Go High Level Setup & Automation for Solo Financial Advisors
Stop losing leads in follow-up. I'll set up simple automations that nurtures prospects and keeps clients engaged.
The 3 Marketing Challenges Every Financial Advisor Faces
Challenge 1:
Time Scarcity
You're spending 60+ hours a week serving clients. When do you have time to create professional presentations or follow up with every lead?
Challenge 2:
Tech Overwhelm
You want to automate, but the tools feel complicated and you don’t have time to figure them out.
Challenge 3:
Generic Materials
Your presentations and emails look like everyone else’s. Prospects can’t see why they should choose you over the advisor down the street.
I’ve spent 10+ years designing user-centered experiences and marketing systems. Now I help financial advisors build simple, effective automation—without the tech headaches or generic templates.
Three Ways I Help Financial Advisors Grow
SERVICE 1
Express GHL Setup
Get your Go High Level account set up fast, with lead capture and follow-up ready to go.
service 2
Full Automation Buildout
Custom automation that nurtures leads, books appointments, and keeps clients engaged—so you can focus on what you do best.
service 3
Monthly Support
Ongoing tweaks, updates, and support as your business grows.
Why I Focus on Financial Advisors
After years in UX design, I realized financial advisors face unique marketing challenges. You need systems that work for you—not more busywork. My goal is simple: help you get more ideal clients without the marketing stress.
