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Finally, A Lead Generation System That Actually Works For Financial Advisors

Stop Wasting Money On Lead Gen Services That Leave You Disappointed

If you're tired of paying thousands for "qualified leads" that never convert, you're not alone. Most lead generation companies promise the world but deliver mediocre prospects with a 3% close rate – if you're lucky.

What if you could generate your own high-quality leads and achieve dramatically better conversion rates?

Take Control of Your Lead Generation Today →

Introducing
The Modern Advisor Method™

The Only System That Gives Financial Advisors Complete Control Over Their Lead Generation


This isn't another cookie-cutter marketing course. This is a proven, step-by-step system that transforms how RIA founders and small advisory teams generate prospects, build relationships, and convert conversations into clients.

In 8 intensive weeks, you'll build your own lead-generating machine that works 24/7 – without depending on expensive third-party services that rarely deliver.

Build A Community That Becomes Your Greatest Business Asset

While other advisors chase individual leads, you'll build something far more valuable: a thriving Facebook group that becomes the foundation of your practice for decades to come.

Your Facebook group isn't just a marketing tool – it's a living, breathing community where prospects get to know you, trust your expertise, and refer others before they ever schedule a call. This becomes an appreciating business asset that generates qualified prospects automatically, year after year.

Most advisors never think to build their own community. Those who do, create an unfair advantage that compounds over time.

Start Building Your Community Today →

Why This System Delivers Superior Results

While the top lead generation services brag about 3% conversion rates (meaning you pay for 100 leads hoping to convert just 3), our proven system consistently delivers up to 9X better results through a fundamentally different approach:

You'll Own The Entire Process 

No more hoping external lead gen companies deliver quality prospects. You'll generate your own pipeline of engaged, pre-qualified leads who already know, like, and trust you through your own community.

Automated Follow-Up That Actually Works 

Your prospects receive personalized, valuable content automatically, keeping you top-of-mind until they're ready to schedule a discovery call.

Conversations That Convert

You'll learn the exact discovery call framework that turns curious prospects into committed clients at rates far exceeding industry standards.

A Community That Grows Your Business Forever 

Unlike paid leads that disappear after one interaction, your Facebook group becomes a permanent asset that continues generating referrals and prospects for the lifetime of your practice.

Your 8-Week Transformation

Foundation & Setup

Transform your digital presence into a lead-generating asset. You'll optimize your Facebook business presence, create a high-converting Facebook group designed for maximum engagement and growth, and set up automated systems to capture email addresses and nurture prospects with professional follow-up sequences.

Content Mastery & Strategy

Develop your content strategy using proven frameworks. You'll master Facebook Live presentations that build authority within your community, create compelling content that positions you as the go-to advisor in your market, and build a sustainable content creation process that keeps your group engaged and growing.

Scale & Optimize

Multiply your content's impact using AI-powered tools to create dozens of social media posts from each piece of content. Then scale further with targeted Meta ads and retargeting campaigns that drive qualified prospects into your Facebook group and keep your message in front of engaged prospects.

Launch & Convert

Launch your optimized Facebook group using targeted group ads that attract your ideal prospects, implement the S.I.M.P.L.E. Discovery Call Process that consistently converts prospects, and master high-quality financial conversations that demonstrate your value immediately.

Implementation & Support Weeks

Throughout the program, you'll have dedicated implementation time with hands-on support to ensure you're applying everything correctly, growing your community effectively, and getting the results you want.

Your 8-Week Transformation

Foundation & Setup

Transform your digital presence into a lead-generating asset. You'll optimize your Facebook business presence, create a high-converting Facebook group designed for maximum engagement and growth, and set up automated systems to capture email addresses and nurture prospects with professional follow-up sequences.

Content Mastery & Strategy

Develop your content strategy using proven frameworks. You'll master Facebook Live presentations that build authority within your community, create compelling content that positions you as the go-to advisor in your market, and build a sustainable content creation process that keeps your group engaged and growing.

Scale & Optimize

Multiply your content's impact using AI-powered tools to create dozens of social media posts from each piece of content. Then scale further with targeted Meta ads and retargeting campaigns that drive qualified prospects into your Facebook group and keep your message in front of engaged prospects.

