Financial Advisor Marketing Course
Yes, sign me up for the practical marketing course for financial advisors and wealth managers that helps grow client base and AUM
Financial advisor marketing might seem overwhelming when you don’t know where to start.
But that changes from here.
Over seven actionable modules, we’ll show you how to build a memorable brand, turn your website into a lead-generating machine, dominate local search, and harness the power of testimonials, content, email, and social media. This is your step-by-step guide to mastering the marketing strategies that will take your advisory business from overlooked to in-demand.
Course Conent
Brand Identity
Discover how to create a brand that stands out, earns trust, and gets people talking. Learn the secrets to positioning yourself as the go-to expert in a crowded market—your competitors won’t see you coming.
Website
Is your website just sitting there, looking ok’ish but doing nothing for your business? We’ll show you how to transform it into a conversion machine. Learn the five key mindset shifts you need before building a site that turns visitors into high-value clients.
Google Business Profile
Dominate local search and ensure you’re the first advisor clients find when they’re ready to make a decision. You’ll learn how to optimize your Google Business Profile so that competition becomes irrelevant.
Client Testimonials
This module teaches you how to collect testimonials that help you close deals faster. Turn happy clients into raving fans who sell your services better than any sales pitch could.
Content Marketing
Are you wasting time on content that doesn’t convert? Learn how to create magnetic content that positions you as the expert clients seek out. We’ll show you how to turn your knowledge into a lead-generating machine without burning out or getting lost in the noise.
Email Marketing
Email marketing prints money—if you do it right. This module unlocks the secrets to crafting emails that get results. Discover how to build relationships through your inbox, nurture leads, and get clients, all while automating the heavy lifting.
Social Media Marketing
Social media can drain your time or grow your business—this module ensures it’s the latter. Learn how to build a strategic social presence that attracts qualified leads and converts them into clients. Plus, uncover how to engage followers who don’t just like your posts but take action.
