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How an ex-seminar financial advisor wrote $60 million…

Have you ever wondered how a select few financial professionals were closing tens of millions of dollars of new business each year over the internet?  Well, you aren’t alone!  This live Google Hangout set a New Year’s Eve record of over 1,200 financial professionals (both registered reps and insurance agents) all coming to learn how this advisor used internet marketing to close $60 million in new assets.

Turns out that the advisor I had the chance to interview was a man by the name of Jason Wenk, who owns a couple of blog sites such as and where he brings in 100+ highly qualified prospects on a monthly basis.  And he really did go from being almost 100% dependent on financial educational seminars (workshops) to completely going cold turkey on them and focusing on his digital efforts.

In 2013, his digital marketing efforts brought him and his small team (which is remote – he lives next to the beach in Laguna, CA and his office is in Michigan) over $60 million in new assets.   Pretty amazing numbers anyway you look at it, but incredibly impressive when you consider it was done almost exclusively from internet marketing.

This seems to be the new era of marketing for the future as a handful of the top financial advisors and annuity producers in the country all seem to be doing the majority of their marketing online.  Years ago it was the seminar producer who was doing financial workshops every month (or every week), then the top producer pendulum shifted to radio celebrities who broadcast their financial radio shows each weekend on top AM and FM stations, and now it appears as though the digital marketers have the spotlight.

And I have to imagine with the rise if baby boomers (who not only love using the Internet, but also shop, buy high ticket items, and can’t live without it), internet marketing for financial advisors will be a growing trend.

Is it time for you to get a check-up on your current business model?

internet marketing

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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

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