Create marketing funnels in minutes!

Your page? Unpause your account to remove this banner.

Learn more

Exclusively For Financial Advisors Who Want To Work With Affluent Clients

"Financial advisors just like you are getting 1-2 qualified high net-worth appointments/day, spending less than $50/day on Facebook ads!"

Web sketches
Web sketches

"Preview The Deadly Effective Affluent Attracting Lead Generation System Today!"

We've created a system that consistently attracts AFFLUENT leads and converts them into QUALIFIED appointments for financial advisors and wealth and fund managers. We want to give you a personalized walkthrough of our system so you can see if it's a good fit for you.

From The Desk Of Caleb Christenson 
President - FunnelFlow Marketing 

re: Your business iS on life support

LEads are the lifeblood of any financial services business.

It's no secret that a steady stream of affluent leads is not only nice but absolutely essential to the health of your business. Its so important that

Without a steady stream of qualified, affluent leads, your business is like a...

  • A Ferrari without gas 
  • ​A diver without oxygen 
  • ​A cat without a tail
  • ​A rock band without drums

So, if this is the case, why on earth are you trusting the health and profitability of your business to mere chance?  

You heard me right...

Mere chance. 

I'll explain...

Building your business solely on word of mouth and referrals is a game of chance.  

It's about as much of a growth strategy as playing craps can be a career. 

You can make some money at it but lack any semblance of control or predictability.

If your sole method to drive new business consists of relying on the goodwill of others to talk about and refer you... your days may be limited.

I'm sure you're excellent at the service you provide to your clients, but if this is the case, why are you not getting into the driver's seat of your business growth? You've heard it said...

If you're not growing, you're dying. 

Therefore, unless you OWN your lead generation system, the future of your business is uncertain... At best.

So what can you do to ensure your financial services business growth in an uncertain economic future?

*** RED BOX ADDED FOR EMPHASIS***

Create an unlimited leads machine that attracts affluent leads and converts those leads into clients on autopilot.  

After years of helping small business owners and, specifically, financial service providers create their exclusive lead-generation machines, I've experienced their business-changing power FIRSTHAND.

Sales is a numbers game, and when you create a system that makes more people want to buy your stuff. You make more 💰. 

I admit that word of mouth and referrals are great, but when you create a lead-producing rocket ship 🚀🚀🚀 there really is no comparison.  

So, after years of trial and error and laser focus, I've perfected a lead generation system that can produce a genuinely unlimited stream of exclusive affluent leads for any financial services business.

📢 INTRODUCING 📢

THE FUNNELFLOW AFFLUENT ATTRACTION SYSTEM

A COMPREHENSIVE LEAD GENERATION SYSTEM DESIGNED SPECIFICALLY FOR FINANCIAL SERVICE PROVIDERS READY TO SCALE IN THE DIGITAL AGE. 

The "FunnelFlow Affluent Attraction System" is built upon the foundational direct response marketing strategy called the "Minimum Viable Marketing Flywheel," AKA The Unlimited Leads Machine. 

The concept is simple, know your dream affluent client inside and out, publish ads and content that grabs their attention, capture their information in exchange for something they want and nurture the lead until it converts into a sale. 

Lather. Rinse. Repeat. Profit. 

THE FUNNELFLOW AFFLUENT ATTRACTION SYSTEM WORKS FOR 

ANY FINANCIAL SERVICE PROVIDER WHO WANTS A STEADY STREAM OF AFFLUENT LEADS AND CLIENTS DELIVERED TO THEIR INBOX ON AUTOPILOT

Strategic Tax Planners

CPA's and Accountants

Family Offices

Investment Advisors

Wealth Managers

Insurance Brokers

Alternative Investment Fund Managers

Retirement Planners

Estate Planners

TAX RESOLUTION SPECIALISTS

IRA SPECIALISTS

CFP/CHFC

With the funnelflow AFFLUENT ATTRACTION system you can...

Attract Your Ideal Affluent Client With Attention Grabbing Ads

Using proven direct response ad writing techniques and simple ad production processes, together with my team, you will create social media ad campaigns that will speak to and attract the attention of your ideal clients

  • ​Hands off setup: We'll take care of the setup and design of your social media ad accounts.
  • ​ Cost-effective resultsGenerate qualified leads for as low as $5/lead.
  • Attract Exclusive Leads: Own your lead generation system.

