Scaling Wealth Advisory Companies
Implementation of a well proven direct responce marketing strategy Financial advisors achieve $18MM/yr in new annuity business or $8MM/mo in new AUM business.
Marketing Strategist
Lead Generator
Performance Marketing Specialist
Calendly
ClickFunnels
Zapier
Funnel Process Optimization - +125K Sales Month
Underperforming funnel with multiple improvement opportunities. Archived a 125K/month in sales for the business main info product.
Marketing Strategist
Performance Marketing Specialist
Sales-Driven Marketing
Active Campaign
ClickFunnels
Hotjar
E-commerce Process Optimization (+200K/month)
Ecommerce strategy and process optimization, $200K increase of sales through past clients upsells, shop theme split testing optimization and marketing sales.
eCommerce Marketer
Marketing Strategist
Sales-Driven Marketing
Google Apps
Klaviyo
Shopify