4d • General discussion
How to build a tribe as a Financial Advisor and grow organically
Tomorrow, we are tearing down that model.
I’m sitting down with Joe Moss (Curator of AdvisorTechBook), the man who literally wrote the book on the modern Advisor Tech Stack.
Joe believes the future of organic growth is Community.
In this episode, we are going to cover:
- Why you should stop collecting emails and start collecting members.
- The exact tools you need to grow (and the expensive ones you need to cancel today).
- How to turn your financial planning practice into a "movement" that clients never leave.
Who is this for? Independent RIAs and Financial Advisor who are tired of the "Hamster Wheel" of business development and want to build a self-sustaining organic growth engine.
⏰ When: 11:30AM CT
Where: In Skool
Bring your questions. This isn't just theory; it's the playbook.
See you there.
2
2 comments
How to build a tribe as a Financial Advisor and grow organically
skool.com/advisorwebgrowth
A free community for advisors to learn about growing organically, discuss about problems that are related, and find the best solutions.
Leaderboard (30-day)
1
🚀
🔥
+2
Powered by