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Jul 2 •
Welcome to the Advisor Marketing Guild
We don't like to waste time, ours or yours -> This Skool Group is a portion of our system that we've used to market financial advisors for the last decade, handed to you to run yourself. We're not here to hype anything, this is real world tested, real world confirmed marketing that can benefit ALL financial advisors. Whether your $1M to $500M AUM, the steps in our modules are guaranteed to get you more clients than you were before. But you don't need an entire team to do everything either or buy snake oil from "digital marketing experts." Another benefit is, I'm in here. Ask me things. We love helping advisors. Three steps to start: 1. Introduce yourself below, 2. Open Module 1 (it's the fastest win and you can knock it out this afternoon), 3 Grab a template from the library. We Are Glad you're here.
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28d •
Friday Showcase: Share One Thing You Made or Learned
It’s Friday, and we’re closing out the 90 days with a member showcase. Pick one thing from the last few months that another member could use. It doesn’t need to be polished, and it doesn’t need a result attached. A rewritten homepage headline counts. So does a checklist you adapted, a Google Business Profile update, an email you finally sent, or a lesson you learned the hard way. Share it in the comments using this format: - What I made or learned: - What it helped me do: - What I’d tell someone starting it: If you’re sharing a screenshot or document, remove client names and personal details first. Please leave out performance numbers and anything that reads like a testimonial. We’re celebrating the work here, not claiming outcomes.
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29d •
Build Your Stop-Doing List Before Q4 Gets Busy
Most marketing plans only ever get longer. A new channel, a new tactic, one more thing someone said you should be doing. Almost nobody writes down what to stop. Take 10 minutes today and list everything you currently do for marketing. Then sort each item into one of three buckets: Keep: you can name a reply, call, or referral it produced. Fix: it matters, but it’s inconsistent or half-finished. Stop: you can’t point to anything it has done for you, or you dread it and it shows. Pick one item from the Stop bucket and take it off your plate this week. This isn’t about doing less marketing. It’s about protecting your time for the few things that actually work for your firm.
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Oct 14 •
Use your side-by-side to find your strongest channel
Yesterday you put your first audit next to today’s. Pull that side-by-side back up. Look at the lines you marked “better” and sort them by channel: local search, website, content, email, social, and referrals. The channel with the most “better” lines, or the biggest jump, is your candidate. Then check it against one number that shows real attention, like profile views, site visits, replies, or inquiries. If the audit and the number disagree, go with the number and make a note of why. Haven’t finished the re-audit yet? Use the last 90 days of whatever numbers you have. Directional is fine. Which channel came out on top for you? Reply with it and the one line in your side-by-side that proves it.
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Oct 13 •
Repeat your baseline audit today
Three months ago, you took a snapshot of your marketing. Today we take the same snapshot again. Open the baseline audit you completed when you joined and re-answer every question exactly as you did the first time. Same checklist, same order. Don’t change the questions to make the results look better. Then put the two versions side by side and mark each line as better, the same, or worse. You’re not grading yourself. You’re finding out what actually moved, because most of us remember our effort better than our results. Your move: Finish the re-audit today and keep your side-by-side handy. Tomorrow we use it to find your strongest channel.
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