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WELCOME TO AUTOMATED ADVISOR Let’s Build The Practice You Really Want… More Clients. More Profit. More Freedom.

Ready To Join Automated Advisor?

What’s Included:

  • Video Training Modules
  • Automation Blueprints
  • FINRA Approved Lead Magnets
  • Proven Landing Page and Email Copy
  • Long Term Nurture Content
  • Tools, Cheat Sheets, and Samples

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

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  • The Intro To Automation Video Training Course
  • 3 Core Modules
  • 22 Key Lessons
  • The “Intro to Automation” Automation Map
  • 48 Page Training Manual and Workbook
  • Business Development Blueprint
  • Numerous Tools and Worksheets

In this Phase of Automated Advisor You’ll Master The Following:

Module 1:

The Client Attraction Funnel

  • 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 Business Development Questions
  • Lesson 5: The 4 Phases of The Advisor Sales Funnel
  • Lesson 6: 21st Century Lead Development
  • Lesson 7: The Client Attraction Funnel
  • Lesson 8: Choosing Your Traffic Source
  • Lesson 9: Developing Your Lead Magnet

Module 2:

The Online Video Course Formula

  • 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

Module 3:

Your Business Development Blueprint

  • 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

Turn Your Website & Landing Pages Into Lead Generation Machines!

  • The Lead Multiplier Video Training Course
  • 4 Core Modules
  • 19 Key Lessons
  • The Lead Multiplier Automation Map
  • 42 Prewritten Webpages
  • 43 Prewritten Nurture and Lead Magnet Delivery Emails
  • Training Manual and Workbook
  • Numerous Tools and Worksheets

In this Phase of Automated Advisor You’ll Master The Following:

Module 1:

Your Lead Generation Funnel

  • Lesson 1: The 7 Elements of a Lead Generation Funnel
  • Lesson 2: The 4 Phases of the Sales Funnel
  • Lesson 3: The Client Acquisition Funnel
  • Lesson 4: The Evolution of Traffic & Lead Generation
  • Lesson 5: Old School Vs. New School Traffic Sources
  • Lesson 6: The New School Online Lead Generation MAP

Module 2:

Choosing Your Traffic Source

  • Lesson 1: The Myths of Lead Generation
  • Lesson 2: Measuring Traffic Source Effectiveness
  • Lesson 3: The 8 Essential Elements of a High Value Lead Magnet
  • Lesson 4: The Lead Magnet Creation Formula

Module 3:

Maximizing Lead Conversion

  • Lesson 1: The 18 Essential Elements of a High Converting Landing Page
  • Lesson 2: Landing Page Examples
  • Lesson 3: Developing Your Content Funnel Strategy

Module 4:

The Power of Retargeting

  • Lesson 1: The Importance of Tracking Pixels
  • Lesson 2: The Importance of Retargeting
  • Lesson 3: Old School vs. New School Website Strategy
  • Lesson 4: Funnel Retargeting With Facebook Ads
  • Lesson 5: Developing Your Long Term Nurture Strategy
  • Lesson 6: Taking Your Prospect’s Buying Temperature With Future Calls To Action

Harness The Power of Online Video To Reach Your Ideal Prospects 24/7/365!

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    • The Seminar 365 Video Training Course
    • 4 Core Modules
    • 20 Key Lessons
  • The Seminar 365 Automation Map
  • 42 Prewritten Webpages
  • 120 Prewritten Nurture and Course Delivery Emails
  • 48 Page Training Manual and Workbook
  • Numerous Tools and Worksheets

In this Phase of Automated Advisor You’ll Master The Following:

Module 1:

Results in Advance Marketing

  • Lesson 1: The Challenges of Marketing To Today’s Consumer
  • Lesson 2: How The Client Acquisition Game Has Changed
  • Lesson 3: The Next Evolution of Marketing For Advisors
  • Lesson 4: Building A Predictable, Scalable Business

Module 2:

The Formula

  • Lesson 1: Leveraging Results In Advance Marketing
  • Lesson 2: Creating Internal Decision In Prospects
  • Lesson 3: The Online Course Creation Formula
  • Lesson 4: The 7 Most Powerful Psychological Triggers
  • Lesson 5: Building a Business That Gives You Back Your Tim

Module 3:

Driving Traffic and Opt-Ins

  • Lesson 1: The 4 Phases of Prospect Attraction & Conversion
  • Lesson 2: Generating Traffic & Interest
  • Lesson 3: Maximizing Video Course Opt-Ins
  • Lesson 4: Video Course Delivery & Consumption
  • Lesson 5: Converting Prospects Into Appointments
  • Lesson 6: The 2 Most Powerful Strategies For Lead Generation

Module 4:

Tracking Prospect Engagement

  • Lesson 1: Leveraging Automation To Deliver Your Video Course
  • Lesson 2: Creating a Unique Experience For Prospects
  • Lesson 3: Converting Prospects Into Appointments… Part 2
  • Lesson 4: Tracking Prospect Engagement & Buying Temperature
  • Lesson 5: Automating Your Long Term Follow Up

Harness The Power of Facebook Marketing To Generate Leads On Demand!

