AUTOMATED DIGITAL CLIENT ACQUISITION FOR FINANCIAL ADVISORS
Stop chasing unqualified leads and build digital assets that work 24/7 like an army of digital salespeople to convert prospects into committed clients.
How Top Advisors Are Using Digital Leverage to Fill Their Calendar
Your painful cold call quotas and missed family dinners are killing your soul while barely moving the needle. You are invisible in today's market without digital leverage.
Think of the last advisor who came out of nowhere in your market. It wasn't from kissing up to CPAs or begging attorneys for scraps. They had digital leverage hustling to bring in a steady stream of leads while they were sleeping. They posted short, strategic videos on TikTok, Instagram, and YouTube that established them as a trusted authority in wealth management, while an AI-driven funnel quietly worked around the clock turning ideal prospects into lifelong clients.
The same system is working right now for advisors across the industry, from solo practitioners to RIAs to large wealth management firms. And it will work for you too, because it solves the primary problem every financial advisor faces: getting in front of qualified prospects who are actively looking for financial guidance.
Now it's your turn to put digital leverage to work building your client base.
2 A.M. and out of options
It's 2:00 a.m. I'm slumped over Shopify analytics that haven't budged in ten hours. Another Facebook campaign isn’t even breaking even, ROAS stuck at 0.7, so I'm losing 30 cents on every dollar, even before shipping, inventory, or overhead.
My feeds are full of 19-year-olds bragging about "10-hour-a-week" Shopify brands making millions from penthouses in Dubai. Meanwhile, my bank account drains by the minute, and I keep thinking, "What am I missing here?"
I'd watched every business video on YouTube, from hour-long Alex Hormozi deep-dives to niche marketing tips from obscure channels. I joined business mastermind groups, tested every trending "hack" from Twitter threads but none of it moved the needle.
The more tactics I tried, the worse my results got. Algorithms seemed to change overnight, ad costs kept going up, and it felt like the people who knew what really worked were deliberately keeping it hidden.
I dug into old forums, tracked down hyper-successful brand owners, and offered a thousand dollars for a 5-minute call if they had genuine insight you couldn't find on YouTube or TikTok.
I found obscure phone numbers, emailed addresses that looked abandoned, and it was radio silence, even after reaching out multiple times. I was seriously considering going back to my old full-time job, a painful thought.


















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One Conversation Shifted Everything
Finally, one 8-figure e-commerce founder agreed to talk. He revealed video content systems and LLM prompts that were driving his brand's fast growth.
These were strategies I'd never even heard mentioned, stuff I didn't know was possible or allowed. He also explained why no one shared them publicly:
- They're too valuable to give away. No 8-figure brand owner wants these playbooks passed around on Info Products or Discord for free.
- They use psychological triggers most professionals avoid out of fear they seem too direct, despite being remarkably effective.
- They break marketing playbooks in ways that make traditional marketers deeply uncomfortable.
- They require revealing authentic perspectives that most corporate brands hide, preferring safe messaging over genuine connection.
- They're not "safe" or corporate-approved - these methods challenge the clean, sanitized image most businesses carefully maintain to avoid rocking the boat.
This was exactly what I'd been missing. I decided to test everything he talked about. Within three weeks, my Facebook ROAS jumped from 0.7 to 3.1 and stayed there. Not long after I finally cracked $10 million in annual revenue across Shopify and Amazon with just one employee plus a few freelancers.
I also built a 2-million+ following on TikTok without spending anything on ads, and my YouTube channel grew to nearly half a million subscribers.
On my best day, I earned $44,337, more money in 24 hours than I used to make in a week.

I realized that if these video strategies could deliver those results for e-commerce products, they could work even better for financial advisors where your fee structure matters. Whether you're charging 1% on assets, using a flat-fee model, or offering a hybrid approach, a single client could represent anywhere from $3,000 to $15,000+ in annual revenue - especially when they bring $500,000-$2M+ in investable assets to your practice.
When I began sharing these insights, financial advisors immediately saw the connection to their everyday challenges. They were dealing with SmartAsset leads that never respond after just one email, watching Wealthfront and Betterment take their clients with "0.25% fee" marketing, and seeing their conversion rates fall month after month even though they were working longer hours and spending more on lead generation.
The power of this system for financial advisors comes down to the math. The same video that brought my online store a $300 product sale could bering in a $3,500 annual client fee for you as an advisor. That's a 10x bigger reward every year for the identical amount of work. I want to walk you through exactly how I uncovered this method and show you why it completely changes the way you'll think about finding new clients.


















