Financial Professionals: Leverage Our Smart Acquisition, Retention, Reputation And Referral Systems To Land More High Net Worth Clients In Less Time & With Less Effort... Guaranteed!

We help established financial professionals close more deals more profitably and efficiently... without paying overpriced agency retainers, experiencing technical overwhelm or chasing after potential clients.







Financial Professionals: Leverage Our Smart Acquisition, Retention, Reputation And Referral Systems To Land More High Net Worth Clients In Less Time & With Less Effort... Guaranteed!

We help established financial professionals close more deals more profitably and efficiently... without paying overpriced agency retainers, experiencing technical overwhelm or chasing after potential clients.

Set A Strong Foundation

Attract more clients and be seen as an expert in your local marketplace. We'll elevate your authority status through expert content and glowing 5 star review systems.

Follow Up Fast

We'll handle all your incoming leads lightning quick across all platforms, then qualify them and schedule them on your calendar so you only ever speak to qualified leads.

Open The Floodgates

Multiple your client base with ease when you leverage our highly effective, done-for-you marketing systems and focus on what you do best... serving your clients.

What If You Could Quickly And Easily...

Get More Prospects To Say "Yes!"

Your new "Power Offers" will be your secret weapon for effortless client acquisition. Together, we'll craft your irresistible offer that melts risk and objection, rendering your competitors forgettable and indistinguishable. With our proven framework, your clients will be unable to resist saying "yes!".

Become The Local Authority?

Showcase your knowledge everywhere - in books, on podcasts and across social media - to build trust and credibility and become the go-to expert.

We'll repurpose each of your golden nuggets of knowledge into bite-size chunks of value inside of attention-grabbing short form videos for you to share your expertise with the world.

Become The Local Authority?

Showcase your knowledge everywhere - in books, on podcasts and across social media - to build trust and credibility and become the go-to expert.

We'll repurpose each of your golden nuggets of knowledge into bite-size chunks of value inside of attention-grabbing short form videos for you to share your expertise with the world.

Get More Raving Reviews?

How you show up online determines who shows up as clients in your business. With our reputation marketing system, you'll build trust and credibility which turns prospects into your new clients.

Collecting reviews from happy clients is a time-consuming but necessary process. The best part?


This all happens without any effort on your part (aside from providing stellar service of course).

Amplify Your Reviews?

Every time you receive a review, whether it's positive or negative, we'll respond to it on your behalf in a professional manner. This shows future potential customers that you care about the level of service you provide and appreciate their business.

Not only will your customers appreciate you for this, but so will Google... and they'll boost you higher in the search rankings as a result so you'll get even more exposure to prospects who need your services.

Then, we'll create social review images of your 5 star reviews and will post them to your Facebook and Instagram so more people see your glowing reviews, regardless of which platform they're on.

Amplify Your Reviews?

Every time you receive a review, whether it's positive or negative, we'll respond to it on your behalf in a professional manner. This shows future potential customers that you care about the level of service you provide and appreciate their business.

Not only will your customers appreciate you for this, but so will Google... and they'll boost you higher in the search rankings as a result so you'll get even more exposure to prospects who need your services.

Then, we'll create social review images of your 5 star reviews and will post them to your Facebook and Instagram so more people see your glowing reviews, regardless of which platform they're on.

Systematize Your Referrals?

Referrals are everyone's favorite way to land new clients but most business's referral strategy is waiting until they land on their desk.

Praying for them to show up isn't a reliable strategy. Our strategic referral system sure is though!

When you become part of our referral network, you'll have a small army of non-competing business professionals who integrate your business directly into theirs and send you warm referrals regularly.

Each referral is tracked so it's easy to see who sent it, when it was sent and if any commission is owed.

Get In Front Of More Ideal Clients?

Get found by motivated buyers eager to work with you. We optimize your Google Business Profile to make you visible to prospects with high purchase intent and have a problem you have the solution to.

Tap into LinkedIn to connect with people who fit your ideal customer profile. Our simple but powerful process generates more appointments at lower cost.

Have your ads and client testimonials seen on popular financial, news and sports websites to keep you top of mind, making you look like the top local authority that people need to do business with.

