Educational Email Courses

Turn Site Visitors Into Pre-Qualified Leads Who Book Calls

The compliance-safe system that transforms cold traffic into educated, qualified consultations

Problem: Website visitors don't book calls on their first visit. They need proof, education, and trust.

Cost: 97% of your traffic disappears forever. That's $500K-$2M in lost client lifetime value annually.

Solution: A 5-7 email sequence that educates prospects on your unique approach, pre-qualifies them, and converts them to consultations with opt-in rates as high as 37% (All while you focus on serving existing clients).

How You Can Fix This Problem

Educational Email Courses solve this by creating a bridge between

"curious visitor" and "booked consultation."

Here's how it works:

Step 1: Capture (37% Opt-In Rate)

Visitors land on your course landing page: "The 5 Retirement Planning Mistakes Even Smart Executives Make (And How to Avoid Them)."

37% opt in (vs. 2-3% industry average for generic newsletter signups).

Step 2: Educate (5-7 Email Sequence)

Over 7 days, they receive:

- Day 1: Hook (problem awareness, "you're not alone")

- Day 2: Agitate (why the status quo is costing them)

- Day 3-4: Educate (your framework, process, philosophy)

- Day 5-6: Social proof + objection handling

- Day 7: Clear CTA (book consultation)

Step 3: Qualify (Self-Selection)

Wrong-fit prospects unsubscribe or ignore CTAs.

Right-fit prospects think, "This person understands what I need. I have to talk to them."

Step 4: Convert (15-25% Booking Rate)

15-25% of email course completers book consultations.

They arrive PRE-EDUCATED on your approach.

Higher close r tes. Shorter sales cycles.

All automatic. All compliance- afe. All built in 2 weeks.

"Just Another Newsletter" vs a Custom Conversion Engine

Generic Newsletter Opt-Ins

Your Customized Educational Email Course

❌ "Sign up for our monthly newsletter"

❌ Opt-in rate: 2-3%

❌ Opens: 15-20%

❌ No qualification

❌ No conversion path

❌ Result: Dead list

Your Customized Educational Email Course

✅ "The 5 Mistakes Even Smart [Niche] Make"

✅ Opt-in rate: 30-37%

✅ Opens: 40-50%

✅ Self-qualifying (wrong-fit unsubscribes)

✅ 15-25% book consultations

✅ Result: Qualified pipeline

How to Get This Lead Gen System Installed Quickly

financial advisor marketing
financial services marketing
financial advisor lead generation

💡 Option 1: Book a complimentary 30-minute strategy session where we'll discuss:

Your current traffic and conversion rates
Your ideal prospect profile and niche
Course topic ideas specific to your expertise
Expected ROI based on your numbers

No obligation. No sales pressure. Just an honest assessment.

Schedule Free Strategy Session

📚 Option 2: Skip the strategy session, jump straight to kickoff, and I'll start building your EEC

Kickoff questionnaire (today)
Voice capture interview scheduled (within 2 business days)
Course outline draft (Week 1)
Complete and ready to launch EEC (2 weeks)

50% deposit to start. 50% on delivery.

Send Me an Email so I can get started

From Unpredictable Referrals to 5-10 Qualified Appointments Per Month

Turn Site Visitors Into Pre-Qualified Leads Who Book Calls

The compliance-safe system that transforms cold traffic into educated, qualified consultations

A Deeper Dive Into the Math...

How You Can Fix This Problem

"Just Another Newsletter" vs a Custom Conversion Engine

Generic Newsletter Opt-Ins

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Educational Email Course Performance Benchmarks

How to Get This Lead Gen System Installed Quickly

💡 Option 1: Book a complimentary 30-minute strategy session where we'll discuss:

📚 Option 2: Skip the strategy session, jump straight to kickoff, and I'll start building your EEC

From Unpredictable Referrals to 5-10 Qualified Appointments Per Month

Turn Site Visitors Into Pre-Qualified Leads Who Book Calls

The compliance-safe system that transforms cold traffic into educated, qualified consultations

A Deeper Dive Into the Math...

How You Can Fix This Problem

"Just Another Newsletter" vs a Custom Conversion Engine

Generic Newsletter Opt-Ins

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Your Customized Educational Email Course

Educational Email Course Performance Benchmarks

How to Get This Lead Gen System Installed Quickly

💡 Option 1: Book a complimentary 30-minute strategy session where we'll discuss:

📚 Option 2: Skip the strategy session, jump straight to kickoff, and I'll start building your EEC

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