Insurance & Financial Services

Your Revenue Engine, Built & Run For You.

Common Sense Advisors delivers a fully turnkey B2B lead generation and high-ticket consulting sales system — Facebook ad campaigns, optimized funnels, and expert live closers, so you can focus on delivering results.

100%Done-For-You
LiveSales Closers
FullFunnel Build
The Process

From zero to a running consulting revenue system.

Every step is executed by our team. You show up, deliver your expertise, and close clients — we build and run the rest.

01

Discovery & Strategy Session

Complimentary — no obligation

We begin with a deep-dive strategy call to understand your consulting niche, ideal client profile, and revenue goals within insurance and financial services.

02

Campaign & Funnel Build

Fully done-for-you

Our team constructs your entire Facebook ad campaign and a high-converting sales funnel — copywriting, design, targeting, and technical setup all handled for you.

03

Launch & Lead Flow

Continuous optimization

Your ads go live and qualified B2B leads begin flowing directly into your pipeline. We actively manage and optimize campaigns to drive down cost per lead.

04

Live Closers Convert Your Leads

Expert high-ticket closers

Our professional sales closers handle discovery and closing calls on your behalf, turning warm prospects into paying consulting clients at premium price points.

05

Ongoing Support & Scale

Long-term partnership

We provide continuous reporting, coaching, and strategic support to help you refine your offer, improve close rates, and scale your consulting revenue over time.

What We Deliver

Everything you need to generate and close high-ticket clients.

Every component of your consulting sales system is built, managed, and optimized by our team — so you spend your time serving clients, not chasing them.

Live Client Dashboard Preview

Facebook Ad Campaign Management

We create, launch, and continuously optimize Facebook ad campaigns targeting decision-makers in insurance and financial services who need consulting solutions.

Ad CreativeAudience TargetingA/B TestingBudget Management

High-Converting Sales Funnel

A fully built funnel — landing pages, lead magnets, email sequences, and booking flows — designed to qualify and convert cold traffic into warm consulting prospects.

Landing PagesEmail SequencesLead MagnetsBooking System

Live Expert Sales Closers

Our team of professional high-ticket closers handles your sales calls, navigates objections, and converts qualified prospects into paying consulting clients.

Discovery CallsHigh-Ticket ClosingObjection HandlingCRM Logging

Insurance & Financial Services Consulting

Leveraging deep industry expertise, we help you package, position, and price your advisory offer to attract and retain high-value business clients in your niche.

Offer PositioningNiche StrategyPricing ArchitectureClient Retention

Analytics, Reporting & Optimization

Transparent dashboards showing your cost per lead, close rates, revenue generated, and campaign ROI — with monthly strategy reviews to keep scaling intelligently.

Live DashboardsROI TrackingMonthly ReviewsStrategic Pivots

Ongoing Support & Business Coaching

Beyond setup, our team remains a strategic partner — advising on offer refinements, helping you hire your own closers, and coaching you to build a scalable consulting firm.

Weekly Check-insOffer RefinementTeam BuildingScale Planning
100%
Done-For-You
Every piece built by our team
$0
Tech Stack Cost
We provide all tools & platforms
30
Days to Launch
From kickoff to live campaigns
Avg. Revenue Lift
Typical client outcome in 90 days
Client Results

Real consultants. Real results.

Insurance and financial services professionals who trusted Common Sense Advisors to build their client acquisition systems.

Typical Client Trajectory

Revenue doubles within 90 days of launch.

Our clients consistently see a meaningful lift in revenue within the first quarter — driven by qualified leads, expert closers, and a system built specifically for insurance and financial services consulting.

Before Common Sense Advisors I was spending all my time prospecting with nothing to show for it. Within 60 days they had my calendar packed with qualified calls and my first three high-ticket clients closed.
DM
Derrick M.
Independent Insurance Consultant
The team built everything — the ads, the funnel, the email sequences. All I had to do was get on the calls and deliver my expertise. It genuinely felt like someone handed me a running business.
PW
Patricia W.
Financial Services Advisor
The live closers alone are worth every penny. They handle objections better than I ever did, and I'm closing deals at rates I wouldn't have believed possible six months ago.
KO
Kevin O.
B2B Benefits Consultant
No Long-Term Lock-In
We earn your continued business through results, not contractual obligation.
Launch in 30 Days
Your full system — ads, funnel, closers — goes live within a month of kickoff.
Niche-Specific Expertise
We specialize in insurance and financial services — no generic marketing agency templates.
The Team

Built by advisors who know your industry.

Common Sense Advisors was founded on one belief: insurance and financial services consultants deserve a purpose-built system — not a recycled marketing template.

01
Industry-First Approach
We built our system specifically for insurance and financial services — no recycled marketing playbooks.
02
You Own Every Outcome
Transparent reporting, live dashboards, and monthly strategy calls mean you always know exactly what your investment is returning.
03
We Scale With You
From your first consulting client to a team of closers — our system and support grows as your business does.

Michael Williams

Co-Founder & Principal Advisor

With deep roots in insurance and financial services, Michael brings hands-on industry experience and a proven track record of building high-performance B2B consulting systems from the ground up.

Marvon Williams

Co-Founder & Sales Systems Director

Marvon specializes in designing and executing high-ticket sales systems — from campaign architecture to closer recruitment — translating qualified leads into revenue-generating consulting relationships.

Common sense tells you that the fastest path to consulting revenue is a system that generates leads, qualifies prospects, and closes deals — while you focus on your craft.
Michael & Marvon Williams, Common Sense Advisors
Get Started

Ready to build your consulting revenue system?

Book a free, no-obligation strategy call with Michael or Marvon. We'll map out exactly how the Common Sense Advisors system applies to your business, and what results you can realistically expect.

30-minute deep-dive strategy session
Custom lead generation roadmap for your niche
Transparent pricing — no hidden fees
Immediate next steps if it's a fit

Request Your Strategy Call

We respond within one business day.

No commitment required. 100% free strategy session.