You'll quickly be seen as the hometown celebrity and respected advisor that new customers seek out.

Get In Front Of More Ideal Clients?

Get found by motivated buyers eager to work with you. We optimize your Google Business Profile to make you visible to prospects with high purchase intent and have a problem you have the solution to.

Tap into LinkedIn to connect with people who fit your ideal customer profile. Our simple but powerful process generates more appointments at lower cost.

Have your ads and client testimonials seen on popular financial, news and sports websites to keep you top of mind, making you look like the top local authority that people need to do business with.

You'll quickly be seen as the hometown celebrity and respected advisor that new customers seek out.

Increase Conversation Rates?

Nobody likes to waste time and money, especially when it comes to your client acquisition.

And yet, every business we see has at least a few gaping holes in their bucket, causing countless dollars and energy to go down the drain... often right into the hands of their competitors!

That's why we implement conversion-boosting systems to stop the loss at the source.

Capture more leads by engaging with your prospects 24/7 through text messages, email, Facebook or Instagram messenger and website chat. All inside 1 simple Unified Inbox. (Smoke signals coming soon).

Your Smart Receptionist will turn missed calls into scheduled appointments with automated text messages and A.I. No more missed opportunities!

Heat Maps and User sessions are like x-ray vision into the minds of your website visitors. We can see every action they take (or don't take) and suggest changes to optimize your site for conversions.

Qualify and Schedule Appointments?

What if you could only ever speak to people who were qualified as a ideal client and never had to speak with tire kickers or time wasters ever again?

What if you were able to book more appointments without the back and forth of "what time works best for you?" or needing to check your calendar?

And what if you increased your show up rate so you had less "no shows" so you weren't wasting time hoping your appointments would show up.

Our advanced Smart Sales Rep will follow up with all your incoming leads lightning quick across all platforms, then filter out any low quality leads and schedule the qualified ones on your calendar so you only ever speak to qualified clients, regardless of it is after hours, on the weekend or on Christmas Eve.

And the best part? It never gets sick, never shows up late for work, never has a bad day or takes a vacation... plus its infinitely scalable so it can handle as many leads as you can throw at it.

Qualify and Schedule Appointments?

What if you could only ever speak to people who were qualified as a ideal client and never had to speak with tire kickers or time wasters ever again?

What if you were able to book more appointments without the back and forth of "what time works best for you?" or needing to check your calendar?

And what if you increased your show up rate so you had less "no shows" so you weren't wasting time hoping your appointments would show up.

Our advanced Smart Sales Rep will follow up with all your incoming leads lightning quick across all platforms, then filter out any low quality leads and schedule the qualified ones on your calendar so you only ever speak to qualified clients, regardless of it is after hours, on the weekend or on Christmas Eve.

And the best part? It never gets sick, never shows up late for work, never has a bad day or takes a vacation... plus its infinitely scalable so it can handle as many leads as you can throw at it.

Increase Your Client Value?

Reaching out to your existing database or current and past clients can be time consuming but it's the fastest and easiest way to increase the average value of your clients (which makes your business more profitable... hooray!).

Whether it is asking them for referrals, providing better client support like quarterly or annual reviews...)also a great opportunity to upsell other services as well as retain them for years to come) or to add additional value to them, we can help.

This makes you more money without the need to invest in costly ad campaigns, it will also give you quick wins and a positive R.O.I right from the start!

Now You Can!  Introducing...

The all in one growth system for Smart Financial Professionals who want to scale their business in less time and with less effort than ever before so they can have more time and financial freedom.

Stop wasting your time doing repetitive tasks.

Start leveraging efficient systems to do the heavy lifting.

Stop letting sales opportunities fall through the cracks.

Start getting more appointments with high net worth individuals & business owners!

*We have a plan to suit you, no matter where your financial business is and what your needs are right now.*

*All pricing is in USD and renews automatically unless cancelled.*

If Smart Marketing Systems ONLY Gets You 1 New Client A Month...

It'll Have Paid For Itself 5 Times Over (Or More)!

It doesn't make sense to buy leads or run ads...

If you don't have a proven system that converts more visitors into leads, responds to them lighting quick, nurtures them long term and books them into appointments.


