Sales, marketing, lead generation coaching and training for small to medium size businesses who wish to increase profitability and drive revenue growth

1. 1
TM
AD·VIS·OL·O·GY
[ad-vahyz--ol-uh-jee]
The science of integrating social
media into your existing sales process.
Noun

2. Current Environment
Challenges & Solutions
What We Do
Current Environment
Our Process
Why Advisology

4. 4

6. What We Do
Customized Financial Services
Social Media & Digital
Coaching Training Products
Simple, Efficient & Sustainable
Stategies to Integrate Social Media
Into Your Existing Sales Process

7. 310-292-9992

8. ADVISOLOGY 5 STEP COACHING PROCESS
FOR BUSINESS SUCCESS

10. Your Advisologist
Katie Jansen, President
Katie Jansen brings over 17 years of leadership experience in the financial services industry in
business development, senior management, sales, marketing, training & development and recruitment
roles for several Fortune 500 companies nationally. Katie has also had experience in deal origination,
processing, and project management for both buy-side and sales-side mergers and acquisitions and
capital raise projects across a wide range of industries including technology, SaaS, digital marketing,
industrial & manufacturing, healthcare, consumer products, and business services.
Katie successfully launched and operated Advisology in 2013, where she coached and trained digital,
social, and traditional sales and marketing strategies and successful business management practices
to financial professionals and organizations nation-wide. As a previous district manager for a national
financial planning company, Katie hired, trained and developed a team of over 25 financial
professionals and administrative staff. Katie’s passion for sales in her role as Vice President of Client
Development at CapHarbor also helped lead her team to be ranked #1 in sales nationally. As an
entrepreneur at heart, Katie previously helped launch and make profitable a successful national
recruiting company for a Fortune 100 Company.

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12. “Advisology’s knowledge and expertise on social media integration strategies that I used to benefit
my business, made me a believer in social media. Their approach was very easy to follow as they
explained the many benefits of each of their recommendations. The time I spent with Advisology
has increased my presence, relevance and referrals significantly. It also has directly increased my
annuity business by 18%.”
- Managing Principal, Blake & Brown Financial Group, Chicago, IL
“31% of American households with annual incomes over
$100,000 use LinkedIn. Those are the people I want to
work with. It’s why I bought Advisology’s course – to
learn to use LinkedIn to build my book of business. “
- Certified Financial Planner, Anonymous
Milwaukee, WI
“It really does work if you put it work!
After a meeting with Advisology, I decided to
try out one of their suggestions. Within a day of one
of my LinkedIn posts, I was contacted by one of my
connections asking for more details on the topic. This
could be a significant client for me and until then I had
no idea people actually read my status updates.”
- Wealth Management Advisor, Anonymous
Milwaukee, WI
“As Advisology and I developed a business plan and
budget, it was apparent that they understood target
marketing and all that it would take to access and attract
new recruiting efforts via the web.
While other financial service firms were running 1-2 new
recruiting interviews a week, Advisology helped me
book between 5-10 a week. The best part was Advisology
showed me how to do this on a low budget, even
though we had the capital to invest.”
-Vice President of Marketing, National Guardian Life,
Madison, WI

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310-292-9992