An Ex-Financial Advisor Reveals his Secret Method that Generated 100,000 Prospects for Financial Topics...

👋 Hi, my name is Marcell Voros, and I'm a former financial advisor.

Welcome to this page!

This post is specifically for financial professionals and takes about 5 minutes to read.

If you follow along with me, you will get to know my interesting story.

I will guide you step-by-step through my journey, from being a completely average and mediocre financial advisor to becoming the best performer in the office, and finally, the owner of a marketing agency.

Along the way, I've spent nearly half a million dollars on advertising and ongoing testing, and generated more than 100,000 prospects for financial topics such as life insurance, retirement savings, and mortgages.

But let's start at the very beginning...

When I began my career as a financial advisor, I entered the industry with immense enthusiasm and unwavering determination.

I've always loved meeting new people and listening to their captivating stories, and as an advisor, I've had plenty of opportunities to do that.

I also really enjoyed the negotiation part of the process and had a genuine belief in the financial products I was offering to clients.

This belief still holds true to this day. Although I haven't been in the financial advice business for some time, I can still clearly recognize the value in various insurance and savings products.

So, I started my journey as a highly enthusiastic financial advisor, and that enthusiasm remained unwavering for a long time.

However, like many salespeople, my career path was filled with challenges that often resulted in many sleepless nights.

The biggest challenge was that, from time to time, I would run out of new clients and have absolutely no one to contact.

I still vividly remember the awkward feeling of sitting in front of my desk on Monday mornings, wondering who I should call.

Hours passed just scratching my head, looking through my phone book and contacts list, trying to find potential clients.

Of course, I listened to my managers and tried every client acquisition method they suggested, but for some reason, I never seemed to achieve that breakthrough success.

I tried cold-calling, but my biggest problem was that although I managed to get a few appointments, most of the prospects were incredibly dismissive.

And in some ways, this is understandable, as no one likes to be persuaded by random strangers about why it is crucial to have insurance.

After a few hours of cold calling, I felt so exhausted that I only wanted to collapse face-first into my bed. The constant rejection had drained me of every ounce of vital energy.

Another method I tried was to invite my friends and acquaintances for free financial consultation, but in the process, I felt that something was not smooth...

Many times during the meeting, I could see in their eyes that they were meeting me out of obligation, because they didn't want to hurt my feelings. And because of that, I could often feel the uncomfortable tension in the air.

Of course, there were times when we finally closed the deal, but at the end of almost every such meeting, I asked myself the question:

"Is it worth risking years of friendship to sell an insurance policy?"

Since I still hadn't found the perfect solution to my client acquisition problems, I kept trying and tried unorthodox methods that I was not proud of.

I went out on the street to do surveys, knocked on random people's doors and even downloaded shady contact lists from the internet.

After each attempt, I had the same feeling: something was missing...

Of course, I knew that quality referrals and asking for referrals on a regular basis was one of the best ways to get clients, but because I didn't have enough clients, I didn't know who to ask for referrals from.

It was a bit like when a dog chasing its own tail.

The breakthrough finally occurred on a completely ordinary Wednesday afternoon while I was heading home from a canceled meeting on the metro.

Even though many years have elapsed since then, I still vividly recall the moment when I had that enlightening revelation.

It all began when I forgot to charge my phone, and it unexpectedly ran out of battery.

Unable to listen to music or respond to messages, I found myself getting bored on the subway.

So I started observing the people around me.

It was both intriguing and somewhat disheartening to notice that virtually every person on the metro was engrossed in their smartphones.

Even the older individuals, belonging to a completely different generation than mine, were deeply engrossed in scrolling through their social media news feeds.

As I was observing this phenomenon, a strange and seemingly crazy thought popped into my mind, and it was the following:

"What if, instead of actively pursuing new prospects, I built a system that allowed them to discover me through online advertising?"

"Since everyone is glued to their phones anyway, why can't I entice them to click on my ad and enroll for a financial consultation?"

This may not seem like such a big deal nowadays, but many, many years ago, this was considered a pretty bold idea in the financial advisory industry.

Back then, very few financial advisors created lead-generating ads on social media, and those who tried quickly gave up due to the many initial failures.