  • The Social Leads Video Training Course
  • 3 Core Modules
  • 24 Key Lessons
  • The Social Leads Automation Map
  • Prewritten and Designed Facebook Ads
  • 42 Prewritten Webpages
  • 63 Prewritten Nurture, Delivery, and Upsell Emails
  • Training Manual and Workbook
  • Numerous Tools and Worksheets

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In this Phase of Automated Advisor You’ll Master The Following:

Module 1:

Measuring Traffic Source Effectiveness

  • Lesson 1: The 2 Sides of Successful Client Acquisition
  • Lesson 2: The 4 Phases of The Sales Funnel
  • Lesson 3: The Client Acquisition Funnel
  • Lesson 4: The Evolution of Traffic & Lead Generation
  • Lesson 5: Old School Vs. New School Traffic Sources
  • Lesson 6: Measuring Traffic Source Effectiveness
  • Lesson 7: Why Facebook For Lead Generation
  • Lesson 8: The 7 Elements of the Perfect Facebook Marketing Funnel
  • Lesson 9: Defining and Finding Your Target Market on Facebook

Module 2:

Capturing Leads with Facebook

  • Lesson 1: The Pyramid of Engagement
  • Lesson 2: Defining Top, Middle & Bottom of Funnel Ads
  • Lesson 3: The New School Lead Generation MAP
  • Lesson 4: Developing Your Lead Magnet
  • Lesson 5: Developing Your Landing Page
  • Lesson 6: The Anatomy of the Perfect Facebook Ad

Module 3:

The Power of Tracking Pixels & Retargeting

  • Lesson 1: The Power of Retargeting
  • Lesson 2: Building Your Prospect List With Tracking Pixels
  • Lesson 3: Old School vs. New School Website Strategy
  • Lesson 4: Old School vs. New School Lead Generation
  • Lesson 5: Funnel Retargeting With Facebook Ads
  • Lesson 6: Sample High Converting Facebook Ads
  • Lesson 7: Optimizing & Managing Your Facebook Ad Campaigns
  • Lesson 8: Facebook Ad Split Test Results
  • Lesson 9: Tracking Your Campaign Results & ROI

Drive Seminar Attendance and Conversion & Break Free From High Cost, Low Return Direct Mail, With Pre and Post Automated Seminar Nurture!

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  • The Max Response Video Training Course
  • 4 Core Modules
  • 22 Key Lessons
  • The Max Response Automation Map
  • 25 Prewritten Webpages
  • 138 Prewritten Nurture and Delivery Emails
  • 48 Page Training Manual and Workbook
  • Numerous Tools and Worksheets

In this Phase of Automated Advisor You’ll Master The Following:

Module 1:

Attracting Your Ideal Prospect

  • Lesson 1: The 5 Keys To Achieving MaxResponse
  • Lesson 2: The 4 Steps To Connecting With Your Ideal Prospect
  • Lesson 3: Writing The Perfect Seminar Invitation
  • Lesson 4: Discovering Your Prospects Future Vision, Fears, Opportunities & Strengths
  • Lesson 5: The 2 Most Compelling Seminar Invitation Headline Formulas

Module 2:

Driving Response with Secondary Offers

  • Lesson 1: The Importance of Secondary Offers
  • Lesson 2: How To Engage a Larger Audience of Ideal Prospects
  • Lesson 3: The Importance of Online Reservation
  • Lesson 4: The Seminar Conversion Process

Module 3:

Eliminating Momentum Killers

  • Lesson 1: Building Rapport & Driving Prospect Engagement
  • Lesson 2: Establishing Credibility Before The Event
  • Lesson 3: Driving Seminar Attendance With Guest Referrals
  • Lesson 4: Eliminating Seminar No Shows

Module 4:

The Prospect Conversion Experience

  • Lesson 1: Converting Lost Opportunities
  • Lesson 2: Increasing Seminar Attendance With Pre-Seminar Nurture
  • Lesson 3: Increasing Your Appointment Set Rate
  • Lesson 4: Decreasing Appointment No Shows

Automate & Deliver YOUR Ideal Client Experience, and Leave A Lasting Impression on Prospects

  • The Appointment Formula Video Training Course
  • 3 Core Modules
  • 14 Key Lessons
  • The Appointment Formula Automation Map
  • Predesigned Appointment Process
  • 12 Prewritten Follow-up and Nurture Emails
  • 16 Page Training Manual and Workbook
  • Numerous Tools and Worksheets

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Generate Referrals On Demand! With The Click of a Button You Can Ask All Your Clients For Referrals And Make It Easy On Them To Refer!

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  • The Referral Multiplier Video Training Course
  • 3 Core Modules
  • 18 Key Lessons
  • The Referral Multiplier Automation Map
  • Prewritten Referral Webpages
  • 14 Prewritten Nurture and Delivery Emails
  • Training Manual and Workbook
  • Numerous Tools and Worksheets

Stop Chasing and Cold Calling Leads & Convert Them Into Appointments on Autopilot. Never Let Another Lead Fall Through The Cracks Again!

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  • The Lead Converter Video Training Course
  • 3 Core Modules
  • 16 Key Lessons
  • The Lead Converter Automation Map
  • 6 Prewritten Nurture and Delivery Emails
  • Training Manual and Workbook
  • Numerous Tools and Worksheets

Ready To Join Automated Advisor?