For Independent Financial Advisors

Stop Wasting Time On Leads That Won't Close

Download your copy today and discover how to fill your calendar with people who want what you offer.

What You'll Learn

(It's a quick, yet powerful read)

Why You Need to be Polarizing

Instead of marketing to everyone, discover how to market to like-minded people that want the strategy and services you offer.

How to Build a Marketing Machine

All marketing works, if you do it right. Discover various ways you can market your practice and then pick the strategies that fit you.

How to Enhance Your Sales Process

Discover how to stop wasting your time chasing leads so you can start focusing your time planning with people who want to work with you.

Hi, I'm Jake

I've been working with RIAs for the past decade. The number one issue RIAs have is finding the right leads. That's why I wrote this book.

You may be wondering, "What's the secret?" The truth is there's no silver bullet in marketing. There's no one-line that will get you more leads. Do yourself a favor and stop looking for marketing shortcuts. They don't work.

Too many marketing agencies take advantage of financial professionals who don't have a marketing background. The truth is your marketing success starts with you and your offer/philosophy. Most marketers are scared to tell you that harsh truth.

Here's the reality... A good offer with bad marketing will almost always outperform the best marketers with a bad offer. My book, How to Find Qualified Leads, starts by helping you create a polarizing philosophy so that you can create a competitive offer and stand out in the market place.

Once you have a competitive and compelling offer, the rest is easy. Are you ready to form a strong opinion and start closing like-minded leads?