Financial Leads Academy Reviews (2022 Update): 13 Signs To Be Aware Of… And #10 Says It All!

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Updated: January 03

By: Scam Risk - Expert Reviewer

Financial Leads Academy Review:  Introduction

Financial Leads Academy Reviews

Most financial advisors in the financial services industry experience struggle to get more qualified appointments.

Most financial advisors still use outdated marketing and lead generation techniques including cold calling, door knocking, referrals, direct mail, seminars, and others.

These methods are not only obsolete, but also time-consuming, costly, and inefficient.

Again, these are often the only techniques that financial advisors are familiar with causing financial advisors to spend most of their time prospecting Instead of doing what they do best – creating connections and closing more businesses.

Putting prospecting on auto-pilot would enable most financial advisors to concentrate on creating connections and growing their consulting company to future success.

Now, just to be completely transparent here…

This Financial Leads Academy review has been thoroughly researched with information and testimonials that are available online to anyone in the public. Any conclusions drawn by myself are opinions.

Pros: What I Liked

  • Financial Leads Academy has created and honed a program for its advisors that addresses the challenges they are experiencing with prospecting during the COVID-19 pandemic
  • Accessibility: available on multiple platforms
  • Uses innovative digital marketing
  • They have lawyers that can do the job
The Good

Cons: What I Didn't Like

  • Fees not disclosed
The Bad

Table of Contents

You probably discovered Financial Leads Academy for the same reason you might have come across any other financial newsletter, stock trading service, or investment program:

Because you want more money in less time.

And chances are, you want to quickly multiply the money you do have (as opposed to waiting months or even years to see a decent ROI).

This is a really exciting promise, and it’s probably why the financial publishing and training industry is worth billions of dollars.

The problem is, because the idea of doubling, tripling, or 10X-ing your money in a few minutes to a few days is so enticing, there are a ton of shady characters in this space.

But, putting that aside, let’s say every investing guru and “trading expert” on the internet had the best of intentions.

Even with proprietary algorithms, a room full of supercomputers, and a team of rocket scientists, most of these experts would be lucky to get it right 20% of the time.

Now sure, we’re talking about asymmetric bets here, so theoretically the winners should more than make up for the losers.

But in order to make that happen, you can NEVER miss a trade. With a 20% success rate (speaking optimistically), one missed winner could turn a profitable month into a loser.

That’s a lot of pressure and a lot of stress (not to mention a lot of losing) with not much certainty.

But what if there was a way you could build a passive income stream that’s actually passive?

An income stream that doesn’t require:

  • Constantly monitoring your phone for buy/sell alerts
  • Obsessively watching charts and movement
  • The emotional roller coaster and angst of hoping one winner can cover the last 8 losses
  • Gambler’s odds (20% chance of success is worse than the odds of winning at Blackjack)

An income stream that brings in consistent revenues every single month (from a couple thousand dollars to well over $10,000)?

An income stream you could actually build in your spare time, and grow as large or as small as you want to, without having to spend hours a day monitoring charts, trades, and alerts?

If that sounds like something you’d be interested in, check out Digital Real Estate. 


However, if you’d still like to know more about Financial Leads Academy, keep reading.

This is where Financial Leads Academy comes in to help.

In this article, let us find out if Financial Leads Academy is worth your time and money.

What To Expect From This Financial Leads Academy Review

This review will go over Financial Leads Academy to see if it really is the best financial consulting course out there.

You’ll learn whether financial consulting is the right online business for you.

And at the end, you’ll find answers to some of the most frequently asked questions regarding Financial Leads Academy and financial consulting in general.

But most importantly, you’ll see the exact system many others have used to build their own internet marketing business to over $40,000 a month in mostly passive income.

This system made them swear off financial consulting for good because it uses some of the same skills but in a much more powerful and profitable way!

What Is Financial Leads Academy?

Can a financial advisor and lead generation help for future success

Financial Leads Academy is a financial consulting company that is helping financial advisors meet with new qualified prospects around the United States.

What Does Financial Leads Academy Actually Do?

They use a 5-Step lead generation system that links you with qualified prospects using innovative digital marketing.

They collaborate with some of the top wealth businesses in the country (according to Forbes), as well as representatives from almost every major financial institution.

How Does Financial Leads Academy Lead Generation Actually Work?

If you’re a financial advisor who has been impacted by the epidemic, and you know you need to move your marketing and service delivery online but aren’t sure how to do it, then Financial Leads Academy can help.

They’re doing digital campaigns to get qualified people who need to have a will and a trust in place as soon as possible.

They have lawyers that can do the job.

So, where do you fit in?

They need financial advisors to serve as personal concierges for these prospects.

You will need to fund social media ad packages that are currently running.

These Ads will appear in the feeds of targeted audiences.

These audiences are people that are actively seeking to complete this legal paperwork.

Motivated customers are pleasantly interrupted by an enticing advertisement that speaks directly to an issue they need to solve.

