Financial Leads Academy’s 5-Step System Makes Prospecting 100% Virtual For Financial Advisors

Financial Leads Academy is a consulting company that teaches Financial Advisors to properly “Fish for prospects” rather than “Buy prospects” virtually

NEW ALBANY, OH – MAY 13, 2020 – After years of working with strictly Financial Advisors, Financial Leads Academy started to notice the same thing over and over again when it came to marketing for Financial Advisors – They were being taken advantage of by lead generation companies and had little say in the direction the companies took with their marketing. Advisors would always say things like “I bought a bunch of leads and by the time I got a chance to talk to the person on the other end they were ready to call the police because 5 other advisors were hounding them simultaneously… total ripoff.” Financial Leads Academy saw this as an opportunity to change the landscape of marketing for Financial Advisors. 

“We wanted to differentiate ourselves from any fly by night marketing company, so we thought, why not show them how to implement our proven strategies themselves so they have full control of their marketing?” said CEO and founder, Oliver Grimard. From that moment on, their team put all efforts into designing a platform that teaches Financial Advisors how to leverage multiple different social media platforms to put their prospecting for new clients on autopilot. 

During these unprecedented times with the outbreak of COVID-19, many advisors have had to completely switch their business to a virtual space and attempt to prospect from their homes. Financial Leads Academy has developed and perfected their “5-step system” inside their business & for their advisors, which solves the headaches of the “stone-age” techniques such as door knocking, cold calling, and more. Their 5 step system teaches you exactly step by step, click by click, how you would be able to target and perform outreach to get your exact target demographic to set up meetings with you, virtually. Financial Leads Academy system makes it extremely easy for any type of advisor to explode their prospecting virtually from home. From junior advisors to the established rep that has been in the business for 40 years. Take for example Ray, who said; “I’ve been working with the guys from the Financial Leads Academy for a few months, they are the real deal, in these first few months I have been able to add over 300 real leads to my database and close real business. I never thought someone would be able to teach this old dog some new tricks.” Ray, a Financial Advisor out of Texas said in his review of the company. 

This is revolutionizing the way Financial Advisors are doing marketing, by providing them a proven system as well as being committed to their success with ongoing support and weekly live coaching calls. “We are always trying to find the latest and greatest strategies for our advisors, we constantly make and provide updates to our guys and want them to be successful,” says Darrin Brodie, COO at Financial Leads Academy. “Too often we see Advisors being left out to dry and it is our mission to eliminate that and provide the system to make them successful in their prospecting efforts.”

About Financial Leads Academy

Financial Leads Academy is a consulting company that focuses on helping financial advisors meet with new qualified prospects across the US. 

Media Contact
Company Name: Financial Leads Academy
Contact Person: Oliver Grimard
Email: Send Email
Phone: 614-546-7128
Address:102 W Main St. Unit 260
City: New Albany
State: Ohio 43054
Country: United States
Website: www.financialleadsacademy.com