Financial Leads Academy Review (2024 Update): Everything You Wanted To Know!

Welcome to my Financial Leads Academy Review Review. My goal is to help you understand what the program is all about, how much it costs, if it's a good use of your time, your money, and much more! It should be less than 10 minutes start to finish, so let's dive in!


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

The Good Stuff

  • Financial Leads Academy has created and honed a program for its advisors
  • Accessibility: available on multiple platforms
  • Teaches financial advisors

The Bad Stuff

  • Fees not disclosed
  • Most financial advisors don't recommend it
  • Lead generation companies are a pain in the ass

Firstly, Why Am I Writing The Review?

Nice to meet you, my name is Brittney!

My story starts like many do… “slaving away” at a 9-5 job that I didn’t really enjoy, but hey – it paid the bills.

I worked for a large Fortune 500 company that performed background checks for other companies when they wanted to hire a new employee… so you know, not exactly exciting stuff.

For a lot of people, a nice stable job and predictable check coming in every month is the picture of success, but for me, it felt like I was missing out on life.

Clocking in every single day, doing the same tasks over and over again, getting home with barely enough time to make dinner and enjoy some time to myself… only to wake up again the next morning and do it all over again.

I just wanted to enjoy life without being shackled to an unfilling job.

I wanted to be able to take vacations whenever I wanted, for however long I wanted.

I didn’t want to have to beg my boss for a salary increase that barely matched inflation.

I just wanted to be free and happy.

Then about 4 years ago (as a stroke of luck), I stumbled across a program that taught me how to make money online by actually helping real people (local US businesses).

Who Cares About That?

99% of reviewers out there don’t have experience running an actual business. They’re writing about stuff that they have no real experience with.

Why would they do that?

They just want you to click through and buy the program that the review is about!

I have absolutely no relationship with J Rich, so you can rest easy knowing that I’m going to give you my honest opinion.

This review is written based on my own experiences with this business model.

All that being said, let’s jump into things.


You probably discovered Financial Leads Academy for the same reason you might have come across any other financial newsletter, options 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 Leasing. 

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

What Is Financial Leads Academy?

Financial Leads Academy is a financial consulting company that assists financial advisers in meeting with new eligible prospects around the country.

What Does Financial Leads Academy Actually Do?

What Does Financial Leads Academy Actually Do

They use a 5-step lead generating technique that connects you with qualified leads via cutting-edge digital marketing.

They work with some of the country’s leading wealth management companies, as well as representatives from almost every major financial institution.

How Does Financial Leads Academy Lead Generation Actually Work?

If you’re a financial adviser who has been affected by the pandemic and you’re not sure how to transfer your marketing and service delivery online, Financial Leads Academy can assist.

They’re doing digital ads to find suitable persons who need to establish a will and trust as soon as feasible.

They have attorneys that can handle the situation.

So, where do you fall?

Financial advisers are needed to act as personal concierges for these prospects.

You will need to finance the present social media advertising bundles.

These advertisements will display in the feeds of certain audiences.

These are persons that are actively attempting to finish this legal process.

Customers that are motivated are pleasantly interrupted by an intriguing advertisement that speaks directly to a problem they need to address.

They’ll go there and see a wonderfully made video presentation about the misery of not having their will and trust addressed right now.

A certain proportion will arrange for a phone call to get things started. You will contact them and get any relevant data, facts, papers, and so on.

All of this will be fed into some kind of artificial intelligence device.

Following that, the A.I. will create a plan for the client. The plan will be approved by a lawyer in the client’s area.

As a financial adviser, you are not entitled to a percentage of the client’s legal expenses.

When Can You Earn Money In This Process?

When Can You Earn Money In This Process

Where you make money is the same as how you make money offline.

You go through everything with them, help them in implementing account modifications, do a portfolio review, and assist in obtaining new insurance, among other things.

What The Type Of Financial Advisors Financial Leads Academy Looks For?

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
  • Media Contact Company Name: Financial Leads Academy
  • Contact Person: Oliver Grimard

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

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.”

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 was “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.

Is Financial Leads Academy A Scam?

scam or legit ggmoney

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 Leasing

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 Leasing.

Are There Alternatives To Financial Leads Academy?

alternatives ggmoney

Yes, there are plenty of other business models to choose from if you want to pursue making money online.  Here are just a few:

What Is My Top Recommendation In Making Money Online In 2024?

Digital Leasing

Our review 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 Leasing 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 Leasing 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 Leasing 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 Leasing, 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 Leasing 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 Leasing, you’re actually helping people by solving your clients’ biggest problem:

Small, local businesses need more customers, and with Digital Leasing, 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 Leasing 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 Leasing.

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 Leasing.

Brittney Here!

I get to travel the world and live life without financial worry thanks to the system below!