FINANCIAL ADVISORS AND INSURANCE BROKERS

WHAT IF LEAD GENERATION WAS SIMPLE?

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

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Custom Lead Generation Strategy

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

Source: SmartAsset

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

Our Proprietary Growth Plan Is Specific To Financial Services

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

Our innovative approach, designed specifically for advisors and agents, keeps you ahead of the competition.

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

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.

A simple, yet effective five step process

Authorship & Internet Credentials

Leads Generation with Proven Online Ads

Evergreen Webinar

Automate with AI

Appointment Booking

Our framework delivers finance-specific growth 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.

This is for you if,...

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.

You are relying too much on referrals and worried those sources may dry up.

Imagine having...

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

The leading reputation as the go-to Advisor in your region

SCHEDULE A CALL

Imagine having...

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
Mastered the art of webinars that educate and showcase your expertise
The reputation as the go-to Advisor in your region

SCHEDULE A CALL

we've been seen on...

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The All-In-One System Your Advisor Business Has Been Missing

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Program Includes:

BUILD YOUR AUTHORSHIP & INTERNET CREDENTIALS

Build your brand as a thought-leader in your Advisor business.

LEAD GENERATION WITH ONLINE ADS

We design and build your custom advertising campaign to bring qualified contacts to you.

CREATE YOUR EVERGREEN WEBINAR

Generate interest and book appointments 24/7

AUTOMATE WITH AI

Leverage AI to quickly message leads via voicemail, SMS, emails, and FB & IG Messenger. Keep your sales pipeline organized with our integrated CRM.

APPOINTMENT BOOKING

Turn webinar attendees into booked appointments

LIVE SUPPORT

24/7 live support to get all your questions answered day or night.

Get These Bonuses When You Pay In Full

Free Digital Business Card

Easily share your contact information, calendar, and service with clients.

Social Media Scheduler

Build a consistent brand, respond to comments and messages all from one pace.

Get More Reviews Fast

Build your reputation easily with automated Google and Facebook reviews via email or SMS. Automatically respond to all reviews in one system.

SEE WHAT SOME OF OUR

AMAZNG CLIENTS

ARE 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 S, CEO

Entrepreneur

Tamra does a fantastic job with Click Automations to give the best opportunity for her clients to succeed with their projects. She takes the time to listen and is very professional and thorough in following up on requests regarding the services she rovides. I would highly recommend her to anyone looking for help with lead generation and marketing of their business!

Robert K, Director

Independent Advisor

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 B, CEO

Entrepreneur

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 W, Owner

Entrepreneur

Click Automation has completely transformed how I manage my Facebook marketing campaigns for my IRMAA webinars! Their expertise and innovative strategies have significantly increased my ROI and saved me countless hours. Tamra is exceptionally professional, responsive, and dedicated to delivering outstanding results. She takes the time to understand my business goals thoroughly and consistently provides creative and effective strategies that drive measurable success. If you're looking for a marketing partner who goes above and beyond, I can’t recommend Tamra and Click Automation enough—they are the complete package and cost-effective too.

Dan M, CEO

Serial Entrepreneur

Tamra is amazing! Click Automations is easy to work with, the team is very helpful and super responsive. They go above and beyond for their clients. We are grateful to have Click Automations on our team.

Latasha O

Entrepreneur

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. Jay CEO

Entrepreneur

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 H, CFO

Independent Advisor

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.