Launch & Convert

Launch your optimized Facebook group using targeted group ads that attract your ideal prospects, implement the S.I.M.P.L.E. Discovery Call Process that consistently converts prospects, and master high-quality financial conversations that demonstrate your value immediately.

Implementation & Support Weeks

Throughout the program, you'll have dedicated implementation time with hands-on support to ensure you're applying everything correctly, growing your community effectively, and getting the results you want.

Everything You Need To Succeed

You won't waste time figuring out what to write or how to set things up. The complete system includes:

  • Step-by-step video walkthroughs for every process
  • Done-with-you templates and scripts
  • Custom AI prompts that handle the heavy lifting
  • Checklists to ensure nothing gets missed
  • Email sequences ready to deploy
  • Facebook group growth strategies that work
  • Live implementation support and feedback

This isn't theory – it's a proven system with everything you need to implement immediately.

Perfect For RIA Founders & Small Advisory Teams Who Want:

  • Complete control over their lead generation (no more dependency on unreliable services)
  • A thriving community that becomes a permanent business asset
  • A steady stream of pre-qualified prospects who already trust them
  • Higher-quality conversations that convert at superior rates
  • A scalable system that works even while they sleep
  • The confidence that comes from owning their marketing process
Book Now! →

What Our Students Are Saying

Sara Zuckerman

"This is a great course for anyone who is serious about marketing via Facebook.

Implementing this strategy requires much more than just setting up a group. You have to create the funnel to bring the people into your group and then from your group into your marketing eco system. Without this class, I am not sure I would have ever found the tools to make this happen. Jason is a wealth of knowledge, not just on Facebook, but on a host of other tech tools that can make this process scalable and effective. Be prepared to spend some time setting up all of the pieces, but once it's set up, you have your own lead generation machine!"

Matthew Hodges

"Since launching my RIA, I hadn't focused much on the marketing side until now. Jason's systematic approach has equipped me with both strategy and confidence.

The Facebook group format allows me to share my expertise in financial planning while genuinely reaching out to ideal clients - history enthusiasts and curious learners who appreciate depth and context in their education. What made this program transformational for me was Jason's emphasis on taking action over perfectionism. As Lorne Michaels famously said about Saturday Night Live: "We don't go on at 11:30 because we're ready - we go on because it's 11:30." That's exactly the mindset Jason instills with Facebook Live and consistent content creation. Beyond the strategy, Jason is simply an exceptional teacher. His enthusiasm is infectious, and his willingness to collaborate and adapt based on what actually works in the real world sets him apart. I'm genuinely excited to implement everything I've learned and expect this will significantly benefit both my audience and my practice. Jim Rohn once said, "Success leaves clues," and Jason embodies this perfectly. We're direct beneficiaries of his generosity and proven methodology."

Brandon Sussman

"Jason's Modern Advisor Method™ marketing program has been a game-changer for me.

It is so great to pay for a course that provides step by step instruction from start to finish. Other programs I have been through are way too vague and high level. With this program, I know exactly what I need to do to be successful and Jason gives you all technology to do it in an efficient way. I have already seen a massive jump in the size of my Facebook group and have a few meetings on the calendar. This investment in my business was money well spent."

Ready To Take Control Of Your Lead Generation?

The first step is understanding exactly what's missing in your current digital marketing approach and how The Modern Advisor Method™ can bridge those gaps.

Book Your Complimentary Digital Marketing Strategy Session

In this 45-minute session, we'll:

  • Analyze your current lead generation challenges
  • Identify the biggest opportunities in your market
  • Create a custom roadmap for your digital marketing success
  • Determine if The Modern Advisor Method™ is the right fit for your practice
Book Your Strategy Session Now →

This session is complimentary, but spots are limited to ensure quality conversations.

Stop Depending On Lead Gen Services That Disappoint

The choice is simple: Keep paying for mediocre leads with 3% conversion rates, or invest in a system that puts you in control, builds a permanent business asset, and delivers superior results.

Take Control Now →