COME CHAT WITH US
Book a Client Attraction Strategy Session
If you’re an independent financial advisor looking to generate more leads, appointments and clients online then we encourage you to apply for a strategy session by clicking the link below. This will take you to a quick application so our team can best prepare for your call. Talk soon!
“21 APPOINTMENTS IN THE 1ST MONTH”
We were able to get them 21 appointments within the first month, in fact, including 13 in the first week. In fact, they messaged me and said, you know, you need to decrease the budget because we can’t keep up with all the demands. So that’s always exciting stuff to see. So if you’re on the fence about working with Portia, I highly recommend it. She’s incredible. You are going to get a great quality of work