Otherwise, you'll pouring money and time down the drain, simply to lose those prospects to your competitors.

We'll help you plug your leaky bucket so your marketing is more effective and you get more sales opportunities.


How much more efficient would your business be? How much time would you get back in your life?


How much more money would you make and how many more clients could you help if you had smart systems working in all areas of your business?

A LOT!

Get Started in 3 Simple Steps...

Step 1: Sign Up

Click the button and select a time on our calendar to speak with us so we can help you select the best plan for you and we'll get started creating your account!

Step 2: Tell Us About Your Business

We'll ask you for some info and we'll help you get set up for success with our system so your onboarding is quick and painless.

Step 3: Get High Net Worth Clients!

We'll activate your Smart Marketing Systems so you start getting more High Net Worth clients with less effort!

The Smart Process For Scaling Your Financial Services Business.

Why signing up with Smart Marketing Systems is a "no-brainer" ❌🧠 decision

It’s very simple really. Smart Marketing Systems delivers amazing results. We'll create more sales conversations with your ideal clients, qualify them to meet certain criteria and then hand them over to you on a silver platter for you to do what you do best...

WE GUARANTEE IT.

You'll make at least 5 times more money than what you've invested into our services in the first 90 days, or we’ll work with you for free until you do.

Look, it's not going to take anywhere close to 90 days to get a 5X R.O.I, but for some crazy reason, if you don't, you won't need to pay another dime until you do.

That's like a magic A.T.M that gives you back $5 for every $1 you put in! 🪄✨🏧

You’ll love how easy it is to get started and use. The automated email, text and chat campaigns have been tested and tweaked to perfection. These campaigns will follow up with and nurture your prospects for you so you can focus on other important parts of your business... or just kick back and enjoy life more (hey, who are we to judge? We love enjoying all that life has to offer as well)!

Regardless of if they are old leads, new leads, or existing clients, Smart Marketing Systems will make it easier to close more deals while saving you more time in the process!

Get Smart Marketing Systems Now

No obligations and no contracts.

You can cancel at any time.

Have Questions? We Have Answers!

While our systems can help almost any business at any stage of business growth, we're best suited for established businesses as they have more leads and customers in their database, more visitors to their website and at least a moderate marketing budget to invest into paid ad campaigns.

All of these things enable us to get even better results as there is more to work with.

We'll help increase the efficiency of your marketing, have better communication with your ideal customers so you can make more money in less time and with less effort.

We have built our marketing systems with proven marketing strategies and the odds of not getting positive results are slim.

However, if for some reason, you don’t make at least 5 times more money than what you have invested into our services after the first 90 days, then we’ll continue to work with you for free until you do.

Please note, this does NOT include any monies that have been paid directly to any ad platform or network like Google, Facebook (Meta Platforms, Inc.), etc.

Some of the services are faster to launch than others so we'll start with the ones that will deliver quick wins right out of the gate so you're getting a positive R.O.I right away.

We'll continue working on the others in the background to get you firing on all cylinders within the first 7 to 10 days provided you've supplied us with all the necessary info that we need and have connected all your accounts to our platform.

We know there are a lot of pimply faced kids living in their parent’s basement who are reaching out to businesses like yours making lofty promises, rest assured that we’re not in that category.

Our founder has been in the internet marketing industry working with multiple categories of small businesses and building marketing systems for 15 years so don’t worry, you're in good hands.

No, we don't offer trials. Our systems are customized to your business and because of that, it requires a fair bit of setup work so it’s not financially feasible for us to do so.

Secondly, it’s a way for us to work with contractors who are serious about their growth and aren’t just “dipping their toes in the water”.

That being said, we understand that the majority of contractors have been burnt by marketing agencies at some point in the past if they’ve been around for any length of time and because of that, we’ve got a “better than a money back guarantee”.

You'll make at least 5 times more money than what you've invested into our services in the first 90 days, or we’ll work with you for free until you do.


That way you have nothing to risk and everything to gain.

We provide a certain number of message credits each month based on the plan you’ve chosen.

The number we’ve set for each plan is typically more than enough for most businesses but if you need additional message credits, they can be added for a low rate (a penny per message credit or less).