They’ll click over and view a beautifully designed video presentation that relates to the agony of not having their will and trust dealt with right away.

A certain percentage will schedule a call to get things started. You’ll call them and collect all of the data, facts, documents, and so on.

All of this will be fed into some type of artificial intelligence thingamajig.

The A.I. will next devise a strategy for the customer. A lawyer in the client’s location will approve the proposal.

As a financial advisor, you are not entitled to a portion of the client’s legal fees charged to the client.

When can you earn money in this process?

Where you earn your money is the same as how you’d make it offline:

you go through everything with them, aid them in executing account adjustments, do a portfolio review, assist in getting the new insurance, and whatever else.

What is the type of financial advisors Financial Leads Academy is looking for?

Terrance McMahon, a Financial Leads Academy partner and Chief Marketing Officer, is former CEO of MassMutual-Northern New England

Words from Terrance McMahon, former CEO of MassMutual Northern New England.

“We’re quite enthusiastic about this,” says Terrance McMahon, a Financial Leads Academy partner and Chief Marketing Officer. “We’re searching for quality people with a more or less success past performance in revenue figures.” We want people who know what they’re doing and can provide actual value to these customers. They’re good clients, and we want to take care of them. We’re looking for somebody with a more or less success past performance of converting quality leads into more revenue figures.”

“These are really promising leads.” We want the right person on the phone with these clients, who realize that critical strategies must be applied both before and after their plan is completed. He continues, “We want the right people on the bus.” “So that’s the lead generation we’re discussing. That is the person for whom we are positioning you to be a mentor, a planner, and a guide on their journey.”

If you want to be a part of Financial Leads Academy, schedule a meeting with them.

However, there is no mention of how much joining costs.

What Is Financial Leads Academy Address?

The Financial Leads Academy Address is: 102 W Main St. Unit 260 New Albany, Ohio 43054

The Financial Leads Academy Phone Number is: 614-546-7128

How Is Financial Leads Academy Faring During This Covid-19 Pandemic?

Everyone has been impacted in some manner by COVID-19.

Many Financial Advisors‘ prospecting efforts have been flipped upside down as a result of this.

They often depend on referrals, networking events, seminars, or even door knocking to generate new business.

The epidemic has entirely turned that storyline on its head, and it appears that limitations on in-person prospecting will stay in place for the foreseeable future.

This has compelled everyone to go digital, and Financial Leads Academy thought it was only a matter of time until this trend becomes real.

“Everything has gone digital and remote, whether it’s where you work, how meetings are conducted, or even prospecting. What has now occurred has expedited the transformation since you no longer have any other options”, Darrin Brodie, COO of Financial Leads Academy, believes.

Financial Leads Academy has achieved positive results and has been ahead of “the curve” in recent years by mentoring Financial Advisors on their digital marketing initiatives.

“To convert leads to qualified appointments, we advocate using social media channels and implementing efficient online lead generation. Many advisers are clueless about how to achieve this. It takes time to understand and apply, but that is why we have a support staff and weekly live calls to assist advisers with any issues they may have “says Oliver Grimard, the consulting company founder and CEO.

Financial Leads Academy attempts to make it as simple as possible for any sort of adviser to virtually expand their prospecting from home.

It provides consultation on many of the most prominent digital platforms, providing everyone with something that will undoubtedly benefit their efforts.

Scott Hovden, a Wisconsin-based adviser, said the following in his review:

“There are so many applications for this, you’ve given us a tool that is essentially door knocking on steroids. Everyone can benefit from the program and user group.”

Can Financial Advisors Actually Make Money In Financial Leads Academy?



There’s a lot that comes along with financial consulting that many people struggle with.

Now, don’t get the wrong idea…

It’s not impossible to make money with financial consulting, but if you’re gonna put in the amount of grueling work to do this business (which, trust us, isn’t easy), you might as well bring in some REAL money while you’re learning the ropes.

The program that helped skyrocket many online businesses to over $40,000+ per month is so simple that making money really does become second nature. 

Is Financial Leads Academy Legitimate? Or Is Financial Leads Academy A Scam?

Is Financial Leads Academy Legitimate

So, is Financial Leads Academy a scam?

Not technically. You can make money with it, but it’s definitely not as easy as the company makes it sound.

Again, with any kind of financial product (especially trading), you’re taking on a lot of risk.

Sure, you could hit it big and retire in Italy, but chances are you need the stomach and financial cushion to weather tons of losses before you get there…and it may never happen.

Most of the big gains numbers these companies use in their marketing (“xyz grew by 4,112% in 3 months” or “this option made 324% in just 2 days”) are cherry-picked.

They don’t tell you about the 10 100% losers that came before.

In other words, if you invested $100 into 11 recommendations, you’d lose $1,000, and make back $324…so you’d still be out almost $700.

Most people don’t have the fortitude to stick it out through 3 straight months of losers in the hopes of landing one big winner.

What if, instead, you took those same 3 months, invested just a couple hours a day (in your spare time), and your reward was a $500 to $2,000 payment that came in every single month?

