You're Great at Financial Planning.
But Is Your Pipeline
Planning Itself?
WiseCore builds fully automated lead-to-client funnels for Financial Advisors
who are serious about scaling — so every lead is followed up, every
appointment is booked, and no prospect is ever forgotten.
⚡2-Week Build
Time
🔁 Full Automation
Setup
📲 Works on Any
Device
You're spending more time chasing leads than actually advising clients.
That's not a hustle problem. That's a systems problem.
Prospects go cold after the first meeting
Without a follow-up system, warm leads turn into lost cases.
You're tracking clients in spreadsheets, notebooks, or DMs
Without a follow-up system, warm leads turn into lost cases.
Every new client feels like starting from zero
No onboarding flow means you're doing the same manual work every single time.
"The advisors who scale aren't working harder. They're running smarter
systems."
✦ The WiseCore Funnel System
A Done-With-You Funnel Built
Specifically for How Financial Advisors
Sell
Lead Capture Page
A branded landing page built around your offer — free financial check-up, protection review, or retirement planning session — that converts cold traffic into warm prospects.
Automated Email Follow-Up
A 5–7 touch nurture sequence sent automatically after every opt-in, educating prospects and building trust before they even speak to you.
Booking System with Reminders
Prospects book directly into your calendar with automated confirmations and reminders — dramatically reducing no-shows.
CRM Pipeline View
See exactly where every prospect is from first inquiry to closed policy — no more guessing who to follow up with.
Referral & Re-engagement Flows
Automatically re-engage cold prospects and prompt happy clients to refer — on a schedule, without lifting a finger.
Dashboard & Reporting
Track your conversion rate, email open rates, and pipeline value so you always know what's working.
Still Stitching Together 5 Different
Apps? There's a Better Way.
Most Financial Advisors are running their entire practice on a patchwork of free tools. It
works — until it doesn't. Here's what that looks like versus running on a WiseCore system.
The Patchwork Setup
Before WiseCore
Gmail / Outlook — Manually sending follow-up emails one by one, hoping you didn't forget anyone
Calendly — Booking link with no reminders, no follow-up if they ghost, no pipeline visibility
Spreadsheet / Notebook — Tracking leads in rows and columns that never tell you what to do next
Facebook DMs / Messenger — Nurturing prospects through chat threads you have to scroll back through
Viber / WhatsApp — Sending reminders and proposals manually, one message at a time
No system for cold leads — Prospects who didn't book just disappear — forever
No reporting — You have no idea what's converting and what's wasting your time
The WiseCore System
With WiseCore
Automated Email Sequences — Every lead gets a perfectly timed nurture sequence the moment they opt in — no manual sending
Booking System + Auto-Reminders — Prospects book themselves in, get automatic confirmations and reminders that slash no-shows
CRM Pipeline — Every lead has a stage, a status, and a next action — you always know exactly who to focus on
Automated Nurture Flows — Prospects are educated and warmed up through a structured sequence — not random DMs
Automated Follow-Ups — Every inquiry gets a response immediately, even while you're in a client meeting
Re-engagement Campaigns — Cold leads get automatically followed up on a schedule until they're ready
Dashboard & Reporting — See your pipeline value, conversion rate, and email performance at a glance
✦ Free Bonus — Included With Every Funnel Build
Know Your Numbers Before You Even
Book a Call
We've built two interactive calculators so your prospects can see their own protection and
retirement gaps — before they ever sit down with you. These become part of your funnel,
warming up every lead automatically.
Health Protection Architecture Calculator
Find out if your current health coverage is enough — or if a critical illness could wipe out your savings.
Retirement Planning Calculator
See exactly how much you need to retire comfortably — and whether you're on track to get there.
The Process
Three Steps to a Funnel That Works
While You Sleep
01
01
Strategy Call (Free)
We map out your exact client journey — your target market, your offer, your current follow-up gaps, and what your funnel needs to say to convert.
02
02
We Build It (2 Weeks)
Our team builds your complete funnel system: landing page, email sequences, CRM pipeline, automation flows, and booking calendar. You review and approve every step.
