 mins per email. If you were to write emails yourself, this whole process can take up to 60-90 mins per email. And dare I say, you can’t do it better than us. But we can’t do financial advisory better than you.
We do emails. You do you.
Finally, Let’s Talk Numbers
You're probably thinking, "Sure, this sounds great, but what's it going to cost me?" Hold onto your seat, because our offer is going to blow your mind, not your budget.
For just $2,497 a month – you’re getting work written by the co-founders themselves.
No outsourcing or BS quality.
Why does this matter?
In the world of email marketing and financial advisory, authenticity is king.
We're not just writing emails; we're echoing your voice, your expertise, your unique perspective.
This isn't about churning out generic, one-size-fits-all content.
It's about creating a symphony of words that resonates with your audience because it sounds like you, not some freelance writer who doesn’t care about your business.
Think about it. For less than what you're probably wasting on ineffective ads or dead-end leads, you're getting a top-tier, daily email service that does all the heavy lifting for you.
All you need to do? Give us a brief write-up about the content (it only takes 5 mins) and watch us turn it into an email that connects and converts.
Let Me Be Refreshingly Honest With You.
The more emails we write, the more our rates will increase. I’m not saying this to some "fake urgency". Just look at the market rates:
I’m not exaggerating when I say: You’re getting a massive discount and insane value! Even then, not everyone is willing to invest in their businesses.
Which is an irony because you’re literally in the business of getting people to invest for their future.
Most financial advisors charge $2,000-$3,000 for a financial plan. That means getting ONE client is more than enough to cover your subscription. Anything more goes right into your pocket.
Or let’s assume you charge based on AUM. You make recurring income on the same client which covers your subscription fee.
(And let’s not forget this is tax-deductible anyway)
Here's The Real Game-Changer…
While you're out there hustling, your emails are working round the clock, like a relentless lead generation machine that never sleeps.
Traditional methods tie you down - trading your time for leads.
But emails are sent, opened, read, and converted into booked appointments ALL while you're speaking with clients at the office, sharing a quiet dinner with your partner, or tucking your kids into bed.
That’s how YOU build leverage and revolutionize your business. And the best part? You don’t even have to write them yourself.
Imagine breaking through that income ceiling because your marketing isn't limited by the number of hours you can work.
This isn't just an investment in marketing; it's an investment in freedom. The freedom to grow your business without working more hours.
So, ask yourself, what's the price of reclaiming your time? What's the value of a marketing strategy that multiplies your presence without multiplying your effort?
If you're ready to leap from the hamster wheel of traditional prospecting into the jet stream of modern, efficient email marketing, then this is your ticket.
The Ball is In Your Court Now
Decision time, and I hate to break this to you…
We only have room for 3 more clients in February - no more (yes we update these numbers.) That's because we, the co-founders, craft every email ourselves to guarantee quality and results.
This isn't a mass-market, one-size-fits-all gig. It's bespoke, premium service for a select few.
So, if you're ready to be one of the exclusive 3 who will change the game of client acquisition, subscribe for your golden ticket now.
Once these spots are filled, that's it - you'll have to wait, possibly months, for another opening.
FAQ
Prefer a quick chat first?
Sure thing. How else are you gonna make sure we’re not aliens? But book it now. It’s never wise to “wait for the market.”
P.S. Remember, this is not an expense, it’s an investment in your business – a strategic move to change the way you acquire clients.
Imagine having highly engaging, daily emails nurturing your prospects into clients, all without lifting a finger. We handle the crafting and sending; you reap the rewards of a nurtured, responsive client base.
This is your opportunity to revolutionize your client acquisition game, effortlessly.
Stop chasing clients, start attracting.