And what if you actually didn’t need to wait 3 months? What if you could get started today and have your first payment in a week?

And what if you could double it next week?

Well, that’s the power of Digital Real Estate

It’s a true lifestyle business.

Your laptop and an internet connection is all you need.

Some of the most successful students in this program run their entire 6-figure businesses from:

  • A camper in the middle of the woods
  • A beach chair on the water in Mexico
  • A small villa in Greece


They’re able to travel around, living their lives first, and focusing on their income second.

Because even if they stop working for an extended period of time, the money keeps coming in.

So adventure, memories, and experience are the top priority.

And they never have to worry about how to pay for the next trip, or consider asking for time off.

If this sounds more like the type of life you want to lead, just click here to find out more about Digital Real Estate.

Financial Leads Academy Review:  Conclusion

Financial Leads Academy seems to have achieved positive results in genuinely helping financial advisors meet with new qualified prospects based on feedback from financial advisors who have joined them.

“They’ve helped me close business practically instantly,” says George L. of Chicago. Ray G., a Dallas-based adviser, provided a video review claiming the system “worth every penny.”


when it comes to building a business, you have plenty of options.

And even if you’re dead set on becoming a financial advisor, you’ve got way better options than Financial Leads Academy.

Keep in mind, we don’t get paid to promote any of the programs we review. We personally think financial consulting is a great business model, but you could end up leaving way too much money on the table.

What Is Our Top Recommendation For Making Money Online In 2022?

Digital Real Estate

The ScamRisk team has spent months researching, reviewing, and vetting dozens of business models and thousands of programs.

While there may be no “perfect business”, the research IS conclusive:

Digital Real Estate is the #1 online business model for those just starting out.

Whether you’ve never made a dollar online, or you’ve been in this space for a while but never really “made it,” Digital Real Estate is for you.


1. It’s Flexible: got an hour a day? You can do this. Ready to drop everything else and dive in full time? You can do this. Yes, the more time you put in, the faster you see results. But even with a little time each day, you can move the needle in a Digital Real Estate business.

And because this system is so flexible, you don’t have to constantly be working to make more money. It’s called PASSIVE INCOME because if you stop working, the money doesn’t.

Imagine taking 3 months off to just tour around Europe, rent a cabin in the woods to write a book, hike the Appalachian Trail, or live on the beach and surf all day.

This is only possible if you have an income stream that’s not tied to your time.


2. You Own & Control EVERYTHING: With anything in the financial markets, you own and control NOTHING. You have no say in price fluctuations, demand, or what the market will do.

Trying to beat the market is fighting against the tide. There’s just too much working against you, no matter how many supercomputers or rocket scientists are on your side.

With Digital Real Estate, you own the assets, which means you have all the power and all the control.


3. Little To No Startup Costs: It’s possible to get into Digital Real Estate with zero dollars upfront. Because, using the strategies outlined in this program, you can get a client to pay you BEFORE spending a penny out of your own pocket…even before you do any work.


Even without getting paid in advance, you can have your first Digital Rental Property up, running, and generating profits for less than $100.


1. Easy To Duplicate: Ok, here’s the best part: once you have your first Digital Rental Property up and running, you can literally DOUBLE your income with a few clicks, a couple keystrokes, and a single phone call (and you don’t actually need the phone call).

Remember: each Digital Rental Property is worth $500 to $2,000 a month in semi-passive income (over 95% profit). Every time you decide to create another one and increase your income, it gets easier.

Because you have more knowledge, more experience, more results, and more momentum.

If you wanted to double your income with any kind of trading or investing, you’d have to double your initial capital OR double the average order size of your existing trades. And, guaranteed that’s a lot harder than a few clicks and a few minutes of your life.


2. Make Money Helping Real People: This part is what makes it all worth it. In the financial markets, you might be helping your family, but the impact never goes beyond you and maybe a few others.

But with Digital Real Estate, you’re actually helping people by solving your clients’ biggest problem:

Small, local businesses need more customers, and with Digital Real Estate, you are unleashing a flood of happy, paying customers for these businesses.

You make money by helping them make money.

Not a big, faceless corporation either…a small business owner who’s using that money to put food on the table for their family, start a college fund for their kids, or take care of a sick parent.

Once you see how Digital Real Estate makes a real impact in the lives of real people, you’ll sleep like a baby with a big smile on your face.


Now, the choice is yours. You could continue browsing, looking at opportunities like Financial Leads Academy which could one day make you money.

You could continue researching, never making a decision.

OR, you could take a look inside, consider what you really want, and join a program that makes your dreams a reality. At the same time, joining a community of over 2,000 successful students that are living life on their own terms thanks to Digital Real Estate.

A consistent, reliable, semi-passive stream of income that doesn’t depend on you or your time to keep producing profits.

All while genuinely helping real people who are grateful and happy to pay for it.

If this sounds more like what you want out of life (or if you just want some nice side income), click here to learn more about Digital Real Estate.

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