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Why Financial Advisors Are Abandoning Traditional Marketing And Are Using A New Marketing Model To Generate More Annuity Leads And Qualified Appointments Than Ever

In December 2019, I released a letter that created quite a stir…

It was a tad on the controversial side because I called out the FMO industry for lacking to innovate and provide sufficient value to their advisors.

Let’s face it, even though FMO stands for Field Marketing Organization, the vast majority of them are better at marketing themselves than they are at helping advisors market their practices. This leads many advisors to hire expensive marketing agencies or buy leads from third-party vendors that drastically mark up their marketing services in order to turn a profit.

What started out as a few pages turned into a full-blown “manifesto” with my detailed observations over the last decade working with advisors and what I believed (at the time) were the biggest problems with our industry.

In this special report, I revealed why advisors were abandoning building “traditional” businesses for a new concept that’s working really well for a new breed of financial advisors.

Ironically enough, much of what I originally wrote about in 2019 is now far more relevant today given the unique circumstances that we’re facing right now. Much of what I predicted in this report has now come to pass — since COVID-19 and here’s why:

“In times of crisis, change is accelerated…”

We’re seeing this play out literally right before our eyes in our industry. Interestingly enough, “virtual advising” has been around over the last decade — with very few advisors actually making the leap to master it.

Going “virtual” was previously not a “hair on fire” problem in early 2020, with many advisors reluctant to even explore the possibility of working with clients virtually.

Unfortunately for many advisors, the COVID-19 crisis is accelerating change faster than they expected. My prediction is that becoming a “virtual advisor” will be the SINGLE MOST CRITICAL SKILL required for advisors to succeed — or to even survive in the months ahead.

As a matter of fact, even some of the top advisors in our industry are seeing their sales pipelines drying up, while many of the FMOs are struggling to adapt to this “new normal.”

Which is why this report is so timely because it specifically addresses the seismic shift that’s occurring in our industry (and how you can adapt your business and succeed amidst the current crisis).

I’m calling it the: “Financial Advisor Digital Marketing Manifesto: A must-read for financial advisors tired of the dwindling response from traditional marketing efforts”.

Here are a few of the key topics that we cover:

  • Why financial advisors are ditching dinner seminars and live events for a new modern approach.
  • The 3 keys to generating leads 24/7, 365 days per year on autopilot (ignore this advice at your peril).
  • The truth about digital marketing in our industry, and why 87% of digital marketing campaigns don’t work.

Rest assured this report is not a blatant sales pitch to join our program, but rather, it will give you an “insider’s” perspective into why certain advisors are struggling; while others are reporting record sales numbers (and how you can do the same).


After reading the report, I encourage you to ask yourself: Is your FMO providing you a sufficient level of value for your annuity production? Feel free to leave your comments below to let me know what you think.

If you would like to learn more about our hands-free, turnkey approach to generate leads and appointments along with our virtual sales coaching, here’s a couple of steps you can take:

Step 1: Watch this video presentation that walks you through our program from A-to-Z.

Step 2: Click here to book a time to chat and learn more about our marketing program.


Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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