I often get asked the same questions when speaking to people on the phone so I thought it would be useful to list the most common ones here below for you.

1, WHAT EXACTLY IS IT THAT YOU DO?

I help financial advisers generate high quality clients predictably through digital marketing.

Our program is a predictable client lead generation system designed to put you and your financial adviser business in front of your target client who is already interested in your specific services and who is at the stage of wanting to buy your service.

Now, we can generate as many new client leads as you can handle.

And our program works really well for financial advisers who are determined in their growth goals and those that want to add predictability to the flow of new clients coming into their business so they can scale its size and revenue in the next 12-18 months.

2,  HOW ARE YOU UNIQUE?

• We work exclusively with financial advisers but having said that we do not work with every financial adviser out there so you can be sure to get a very personalised service. We’re definitely not for everyone. We typically only take on board clients who are highly committed to and believe in investing in their practice growth and who prefer to utilise other’s expertise, so they can focus on what they do best
• We employ the best experts who get irrefutable results in the forefront of the digital marketing industry
• Our multi channel platform allows for all services to be run in parallel with one another and at the same time
• We create a customised strategy for every client, tailored to their unique practice, current circumstances and growth goals

3,  HOW MUCH DOES IT COST?

It’s not a cost. It’s an investment that usually more than pays for itself within the first 30 – 60 days of working together.

Our pricing structure is value based rather than cheap so if you’re price shopping and looking to do work with the lowest bidder, we’re not going to be a fit.

Think quality over quantity. We only want to work with those who know a valuable opportunity when they see one.

4, WILL I BE REQUIRED TO SIGN A FIXED TERM CONTRACT?

No. We prefer to remain month-to-month. Meaning, we make ourselves accountable to ensure results in the near term.

5,  DO YOU HAVE A GUARANTEE?

Absolutely. We guarantee that if you keep doing what you are doing, you will get the same results.

Now with that said, we also guarantee activity and qualified inbound client leads in typically just 2 – 4 weeks. However, whether or not you and your team convert the leads into paying clients is your part. Simply qualify ideal clients and then close the deal.

We are so confident that we will provide quality leads, that we offer a 30 day money back guarantee, refunding 100% of the management fee.

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