More About Fernando
With over 9 years in the financial services industry, I bring a perspective most marketing consultants don’t have—I’ve lived financial advisor growth from both sides of the table.
Before transitioning into marketing, I built a foundation in IT that shaped the systems-driven approach I use today. My experience working alongside Sandy Morris at Sandy Morris Financial in Tampa helped define my understanding of advisor growth and client relationships.
As part of the firm’s growth strategy, I helped support marketing and relationship-building initiatives that contributed to the firm growing from $70 million to more than $100 million in assets under management. That hands-on experience gave me firsthand insight into the challenges advisors face and what it takes to grow a successful practice.
Today, as a National Marketing Consultant, I help financial advisors grow through proven marketing strategies including seminars, webinars, digital advertising, and targeted lead generation.
My goal is simple: help advisors build stronger pipelines, generate meaningful client conversations, and grow with confidence through marketing strategies that deliver real results.
Here’s How We’re Paving The Way
Marketing strategies have changed, and so must your business. I have the experience, knowledge, and expertise to get you in front of the right prospects, in the right way, at the right time.
As a performance marketer, LeadingResponse has multichannel solutions to connect you to consumers at the exactly the right time help is needed. Our extensive Consumer Database Platform combined with our partnerships with Meta and Google enable us to consistently deliver results, growth, and impact positive change for your business.
Powerful Campaign Analysis & Customizable Reports
Dedicated Customer Service
Over 30 Years Industry Experience
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Multichannel Solutions
LeadingResponse has an extensive solution portfolio to put to use for you to optimize your revenue and enhance your organization’s market growth. Create a suite of solutions to shore up all of your marketing needs or choose one at a time – the choice is yours.
In-person Financial Advisor Dinner Seminars have proven to be successful for decades. Our program can help your business reach new prospects, fast.
LeadingResponse offers two approaches for financial advisors looking to offer educational workshops for prospective clients.
Reach consumers anytime, anywhere. Book appointments 24/7 with webinars that result in over twice the industry average attendance rate.
The only theater-based financial documentary program with an 80% show rate — a powerful addition to your marketing mix.
Fill your calendar with 7-15 qualified one-on-one appointments each month and transform your business.