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How It All Began

Our Story

After graduating with finance degrees, Oliver Grimard and Darrin Brodie, two college friends, were fascinated by some of the latest trends in the digital space. They began voraciously reading and studying different digital marketing strategies that could be leveraged to start and grow a business.

 

They started out serving financial advisors across the U.S. to help them thrive using the latest technologies to get more leads. Within the first month, Financial Leads Academy had a client report 97 new qualified leads in just 30 days using their new strategy. Today, they have expanded their scope of work to multiple digital platforms and continue to help advisors generate exclusive high net worth leads as well as B2B leads all over the country. They have a tight-knit team of sales, marketing & development professionals with several million in combined new business generated for their clients.

More recently, FLA joined forces with Terrance McMahon, a former industry CEO that managed over a billion in assets and over 50,000 clients, to the team. Terrance was forced to exit the industry a few years ago when he nearly died over liver failure but was the recipient of a life-saving liver transplant in 2017. Terrance has helped countless advisors to grow their client base without sacrificing the important things in life.