Your Credentials Don't Translate Online
Your LinkedIn Profile Is a Resume, Not a Client Magnet
Your LinkedIn Profile Is a Resume, Not a Client Magnet
"19 years of experience" and "fiduciary advisor" means nothing when every other independent advisor says the same thing. Without the Merrill Lynch logo on your card, prospects can't tell you apart from the advisor who started last month.
Your LinkedIn Profile Is a Resume, Not a Client Magnet
Your LinkedIn Profile Is a Resume, Not a Client Magnet
Your LinkedIn Profile Is a Resume, Not a Client Magnet
Zero engagement. Zero authority. Zero inbound leads. You post occasionally about market volatility, and... crickets. Meanwhile, less experienced advisors are generating 10+ inquiries per month because they know how to position themselves.
Your Website Looks Like Everyone Else's
Your LinkedIn Profile Is a Resume, Not a Client Magnet
Your Email Follow-Up Is Nonexistent or Ineffective
Generic "wealth management services" copy. Stock photos of handshakes and sunsets. Prospects visit, skim, and move on to the next advisor. Your conversion rate? Maybe 0.3% on a good month. You're losing qualified prospects because your website doesn't differentiate you.
Your Email Follow-Up Is Nonexistent or Ineffective
The Result? You're Working Harder and Growing Slower
Your Email Follow-Up Is Nonexistent or Ineffective
Prospects go cold because you have no systematic nurture process. You send "just checking in" emails that get ignored. Or worse—you let leads sit in your CRM for weeks because you don't know what to say. Without a system, 60-70% of your prospects fall through the cracks.
You're Competing on Price
The Result? You're Working Harder and Growing Slower
The Result? You're Working Harder and Growing Slower
Because you haven't differentiated yourself. The advisors winning in your niche didn't go to better schools or manage money better—they just positioned themselves better. They speak directly to their ideal client's specific concerns. You're still using wirehouse-style generic messaging.
The Result? You're Working Harder and Growing Slower
The Result? You're Working Harder and Growing Slower
The Result? You're Working Harder and Growing Slower
You're chasing prospects. You're anxious about client retention. Revenue feels unpredictable. And you're frustrated that your expertise isn't translating into growth. You left the wirehouse for freedom—but this doesn't feel like freedom.
Position Your Company to Dominate, Not Compete.
I create strategic positioning frameworks that transform expertise into market authority.
Mentored by $30M entrepreneur Anik Singal (who taught countless business owners), I bring enterprise-level strategies to solve messaging & positioning challenges.
The result? Content strategy that positions you to lead your market.