Financial Leads Academy Review (2023): Will They Get You Qualified Prospects?

Updated On: November 24, 2023

Welcome to my Financial Leads Academy review. My goal is to answer common questions like: how much it costs, if it's a scam, and if you can actually make money with it. The end goal is to help you understand if it's a good fit for you personally, and if there are any better alternatives out there.
Financial Leads Academy Reviews

This Financial Leads Academy review has been throughly researched with information and testimonials that are available online to anyone in the public. Any conclusions drawn by myself are opinions.

Table of Contents

Program At A Glance

What I liked
Accessibility: available on multiple platforms
Uses innovative digital marketing
They have lawyers that can do the job
What I Didn’t Like
Fees not disclosed
Not the best business model in 2022

Most financial advisors in the financial services business struggle to acquire qualified appointments.

The majority of financial advisors continue to employ old lead generation and marketing strategies, such as cold calling, door-to-door sales, referrals, direct mail, seminars, and others.

These procedures are time-consuming, expensive, ineffective, and outdated.

Again, these are often the only techniques that financial advisors are familiar with, causing them to spend most of their time prospecting Instead of doing what they do best – creating connections and closing more businesses.

Putting prospecting on auto-pilot would enable most financial advisors to concentrate on creating connections and growing their consulting company to future success.

Now, just to be completely transparent here…

Alright, so Financial Leads Academy doesn’t exactly fit into a nice category.

At the end of the day, Financial Consulting Course is a… unique way to think about making money.

It’s certainly possible to make money with off-the-wall businesses like this, but unless you’re interested in taking years out of your life to experiment on an unproven business model, I would look elsewhere.

My #1 personal recommendation if we’re talking about starting a fully-online business has got to be the Lead Generation & Ad Agency business models.

There are a handful of programs that teach you the ropes, but my #1 choice that combines both of those business models into one is the Digital Rental Method program

But, if you’re hard-pressed to jump head-first into an off-the-wall business model, let’s continue on to my full breakdown of Financial Leads Academy.

What To Expect From This Financial Leads Academy Review

This review will go over Financial Leads Academy to see if it really is the best financial consulting course out there and worth your time and money.

You’ll learn whether financial consulting is the right online business for you.

And at the end, you’ll find answers to some of the most frequently asked questions regarding Financial Leads Academy and financial consulting in general.

But most importantly, you’ll see the same system many others have used to build their own internet marketing business to over $40,000 a month in mostly passive income.

This system made them swear off financial consulting for good because it uses some of the same skills but in a much more powerful and profitable way!

What Is Financial Leads Academy?

An Overview Of Financial Leads Academy

Financial Leads Academy is a financial consulting firm that assists financial advisors in connecting with new, qualified leads across the country.

What Does Financial Leads Academy Actually Do?

They employ innovative digital marketing and a 5-step lead generation process to connect you with qualified leads.

According to Forbes, They work with representatives from basically every major financial institution and some of the country’s top wealth corporations.

How Does Financial Leads Academy Lead Generation Actually Work?

Financial Leads Academy can assist you if you’re a financial advisor affected by the epidemic and are unsure how to move your marketing and service delivery online.

They’re running digital ads to find qualified persons who need to establish a will and trust as soon as possible.

They have attorneys who can complete the task.

So, Where Do You Fit In?

Financial advisors are needed to act as personal concierges for these prospects.

You will need to pay for currently-running social media advertising packages.

The feeds of the targeted audiences will contain these ads.

These audiences are people that are actively seeking to complete this legal paperwork.

Motivated customers are pleasantly interrupted by an enticing advertisement that speaks directly to an issue they need to solve.

They’ll click over and view a beautifully designed video presentation about the agony of not having their will and trust dealt with immediately.

A certain percentage will schedule a call to get things started. You’ll call them and collect all the data, facts, documents, etc.

All Of This Will Be Fed Into An AI Processor.

The A.I. will then design a plan for the client, and an attorney will approve the proposal for the client.

You aren’t entitled to a part of your client’s legal fees as a financial advisor.

When Can You Earn Money In This Process?

Where you earn your money is the same as how you’d make it offline:

You go through everything with them, aid them in executing account adjustments, do a portfolio review, assist in getting the new insurance, and whatever else.

What Is The Type Of Financial Advisors Financial Leads Academy Is Looking For?

