Advisor
Academy
Appointment Setting Mastery
Your Trainer:
Jonas Chew,
Managing Director of First 4
Jonas Chew is the Co-Founder and Managing Director of First 4 Marketing Agency — a boutique, results-driven firm built on real-world experience. A former financial advisor turned marketing strategist, Jonas doesn’t just teach theory — he executes the same campaigns that have generated millions in revenue for both his clients and his own agency. Every strategy he shares is field-tested, proven, and built to convert.
Prep, Positioning & Framework
Before you dial a single number, know exactly who you’re speaking to, what to say, and how to lead the call with confidence. In this module, you’ll learn how to prep like a pro, position yourself with authority, and follow a proven framework that turns cold leads into warm appointments — without sounding scripted.
The Whatsapp Outreach Playbook
In this module, Jonas breaks down the WhatsApp outreach strategies that turn cold leads into warm replies. You’ll get access to message templates, timing tactics, and conversation openers that get attention — plus learn how to follow up without sounding pushy.
The Call Script Playbook
In this module, Jonas walks you through the exact scripts he and his team use to turn ad leads into booked appointments — the same ones that have consistently driven results for financial advisors. You’ll learn how to open strong, address objections naturally, and guide every conversation toward a confirmed meeting with confidence and flow.
Handling Objections, FAQs & Mindset Re-Frames
In this module, Jonas teaches you how to stay calm, confident, and in control — even when prospects push back. Learn how to handle objections with empathy, reframe doubts into opportunities, and answer tough questions like a pro. He also shares the mindset shifts that separate average closers from top performers, all grounded in real-life field experience.
Ads Mastery
Module 1: Introduction
Kick things off by getting crystal clear on how this course will work for you. You’ll see exactly how LeadGPS combines co-marketing with proven ad creatives to shortcut your path to results. Inside, you’ll lock in three powerful outcomes, so you’ll always know if your ad is working, when to switch or scale, and how to scale profitably without guessing.
Module 3: Ad Performance Evaluation — The 3-Step Formula
Dial in a simple, no-nonsense framework to judge if your ad is worth keeping or killing. You’ll walk through three clear checkpoints, making sure your ad has spent at least $40, pulled in 10 or more link clicks, and is converting to leads. This way, you cut wasted spend and focus on what’s working, fast.
Module 2: The 3-Day Ad Check-In Routine
Discover why checking your ads every 2 to 3 days is the sweet spot to stay profitable without killing momentum. You’ll see how the Facebook ad algorithm actually works in your favor if you give it breathing room. You’ll also learn the $40 Rule, so you know exactly when an ad has enough data to make smart decisions confidently.
Module 5: When Your Ad IS Working — Time to Scale!
Lock in the confidence to scale once your ad proves itself with a simple readiness checklist. You’ll break down two proven scaling strategies, budget increase or duplication, and weigh the pros and cons of each so you can grow your results without killing performance.
Module 4: What to Do If Your Ad is NOT Working
Get a clear plan of attack when to switch ads . You’ll know exactly when to switch your creative and where to grab fresh winning ads inside your LeadGPS dashboard. Plus, you’ll sidestep costly mistakes like shutting off campaigns too early or making snap judgments before the data is in.
Module 7: Your Weekly Routine with LeadGPS
Build a winning habit that keeps your campaigns sharp. You’ll lock in a simple Friday check-in routine to refresh your creatives, stay consistent with checking, monitoring, and adjusting, and know exactly when to reach out to the LeadGPS team for support if you hit a roadblock.
Ask ChatGPT
Module 6: Scaling Rules to Protect Your Budget
Keep your profits safe while you scale. You’ll learn why moving too fast can wreck your campaign, how to monitor your cost per acquisition like a pro even if you’re new, and the signals to watch for so you know when to pause scaling and reset before things spiral.
Module 8: Final Recap + Action Plan
Wrap things up with a clear summary of the key steps for monitoring and scaling so nothing slips through the cracks.
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The Top 3 Belief System to Deploy When Calling Leads That Are Generated From Social Media
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The Inner Game Method that has helped FCs 2x their income, achieved 5 -figure months and even MDRT & COT
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