1. EXPERIMENTS IN ADVISOR MARKETING
An iTunes Top 100 Marketing podcast!
Join me on this journey as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box marketing experts in an effort to learn how to reach and help more people.
👉 LISTEN ON YOUR FAVORITE PODCAST APP
2. EXCLUSIVE MARKETING RESOURCES
Want more marketing content? The members-only section provides:
- Exclusive Marketing Resources & Templates
- Marketing Office hours
- Discount Codes for Marketing & Technology Services
- Members-Only Marketing Podcast
Note: 5% of all subscription fees are donated to the Foundation to Financial Planning and the Association of African American Financial Advisors (AAAA)
👉 Click Here to Learn More About Joining
3. THE AGC – #1 ONLINE COMMUNITY FOR ADVISORS
The AGC™ is a virtual community for financial advisors dedicated to growing personally and professionally alongside their peers.
Benefits include weekly webinars, access to the private community, monthly guest lectures, digital book club, freelancer marketplace, annual meet-ups, and more!
👉 Click Here for All the Details
4. MARKETING CONSULTING
I’m currently working with a small group of financial advisors on a case-by-case basis to help them:
- Increase organic web traffic
- Create high-quality content optimized for SEO
- Turn web visitors into clients
(Note: I’m not currently taking on marketing consulting projects. Instead, I’m staying focused on group learning experiences such as The AGC to allow for more advisors to benefit at a lower cost. Click here to learn more about The AGC and why 130+ advisors around the country have joined.)
Recently Completed Project: Utterly Financial
Project consisted of:
- Brand development
- Website strategy & layout
- Marketing strategy and media outreach
- Content marketing & SEO
Thank you for taking the chance on a marketing noob. There are so many Facebook Ads, LinkedIn messages and online gurus that “Can teach you how to transform your business!” I’ve never been tempted to sign up for one of those but knew I needed help. You’ve built a practice that I aspire to have, and now feel that I am headed on the right path towards that. I feel like I only tapped the surface of your marketing expertise, but your advice on all things marketing has been profoundly helpful. ~Craig Goldslager, Founder, Utterly Financial