ROD WELLS
Most financial advisers know they need more visibility online.
Few have the time, clarity, or systems to do it properly.
I help financial advisers grow their business using simple online strategies, built around LinkedIn together with simple funnels, automation, and email marketing.
My approach is shaped by many years inside the financial advisory industry, so I understand the reality of running an advice business, not just the theory of marketing.
Traditional marketing still works, but it is often expensive, time consuming, and hard to scale. Networking meetings, cold calling, paid leads, and outsourced agencies can quickly drain both time and budget, with little control over results.
Today, advisers have another option.
With the right strategy, you can build attention online, grow an audience of the right people, and turn that audience into clients using systems that run in the background of your business.
I help advisers:
- Build a credible personal brand on LinkedIn
- Consistently grow an audience of potential clients
- Convert that audience using simple sales funnels and email automation
- Create content and messaging that feels natural, not sales-driven
By combining LinkedIn, straightforward funnels, and email marketing, advisers can create a steady flow of opportunities without relying on constant manual effort.
The result is more control, more consistency, and more time to focus on clients and advice.
I also teach advisers how to implement these systems themselves through practical training and digital products, so they are not dependent on agencies or complex technology.
If you are a financial adviser who wants to:
- Attract attention online
- Generate leads consistently
- Build a scalable marketing system around LinkedIn
You are in the right place.
Follow me on LinkedIn for practical insights on growing your advisory business with online strategies and automation, or explore my digital training and free resources in the Products section of this website.
Feel free to get in touch by message or email.
All the best,
Rod.
PRODUCTS & GUIDES
A free guide to LinkedIn & automation for financial advisers
Discover the framework to grow your audience & business
Be seen as a knowledgeable and trusted adviser
Covers both technical and business aspects
Written specifically for financial advisers
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