Terrance McMahon Former CEO Of MassMutual

Words From Terrance McMahon, Former CEO Of MassMutual Northern New England.

“We’re quite enthusiastic about this,” says Terrance McMahon, a Financial Leads Academy partner and Chief Marketing Officer. “We’re searching for quality people with a more or less successful past performance in revenue figures. We want people who know what they’re doing and can provide actual value to these customers. They’re good clients, and we want to take care of them. We’re looking for somebody with a more or less successful past performance of converting quality leads into more revenue figures.”

“These are really promising leads. We want the right person on the phone with these clients who realize that critical strategies must be applied both before and after their plan is completed.” He continues, “We want the right people on the bus, so that’s the lead generation we’re discussing. That’s the person for whom we are positioning you to be a mentor, a planner, and a guide on their journey.”

If You Want To Be A Part Of Financial Leads Academy, Schedule A Meeting With Them.

However, there’s no mention of how much joining costs.

What Is Financial Leads Academy Address?

The Financial Leads Academy address is 102 W Main St., Unit 260, New Albany, Ohio 43054.

The Financial Leads Academy phone number is: 614-546-7128

How Is Financial Leads Academy Faring During This Covid-19 Pandemic?

COVID-19 has affected everyone in some way.

This has completely turned around the prospecting efforts of many Financial Advisors.

They frequently rely on referrals, networking events, seminars, or even door-to-door sales to bring in new clients.

That concept has been completely turned upside down by the pandemic, and it now seems that restrictions on in-person prospecting will continue for some time.

This has compelled everyone to go digital, and Financial Leads Academy thought it was only a matter of time until this trend became real.

“Everything has gone digital and remote, whether it’s where you work, how meetings are conducted, or even prospecting. What has now occurred has expedited the transformation since you no longer have any other options”, Darrin Brodie, COO of Financial Leads Academy, believes.

Financial Leads Academy has achieved positive results and has been ahead of “the curve” in recent years by mentoring Financial Advisors on their digital marketing initiatives.

“To convert leads to qualified appointments, we advocate using social media channels and implementing efficient online lead generation. Many advisers are clueless about how to achieve this. It takes time to understand and apply, but that is why we have a support staff and weekly live calls to assist advisers with any issues they may have” says Oliver Grimard, the consulting company founder and CEO.

Financial Leads Academy attempts to make it as simple as possible for any adviser to virtually expand their prospecting from home.

It provides consultation on many of the most prominent digital platforms, providing everyone with something that will undoubtedly benefit their efforts.

Scott Hovden, A Wisconsin-Based Adviser, Said The Following In His Review:

“There are so many applications for this, you’ve given us a tool that is essentially door knocking on steroids. Everyone can benefit from the program and user group.”

Can Financial Advisors Actually Make Money In Financial Leads Academy?



There’s a lot that comes along with financial consulting that many people struggle with.

Now, don’t get the wrong idea…

It’s not impossible to make money with financial consulting, but if you’re gonna put in the amount of grueling work to do this business (which, trust me, isn’t easy), you might as well bring in some REAL money while you’re learning the ropes.

The program that helped skyrocket many online businesses to over $40,000+ per month is so simple that making money really does become second nature. 

Financial Leads Academy Review: Conclusion


According to feedback from financial advisors who have enrolled, Financial Leads Academy appears to have been successful in genuinely helping financial advisors meet with new qualified prospects.

“They’ve helped me close business practically instantly,” says George L. of Chicago. Ray G., a Dallas-based adviser, provided a video review claiming the system “worth every penny.”


when it comes to building a business, you have plenty of options.

And even if you’re dead set on becoming a financial advisor, you’ve got way better options than Financial Leads Academy.

Keep in mind I don’t get paid to promote any of the programs I review. I personally think financial consulting is a great business model, but you could end up leaving way too much money on the table.

Are There Alternatives To Financial Leads Academy?

Are There Alternatives

Yes, there are plenty of other business models to choose from if you want to pursue this making money online. Here are just a few:

Is Financial Leads Academy Legitimate Or A Scam?

Is It A Scam

Time for the $1,000,000 question: is Financial Leads Academy actually a scam?

I wouldn’t technically call it a scam, though others might.

It’s technically possible to make money with this program, so in that sense, it isn’t a scam.

What I’m saying is: after buying, someone will in fact send you a login to a website where you can actually view their material. No one is riding off into the sunset with your money, leaving you empty-handed… technically speaking.