Because let's be honest: it's not easy to create viable ads for financial topics such as life insurance or pension savings, and most people don't want to buy insurance in the first place.

You know that, and I know that.

This is exactly why it seemed like a crazy idea to go against my managers' suggestion and try a completely new approach to client acquisition.

Yet, at that ominous moment on the metro, I was so sure of the viability of my idea that I immediately started to implement it.

In the following weeks, I spent hundreds of hours immersing myself in online marketing and copywriting, and after a couple of sleepless nights, I finally created my first advertisement, which promoted pension savings.

After publishing it, I was filled with a tremendous amount of excitement because, despite all my optimism, I had no idea what to expect.

"Is this whole client acquisition method going to work? Or was I chasing a mirage?"

I had no clue.

Then, after a few hours, I finally got an answer to my question.

Suddenly, my phone flashed up with a notification that a new lead had been received for my ad.

My joy was beyond words. I was over the moon.

I couldn't control myself and called the prospect the same day. And then came the second incredible surprise.

His voice was kind and inquisitive, and I could clearly sense from his questions that there was a serious intention behind the application.

Compared to previous cold calls where the prospects were distant and dismissive, this was like heaven.

There were no objections, no unnecessary back-and-forths, and we promptly scheduled a meeting date that ultimately resulted in a signed contract.

And that was the turning point in my career as a consultant, from which everything slowly changed.

In the following period, I only negotiated with prospects who had responded to one of my advertisements, and my performance doubled.

In a matter of months, I went from being a perfectly average, mediocre advisor to one of the best in the office.

Of course, word of my achievements got around, and my colleagues in the office slowly started asking about the secret of my sudden success.

After a while, I was creating ads not only for myself but also for other colleagues.

As the system proved effective, more and more advisors contacted me to create the same lead generation funnel for them, which I was happy to do, as they paid good money for it.

And here began the second chapter in my career.

During the daytime, I usually attended meetings with new clients, and at night, I was busy improving my client acquisition system and writing ad copy for my colleagues.

This dual career path worked great for a while, but after a point, I started to feel burnt out.

As the saying goes, you can't ride two horses with one ass, and I've experienced this first-hand.

Being a financial advisor and a marketing executive are two separate professions, and as they are both quite time-consuming, I was at a crossroads:

Either I stay as a financial advisor and suspend my activity of making advertisements for other financial advisors, or I stop being a financial advisor and start a marketing agency.

Deep down, I felt that I was leaning towards the latter, so after some deliberation, I finally chose that.

And that was the beginning of the third chapter.

From then on, I no longer just created lead generation ads for my colleagues, but started to advertise myself professionally, and financial advisors from all over the world started seeking my assistance.

I won't extend my story too much, as I fully understand that you're seeking specifics rather than a lengthy narrative.

And you might also be interested in what I can offer.

So here is the brief end of the story.

Since I started my own marketing agency, I've advertised nearly $500,000 on various social media platforms, mainly on Facebook. To be exact, my total ad spend so far is $497,367 in ad accounts that I manage.

From that money, I have generated over 100,000 leads for 167 financial advisors. And I am currently working with 122 financial advisors.

With such extensive experience under my belt, I believe it's safe to say that I've become an expert in generating leads related to financial topics.

And what does this have to do with you?

Well, drawing from my experience over the past few years, I've designed a mini-course where I'll share my 3 best-performing ads with you for a very symbolic price.

(These ads generated the most prospects for me and my clients.)

I've called this mini-course "The 3 Winners," and I'll explain everything in detail on the next page.

It's important to stress that this is NOT an average marketing course. It is not about general theories, and it is not for everyone.

This mini-course is designed exclusively for financial professionals, including insurance brokers, mortgage specialists, or savings experts.

And the heart and soul of the course is that I'm going to share with you the concrete advertising copy that I've honed to perfection over the years, and that you can use immediately.

You'll find ad copy for life insurance, retirement savings, and mortgages.

If you like my offer, then give me a chance and let me prove myself to you.

Click on the button below to find out the details.

Thanks for reading this and see you on the other side!

- Marcell

P.S.: here is a message from one of my Students, which I received a few months after he purchased my course: