The #1 Sales Focused marketing for financial professionals

Transform your client acquisition approach with tailored strategies designed to drive sales and elevate your financial practice.

The #1 Sales Focused marketing for financial professionals

Transform your client acquisition approach with tailored strategies designed to drive sales and elevate your financial practice.

Our Mission

At Liberty Wealth Marketing, we specialize in crafting customized marketing campaigns specifically for financial professionals. Recognizing that every advisor has a unique value proposition, our expert team collaborates with you to develop strategies that effectively identify and engage your ideal clients. By leveraging the latest tools and insights, we maximize your impact in the market, enhancing client relationships and driving sustainable growth. Our goal is to empower you with the marketing solutions needed to thrive in a competitive landscape.

Our Mission

At Liberty Wealth Marketing, we specialize in crafting customized marketing campaigns specifically for financial professionals. Recognizing that every advisor has a unique value proposition, our expert team collaborates with you to develop strategies that effectively identify and engage your ideal clients. By leveraging the latest tools and insights, we maximize your impact in the market, enhancing client relationships and driving sustainable growth. Our goal is to empower you with the marketing solutions needed to thrive in a competitive landscape.

Custom Web Design & development

Our custom web design services provide financial professionals with visually appealing and functional websites, enhancing client engagement and driving conversions while showcasing their unique brand identity.

Machine Learning Ai driven data

Our AI-driven data harnesses advanced technology to analyze data for financial professionals, providing insights that optimize marketing strategies and enhance decision-making for business growth.

E-commerce Development
Machine Learning Ai driven data

Our AI-driven data harnesses advanced technology to analyze data for financial professionals, providing insights that optimize marketing strategies and enhance decision-making for business growth.

Branding & Identity

Our branding and identity services help financial professionals create a distinct brand that reflects their values and expertise, fostering trust and connections in a competitive market.

Client testimonials

Financial Advisor Books 27 Sales Calls in 30 Days" - David P.

Results:

✅ 27 sales calls booked in 30 days

✅ Cost per lead reduced by 45%

✅ $150K+ in new assets under management within the first 60 days

Insurance Broker Closes 5 New High-Ticket Clients in 6 Weeks - Jack D.

Results:

✅ 67 qualified leads in 6 weeks

✅ 5 high-ticket clients closed

✅ $15,000 in commissions earned in the first month

Wealth Management Firm Generates $500K in New Business in 90 Days - Ashley T. (VP Marketing)

Results:

✅ 268 booked calls in 90 days

✅ 26 new high-net-worth clients onboarded

✅ $500K+ in new assets managed

Frequently Asked Questions

How long does it take until I start receiving leads and appointment's?

Most of our clients start seeing leads within the first 1-5 days after launching their campaign. The exact timeline depends on factors like ad budget, targeting, and industry competition. However, our system is designed to generate qualified leads and book them directly onto your calendar as quickly as possible.

Can create us a brand new website?

Yes! We can build a high-converting website or landing page tailored specifically for financial professionals. Our sites are designed to attract, engage, and convert visitors into booked appointments, ensuring you maximize your ROI from paid traffic.

Do you offer any consultations to help close deals?

Absolutely. Generating leads is just one part of the equation—we also help you improve your closing rate. We offer sales coaching, scripts, and follow-up strategies to help you turn more leads into paying clients. If needed, we can also integrate CRM automation and nurture campaigns to keep leads engaged until they’re ready to book.

How long have you guys been doing marketing for?

Our team has been running high-performing marketing campaigns for financial professionals for 5+ years. We’ve worked with Financial Advisors, Insurance/Annuity agents, CPA's, and many more consistently delivering qualified leads and booked appointments that turn into clients.

What sets you apart from other agencies?

✅ Proven Track Record – We’ve successfully helped financial professionals consistently get qualified leads and booked appointments.

✅ Done-for-You System – We don’t just generate leads—we build an automated system that books appointments directly onto your calendar.

✅ Exclusive Leads – No lead-sharing. Every lead we generate is 100% exclusive to your business.

✅ Sales & Conversion Support – We don’t just stop at generating leads; we help you close them with scripts, follow-ups, and automation.

✅ No Long-Term Contracts – We let results speak for themselves. No unnecessary commitments—just ROI-driven marketing, we strive to achieve your goal within the first three months to ensure a long term partnership.