But the second, more important question is: is Financial Leads Academy actually worth the investment?

My honest answer is that for most people out there, probably not.

There are countless other business models that are proven & easily scalable, so why risk it for… not an incredibly huge payoff?

I’d rather have a program with thousands of successful students & plenty of room for others to join.

If you’ve followed my blog for long, you know I recommend a few different programs depending on your skills & goals.

My current top choice is using the Digital Rental Method, because you have a proven, systematic path to 6-figures, and you can do it from anywhere you want.

I’ve got friends in there posting deals from the middle of the woods in a camper van with their pet pig… which is kinda cool.

What Is My Top Recommendation For Making Money Online In 2022?

My Top Recommendation For Making Money Online

Alright, time for me to get real with my lovely readers for a moment:

I’ve personally tried all of the major online business models:

  • I’ve sold fidget spinners through Amazon FBA
  • I’ve drop-shipped a toilet bowl putting green on Shopify
  • I’ve sold women’s health supplements via Clickbank affiliate marketing

And I made money with all of them, so trust me when I say: there is no “perfect” business model.

THAT BEING SAID: I would at least recommend you implement something that is tried and true, because I’ve seen TOO MANY people (including friends and family) get burned by stuff like Financial Leads Academy.

They come out of left field with some random idea, make it seem attractive, and then make themselves a quick buck by luring in unsuspecting people.

Read Our In Depth Breakdown Of The Top 5 OppOther Courses For 2024

Did Financial Leads Academy Make The List?

I’m not saying Financial Leads Academy itself is a piece of trash, I’m just saying you need to be very, very careful.

This is a big reason why I only recommend proven, tried and true business models, like Lead Generation & Ad Agencies.

There are a bunch of programs out there that teach you those skills, but my top choice is the Digital Rental Method program.

Why? It has proven leaders with their own 7-figure businesses implementing exactly what they teach you.

I’ve also got over a dozen personal friends in there, so I feel comfortable telling you it works.

Whether you’re a complete newbie, or you’ve been around the block before but have never had that “big win” to propel you forward, their program works.

Here’s why:

1)Time: If you’ve got a spare hour or two each day, you can do this. If you want to drop everything and go all in, you can do this. More time obviously means faster results, but even putting in a few hours per day is enough to see real success.

And because of that flexibility, you don’t need to trade your time for money. Once the income starts, it’s recurring (for the most part).

That means you can take a month off, travel the country, pursue a passion project, chill on the beach, or charter a boat across the world.

But you can only do that once you’ve created an income stream that doesn’t require YOU to be there all day, every day.

2)Big Margins: With most businesses, you’re often going to have really slim margins. That means you need to hit a serious scale to make serious money.

using the Digital Rental Method, your profit margin is nearly 100%. Watch here to learn how.

Just a reminder: these Digital Rental Properties are worth (at a minimum) $500/mo in semi-passive income. And each time you create another one, your income increases, and the effort put into creating the next property decreases.

Best-case scenario, you have properties bringing in over $3,000+/mo on “auto-pilot.”

3)It’s Effectively Copy-Paste: Here’s my favorite part: once you have your first Digital Rental Property up, you can literally copy-paste another version of it and find another willing “renter” in a few days. DOUBLING your income doesn’t get much easier than that…

If you wanted to double your income with Financial Leads Academy, you would need to work hard and exert effort. And I can guarantee you, that’s a lot harder than a few clicks & a phone call.

4)You’re Helping REAL People: My biggest gripe with Financial Leads Academy is that you’re basically only helping yourself.

But With the Digital Rental Method, you’re helping solve REAL problems that people are ASKING for help with:

Small local businesses around the world need one thing: customers. Without them, their business would fall apart. If you can provide those customers, they’re going to be really happy – and they’re going to pay you for it.

You’re helping a struggling mother or father put food on the table for their families, put their kids through college, or simply live life a little bit more comfortably.

Having this type of impact on the world is what will help you sleep soundly at night.

So, the rest is up to you. You could keep looking at other off-the-wall business models like Financial Leads Academy and maybe hit it big one day.

You could keep researching and researching for the next few months (or few years), never making a concrete decision.

OR, you can look deep inside, think about those dreams, hopes, & desires, and make the decision to ACTUALLY make it happen, just like it has for thousands of other students before you.

Making a fortune while actually helping real people that need it.

If this sounds like you, click here to see how it all works.



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