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Event Details

"FPALA: How to Generate Leads, Appointments and Clients for Your Financial Services Practice Online"
Event Details
Thursday, July 23, 2020
Program: 1:00 P.M. - Adjourn: 2:00 P.M.
(818) 558-3908
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Member $0 $10
Non Member $15 $25
Guest Speaker(s):

Portia R. Jackson, Facebook Ads and Facebook Messenger Bots strategist

Event Schedule:

Event Details:
Learn the systems, tools and strategies you need to successfully generate leads, book appointments and enroll clients online without giving your compliance officer a heart attack.

This event has already past. You will no longer be able to RSVPs for this event.


Portia R. Jackson, Facebook Ads and Facebook Messenger Bots strategist

Dr. Portia R. Jackson, CFP® is the founder of Focus Flow Media, a digital marketing agency that specializes in client generation strategies for financial planning professionals looking to scale their business efficiently and effectively. She completed her Certificate in Personal Financial Planning from UCLA (which pains her to say since she received her PhD in Engineering from the University of Southern California, #fighton) Her educational background is in aerospace engineering and while being a rocket scientist was fun to talk about at parties (in her own nerdy way), she wasn't very fulfilled in that career. During her time in the aerospace industry, she started teaching financial planning classes for her community and fell in love with the world of financial planning. During that time she was also hosting a podcast and also fell in love with the world of digital marketing where she's managed over a million dollars in ad spend across client accounts. Lots of love going around. Long story short, she merged all of her skills and passions together...

Data-driven engineer + CERTIFIED FINANCIAL PLANNER™ professional + years of digital marketing = automated lead generation systems helping financial planners make more money and more impact!

Which turns out is the perfect mix of skills to help her financial planner clientele create success in the world of digital marketing. After all, she believes you got into financial planning to help people, create more income and more freedom ... not become a marketer. Albert Einstein is widely credited with saying, "The definition of insanity is doing the same thing over and over again, but expecting different results," so if you're trying to reach a different level in your practice... it's time to try something different, like an automated client acquisition system.

Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
Upcoming Events:

FPALA NexGen - Digital Client Communication
Thursday | August 13, 2020 1:00 P.M.
FPALA Education Event
Thursday | August 20, 2020 12:45 P.M.
FPALA New Members And Board Opportunities Networking Coffee Chat
Thursday | September 10, 2020 8:30 A.M.
FPALA NexGen Study Group via Zoom
Thursday | September 24, 2020 6:00 P.M.
ProBono: Financial Planning Day
Saturday | October 17, 2020 10:30 A.M.
FPALA Allied Mixer
Thursday | October 22, 2020 6:00 P.M.
FPALA NexGen Behavioral Finance via Zoom
Saturday | October 24, 2020 1:00 P.M.
FPALA NexGen Study Group
Tuesday | November 10, 2020 1:00 P.M.
FPALA Monthly meeting
Thursday | November 19, 2020 12:45 P.M.
View Calendar >>

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