The LeadFlow Engine™


Get 20 Qualified Leads Every Month — Without Cold Calling, Referral-begging, or Tech Overwhelm


A Done-For-You, Fully Compliant Sales Funnel System Built Specifically for Financial Advisers.

Why Most Financial Advisers Struggle to Get Clients Online

Relying only onreferrals

(slow and unpredictable)

Cold messaging

that feels pushy

Confusing Tech

(landing pages, automation, CRM)

Compliance headaches

with marketing

Zero control

your lead pipeline

Introducing the LeadFlow Engine™


Your done-for-you, compliant-friendly funnel that generates 5–20 qualified leads per month — without tech overwhelm or marketing guesswork.

  • Compliant-ready funnel built for financial pros

  • Done-for-you copy, pages, and automation

  • Attracts high-quality leads (no more tire-kickers)

  • Runs 24/7 - even when you’re in a client meeting

OUR DONE-FOR-YOU PROCESS

Custom Funnel Setup

We build a compliant, conversopm-focused landing page tailored to your financial advisory brand

Automated Email Follow-Up

We write and automate your entire sequence to nurture leads and book appointments.

Ongoing Lead Flow

We integrate your funnel with your calendar so leads can self-book while you focus on serving clients.

What You’ll Gain With LeadFlow Engine™

  • Consistent Lead Flow – No more feast-or-famine pipeline

  • Time Freedom – Focus on clients, not cold outreach

  • Professional Brand – Build trust with a sleek, modern presence

  • Compliance-Friendly – Built wit

Meet the Builder

Behind the Funnel


I’m Krisjun Aquino, a digital marketer and former chemical engineer with over 9 years of experience solving complex problems at Petron Bataan Refinery.


Today, I help financial professionals like you generate consistent, qualified leads using automated funnel systems that actually get results — without violating compliance or wasting time on tech headaches.


My transition into marketing wasn’t accidental — I was obsessed with building systems that perform. That mindset helped one of my first clients, a Realtor in Tennessee, start generating warm leads in three different buyer categories — within a week of launching her funnel.


If you're a financial adviser tired of inconsistent referrals and confusing automation tools, I’m here to help. I speak your language, I respect your compliance boundaries, and I deliver real systems — not fluff.

  • Email Marketing & Funnel Strategy Certified

  • 1-on-1 Support — Not a Template Factory

  • Systems Tailored for Compliance-Aware Pros

  • Built Funnels in Real Estate, Coaching, and Finance

What Clients Say About Working With Me


“Krisjun made everything simple and stress-free. Super professional and easy to work with.”

— Barbara Curran, Realtor


“He really understood my needs and delivered with care and attention to detail.”

— Becca Jacobson, Life Coach

FAQs

Is this compliant with [Sunlife/Pru/Manulife] rules?

Yes. We follow industry compliance practices and tailor to your firm’s needs.

Do I need to run ads?

Not necessarily. We build the funnel — you can drive traffic via ads, email, or social media.

Do I need to know tech?

Nope. This is 100% done-for-you, with full support.

Can you customize the copy for my niche?

Absolutely — whether you serve retirees, millennials, or business owners

Ready to Get More Leads — Without the Cold Outreach?


Book your free 30-minute strategy call and let’s find out if the LeadFlow Engine™ is the right fit for your advisory business.