Dr. Portia R. Jackson, CFP®

Client Attraction Strategist,


Hi! I’m Dr. Portia R. Jackson, CFP®. I’m a CERTIFIED FINANCIAL PLANNER™ professional and client generation strategist for financial planning professionals looking to scale their business efficiently and effectively. 

My educational background is in aerospace engineering and while being a rocket scientist was fun to talk about at parties (in my own nerdy way), I wasn’t very fulfilled in that career. During my time in the aerospace industry, I started teaching financial planning classes for my community and fell in love with the world of financial planning. During that time I was also hosting a podcast and also fell in love with the world of digital marketing where I’ve managed over a million dollars in ad spend across client accounts. Lots of love going around.

Long story short, I merged all of my skills and passions together…

Data-driven engineer + CERTIFIED FINANCIAL PLANNER™ professional + years of digital marketing = automated lead generation systems helping financial planners make more money and more impact! 

Which turns out is the perfect mix of skills to help my financial planner clientele create success in the world of digital marketing. After all, you got into financial planning to help people, create more income and more freedom … not become a marketer. 

Albert Einstein is widely credited with saying, “The definition of insanity is doing the same thing over and over again, but expecting different results,” so if you’re trying to reach a different level in your practice …


… it’s time to try something different, like an automated client attraction system.

I’ve realized that you can be the best financial planner in the world but if your people don’t know you exist, it doesn’t make much of a difference. I’m on a mission to make sure those who want financial guidance know you exist!

What We Do Here


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.


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.


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.


Barbara S.
Percy B.
Joe V.