For Financial Advisors Ready To Scale Their Practice

STOP wASTING MONEY ON BAD LEADS... Learn to generate QUALIFIED, UNLIMITED financial services leads with Our Proven System

Learn how our financial advisors have generated thousands of exclusive affluent leads using "Headless Funnels"

Normally $997 - $297

$700 Discount Expires

Get Instant Access to the course where i'll teach how to create a "Headless Funnel" that will generate an unlimited stream of financial services leads.

Get Instant Access to the course where i'll teach how to create a "Headless Funnel" that will generate an unlimited stream of financial services leads.

Introducing "Headless Funnels" The NEW Way to generate valuable exclusive leads.

IUL, ANNUITY, AUM, TERM LIFE, P&C, RETIREMENT PLANNING, SUCCESSION PLANNING, TAX PLANNING, TAX PREP, CPA, BOOKKEEPING AND MORE...

FROM THE DESK OF CALEB CHRISTENSON

CARLSBAD, CA 10/22/2024

🌟 Financial Advisors: Are You Ready to Revolutionize Your Client Base? 🌟

"Experience the Breakthrough in Lead Generation That's Changing the Game!"

"Say Goodbye to Overpriced Leads and Hello to High-Quality Clientele!"

"Believe it or not, many financial advisors are unknowingly wasting up to 70% of their marketing budget on ineffective lead generation methods."

The struggle is real – inflated ad costs and leads that barely convert. You're trapped in a cycle of spending more yet gaining less.

This endless battle not only drains your resources but also diverts your focus from serving your valued clients or growing your business in meaningful ways.

Enter the Headless Funnels Course – your gateway to streamlined, cost-effective lead generation. We're here to flip the script on traditional methods, giving you a direct line to affluent clients, without breaking the bank.

- Uncover the secrets to targeting and capturing high-net-worth leads.

- Harness the power of compelling offers that convert.

- Simplify your marketing funnel for maximum efficiency and impact.

Hello, I'm Caleb, a seasoned entrepreneur and Co-Founder of FunnelFlow Marketing and Mastermind. With over 15 years in marketing, I guide service providers to profitable lead acquisition using "Minimum Viable Marketing."

This method streamlines marketing strategies to ensure a steady flow of high-quality leads and sales.

5-Month Client Case Study:Achieved an average of 15 high-net-worth appointments per month.Generated 568 leads in 5 months with just $50/day on Facebook ads.

- Booked appointments had an average income of $1.4 million.

3-Month Client Case Study:Over 525 affluent leads in just 3 months.Consistent stream of leads and 10 accredited investor appointments, spending only $45/day.

These case studies showcase real-world success stories, proving the effectiveness of our Headless Funnel approach in attracting affluent clients.

Just $27 grants you unlimited access to this transformative course, a 1:1 implementation session, and a suite of essential marketing tools. Make the smart move today!

Your purchase includes the entire course, templates and a 1:1 implementation session with our team

Start Generating Exclusive Leads

Get instant LIFETIME access to the course for $997 $297

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Learn How To Generate Unlimited Leads For...

Insurance, IUL, Annuities, AUM, Financial Planning, Strategic Tax Planning, Estate Planning, Family Offices... Your whole team!

Tailored for busy professionals

You can complete on-demand video lessons in as little as 15 minutes/day.

Unlimited Client Support Available

You won't be doing this course alone; get unlimited group chat via our Slack channel and multiple weekly implementation calls via Zoom.

What is A Headless Funnel?

A simple Facebook Ad + Facebook Form + Automated Follow and Appointment Booking. No landing page or website required.

Here's exactly how other busy financial advisors are Finding Rich Prospects with "Headless Funnels" :

Strategic Navigators Inc.

(Strategic Tax Planning)

*Actual Client Account Screenshots

5 Month Client Case Study

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 - $743K

  • ​Total Appointment Requests In 5 months: 76

  • ​Estimated Average Adjusted Gross Income of Booked Appointment - $1.4 Million

Invito Energy Partners

(Alternative Investment)

*Actual Client Account Screenshots

3 Month Client Case Study

Key Highlights: Over 525 High Net-Worth and Affluent Leads Generated in 3 months.

Once This Ad Campaign Was Underway, It Started To Produce A Steady Stream Of Affluent Leads and Appointments While Still Only Spending $45/Day On Facebook Ads.

  • Total Leads In 3 Months: 525

  • Estimated Average Adjusted Gross Income of Leads - $329,326

  • ​Total Accredited Investor Appointment Requests In 3 months: 10

FunnelFlow Marketing

(Client Acquisition Campaign)

*Actual Client Account Screenshots

1 Month Case Study

Key Highlights: Over 210 leads and 10K + in new revenue. I not only teach this strategy, I use it everyday to grow my business.

Once This Ad Campaign Was underway, It Started To Produce A Steady Stream Of Qualified Leads and Appointments While Only Spending $87/Day On Facebook Ads.

  • Total Leads In 1 Months: 210

  • New Closed Clients: 12+

  • Month one revenue: 10K +

Course Feedback

Headless Funnel Program Outline and Modules

Define Your Ideal Client (Week 1):

Jumpstart your journey by partnering with ChatGPT, your digital ally in content creation. In just the first week, you’ll learn to craft compelling marketing materials that will grab the attention of your dream prospect.

Create your perfect client attraction tool (Week 2):

Design your "lead magnet" - a simple informational resource you can give for free in exchange for your dream clients contact info. Once we have their contact info, the system will follow up with the leads and fill your calendar with appointments.

Launch and Perfect Your Campaigns (Weeks 3 and 4):

In these final weeks, we'll demystify Facebook advertising, guiding you through a hassle-free setup of your campaigns. Then, we'll refine and optimize for maximum performance. You'll end this program equipped to run these campaigns on your own.

Final Outcome:

In just four short weeks, you'll have a complete, high-performing lead generation system, ready to attract and engage high-quality leads on autopilot for your business.

Note about compliance:

Worried your compliance dept. won't approve? We'll show you how to navigate this common issue with financial advisor marketing.

30-Day Money Back Guarantee

Your success and satisfaction are at the heart of our "Headless Funnels Course." We're confident that the tools, strategies, and insights you'll gain over these 30 days will empower you to transform your lead-generation process and elevate your appointment-based business.

But we want you to feel confident about your investment. That's why we offer a complete, no-questions-asked, 30-day money-back guarantee. To qualify for the refund you need to have completed at lead 50% of the content modules.

To initiate a refund, contact our support team at support@funnelflow.io with your request within 30 days of your purchase. We'll take care of it from there. Let's build that "Headless Funnel" that propels your business forward, risk-free!

About FunnelFlow Marketing

Founded in 2019, We are a direct-response marketing agency focused on helping financial service providers and appointment-based businesses generate qualified leads and appointments using simple yet powerfully effective lead-generation techniques.

TERMS I PRIVACY I LEGAL

Copyright @ 2023 | FunnelFlow, LLC.

TERMS I PRIVACY I LEGAL

Copyright @ 2023 | FunnelFlow, LLC.