Financial Leads Academy Review – Worth Investing?

Today we will be reviewing a program known as Financial Leads Academy. Is the program legit? Find out in this Financial Leads Academy review.

The majority of financial advisers working in the financial services business report having difficulty obtaining meetings with clients who are more qualified.

They continue to employ outmoded marketing and lead generation strategies, including as cold calling, door-to-door solicitation, referrals, direct mail, seminars, and others.

These approaches are not only out of date, but they are also labor-intensive, expensive, and ineffective.

Again, these are frequently the only strategies that financial advisors are acquainted with, which results in financial advisors spending the majority of their time prospecting rather than doing what they are most skilled at, which is developing relationships and bringing in additional clients.

Putting prospecting on auto-pilot would free up most financial advisors’ time, allowing them to focus instead on building relationships and expanding their consulting businesses toward greater success in the future.

This is the kind of program we will be looking into today. Should you invest on it or not?

Before you decide to sign up for this program, you should read this Financial Leads Academy review first.

DISCLAIMER: This is a fully independent review. I’m not affiliated with this program in any shape or form whatsoever.

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Financial Leads Academy Review: Quick Details

  • Name: Financial Leads Academy
  • Owner: Terrance McMahon
  • Website:
  • Socials: Instagram, Twitter
  • Type: Training program
  • Niche: Financial counseling
  • Recommended?: This opportunity may sound super tempting, as there is the potential to make a lot of money from it. On ther other hand though, it requires you to have prior knowledge of the subject matter. You should look for another opportunity instead that you can start today.

What is Financial Leads Academy?

Financial Leads Academy - Logo

The Financial Leads Academy is a firm that provides financial counseling services and assists financial advisers in meeting with new eligible prospects all around the United States.

They utilize a 5-Step lead generating strategy that connects you with qualified prospects via the use of cutting-edge digital marketing. They work together with representatives from practically all of the country’s main financial institutions, in addition to some of the most successful wealth management companies in the country, as ranked by Forbes.

If you are a financial adviser who has been affected by the pandemic and you are aware that you need to migrate your marketing and service delivery online but you are unsure of how to do so, then Financial Leads Academy can assist you.

They are doing digital ads in an effort to find competent individuals who recognize the need of establishing a will and a trust as soon as feasible.

They have lawyers on staff who are qualified to carry out the work. Currently, they want financial advisers who can act as personal concierges for the prospects they are working with.

I have reviewed many online businesses, some of them scams, which were promoting similar opportunities as Financial Leads Academy, like Project Mastermind and Success with Jeff Baxter.

What are your responsibilities?

You will be responsible for funding the social media advertising packages that are now being run. These advertisements will display in the feeds of the audiences who have been targeted. The audiences are composed of individuals who are making a concerted effort to finish this legal procedure.

Customers who are actively interested in finding a solution to a problem are pleasantly surprised by an alluring advertisement that addresses the problem head-on.

They will then click on the link provided, which will take them to a stunningly crafted video presentation that discusses the suffering that results from delaying the processing of their will and trust. A certain proportion will arrange a call to discuss the next steps in the process. You will contact them in order to get all of the information, including data, facts, papers, and so on.

The artificial intelligence will then proceed to formulate a plan for the consumer. The plan will be approved by an attorney located in the client’s area. You do not have the right as a financial adviser to receive a percentage of the customer’s legal expenses that are being charged to the client.

The ways that you make money online are the same ways that you would generate money offline. You walk them through everything, support them in carrying out account modifications, conduct a portfolio review, provide assistance in acquiring new insurance, and handle anything else that may arise.

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Is it profitable?

COVID-19 has had some kind of an effect on each and every person. Because of this, the prospecting efforts of a great number of financial advisors have been turned completely on their heads.

They frequently find that word of mouth, attendance at networking events and seminars, and even door-to-door sales help them bring in new customers. This narrative has been completely flipped on its head as a result of the outbreak, and it looks that restrictions on prospecting in person will continue to be in place for the foreseeable future.

Everyone has been forced to switch to digital as a result of this, and Financial Leads Academy believed that it was only a matter of time until this trend became a reality.

Through the mentorship of financial advisors on their various digital marketing endeavors in recent years, Financial Leads Academy has been successful in achieving favorable outcomes and has been “ahead of the curve.” The objective is to make it as easy as possible for any kind of consultant to virtually extend their prospecting from the comfort of their own homes.

It offers consulting on a large number of the most well-known digital platforms, giving everyone something that will certainly be of use to their work.

Various people have difficulty dealing with the many responsibilities that come along with providing financial counseling services.

If you’re going to put in the amount of arduous work required to run this business, you might as well bring in some money while you’re learning the ropes. Making money through financial consulting isn’t impossible, but if you’re going to put in the work, you might as well earn money while doing so.

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Final Verdict – Financial Leads Academy Review

Before I end this Financial Leads Academy review, I would like to share a few more insights that could help you.

According on the feedback provided by financial advisors who have registered in the Financial Leads Academy program, the program appears to have been successful in aiding financial advisors in meeting with new qualified prospects.

However, when it comes to beginning a business, you have a number of options at your disposal.

Even if you have your heart set on working in the financial industry, enrolling in Financial Leads Academy is not the path you should take.

Keep in mind that none of the programs that we do not get paid to promote the programs that we review. We believe that offering financial advice to customers is an excellent business approach; yet, it is possible that you are passing up significant financial opportunities.

If you are interested in a great financial opportunity you can take right now, then I suggest you proceed to the next section.

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