FOR WEALTH MANAGERS, FINANCIAL ADVISORS AND ESTATE PLANNERS

WHAT IF LEAD GENERATION WAS SIMPLE?

so you always knew where new leads were coming from and could relax and enjoy running your wealth management business?

BOOK A CALL

Fuel Your Growth: Proven Lead Generation For Financial Advisors and Strategists

60% of financial advisors and strategists want more leads in their pipeline.

Source: SmartAsset

We specialize in targeted marketing solutions that drive qualified leads directly to your pipeline, helping financial advisors and strategists grow their client base with ease and efficiency.

Run Campaigns That Drive Leads & Conversions

Your time is valuable, and managing campaigns shouldn’t be another task on your plate.

Say goodbye to long-term retainers with costly ad agencies!

We operate in 90-day segments, with a focus on capturing the right audience and turning prospects into new business—no long-term retainers required.

Standing out in a competitive wealth management business can feel like an overwhelming challenge.

Imagine turning your online presence into a powerful engine for consistently acquiring new clients.

Imagine your phone lighting up with constant notifications from people eager to meet with you.

Our innovative approach, designed specifically for the wealth management industry, keeps you ahead of the competition.

Enjoy the benefits of rapid growth without piling more tasks onto your already busy schedule.

Our framework delivers finance-specific marketing strategies that drive traffic and increase bookings.

We show you how to create a reliable and repeatable marketing system that consistently brings in leads and appointments. By the end of the 90-day program, you'll have the expertise and confidence to manage your own marketing campaigns, driving continuous business growth month after month.

Is your business struggling in these areas?

You're on a hamster wheel, constantly trying new things to raise awareness.

Your website traffic isn't growing, sales are stagnant, and not enough booked calls.

Wondering where your next sale is going to come from when your referral sources dry up.

Gone are the days when anyone (I mean anyone) could run high-converting ads and webinars.

In today's digital marketplace, the strategies to run profitable ads are incredibly nuanced.

At Click Automations, we are the ultimate solution for wealth managers, financial advisors, and estate planners who are serious about growing their business and aim to become an industry leader.

Our team of creatives and digital strategists will ignite your business's growth with proven tactics that set you apart from the competition.

Complete Advertising Solutions:

Social Media, Streaming TV & More to Boost Your Reach

CTV: The Future Of Television Advertising

CTV can increase your conversion rates in other channels up to 5x

Take your advertising to the next level with targeted CTV ads that reach only the people who matter most to your business. With nearly 90% of US households owning at least one CTV device, it’s time to leave behind the limitations of social media ads and diversify your marketing.

Why limit yourself to just one platform?

We help you define and reach your ideal audience with precision—no matter where they’re streaming. Our all-in-one platform ensures every CTV opportunity is maximized, delivering measurable, impactful results.

CTV is highly targeted, allowing you to reach specific audiences based on demographics, interests, household income, and location—ensuring your ads connect with the right viewers at the right time.

Ready to elevate your ad strategy?

Book A Call

Get a steady stream of new leads on auto-pilot

Ad campaigns that attract high-quality leads who are ready to take action

SEO to improve your visibility and attract qualified leads by ranking higher in searches

Automated follow-up systems to ensure every lead is tracked and guided through your sales funnel

Master the art of webinars that educate and showcase your expertise

AI Chatbot for your website and social media for 24/7 response time

SCHEDULE A CALL

Get a steady stream of qualified leads on auto-pilot

Ad campaigns that attract high-quality leads who are ready to take action
SEO to improve your visibility and attract qualified leads by ranking higher in searches
Automated follow-up systems to ensure every lead is tracked and guided through your sales funnel
Master the art of webinars that educate and showcase your expertise
AI Chatbot for your website and social media for 24/7 response time

SCHEDULE A CALL

we've been seen on...

institute of coaching professional associaltionlogo

Advisor Advantage

Maximize Your Booked Appointments

BOOK A CALL

🎯 PERSONALIZED 90-DAY LEAD GENERATION STRATEGY

1:1 support to build your customized growth plan.

