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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

Sep 9, 2024

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors capture more clients by creating highly targeted, short video ads on Facebook and Instagram that replace the traditional, slower webinar funnels. By focusing on the "speed to lead" principle, his strategy significantly reduces lead loss, offering clients immediate access to educational content and fast-tracked appointments. This method enables rapid scaling, delivering a superior return on investment.

He shares success stories of advisors who have grown their businesses through his system, including one client who closed a $13 million virtual deal. Khassa also highlights a new partner program for smaller advisors that allows them to leverage the systems of larger, successful advisors without creating their own video content or virtual sales process.

Learn more about Alex Khassa and Clients Blackbox at www.ClientsBlackbox.com