Automate Your Sales Process With a Proven “Affluent Attraction Funnel”

Using your unique "framework for results," we will help you create an affluent client-attracting "lead magnet."

  • 100% done for you: We'll interview you and create unique lead magnets that are built to attract your ideal clients. 
  • Proven DesignsWe've assembled proven, battle-tested lead generation designs specific to financial advisors. 
  • Capture leads 24/7: We'll set up these funnels for you and you'll own your lead generation system.

Automate Lead follow up and management

With the intregrated CRM and pre-built automations, each lead is treated like the potential gold that it is. 

  • Customizable Pipelines: See and organize your lead flow and opportunities at a glance. 
  • Integrated MessagingConverse with leads seamlessly across messaging channels. Supports SMS, Email, FB/IG.
  • Advanced Automation: Prebuilt automation that engages and qualifies leads automatically. 

Get ongoing marketing support and coaching

Every level of service includes world-class coaching and support to ensure you succeed in your journey towards market domination.  

  • ​Dedicated Slack Channels: Enjoy white glove support or engage in group mastermind channels with other affluent attracting marketing powerhouses like yourself. 
  • ​​Weekly coachingEngage with FunnelFlow President Caleb Christenson every Wednesday morning at 0630am PST on the FunnelFlow Mastermind group call.

WhiteGlove service

FunnelFlow Marketing is dedicated to helping you turn $1 into $2. Our clients enjoy a level of white-glove, done for you service that is un-paralleled in the marketing industry. 

  • Give us 90 minutes: With as little as 90 minutes of YOUR time we can get this system set up and operating in your business.  

FUNNELFLOW FINANCIAL CUSTOMER TESTIMONIALS

What other Financial Advisors are saying about us

Un-Edited Testimonials from current clients

"FunnelFlow has started to deliver some actual real-life results"

Joshua Sherrard

Strategic Navigators

High Net-Worth Strategic Tax Planning Firm

"It's taken up his (Josh's) calendar, and he said Adam run with it"

Adam Duerksen

Strategic Navigators

High Net-Worth Strategic Tax Planning Firm

"Caleb has a well-thought-out plan...the idea is to help you make money"

Larry Breen

Breen Financial

Financial planning for real estate investors and developers

FUNNELFLOW FINANCIAL CAMPAIGN RESULTS

5 Month Client Case Study

Strategic Navigators

Actual Client Account Screenshots

Key Highlights

Over 15 High Net-Worth and High-Income appointments booked per month (on average)

Once this ad campaign was underway, it started to produce a steady stream of affluent appointments while still only spending $50/day on facebook ads. 

  • Total Leads In 5 Months: 568 
  • Estimated Average Adjusted Gross Income of Leads -Based on self-reported form fills: $743K
  • ​Total Appointment Requests In 5 months: 76
  • ​Estimated Average Adjusted Gross Income of Booked Appointment - Based on self-reported form fills: $1.4 Million

Time is of the essence...

Right now as you read this, your direct competitor could be securing their personalized demo.

Every day you are not generating your own leads is another growth opportunity lost.

The FunnelFlow Affluent Attraction system has been designed an perfected with you in mind.

THE FUNNELFLOW SYSTEM IS EVERYTHING YOU NEED TO BE SUCCESSFUL GENERATING AFFLUENT EXCLUSIVE LEADS ONLINE (ON AUTOPILOT)

So, consider this a gentle SHOVE to get started today.

It's time to put gas in your Ferrari and drive to the bank.

So, get in, buckle up and let's go 🏎

Excited To Hear Your Success Story, 

Caleb Christenson

President - FunnelFlow Marketing 

PS - If you have any questions not answered in this letter, don't hesitate to message us at Support@FunnelFlow.io or use the chat widget in the corner of the page. 

Availability is Limited

 We're only taking on 3-5 clients/ month

If you're a financial advisor who can deliver client results and is ready to scale, secure your 1:1 demo of the FunnelFlow "Affluent Attraction System". We only work with a select group of well-qualified advisors/month. 

- Caleb Christenson
Co-Founder FunnelFlow Marketing

Copyright 2023 FunnelFlow, LLC - All Rights Reserved
Support@funnelflow.io
Call/Text (520) 438-6635
Terms / Privacy