🎯 OPTIMIZE YOUR ADS

5X your advertising by combining social media ads with TV streaming ads to maximize your reach

🎯 EMAIL MARKETING CAMPAIGNS

Learn to write content that converts prospects into booked appointments

🎯 AI AUTOMATION

Leverage AI to automatically message leads via voicemail, SMS, emails, FB & IG Messenger & more! Slide into the DMs, track your hottest leads, keep your list organized and more with our integrated CRM and sales pipelines.

🎯 TEXT MESSAGE MARKETING

Learn how to use maintain direct communication with your list and boost engagement

🎯 WEBINARS

We show you the insider secrets to running successful webinars that showcase your expertise and compel leads to take the next step

🎯 ONGOING SUPPORT

Live Zoom calls and Slack channel support for you and your team.

PEOPLE ARE RAVING ABOUT CLICK AUTOMATIONS...

HERE'S WHAT THEY'RE SAYING

Click Automations, is THE BOMB! What is even better than the software is the EXCELLENT customer service and support that Tamra gives to her clients. She is so patient in helping us with the migration of Active Campaign, Calendly, Kajabi, ClickFunnels. She also provide tons of training and support to our team to make the transition as smooth as possible. Tamra, you are FABULOUS!

May Yeo Silvers, CEO

Events4Anyone

We did a text campaign recently and she helped me schedule 12 calls from my active patient list to discuss our new program. Tamra and her team were awesome to work with. They were great with communicating the next steps, keeping me in the loop with updates, and working with me to adjust the message as needed in order to optimize our response. If you're looking to work with someone to get you more leads, I'd definitely recommend getting on a call with Tamra or her team and see what they have to offer.

Buddy Touchinsky, DC, CFMP

Peak Integrative Medicine

Click Automations is the best there is. They are the experts you need in digital marketing to effectively and efficiently reach your target prospects. Significant effort and expertise were brought to the table in creating my custom marketing plan. The results were spot on!

Joe Binder, CEO

Binder CRE

Tamra has been an absolute Godsend to me and my business. She provides excellent customer service and really goes above and beyond in her level of responsiveness and willingness to help. She does ads on multiple different platforms as well as SEO on my website. She has been integral in helping me sort through moving ownership of many accounts after separating from a business partner. I really don’t know what I would have done without her. Thank you so much Tamra!!

Sarah Wiser, Owner

Austin Luxury Medspa

Tamra is amazing using the click automations software and even better at being a kind human. She is easy to work with, very helpful and super responsive. She goes above as beyond for her clients and I am grateful that she part of our team.

Latasha Neil

Confidence Coach

I've been working with Tamra through a client and I've got to say, she's incredibly professional, personable, and just amazing. The software experience literally combines everything into one and she is continually working to improve the process and experience for her clients. If you're looking to improve and consolidate your processes, I would highly recommend checking out Tamra and Click Automations.

Nhien Dinh

Influencer, Inspirer, Networking Ninja

When I first started working with Tamra, I had no marketing and automation in place. Click Automations helped me get to 5-figure months within the first couple months by developing systems, funnels, automation and lead generation processes. If you are thinking about up-leveling your marketing strategy, invest in your business by choosing Click Automations.

Dr. Jaycee Mayers, CEO

Success With Jay

Tamra is the best. Very professional. She created a Facebook campaign and several landing pages until we found the one that worked. Very hard working and she knows her stuff. We are privledged to be working with her.

Terri Hambree, CFO

IRMAA Solutions

I use Tamra's software, Click Automations, as my CRM and online course software. Tamra has helped me consolidate my tech and get access to more features than I had before using Click Automations, such as automated email workflows. Not only is Click Automations a fantastic software, but having Tamra's guidance is invaluable. She is highly knowledgeable and very helpful.