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Attract Affluent Clients On Autopilot 

Proven Marketing and Sales Techniques for RIAs and Independent Financial Advisors Who Want To Get More Assets Under Management Without Cold Calling or Other Outdated Direct Sales Tactics.


The 5 Tech Tools Every Advisor Needs To Attract Affluent Clients

Do you want a steady stream of qualified prospects start calling you asking to become your client instead of wasting time with manual prospecting methods like cold calling and networking events?

My free report reveals the 5 MUST HAVE free or low-cost tech tools you can start using today to get more clients.

Right now, there is blood on the streets in the world of financial advisors. It seems like everyday there are new reports of 9 and 10-figure breakaways, the formation of a new super-ensemble RIAs, the rise of the robo-advisor.

The big wirehouses are shaking in their boots as they watch billions of dollars walk out their doors and into the hands of independent advisory firms just like yours!

After decades of being insulated from the heavy disruption other industries have faced, a new wave of entrepreneurial advisors have appeared and are swinging for the fences. The independent channel is the fastest growing advisory model...and it’s showing no signs of slowing down.​

Jake Hoffberg

Free Advisor Marketing Advice

Want "Done For You" Lead Generation?

If you're a busy financial advisor who wants more HNW leads... but you don't want to deal with any of the "marketing stuff"... you should hire me to do it for you.