Financial Advisor Case Study

How We Turned $7,500 into Weekly High-Net-Worth Clients
And How Financial Advisors Are Booking Calls With Multimillion-Dollar Prospects—No Cold Calling Required
  • Exactly how we turned $188 in Facebook ads into a $4 million-dollar prospect meeting.
  • The turnkey system behind our proven funnel delivering 20%+ opt-in rates consistently for financial advisors.
  • ​Why spending less (but smarter) is the key to predictable, high-quality client acquisition.
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Rachel Pedersen is the founder and CMO of the social media agency Pelanora

She’s a USA Today Best-Selling author and has bootstrapped her personal brand to the Inc. 5000 Midwest #16. Rachel has worked with leaders of all industries, such as Roland Frasier, Dean Graziosi, Cristy CodeRed and Lionsgate and has a proven track record of scaling clients to 7-8 figures. 

She has worked with Fortune 500 companies, influencers, and celebrities.

Rachel Pedersen

Anna Olson is the co-founder and CEO of Pelanora, bringing executive leadership experience from managing over $1B in assets for financial firms. Known for her no-nonsense approach and execution-focused mindset, she excels at transforming operations and marketing strategies to achieve tangible results. Anna's extensive executive experience across diverse industries has equipped her with well-rounded knowledge, enabling her to bring unique insights and solutions to any business challenge.

                    Anna Olson

Anna Olson is the co-founder and CEO of Pelanora, bringing executive leadership experience from managing over $1B in assets for financial firms. Known for her no-nonsense approach and execution-focused mindset, she excels at transforming operations and marketing strategies to achieve tangible results. 

Anna's extensive executive experience across diverse industries has equipped her with well-rounded knowledge, enabling her to bring unique insights and solutions to any business challenge.

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