Providing a Proven Strategy to Help Financial Service Professionals Self Generate Qualified, Predictable Red Hot Leads with Full, Ongoing Support

New Age Advisor 2.0


Providing a Proven Strategy to Help Financial Service Professionals Self Generate Qualified, Predictable Red Hot Leads with Full, Ongoing Support


I speak to financial service professionals almost daily in intimate detail about their business.


The thing they all struggle the most with is generating qualified appointments with the right prospect.


A lot are wasting both their valuable time and money on low intent, low quality bought leads that have zero trust.


Others have wasted thousands of pounds on expensive marketing agencies who promise the world but under deliver.


Others are gambling their future on the sporadic, unreliable and unpredictable nature of referrals which convert great but are a near impossible method to scale a real business.


Some are spending up to six hours a week at networking events to be sat in front of a handful of people where one or two might be their ideal client. If only they knew that technology can put you in front of thousands of their ideal clients day in day out on autopilot.


Due to this pain in the market, we’ve structured a solution which buys back your time and avoids you going extinct.


New Age Advisor is designed to take the old school financial services advisor into a New Age Advisor with a ‘less is more’ approach.


The standout firms all have one thing in common - they have a robust and automated digital client acquisition strategy.


New Age Advisor is a hybrid model of self teach backed up with live expert coaching and a community of like minded advisors and firms to bounce ideas off and get support.


Once you have all parts of this holistic strategy up and running which brings together :

  • Facebook and Linkedin organic client attraction

  • Content produced to grow your personal brand 

  • An automated funnel which puts you in front of thousands of your ideal client day in day out through the power of Facebook ads 

  • Email automation 

  • Expert coaching from Royal Marine Commando / mindset and performance coach Ross Cooney you really will be an unstoppable new age force.


Here’s the breakdown:


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 how to get more specific if you've got an existing niche. 


Section 2:

Mindset & Performance w/ Ross

-Defining success

-Self awareness




Section 3:

Getting Clients for Free (Quick Wins)

-Facebook Client Attraction

-Linkedin Client Attraction (w/ automation)

-Video for social

- How to hire a $5ph virtual assistant


Section 4:

Business Fundamentals w/ Jonathan Mills


-Time management

-Pricing strategy


Section 5

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 6:

Facebook Ads

Laying foundations

The Planning Stage

Tracking and KPIs

Live Launch Walk Through

Retargeting & scaling up


We run regular live coaching sessions with monthly 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 with the option to continue thereafter on a month by month basis.


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 Facebook 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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*You must have completed all the programme, attended all coaching calls and used all the vendors we suggest to be eligible for a refund