The Financial Adviser's Guide To Unlimited Quality Leads
4.3 (10 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
234 students enrolled

The Financial Adviser's Guide To Unlimited Quality Leads

Step-by-step directions on how to acquire, convert and maintain quality leads through online leverage. (No cold calling)
4.3 (10 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
234 students enrolled
Last updated 7/2015
English [Auto-generated]
Current price: $104.99 Original price: $149.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 11 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Nurture and convert your leads into paid customers
  • Generate a steady source of quality leads
  • Get your emails opened, read and clicked ahead of the competition
  • Build profitable relationships that lead to repeat sales
  • Leverage on online tools without advanced, technical knowledge
  • Grow your business without purchasing databases of contacts
  • Better convert prospects into paying customers
  • Market a business using one of the most effective and affordable marketing tool around
  • A learnable attitude
  • No IT expertise required
  • All you need is a computer with Internet access


This course was created by two trainers who have worked closely with Financial Advisers, helping them generate quality leads.

KC Tan specializes in the areas of Google Analytics (certified by Google), Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF).

Nazir Amir is a trainer with copywriting and marketing backgrounds. He has generated quality content for advertisements, websites, social media, SEO articles and several other marketing materials. He specializes in writing email marketing campaigns, helping many Financial Advisers generate quality leads for both sales and recruitment purposes.


The objective of this course is to empower Financial Advisers and other self-employed professionals in building leads, without having to depend on time-consuming activities like cold calls, road shows, door-knocking and so on.

During our workshops, we've had Financial Advisers ask us to help them generate quality leads for their business. This is because many of them wish to focus on delivering value to existing customers, and spend less time gathering cold leads. This course covers step-by-step instructions on how to leverage on the Internet, and create a lead-generating system for Financial Advisers.

This course contains real-life applications of proven concepts. We've tested different scenarios, researched all sorts of strategies, gathered the ones that worked and placed them in this course.

The content is conducted in an organised manner, with easy-to-follow instructions so as to maximize the value students receive.

The following is what you can expect to learn from this course:

  • Craft emails that generate results way above the industry average
  • Learn methods used to generate repeat sales for Financial Adviser clients
  • Generate a steady source of quality leads
  • Nurture existing leads and generate referrals from them
  • Improve your open and response rates for existing email campaigns
  • Turn leads into loyal customers
  • Marketing your business more cost-effectively
  • Reduce the need for cold calls and visits
  • Maximise ROI for your current advertising and marketing budget
  • Improve conversion rates of existing marketing campaigns


Think you could do with a consistent source of quality leads for your financial advisory business? Try out the course!

Remember that it comes with a 30-Day money back guarantee.


Here you'll find only practical and applicable content. We don't believe in delivering "grand ideas" that sound good, but generate no results. All steps are immediately applicable, allowing you to see results once the effort has been applied.

Students that have gained the marketing advantage over their competitors after applying the course content include:

  • Financial Advisers
  • Property Agents/ Realtors
  • Small Business Owners
  • SMEs
  • Business and Personal Coaches
  • Sales Professionals
  • Internet Marketers
  • Network Marketers

What this course is NOT:

We will not share unethical tips on "tricking" consumers or prospects to buy from you.

There are no shortcuts to generating massive leads fast. Instead, we share only sustainable strategies that work for the long-term.

Who this course is for:
  • Financial Advisers
  • Entrepreneurs with tight marketing budgets
  • Businesses that use emails to communicate with their prospects and clients
  • This course is NOT about buying or renting databases of cold leads
  • This course is NOT about getting rich quick
Course content
Expand all 30 lectures 02:19:05
+ Profiting From New Customers Behavior
5 lectures 12:54

You will learn why in this new economy cold calling and street survey doesn't work as effective as before!

Preview 03:51

Discover what are the most common mistakes that other Financial Advisors make when they go online! And how to avoid them!

Preview 02:01

Learn what are the differences between inbound and outbound marketing. And which one are you using now.

Preview 02:32

Discover what is the best way to attract your ideal client online without spending a lot of money!

Preview 01:18

Learn what is the perfect online business funnel to automate your leads generation online.

The Perfect Online Business Funnel To Automate Your Financial Advisory Business
+ The Science Behind Profitable Leads
5 lectures 16:01

Learn how you can do a competition analysis online in this lecture. Never start a websit or blog without watching this!

Who Are The Ones That Are Getting Your Customers Online!

You will learn how to find out what keywords your customers are searching online so that you can focus and trget them.

Identify Keywords That Your Customers Use To Find You Online!

From the keywords that you have generated from the list previously, discover how you can leverage these keywords to get you massive sales!

Leverage Profitable Keywords That Will Land You Million Dollar Sales!

Learn what are the most important thing you must have on your website or blog to convert visitor into subscribers and eventually into clients. You will learn three simple things you can create to attract yoru ideal clients!

Creating The Secret Bait To Attract Customers Online!

Download and print out this Action Plan to get the results you want!

Action Plan
1 page
+ Finding Your Automated Lead Generating Partner
6 lectures 35:55

You will lean how to get your visitors to subscribe to your mailing list using these techniques. These are the important elements that you must have in your website.

4 Secrets That You Must Know To Get People Subscribe To You!

You will learn in this first part video on how to create the structure of a successful website. You do not need any web programming knowledge to apply these techniques.

Create Your First Website In 30 Minutes (no IT experience required)!

You will learn in this second part series on how you can create pages that are important to the success to your website! You will also learn how to insert contact form into your website so that others can contact you.

Create Your First Website In 30 Minutes (Part 2)

In this lecture, you will learn how you turn your website into a leads generating machine 24/7 by integrating your website with the auto-responder that we recommend.

Automating Your Mailing List!

In this lecture, you will learn how to drive targeted traffic (people who are looking for the services that you are providing) to your website. This is one of the most important lectures in this course.

Work With Microsoft And Yahoo Search Engine To Bring You Tons Of Leads!

Download and print out this Action Plan to get the results you want!

Action Plan
1 page
+ Emails that Get Results
6 lectures 41:10

In this lecture, we look at the results I've helped my clients obtain via emails. They include financial adviser teams and individuals.

Results That My Emails Have Gotten

We cover the factors that contribute to an effective email, like design and structure.

What Makes A Profitable Email?

We look at the formula for effective subject lines, and examples that apply to the financial advisory industry.

Subject Lines That Get Clicked, Opened And Read

What makes an effective introduction for emails? We look at these details, and a few practical examples.

Getting The Reader's Attention From The Beginning

There's a way to write content that readers love reading, and it's covered in this lecture.

Content That Gets Read And Shared

A great conclusion results in replies, clicks or even appointments. We look at how this gets done here.

Conclusions That Get Readers To Act
+ Hidden Elements that Trigger Sales
6 lectures 29:44

We look at what criteria makes a good ESP

Choosing Your Email Service Provider (ESP)

This lecture covers a few ways of getting your readers to take action

Effective Call-to-Action (CTA)

We look at how to optimise your email signature so it can help in getting leads for your business!

Email Signatures That Get Leads?!

Being the authority in your industry with your mailing list is extremely profitable. We look at how this can be done.

Becoming First Adviser In Mind, Every Time

Your emails can help boost search engine rankings for your site or blog. We cover the methods here.

Using Emails To Befriend Google

We look at how your emails can reduce your advertising costs, and increase their efficacy.

How Emails Boost Your Paid Advertising Results!
+ Conclusion
1 lecture 00:33
Now That You're Done...