How to build an online marketing machine for your financial practice
While adding 20 qualified appointments per month
The exact authority-to-appointments blueprint used by financial, investment, tax, mortgage, and insurance professionals worldwide.
Watch 4-Minute VSL Overview
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Project Your Growth
How much could your practice make with the Appointment Machine?
Adjust the sliders to model your own numbers. Benchmarks are based on real performance from the 13,000+ clients who came through our system.
Your Inputs
Estimates only, based on aggregated LeadGen client performance. Your actual results depend on your niche, offer, and execution.
Build my marketing machine — freeDecember 3, 2026 · 6:00 PM CET
Live on Google Meet · 90-minute interactive masterclass
Trusted by top professionals across 15 markets
Curriculum & Framework
Everything inside the Appointment Machine
A comprehensive, battle-tested system designed specifically for financial practices to generate qualified meetings on demand.
The 3-Part Authority Architecture
How to position your practice online so qualified prospects seek you out instead of shopping around.
The 20-Appointment / Month Paid Engine
The exact compliance-friendly ad funnels we run for advisors across North America and Europe.
Financial Niche & High-Net-Worth Targeting
Eliminate tire-kickers by pre-qualifying on income, liquid assets, and specific planning needs.
Automated Omni-Presence Content System
Build personal brand authority with short-form videos, personal AI avatars, and weekly nurture emails.
The Lead-to-Calendar Conversion Pipeline
The SMS and email sequences that ensure 85%+ show-up rates for your booked appointments.
The Compliance Blueprint
Clear guidelines for FINRA, SEC, and regional compliance — zero misleading promises, pure value.
Proven Results & Testimonials
Case Studies of Clients Who Transformed Their Practices
Real financial advisors, investment consultants, and agencies who achieved predictable growth using our system.
Individual Success Stories
Geoff
Australian Tax Advisor
About Client:
Geoff is an Australian advisor with more than 37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For first month, we found success since Geoff had 9 meetings, 1 immediate close for $4,000 consultation, most of clients became clients within months of repatriating back to Australia.
Jaroslav
Slovak Investment Advisor
About Client:
Jaroslav wanted to expand his wealth management consultations beyond traditional local networks and generate automated, qualified investor bookings online.
Results:
Generated predictable client consultations using personal brand video campaigns, closing high-value investment management clients in his first month.
Marián
Slovak Company Financing Expert
About Client:
Marián secures and brokers corporate and development financing for companies, entrepreneurs, and real estate developers seeking capital solutions for their projects.
Results:
In just 6 days and 600 targeted LinkedIn messages, Marián booked 24 client meetings (13 video calls, 3 phone calls, 8 scheduled calls) and secured 4 immediate deals to work on.
Norman
Financial Advisor from Dubai
About Client:
Norman Lowe is a Chartered Institute of Securities Qualified Wealth Manager (ICWM) operating from the UAE and has been working in offshore cross-border investment and advisory arena since 2005.
Results:
Norman started with healthcare planning. We successfully managed to have more than 200 qualified conversations through LinkedIn prospecting in the very first month.
Life Insurance Agent
Slovakia
About Client:
The client is an individual professional focusing on selling life insurance policies across Slovakia.
Results:
In just 5 months of working with us, he closed 8 life insurance policies through targeted Facebook ads. With only €200/month in ad spend, campaign delivered 135 leads and a strong 3x ROI.
Company & Team Success Stories
Financial Advisory Company
Žilina, Slovakia
About Client:
Company with a team of 32 Financial Advisors, saw opportunity in selling products through informational brands and modern digital acquisition.
Results:
1,700+ Leads in 3 Months for an Informational Brand with just €300/month in ad spend. With 27,000 clicks and over 650,000 impressions, strategy helped scale lead generation rapidly.
Pleroma a. s.
Slovak Financial Advisory Company
About Client:
Company with team of 24 Financial Advisors, saw opportunity in recruiting and client acquisition through online space.
Results:
With just €200 in ad spend, generated 82 leads from 2 cities with fewer than 20,000 residents each. The campaign led to 3 successful advisor hires.
4mil€ in ARR Firm
Financial Advisory Company
About Client:
Company with team of 42 Professionals, which we have worked with for over 15 months to build end-to-end client acquisition.
Results:
Since November 2023, helped generate more than 3,500 qualified leads across Facebook and Google Ads, driving multi-million annual revenue growth.
Small High-Ticket Team
Corporate Financial Services
About Client:
Small team of financial professionals working specifically with corporate clients on high-ticket retainer services.
Results:
Used a low-ticket offer (€45) to initiate relationships and upsold to €5,000+ services. With €711 ad spend, generated 49 sales and 5 high-ticket upsells (€28,000+ revenue in 2.5 months).
European Financial Advisors
Austria & DACH Focus
About Client:
Team of Financial Advisors focusing on high-net-worth clients across German-speaking European markets.
Results:
Generated 113 qualified leads in Austria, closing 12 clients (7 for high-ticket wealth services). Total €3,300 ad spend returned over €25,000 in revenue.
Real Client Dashboard Screenshots & Live Proof
Actual campaign metrics, booked appointments, and lead funnels from our clients
Featured In The Press
Recognition from leading industry publications
Leonard Mikulič on Building the Infrastructure Behind Modern Financial Growth
How Leonard Mikulič is Transforming Financial Firms with Omni-Presence
Younger, Tech-Savvy Clients Are Changing the Game for Advisors
From Local Consultant to Global Lead-Gen Trailblazer
The Consultant Who Built the System Financial Professionals Were Waiting For
Ako Leonard Mikulič pomáha finančným poradcom rásť v digitálnom svete
Meet Your Host
Led by Leonard Mikulič & the LeadGen Team
We are a team of 12 experts dedicated to transforming the online presence of financial practices. Working with the financial industry since 2019 across 15 different countries.
Leonard Mikulič
Founder & CEO, LeadGen Consulting
"We don't teach generic agency theory. In this 90-minute live masterclass, I'm opening up the exact internal systems, ad campaigns, and appointment funnels we run daily for top financial advisors, wealth planners, and insurance agency owners."
Georgina Woghiren
COO
Mark Chua
CMO
Nawal Ejaz
CTO
Claim your free seat for December 3, 2026
Get complete system access, live Q&A, and full replay with zero registration fee.
Free registration · Includes live Q&A + lifetime replay access
You'll receive a Google Meet invitation with the live link after registering
- 90-minute live, interactive training with Leonard Mikulič
- The complete 3-part Marketing Machine Framework
- Downloadable implementation workbook & SOPs
- Compliance-safe funnel templates & ad copies
- Full lifetime replay access & future updates
- Live Q&A: get your specific practice questions answered
FAQ
Frequently Asked Questions
Build your machine starting December 3, 2026
Join 240+ financial professionals learning how to add 20 qualified appointments per month. Reserve your seat for $29, or drop your email to receive our free pre-webinar playbook.