For experts who sell high-value servicesFinancial advisors, accountants and fractional CFOs. Coaches and consultants.

Two to five appointments a week from LinkedIn. At least two new clients a month.

In 15 to 30 minutes a day. AI does the heavy lifting. You do the human part.

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Accountancy SA ACCA SAICA SAIPA, South African Institute of Professional Accountants SAIT, South African Institute of Taxation Financial Planning Institute of Southern Africa Radio 702

And you do it without

Four things you can stop doing.

Posting contentThough you can if you want to.
Cold callingNo dialling strangers.
Buying leads or appointmentsNo paying for names.
Waiting for referralsThat may or may not come.

The problem

You're good at what you do. You just don't have enough clients coming in.

1

Referrals are unpredictable.

A referral is great when it comes. But you can't plan a business around something that may or may not arrive this month.

2

Bought leads cost a lot, and most aren't great.

You pay for every one. You chase them. And too few turn into clients.

3

LinkedIn should work. For you, it doesn't yet.

Your ideal clients are on LinkedIn. You've put in the hours. But the hours go in and the clients don't come out. Nobody ever showed you how the platform really works.

So we took a LinkedIn client system refined over ten years, and built custom AI agents into every step.

And now there is AI. If you're not using it in your business, you will lose ground to the people who are.
(AI + System) = Regular Clients

What the system gives you

Warm calls in your diary, every week.

AI does the heavy lifting. The research, the first drafts, the boring repetitive grind. You do the human part. The judgment, the relationships, the conversations. Nothing goes out until you've read it and approved it.

And by the time someone gets on a call with you, they're not random. You chose them. They've seen your profile at least twice. So you're not persuading anyone. You're just validating.

15 to 30minutes a day
2 to 5appointments every week
2+new clients a month, at least
James Molfetas
James MolfetasFounder, Regular Clients

Why listen to me

I've been where you are.

I'm a chartered accountant. I was a partner in an audit firm. Then the 2008 recession hit. The clients dried up, the salaries stopped, and I went eight months without being paid.

In the end I walked away from a practice I'd spent ten years building, with one question in my head. How do I make sure I never rely on someone else for clients again?

For the last fifteen years I've helped people who sell what they know. If you're in the financial space, I understand you, because I was one of you. If you're a coach or a consultant, I am you.

  • Author of Regular Clients from LinkedIn, an Amazon bestseller.
  • Liberty licensed the book to train its financial advisors.
  • Interviewed by Bruce Whitfield on Radio 702.
  • Thousands of accountants and financial advisors trained. More than a hundred coached one-on-one.
  • 25 years in finance. 15 years helping experts get clients.

The system has three parts. Nine steps in all.

Scroll to walk the path
PrepareBuilt once
ConnectRuns daily
ConvertCreates clients

    Want the detail? The full walkthrough explains why each step works.

    Watch the full walkthrough

    How to get started

    Three steps. The first one is free.

    1

    Book a call.

    It's free, and there's no obligation.

    2

    See it live on your own profile.

    I show you how the system works, using your LinkedIn profile. Then you decide if it's a fit.

    3

    We build it together.

    Session by session, until your system is up and running.

    What this is, and what it is not

    This is an implementation system.

    What it is

    • Built together, one-on-one.Every session ends with a real asset you can use the same day. A finished profile. A list of your ideal clients. Messages ready to send.
    • Built on you.Your niche, your offer and your voice. So nothing sounds like everyone else.
    • You learn AI properly.You build real things with AI in every session. Clients tell us that changes the rest of their business too.
    See how the coaching works

    What it is not

    • Not a course.No templates, checklists and standard operating procedures to work through on your own.
    • Not lead generation done for you.We don't generate leads for you. You build your own system, and AI drives it.

    What clients say

    Results from people who did the work.

    12meetingsnew clients, in the first month and a half
    "The Regular Clients LinkedIn System is very practical and logical. So, the steps are easy to implement if you follow them. I got pretty good results right off the bat. In the first month and a half of using the system I have had 12 meetings and signed up three clients."
    Brynn Diesel

    About 30 people a week

    "In terms of my actual connections, I've doubled up in the first month. At Liberty, we strive for at least about 15 people a week, I was on about 30 people a week, in December. It's not a guessing game anymore."
    Nazeer Muhamed

    Easy to implement

    "I found the system very easy to implement. Because it was so well structured. It was simple to follow."
    Craig Rattray

    5,000 people, not 30

    "I've relied on networking to get most of my clientele. I can go to a networking meeting and there may be 20 to 30 people there. One to 30 a night. But on LinkedIn I've got over 5,000, 6,000 people now in my tightly held, filtered, targeted list."
    Clay Neves

    One member covered the whole thing

    Johann signed his first member from LinkedIn. That one member more than covered his entire eight months of coaching.
    Johann van Wyk

    Free resources

    Want a free copy of the book?

    Connect with me on LinkedIn and ask for it. I'll send it to you.

    Regular Clients from LinkedIn, by James MolfetasRegular Clients from Sales Navigator, by James Molfetas

    See how it works on your own profile.

    If you'd like to explore how we can build this system in your business, book a free, no-obligation call, and let me show you how it works on your own profile. Then you can judge for yourself.

    (AI + System) = Regular Clients