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When Financial Advisors Started Reaching Out
One morning at 6 a.m., I saw an email from a subscriber asking, "Did you quit Charisma Matrix?" That's when I realized I'd practically abandoned my main YouTube channel.
I posted a single text update on the YouTube community tab, talking about the brand I'd been scaling behind the scenes, and the responses were intense. To my surprise, dozens of financial advisors had been following my content for years. They reached out describing problems that paralleled exactly what I'd solved in e-commerce:
- SmartAsset and Zoe Financial eating up half your marketing budget while delivering completely unscreened leads who never respond
- Robo-advisors like Wealthfront and Betterment luring away clients with their "0.25% fee" messaging while you struggle to articulate your true value beyond just returns
- Putting in more hours than ever before just to maintain your AUM while watching your conversion rates drop lower every quarter despite your increasing effort and experience
- Wasting time with potential clients who haven't been pre-qualified and are already working with other advisors in your market
If you're a financial advisor, that probably sounds familiar: $100+ cost-per-lead that never responds, lead generation platforms that raise fees every year, and half your prospect meetings turning into unqualified prospects with no intention to move their assets.
They recognized that despite our different industries, the fundamental problem was identical - how to stand out, create genuine authority, and attract pre-sold high-net-worth clients.
These advisors wanted what I'd built - a video content system that operates 24/7 with minimal effort, creating digital assets that pre-qualify and pre-sell clients before your first meeting. I privately coached a handful of them, adapting my e-commerce video strategies directly to financial services.
One advisor who implemented my approach saw his prospect-to-client conversion rate jump from 15% to over 32%. Another was able to raise her fees by 10 basis points while maintaining the same client volume. A third significantly reduced their $3,500 monthly on SmartAsset leads.
I focused on teaching them the critical 20% of these video strategies that yield 80% of the results, eliminating their need to chase cold prospects, attend endless networking events, or spend on overpriced lead generation platforms.
Why Listen to Me?
I'm not a financial advisor, but I used this video system I uncovered to bootstrap a business to $10+ million a year selling products that average just $300 per sale. The ROI for financial advisors is substantially higher - these same methods applied to a practice where clients are worth $3,500 to $10,000+ in annual revenue create a multiplier effect. The same effort that brings in one e-commerce sale can bring in a client worth 10-30 times more revenue for your advisory practice.
I spent a full decade burning time and money on marketing that failed before I figured out what actually works. It was painful. But once I did, here's what happened:
- I built a TikTok account that grew to over 2.1 million followers and 43M likes without paid ads.
- I grew a YouTube channel to almost half a million subscribers without ad spend.
- I grew an Instagram account to more than 330 thousand followers in nine months.
- I did all this and scaled my business to 8 figures/year with just 1 employee and a few freelancers.
My 25 year deep dive into communication psychology taught me how to engage people both on video and in person, in a way that feels authentic yet still leads to consistent conversions. Most advisors can build credibility but struggle to convert it into AUM (Assets Under Management), or they can close prospect meetings well but never build the trust needed for referrals and long-term client relationships. I created Digital Leverage: Financial Advisor Focused to solve both problems.
When financial advisors I've coached implemented these strategies, they saw dramatic results: prospect-to-client conversion rates jumping from 15% to over 60%, the ability to raise their fees by 25 basis points while maintaining client volume, and completely eliminating $3,500+ monthly spend on lead generation platforms.
This matters because a strategy that expands your centers of influence might not bring in the right clients, while pushy tactics can hurt your professional credibility. I've refined methods that keep you visible and credible, so the people who discover you are much more likely to trust you with their financial future and refer others.
I've worked with advisors fighting fee compression, solo practitioners competing against wirehouse teams, and RIA owners who needed reliable client acquisition pipelines. Each found a better way to stand out and grow their AUM without sacrificing their professional ethics or letting algorithms control their fate.
That's why I created this program: to help financial professionals replicate these proven strategies for consistent, high-quality client acquisition with a lot less hustle. These client successes and my own hard-won insights became the foundation for Digital Leverage: Financial Advisor Focused, the system built specifically to help financial advisors create sustainable growth without constant networking.
What Exactly Is Digital Leverage?
Digital leverage means building and deploying digital assets like a high-impact video funnel and automated systems that function as a complete lead generation system.
Unlike traditional financial advisor marketing, where you network for every client and the moment you stop, the inquiries stop too, digital leverage creates lasting results. You invest upfront effort into assets that continue working long after you've moved on to other priorities. A YouTube video you publish today might still generate high-net-worth clients years from now, while your competitors are constantly chasing their next center of influence lunch or client appreciation dinner.
This portfolio of digital assets doesn't just maintain results, it amplifies them. Each piece works with the others, creating a system that grows stronger and more valuable over time without requiring more of your attention.
- Leverage vs. Dependency: Traditional growth can feel like a hamster wheel, run faster or you fall behind. Digital leverage gets you off that hamster wheel. You diversify your lead generation across assets you control.
- Compounding Growth: Each digital asset you create is like a 24/7 lead generator. Over time, their combined impact grows exponentially.
- Trust and Authority at Scale: High-quality content builds trust with your audience. When they come through your funnel, they're already pre-sold on your expertise.
This program will teach you exactly how to build this system step by step, transforming your existing expertise and insights into an engine that pulls in qualified prospects automatically.


















