FINANCIAL ADVISORS AND INSURANCE BROKERS

WHAT IF LEAD GENERATION WAS SIMPLE?

so you always had a steady stream of new leads that are actively searching for your services right now?

We bring you warm leads straight to your ad account for retargeting campaigns.

No chasing.

No guesswork.

No more cold calls.

No more sharing lead lists.

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.

We deliver exclusive, real-time leads who are actively exploring life insurance, annuities and retirement strategies right now.

This is FOR YOU if you want to stop...

Wasting money on ads that bring low quality leads

Tired of attending networking meetings

Done with expensive ad agencies

Tired of chasing DEAD-END referrals

Ready for a steady stream of hot leads

Hate cold calling but want more sales

You get access to ...

Real people who want to talk to you

Real people who are ready to buy

Exclusive hot lead lists

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...

institute of coaching professional associaltionlogo

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

BOOK A CALL

Program Includes:

LEAD GENERATION WITH HIGHLY QUALIFIED RETARGETING CAMPAIGNS

Retarget people who are already searching for you using our high-intent data. Stop wasting money on Facebook ads that don't work.

BUILD YOUR AUTHORSHIP & INTERNET CREDENTIALS

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

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.

LIVE SUPPORT

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

What Sets Us Apart

We Track These DAILY To Find People ACTIVELY SEARCHING FOR YOU ...

CONTACT PROFILES

EMAILS VERIFIED

BUYING SIGNALS

UNIQUE DOMAINS

Unlock High-Intent Leads with Precision Behavioral Targeting

Stop wasting ad spend and start connecting with prospects who are already interested in what you offer. Our advanced data analytics and targeting solutions let you personalize your messaging, engage your audience more effectively, and lower your cost per lead — all with strict PII-compliant data practices to keep privacy and security front and center.

Experience.

Expertise.

Exceptional Results

Our expert team combines cutting-edge technology with deep industry experience to deliver the most accurate and relevant data available. Whether you’re targeting B2B or B2C audiences, our solutions are built to help you reach your business goals with greater efficiency and precision.

Let us fill bring you the right people — so you can close more, stress less, and actually grow your business.

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.