Having worked as a financial advisor himself, Alan is all too aware of the lifeblood of any financial advisory business: Generating New, High-Quality Appointments. Obsessed with better ways to find and acquire clients, Alan has explored the world of digital marketing with the top innovative leaders in the industry.

A move away from Financial Service into Digital Marketing gave Alan immense insight into how some of the world’s top financial advisors were generating more appointments and sales online. By combining his experience and expertise in both industries, he cracked the code on digital marketing for financial advisors.

After helping many advisors get steady streams of appointments and clients online, Alan has boiled his client acquisition strategy into a step by step, scientific process that every advisor can follow.