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The Mathematics of Digital Leverage

Traditional marketing for financial advisors seems simple on paper. You spend $1 to make $3. But in real life, we both know it hardly ever works that cleanly. Some months you put in that dollar and get nothing back. Other times the results bounce all over the place with no consistency.
Digital leverage works in a completely different way. You put in the work one time, and it keeps paying you back for years afterward. I've seen it firsthand - a video might take you 3 hours to create but then bring in a $1.5M AUM client in its first month. Fast forward six months, and that exact same video has now generated $10M in assets without any additional effort.
What you end up with is something that grows on its own instead of having to constantly reinvest and restart the cycle. Your competitors are out there every month scrambling to find new prospects, while your digital assets are quietly building an audience that turns into paying clients whether you're working or sleeping.
Naval Ravikant talks about this when he says "Leverage is behind the newly rich. You can create media that works for you while you sleep." Most advisors in your market still haven't caught on to this reality, which means you have this window of opportunity to establish yourself before everyone else figures it out.
Why Financial Advisors See the Greatest ROI
Lead Acquisition Costs Eating Your Margins




Standing Out in a Sea of Identical Advisors




Wasting Time on Unqualified Prospects




Referrals You Just Can't Count On




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This Program Isn't For You If:
Digital Leverage delivers transformative results for committed financial professionals, but I need to be completely upfront with you. This isn't for everyone. Don't apply if:
- You can't dedicate 5 hours per week to creating content and implementing the strategies taught in this program
- You need guaranteed fast results in the next 30-60 days, as this program focuses on longer-term asset building
- You're not comfortable appearing on video regularly, which is an essential part of creating the content we teach
- Your firm's compliance department won't allow you to try new marketing strategies beyond what you're currently approved to use.


















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Why Now?
You might be thinking, "I'll get to it eventually." But here's why you should start now.
All those hours at networking events yield a fraction of the return you'd get from spending that time building digital leverage. Lead platforms constantly change their algorithms, client acquisition costs keep rising, and competition from other advisors intensifies daily. The longer you wait, the more you risk falling permanently behind and leaving your practice growth entirely at the mercy of lead aggregators and referral sources.
Right now there's a real window of opportunity to establish yourself as the authority in your market while other advisors are still struggling with outdated marketing tactics. Plus, this initial cohort is intentionally small so every financial professional gets plenty of individual attention. Once the spots fill up, that's it until the next launch, so keep that in mind.
How We'll Turn Content into AUM
Having a big picture concept is great, but how do we actually do this? Inside the program, I teach a clear, repeatable process to go from content to clients, I call it the Content-to-Client Formula. It's the step-by-step game plan that I used to build my own digital leverage, and it's what you'll be implementing in your practice. Here's a look at how it works:
Identify Your Leverage Points (Foundation)

Create Magnetic Content (Attraction)
Build Your Audience and Trust (Capture & Nurture):
Convert with Confidence (Monetize)
Refine and Scale (Optimize)
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The 90-Day Video Funnel Launch Plan
Tired of feeling like video is out of reach, too techy, too time-consuming, and too uncomfortable on camera? We've designed a step-by-step process that strips away every common barrier so you can finally build a professional video funnel without turning your practice upside down.
No Overwhelm and Minimal Time Commitment
From Day 1 to Day 90, you'll tackle small, manageable actions that fit into your busy schedule. We start with just a single 5 minute video using gear you already own - no need for fancy cameras or complex editing software that collects digital dust on your hard drive.
Clear Direction Without the Guesswork
I'll tell you exactly what to film each week so you never waste time wondering what to create next. My clients typically spend under 20 minutes per video once they get comfortable with our simple system, that's less time than most advisors spend scrolling LinkedIn during lunch.
12 Weeks of Live Coaching and Daily Direct Access
Our weekly calls deliver actionable strategies you can implement right away, not theory that sounds good but goes nowhere. Plus, you get daily access to me in our group - ask questions whenever they pop up and get answers when you actually need them.
Built for Financial Professionals, Not Influencers
This program helps you showcase your genuine expertise in ways that actually convert viewers into clients. No dancing required, no viral stunts, no pretending to be someone you're not just to get attention online.
Personalized Feedback That Reveals Blind Spots
My team and I will personally review your work and point out opportunities and strengths you probably don't even see in yourself. Most advisors miss these valuable opportunities simply because they're too close to their own expertise to recognize what makes it special.
Private Community With First Cohort Advantage
You'll connect with fellow financial professionals who see things you might miss, often asking the exact questions you needed but hadn't thought to ask. As part of the inaugural group, you'll get a level of personal attention that simply won't exist in future cohorts.
What to Expect
Week 2: You've filmed and shared your first quick, authentic video, no scripts, no fancy setups.
Week 4: You'll already have several videos under your belt, a smooth filming routine, and growing confidence on camera.
Week 6: Your videos begin sparking regular conversations, turning your audience into engaged potential clients who feel they already know you.
Week 8: You've dialed in a simple workflow: shooting, editing, and sharing videos now feels straightforward and almost automatic.
Week 10: Clients start reaching out proactively, thanks to videos that clearly position you as the go-to expert in your market.
Week 12: Your complete video funnel quietly works around the clock, attracting high-quality prospects with substantial assets and freeing you to focus on what you do best: serving your clients.








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