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Succesful First Marketing


Joe Clark


When we began building marketing systems and campaigns for Fortegic they were completely reliant on referrals to generate new business.

Project Summary

Creating Consistent Digital Content

Fortegic approached our team to build their marketing department from scratch. Their goal was to implement a marketing CRM with tracking, automation, and digital touch points for leads.


We set their team up on our custom Active Campaign instance designed for advisors like them, and connected them with marketing vendors to generate leads. We trained their team on the system with best practices from firms around the country. They hosted their first dinner seminar and saw immediate success.


Here's What We Accomplished

112 Leads Generated

38 Prospects with $1M+ in Investable Assets

100% of Lead Sources Tracked


Leads Tracked

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What's Next for Joe's Company?

The next phase of growth for Fortegic will be adding consistent digital lead generation efforts, and making dinner seminars more consistent.


With our Know Your Numbers reports and tracking Joe will know exactly which steps of his process are working, and which steps might need improvement.


Kristina Forester

Director of Operations, Fortegic


I highly recommend Advisor Guide to any financial advisor and their marketing team. Advisor Guide Marketing has done a phenomenal job with helping our company improve our internal processes and procedures, increase our lead count, and optimize our existing marketing funnels.

Our YouTube channel has become a source of leads and new business for us thanks for their efforts. We've had 5x the amount of views in the first 5 months of 2024 compared to all of 2023.


Take Your Marketing To The Next Level

Take your marketing to the next level, book a complimentary call with one of our expert marketing strategists.

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