Jonathan Lowery

About Jonathan Lowery

As a technology specialist, I help financial advisors and agencies 3X their lead generation efforts without ever having to make a single cold call. Our Done-For-You programs are customized to your company which continuously brings our clients ROI. We do all of this with a turn-key approach and white-glove service. Our clients come to us when they: Need more qualified leads Want a Done For You service Would like to see growth within their company Want to modernize their marketing and prospecting Desire lead generation solutions that are customized to their specific goals Need effective marketing strategies that are FINRA-compliant The landscape has changed for insurance and financial advisor marketing and our clients are tired of putting all of their energy into: Engaging with unqualified leads that rarely convert Not knowing how to use modern marketing strategies Trendy marketing strategies that only produce a temporary supply of leads Trying to find a credible marketing company they can trust Spending all day on the phone cold calling Working “in” their business rather than “on” it Within just a few months of developing and implementing solutions and strategies that are specifically tailored to our clients, they’re frequently able to: Interact with 3X as many qualified leads Eliminate 100% of low-returning cold calls Spend more time engaging with clients (and less time chasing down unqualified prospects) Grow their business with a hands-off approach Partake in customized marketing strategies Use continual education to enhance all other aspects of their business How can we come alongside you and support your team? You’re in the business of helping your clients protect and grow their assets. Yet you spend the bulk of your time prospecting and not nearly enough energy serving your existing clients. That’s where our team and I come into play. We’re here to streamline your marketing and prospecting to generate more qualified leads that ultimately translate into profitable, long-term clients. If you’re ready to grow with a done for you approach then I invite you to send me a message here on LinkedIn to schedule a quick 15-minute introductory call where we can chat about your specific needs. Contact Info: Email: j•••••••@advisorist.com

Experience

1. Technology Specialist

   Advisorist

   Mar 2020 — Present · Rock Hill, SC, US

Education

• Coastal Carolina University

  Bachelor of Business Administration - BBA

  2016 — 2019