1d • General discussion
Happy to be here!
New here! Anytime I enter a new group I try my best to give first and share anything I know. So, I figured I'd introduce myself by giving out the thing I would have wanted when we started.
I'm Cale. I run an RIA, and for the last couple of years a lot of our growth has come from cold email rather than just referrals. It took 11 months and about $10K before it worked, and most of that was spent learning things the hard way that somebody could have just told me.
So I wrote all of it down — the campaigns we actually run, 500 templates written for advisors, the research process we go through before entering a new niche, the follow-up, and the things we got wrong. It's totally free, and hopefully it helps some of you bring on new clients and help more people.
If you're trying to grow without waiting on referrals, or want something to run alongside your other marketing, this guide should save you about 11 months, haha: https://docs.google.com/document/d/1Pg0Ns-67kuODP_IKAV9hIvWsYGEZN7xbWF4T4FlR-jo/edit?usp=sharing
If you're already running your own marketing and you've found things that work, I'd love to trade notes and learn what's working for you!
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Happy to be here!
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