Financial Leads Academy Review

I hope you enjoy reading this blog post.
if you want to learn how I ended up in front of you, click here.

Most financial advisors are living ten years in the past. They think the answer is to drive and meet a bunch of prospects face-to-face.

Maybe if they’re lucky they’ll close one. After that, it’s more networking events. Seminars. Schmoozing at dinners. Grinding out referrals. And for what? To be chained to your desk all day?

Meanwhile, savvy financial advisors are teaming up with Financial Leads Academy to attract ideal clients online, on demand, that they can serve from anywhere in the world.

Next:

Hey, I'm Joshua T. Osborne

In 2015, I said goodbye to 16-hour days and hauling boxes up and down stairs for a living (I was a mover). I became a full-time entrepreneur, and I made my money by helping business owners make money.

They had a need, and because of Virtual Tool Booths., I could fill it. Through the methods taught by my all-time favorite course and mentor, I created a 6-figure business in roughly 6 months. I could retire today (at 37) and never have to worry about money ever again.

Because of Virtual Tool Booths., I was able to quit my job, work online with flexible hours, and move to the mountains (Colorado Springs if you’re wondering)...all while helping real people improve their businesses, incomes, and lives!

For most folks, a college degree is the biggest bill of their lives. I never went to college. So I don’t have any massive bills or giant debts hanging over my head. My greatest education came from Virtual Tool Booths. (for a tiny fraction of what college costs) and it’s the bill that pays ALL the bills - a hundred times over!

I really wanted to share this secret weapon with others, so they could change their lives the way I changed mine. So if you’re not 100% sure about college, or only researching to make someone else happy, Virtual Tool Booths. might be a better option for you.

Want to know how I built this life with no formal education?

Learn More Here

If you’re a financial advisor that’s been negatively affected by the pandemic, if you know you need to take your marketing and service delivery online but aren’t quite sure how, Financial Leads Academy can help. They’re running digital campaigns that are getting qualified people on the phone who need to get a will and a trust done ASAP.

They have attorneys who can fulfill for cheap. So where do you come in?

They need financial advisors who can act as a personal concierge for these prospects. You will need to sponsor the ad sets that are being ran on social media. Targeted audiences will see them in their feeds. These will be people who are actively looking to get these legal documents done right now.

Motivated buyers pleasantly interrupted by a compelling ad that speaks directly to a problem they need solved.

They’ll click over and watch a carefully crafted video presentation that speaks to the pain of not getting their will and trust handled immediately. A certain percentage will book a call to get the ball rolling.

You’ll hop on the phone with them, gather the data, collect all the facts, documents, etc. You’ll take all of this and plug it into some sort of artificial intelligence thingamajig.

The A.I. will then produce a plan for the client. The plan will be approved by a real lawyer local to the client’s area. You cannot, as a financial advisor, get cut in on the actual legal fee charged to the client.

Where you make your money is no different than how you’d do it offline: you go over everything with them, help them execute the changes of accounts, conduct a portfolio review, assist in getting them new insurance, and whatever else needs done.

“We’re very excited about this,” says Financial Leads Academy partner and Chief Marketing Officer Terrance McMahon. “We’re looking for quality individuals that have a clean sales record. We’re looking for people that know what they’re doing and can bring real value to these clients; they’re good clients and we want them taken care of. We want people that have a successful sales record that can convert quality leads.”

“These are very viable leads. We want the right person to be on the phone with these clients, that understand that there are important strategies that need to be implemented before and after their plan is done. We want the right people on the bus,” he adds. “So that’s the lead that we’re talking about.

That’s the person that we’re positioning you to be the mentor, the planner for, and to help them in their journey.” If you want to be a part of it, book a call with their team. No mention of what it costs to join though.

Joshua T Osborne

Founder/CEO – Mr. & Mrs. Leads

$84K Per Month providing Toll Booth Leads to small business owners all over the United States. 

Degreefinders.com is for anyone who is looking to get out of the daily corporate grind and provide a better lifestyle for themselves and their families while bringing massive value to small business owners. 

You can learn more here.

Follow Me

Leave a Comment

Your email address will not be published.