Basic Financial Literacy

I'm Patrick, Creator of Basic Financial Literacy. I built one of the largest personal finance audiences online from scratch.

And now I help financial advisors turn attention into appointments using the same systems that got me here.

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Why Smart Financial Advisors Struggle to Get Clients (And How to Fi...

Jul 11, 2025

About Me:

I'm Patrick Di Cesare

I'm Patrick Di Cesare

I didn’t just grow a social media following...I built a business from it. After creating Basic Financial Literacy and growing it to over 600,000 followers and millions of views, I built the funnels, email sequences, and backend systems that turned attention into revenue.

Now I help financial advisors do the same.

Whether it’s building a lead magnet that actually converts, writing emails people look forward to reading, or creating content that drives conversations, I show advisors how to attract clients online—without relying on referrals or cold outreach.

READ MY STORY