03
03
You Launch & Close
Your funnel goes live. Leads come in, automations follow up, and you focus on what you do best — advising clients and closing cases.
Built for Financial Advisors Who Are Done Doing Everything Manually.
Life insurance advisors ready to stop chasing and start closing
Independent financial planners building a personal brand online
Advisors selling protection, health, or investment-linked products
New advisors who want to start with the right system from day one
Senior advisors who want to scale their practice without hiring a team
If you're serious about growing your book of business — this was built for you.
Simple, Transparent Pricing. No Retainer Traps.
SMS Automation Add-On — Want to reach prospects by text too? SMS automation is available as an add-on. Additional charges apply based on message volume. Ask us during your strategy call.
Prices in PHP for PH-based advisors. UK/AU pricing available — book a call to discuss.
✦ Run the Numbers
Two Policies. Your Entire System Paid For.
See exactly how many cases you need to close to cover your WiseCore investment — then see what it takes to sustain the monthly retainer. Spoiler: it's less than you think.
Step 1 — One-time setup fee
Funnel Starter — ₱15,000
Funnel Pro — ₱28,000 setup
Step 2 — Sustaining the monthly retainer (Pro)
Commission per policy
₱12,600
Months of retainer 1 policy covers
2.3mo
Total policies needed for full year
8
Average policies per month
0.7
To run Funnel Pro for a full year, you need to close just 8 policies — that's roughly 0.7 per month. Every policy beyond that is pure profit. Your funnel works while you sleep — your only job is to keep closing.
Built on Proven Systems. Designed for
How Financial Advisors Actually Sell.
🏗️
Systems-First Approach
Every funnel we build is mapped to your exact sales process before a single page is designed. No generic templates. No guesswork. Built around how you actually work.
🔄
End-to-End Automation
From the first opt-in to the booked consultation, every step is automated so no prospect ever slips through the cracks again.
🔄
End-to-End Automation
From the first opt-in to the booked consultation, every step is automated so no prospect ever slips through the cracks again.
"You don't need a bigger team. You need the right system."
Common Questions
Frequently Asked Questions
Do I need to know tech to use this?
Not at all. That's exactly why we exist. We handle the entire build — the pages, the automations, the pipeline setup — and we walk you through how to use it once it's live. If you can check your phone and reply to messages, you can run your funnel.
How long does the setup take?
Most funnels are fully built and ready to launch within 2 weeks from your strategy call. We work fast because we follow a proven build process — and we don't start until we have a clear picture of your offer, your audience, and your sales flow.
What platform does this run on?
We build on a powerful all-in-one CRM and automation platform used by agencies and professionals across the globe. It handles your landing pages, emails, calendar bookings, and pipeline tracking — all in one place. No need to manage multiple tools or juggle separate subscriptions.
Can I use this if I'm already using a CRM?
Yes. We'll assess what you currently have and either integrate with it or show you how our system compares. Many advisors start with spreadsheets or basic tools — we help them graduate into something that actually scales.
What if I want changes after launch?
The Funnel Pro package includes ongoing support and a monthly check-in call where we review performance and make adjustments. For Funnel Starter clients, revision requests are handled on a per-item basis at a fixed rate. Nothing is ever locked and abandoned.
Is there a lock-in contract?
No long-term contracts. The setup fee is a one-time investment, and the monthly retainer (Funnel Pro) is month-to-month. You stay because the system works — not because you're trapped.
Is the domain included?
The domain is not included in the setup fee. You'll need to purchase your own domain directly from a registrar like GoDaddy, Namecheap, or Google Domains — it typically costs ₱800–₱1,500/year. We handle the technical connection to your funnel during onboarding. It's a simple one-time step we walk you through together.
Your Peers Are Already Automating.
It's Time You Did Too.
Book a free 30-minute strategy call. We'll map out your funnel, show you exactly
what's possible, and you decide if it's right for you. No hard sell. No pressure.
🔒 No commitment. No spam. Just strategy.
W
WiseCore Systems
Your Pipeline. Automated. Your Clients.
Closed.
