Rob Sousa
Rob helps financial professionals clarify their message, build conversion-focused funnels, and create marketing systems that turn expertise into qualified sales conversations.
Join Rob Sousa and Brian Wayne for a practical workshop showing how financial advisors can use documentary-style video, a strategic sales page, and a pre-built follow-up system to move prospects from “Who are you?” to “How do we work together?”
The workshop combines funnel strategy, advisor marketing, documentary storytelling, and practical implementation.
Rob helps financial professionals clarify their message, build conversion-focused funnels, and create marketing systems that turn expertise into qualified sales conversations.
Brian brings the story architecture, creative direction, and production insight that makes documentary video watchable, human, and persuasive without sounding like a rehearsed brochure.
Join the workshop and see how the pre-built WealthVids documentary sales funnel can help your practice create trust, educate prospects, and generate more qualified appointments.