About Us

ABOUT US

If A Finance Guy Made You a Marketing Tool!

Over 30 Years as Professionals in the Financial Markets.

Our CEO is a finance guy who created a way for Independent Advisors to capture an Artificial Intelligence Advantage like the big firms use.

 

Fin Pro Marketing offers a tailored Path Forward Strategy that allows you to focus on what you do best while we handle your marketing with expert precision. Let the professionals take your business to the next level.

WE ARE THE BEST

The Fin Pro difference – we get you more clients and focus on building your brand, making your business more valuable and generating residual returns for your marketing investment.

OUR SKILL

Get More Clients and Build a High Quality Brand

In your personally branded client pool, your future and present clients are fed valuable information. Action focused content encourages dialogue and meeting requests, converts clients, and drives referrals.

Increase Lead Conversions
90%
Social Media Connections
95%
Client Retention
90%
Organic Referrals
92%

OUR EXPERT TEAM

Together Achieves More

William Lee

Founder / CEO

Courtney Wilson

Founder / CMO