Helping financial advisors gain instant marketing super intelligence with 2 power platforms š§ fintello.com & advisorlearn.com platforms.
Joined October 2017
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Imagine a 24/7 assistant doing your promotions, introductions, and offersāautomated, efficient, unstoppable.
Thatās your Advisor AI Robot.
Scale like Ford, connect like never before.
fintello.com
#AIForAdvisors
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Insight for #financialadvisors and #insuranceagents based on our work with over 500 Advisors and discussion with over 3500 and interactions with 10,000
#fintello #advisorlearn #advisoralgorithm #advisors
Asking for an appointment on LinkedIn is all about timing.
Too early, too late, or done wrongāit wonāt work.
Weāve helped 800 advisors get it right with our proven process AI tools.
2
Success in financial advising starts with understanding the client journey.
Know their mindset, guide their decisions, and move fast when pain-points are urgent.
Align with their process to build trust and long-term loyalty.
#ClientJourney
Good marketing isnāt enough anymore. You must be great.
Want consistent retirement, insurance, and recruitment leads using Social Media AI?
Watch this short free training:
advisorlearn.com/advisor
Letter#22 - How to use social media marketing videos on LinkedIn, Facebook, YouTube, and emails to get clients
Link: linkedin.com/pulse/how-use-sā¦
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šThe Journey from Quantity to Quality
'Quality vs. Quantity: Quality is overrated. You will need quantity before you get quality. This is true for sales, marketing, and personal growth.'
Jun 13
AI is reshaping financial advising.
Most ignore it, few adapt, and almost none thrive.
Real AI goes beyond contentāit's smart, data-driven marketing.
Where do you stand in this shift?
Start here š fintello.com
#AIFinance
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Jun 13
šThe Power of Intentional Living
'Never sleep without dreaming; a.k.a, never act without thinking.'
#IntentionalLiving #DreamAndDo #PurposefulAction
Jun 13
I am writing a book for financial advisors - Itās called āWhatās Your Advisor Marketing Score?ā
Link to sign up: advisormarketingscore.ai/booā¦
Jun 13
I am writing a book for financial advisors - Itās called āWhatās Your Advisor Marketing Score?ā
Link to sign up: advisormarketingscore.ai/booā¦
Jun 12
3 reasons advisors must master social media:
1. Attention is online
2. Opportunity is still untapped
3. AI is amplifying results
Watch free training:
advisorlearn.com/advisors
Jun 12
Letter#2 - Meet Mike - a Financial Advisor who generated 103 HNW Leads in 30 days
Link: linkedin.com/pulse/meet-mikeā¦
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Jun 12
Letter#4 - Meet David ($2 Million AUM signed up with social media)
Link: linkedin.com/pulse/meet-daviā¦
2
Jun 12
Asking for an appointment on LinkedIn is all about timing.
Too early, too late, or done wrongāit wonāt work.
Weāve helped 800 advisors get it right with our proven process AI tools.
1
Jun 12
š„The Commitment to Success
'Everyone wants to go to heaven but no one wants to die. A.k.a everyone wants to be successful but no one wants to put in the work.'
#WorkForIt #PathToSuccess #DreamBigWorkHard
Jun 12
Letter#6 - Meet Mitch [Another LinkedIn $900K AUM Client]
Link: linkedin.com/pulse/meet-mitcā¦
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Jun 12
Letter#8 - Meet Ed [400 AUM leads via Facebook Retirement Ads]
link: linkedin.com/pulse/meet-ed-4ā¦
4
Jun 11
3 reasons advisors must master social media:
1. Attention is online
2. Opportunity is still untapped
3. AI is amplifying results
Watch free training:
advisorlearn.com/advisors
1
Jun 11
Letter#10 - Relationship between 'marketing'ā and 'sales'ā
Link: linkedin.com/pulse/relationsā¦
