Announcing: A Free 3-Part Course From Automated Advisor…

How To Leverage The Power of Technology To Generate More Leads, Close More Clients, And Build Your Business Strategically!

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* Disclaimer: It’s free. Like, really free. As in “No Charge” (Did I mention it’s free?) 🙂


Course Breakdown:

Video 1
  • Lesson 1: The Most Common Challenges Advisors Face
  • Lesson 2: The Trap of The Half Built Bridges
  • Lesson 3: Overcoming The Cycle of Frustration
  • Lesson 4: The 9 Must Answer Questions
  • Lesson 5: The 4 Phases of The Advisor Sales Funnel
  • Lesson 6: 21st Century Lead Generation
  • Lesson 7: The Client Attraction Funnel
  • Lesson 8: Choosing Your Traffic Source
  • Lesson 9: Developing Your Lead Magnet


Video 2
  • Lesson 1: The Most Common Business Development Myths
  • Lesson 2: The Importance of Follow Up & Nurture
  • Lesson 3: Leveraging Online Video To Reach More Prospects
  • Lesson 4: Results In Advance Marketing
  • Lesson 5: The Online Video Course Marketing Formula
  • Lesson 6: The 3 Levels of Influence
  • Lesson 7: The Adoption Lifecycle


Video 3
  • Lesson 1: Tracking Prospect Engagement
  • Lesson 2: Dynamic Follow Up & Nurture
  • Lesson 3: The Importance of Knowing Your Numbers
  • Lesson 4: Your Business Development Blueprint
  • Lesson 5: The 7 Phases of The Client Lifecycle
  • Lesson 6: Identifying Your Greatest Opportunities For Growth


What You’re About To Discover:

  • How to Leverage Technology to Automatically Nurture & Convert Every Lead You Generate.
  • Strategies to realize your full earning potential.
  • How to build a marketing strategy that produces a consistent flow of new prospects & clients.
  • How to become the foremost authority in your market and reach more prospects with your message by leveraging the power of online video.
  • How to build credibility with prospects and “pre-sell” them on taking action with YOU, before they ever step foot in your office.
  • How to take back your time by automating the 60% of the sales process you are currently doing manually!
  • How to increase the value of each client by automating cross-sell strategies.
  • Why marketing automation is the fastest way to scale your production.
  • How to actually convert visitors into leads and appointments.
  • How to Create a Compelling Prospect Experience to Increase Lead to Client Conversions.

Access the Course Now

Meet Your Instructor

Brandon Stuerke, Automated Advisor

Brandon Stuerke is the Founder and CEO of Automated Advisor.

Brandon learned the financial services industry from the ground-up, spending his first five years in the industry with MetLife, learning the mechanics of the industry before venturing out to start his own firm Golden Financial Group in early 2006. After becoming frustrated with the lack of results of standard approaches to marketing, Brandon began pioneering truly innovative new approaches to marketing.

After building out his first trade-marked Strategic Alliance Program, “Winning With CPAs” in 2009, Brandon launched Automated Advisor in 2011 after discovering the power of marketing automation and technology and what implementing it strategically means for advisors across the country. To achieve his vision of helping the financial industry and his peers evolve to keep pace with the buying behaviors of today’s consumers, Brandon now travels the country speaking to and educating thousands of advisors each year on the concepts and strategies that have helped transform his own business, with the mission of helping other advisors do the same.

On a personal note, Brandon currently lives in Columbia, MO with his wife Becky of 13 years, his daughter, Gwenyth, age 4, and his twin son and daughter, Calvin and Briana, both 2.

Brandon Stuerke

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