Frequently Asked Questions

---

In a digital world where everyone is fighting tooth-and-nail for your perfect prospect’s attention.All you need is a simple message that makes prospects stop dead in their tracks.That is exactly why I created the TextTonality® message formula - which combines the 3 key elements you need to compel perfect prospects to ASK you for a meeting….

1. Pain
2. intrigue
3. a subliminal call-to-action.

When crafted properly, the TextTonality® formula will jumpstart a concoction of dopamine in your prospects brain. Compelling them to ask YOU for a meeting.

Our clients include Financial Advisors, Private Wealth Advisors, Tax Advisors, High-End Insurance professionals who work for firms from wirehouse firms like Merrill, JP Morgan, Edward Jones, Wells Fargo, and New York Life to independent firms and mid-sized broker dealers. 

• Anyone who is NOT a Financial Advisor, Wealth Advisor, Tax Advisor, or selling High-End Insurance products.
• This is NOT for you if the lifetime value of a new client for you is under $3,000

• You are really good at closing high-net-worth prospects worth $1m to $10m+…the BIG problem is you’re not getting enough meetings.
• You’ve built your business on through referrals and networking…BUT that has proven to be unpredictable
• You might be doing some marketing now…BUT you’re not getting enough meetings from it 
• OR you’re getting meetings…BUT they are unqualified.
• You don’t have the time to “chase” new prospects

We are happy to discuss pricing and payment plans on a demo call with you. To see success with our service you should be generating at least $10,000 or more per month in revenue.

We specialize in compliance-friendly LinkedIn marketing exclusively for financial services professionals. 

Whether you’re at an RIA or a wirehouse like Merrill, JP Morgan, Northwestern Mutual, or Wells Fargo.

We understand the unique guidelines and create messaging tailored to aligned with your firm’s compliance policies.

Yes. You will need a subscription to Sales Navigator through LinkedIn.