FREE TRAINING
Five Key Business Lessons for Financial Firm Success
With Kelly Campbell CFP, CMFC, ChFC, AIF

What We Will Cover:

  • The five-part framework I practice and teach for building a successful financial services firm.
  • ​BONUS: "The Successful Seminar Template" that got me 20 appointments and 5 new clients last month.
  • The importance of dedicating your time and effort to certain business-generating activities. 

What You'll Walk Away With:

  • What it takes to service 500 clients and over $700M in assets.
  • ​Clarity on the next steps you should take if you are looking to accelerate your advisor career.
  • ​An opportunity to join a private group of advisors dedicated to doubling, tripling and even quadrupling their revenue. 
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Building the Business I Envisioned


When I made the "entrepreneurial leap of faith," it was just me and one assistant. Today I manage over twenty trusted employees that will make sure business is growing, even when I'm not there...


We have been recognized by Barron's, Forbes, Financial Times, and more as a best-in-state wealth management firm.


I've become a published author and have guest written on publications like Barron's, Kiplinger, Fox Business, MSN Money, and more...


And now I get to live life on my terms - providing invaluable experiences I only ever dreamed of for my family and myself.

I know how it goes.

Kelly Campbell
CFP, CMFC, ChFC, AIF


From $200K to $2M... and beyond.

"I've been there. Cold calling, handling the money, setting the appointments, doing the marketing, wondering when the next client would come, etc. But I've also seen the other side. A side that allowed me to scale an actual business, instead of working for myself. I know what you need to scale your firm and not work yourself to death.

What you will not need:
1) Hours upon hours of cold calling...
2) Expensive lead lists with low conversion rates
3) Sixty-eighty hour weeks
4) A $5,000 website 
5) More Facebook ads 

What you will need? The strategies I cover in the video I just put up.

Seriously.

What is there to lose? 

To your success,

- Kelly"


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Five Actionable Business Lessons for Financial Advisors
Watch the Training: 
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.
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