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Self Generate

Does your financial services business struggle at the acquisition process?

Been stung by expensive marketing firms that don't seem to deliver?

Sick of buying in crappy leads that don't convert?

Or maybe you feel overwhelmed with the amount of information out there on marketing.

The only thing standing in the way of you high value clients is a consistent way to land them.

What you need is a step by step plan and someone who's been there  and a community

of like minded people to show you the way 

Generate 5-10 qualified appointments week in week out and scale to 6 figures with New Age Advisor

Section 1:
Niche Definition

We're going to start by taking some action, doing some exercises, and I'm going to show you how to pick your niche and clearly define exactly who your ideal client is.

Section 4
Your Plug & Play Funnel

See live funnel example and training at

VSL Funnel Overview

Editing Your Script

Customising Your Slides

Recording Your Presentation

Editing Your Funnel Pages

Calendly Set Up

Email Automation w/ Active Campaign

Section 2:
Mindset & Performance w/ Ross Cooney

-Defining success

-Self awareness



Section 5:
Facebook Ads

Laying foundations

The Planning Stage

Tracking and KPIs

Live Launch Walk Through

Retargeting & scaling up

Section 3:
Getting Clients for Free (Quick Wins)

Facebook Client Attraction

-Linkedin Client Attraction (w/ automation)

-Short Form Video (Reels, Shorts, TikToks)

- How to hire a $5ph virtual assistant


Working With the Best

Book Your Breakthrough Business Growth Session to see if it could be a good fit for you.

Guarantee & FAQs

We run regular live coaching sessions with regular guest speakers from some of the financial services industry’s elites.


What do we provide:

Plug and play funnel inc:

Landing page and full funnel template 

Slide templates​

Script template

Email automation sequences and 30 drip campaign

Once the programme is completed, students will still have access to the coaching and the content for 12 months and will receive email updates when fresh content is added.


If you don't make a return on your investment after 6 months we will refund you the full investment.*



How much time will it take me?

Most people spend around 3 or 4 hours per week learning and around an 30 mins per day executing.


How long will it take me to start seeing some results?

Most committed students will take around 6 weeks to start seeing results although some students have achieved results in the form of booked appointments within days.


How long do I get access?

12 months 


How often do you update the course content?

We are constantly investing in new ways to grow our own business so all the stuff we learn is always being added to the programme so you can rest assured that you will always be at the cutting edge of the latest digital marketing lead generation strategies. Digital marketing moves fast so it’s essential that your learning is up to date. The course content will be constantly refreshed and you’ll be up skilled through weekly live coaching sessions.


What if I can't make the live coaching sessions?

All sessions are recorded and made available in a private community.


How do I get support?

Through the regular group coaching sessions, or you can ask questions in the community group where you will get insight from other members of the community as well as coaches. We also have a dedicated email address. One to one coaching sessions are available at an extra cost.

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