Hi! I’m Portia.
My team and I help independent financial advisors, planners and coaches create automated client attraction systems online to generate qualified leads, appointments and clients with ease.
Hi! I’m Portia.
My team and I help independent financial advisors, planners and coaches create automated client attraction systems online to generate qualified leads, appointments and clients with ease.
What We Do
The Automatic Lead Gen Machine
Our DIY step-by-step, plug-and-play system for financial advisors that will generate leads online without wasting time, breaking the bank or getting in trouble with compliance.
02.
The Bridge
Our powerful & reliable high ticket client attraction system that is bringing financial service providers qualified conversations on demand so that they never need to worry about lead generation again. We build everything you need so you can focus on what you do best. Just press play and call the leads.
03.
The Bridge Management
Our ongoing program to manage and scale your Facebook and Instagram ad campaigns and optimize your sales funnels for maximum exposure. Requires a minimum ad spend of $1,500 per month.
Dr. Portia R. Jackson, CFP®
Client Attraction Strategist,
CERTIFIED FINANCIAL PLANNER™ Professional
MY STORY
I started Focus Flow Media because I want people to be released from the stress of worrying about their finances. I want them to have the financial freedom to make decisions based on fulfilling their life’s purpose, not based on what they do or don’t have in the bank. Financial advisors are the key to making this happen. By focusing the flow of people in need of financial guidance towards advisors that truly care and are qualified, I am fulfilling my own life’s purpose. It is a win-win-win situation for everyone – our clients’, our clients’ clients and the Focus Flow Media family.
“The quality of the ads has been incredible.”
I’ve never done Facebook ads before and this is the first time I’ve actually done them and the quality of the ads has been incredible. The people that are actually responding once they’ve clicked on the ad, have been very responsive. The ability to talk to new people that are qualified has been also a great experience and it’s been worth every dollar we’ve invested in it.
JON B.
Pasadena, CA
FREE TRAININGS
Learn what a sales funnel is, the components of a sales funnel and how to make this work for you.
“PICKING YOUR NICHE”
If you’ve been in financial services for more than two minutes, you’ve probably heard “the riches are in the niches”, but what does that mean exactly? Find out how to apply this principle to your practice so you become the go-to person for your ideal client.
Client Attraction Lesson 4
“WHAT ABOUT COMPLIANCE”
Online marketing is a new frontier and our good ol’ friends in compliance are definitely not letting us run wild on the Internet. Learn what you can and can’t do online and how to stay out of trouble with FINRA, the SEC and your compliance department.
Discover the efficient way to follow-up to close more business and help more people.
Client Attraction Lesson 6
“WHY SMART ADVISORS AUTOMATE”
You’re busy. Your leads are busy. Let’s not make growing your practice harder than it needs to be and automate your prospecting (to a certain extent.) Learn what parts of your marketing can and should be automated and what parts still need that human touch