Each plan includes a generous number of credits for messaging your leads and customers. Power users who go above the monthly allotted number of credits will be charged for those extra messages they use. This rate is subject to change but is likely under 1 cent per message so it's very affordable.

If you are on the “Scale” plan and wish to run paid ad campaigns, you’ll be required to cover your ad budget. This gets paid directly to the ad platform your ads are running on (Facebook, Instagram, Google or other ad networks).

Your ad budget is entirely up to you but we suggest a MINIMUM of $10 per day per ad platform. We also suggest starting out with a lower budget for testing purposes and then increasing as it makes financial sense.

We've worked hard to streamline our systems so that we can offer our services to contracting businesses at any stage of business. We believe in providing more affordable services with the goal of helping more contractors rather than charging a premium and helping less businesses.

No, there are no contracts to sign. Our plans are either month to month or yearly. Whichever option suits you best is fine with us.

However, in order to take advantage of the biggest savings, our yearly plans will save you up to 30%.

Simply reach out to us at our support desk from inside your dashboard before your next billing date and we’ll cancel your subscription so you don’t get billed again.

We strive to win you over and provide you with a positive R.O.I so that day never comes but if it does (or for any other reason), we understand and can part ways as friends :)

We make it as easy as possible for you to be successful with our systems through multiple support channels.

We have:
• self-guided tours that help you navigate through our user-friendly dashboard.
• help documents and videos to answer your most frequently asked questions.
• easy to follow, step by step directions to connect all your accounts.
• a 1-on-1 Success Call to help you get set up for success.
• weekly check-ins and reporting to make sure you’re getting a positive R.O.I
• support chat and ticketing system to ensure you’re well taken care of

As you can see, we’re here to support you every step of the way!

You bet! Reach out to us about your ideas and goals and we'll be happy to discuss how we can help you achieve them.

All leads that are generated or imported into your account inside of our system are exclusive to you and will never be shared with or sold to anyone. They belong to you and your business.

You do! Any data that you’ve uploaded into our system (like your lead list or customer data) belongs to you and your company. We value your business and your customer’s privacy and will never do anything to jeopardize that.

You own your data 100% and it will never be used elsewhere or sold to other vendors, competitors, etc.

If you choose to close your account with us, all your data will be deleted after your subscription has ended. You may download all your contact’s information at any time so that you can take it with you.

We are committed to protecting the privacy of our clients and their customers. We stay apprised of developments in data protection laws to ensure that you can be confident in your safety while using our platform.

We have put in place strong security safeguards and measures to ensure that any personal data we hold is stored securely. We regularly test our products for bugs and vulnerabilities.

We ensure that we have regular back-up systems in place, and ensure that we have data recovery and data integrity systems and processes to minimize risk of corruption to or loss of personal data.

Maybe?

It really depends upon what functions your current CRM has and if you require it to do something that we can’t.

In many cases, we can likely replace it, but if not, we can usually integrate with it so you get the best of both.

In most cases you can. We integrate with Zapier, Pabbly Connect and other 3rd party "connection apps". If your CRM does NOT integrate with those, please reach out to us and we'll look into it for you.

Absolutely! Not only do we have smartphone applications for both iPhones and Android that you can download to your phone but you can also log in on your computer or tablet.

Our systems are optimized to function properly across screens of all sizes. That being said, some functions are better suited for desktop usage due to the larger screen size.

We provide you with multiple ways to track the efficacy of our systems and the ad campaigns that are run within it.

• visual dashboards that show you all your key metrics.
• weekly reports sent straight to your inbox.
• recordings of all your incoming and outgoing phone calls flowing through the phone system.
• call audits

And of course, you’ll see the difference on your calendar and in your bank account.

Get Smart Marketing Systems Now

No obligations and no contracts. You can cancel at any time.

Convert more visitors into leads

Convert visitors into high quality leads

Engage with more HNW clients

Follow up fast and nurture long term

Build more trust and credibility

Get more clients with less effort

Smart Marketing Systems makes it easy to get more qualified leads, book more appointments and close more deals profitably and efficiently.

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803 Queens Ave, New Westminster, BC, Canada V3M1L8

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