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For decades, Advisories and Wealth Management Firms have been shuttered from marketing online properly. Shackled by regulation and blinded to the true essence of a great online presence:

Activities and assets that leverage the fundamentals and align with your principles.

Your industry has been tirelessly digging for gold - sweat-riddled and panic stricken - when it was never buried to begin with.

This has birthed a strange, twisted obsession with weird silver bullets; wacky, unsustainable shiny objects; online RIA directories that only represent a competitive parity; and digital marketing fads that only burn your goodwill alive.

Ironic, given that your principles are to: 
✅ ensure comprehensive fundamentals are in place
✅ respond to market activity with equanimity
✅ leverage the magic of compounding
✅ plan over long-term horizons

Yet when it comes to digital marketing and trying to grow AUM online?

Raise your hand if you've been on a roller coaster of crackpot, digital marketing tom-foolery for two decades🎢😱

Your firm deserves to market online using a diverse array of rock-solid tools and tactics, built upon a foundation of ABSOLUTELY NAILED FUNDAMENTALS.

Without the fundamentals nailed (warning: they are actually quite boring and mundane), you're running a race against Olympians with lead in your sneakers.

I'm here to pull back the wool, and show you the "secrets" that have been hiding in plain sight all along. They are no less principled than your approach to advising your clients. 

For too long, the SEC's tight grip on marketing rules was unfair, restricting you from using the most powerful, effective, and persuasive tools in the marketing toolbelt.

In 2022, the SEC officially rolled out the new marketing rule...

...but the industry is still hypnotized by shiny objects and silver bullets, having never truly understood the fundamentals of a great online presence.

So if you're ready to finally take those marketing training wheels off... 

If you're ready to stop posting links to vanilla Broadridge articles on LinkedIn that only get punished by the algorithm and drive zero engagement...

If you're ready to quit the weird silver bullets, lackluster directories, and 3rd party lead gen and appointment setters...

If you're sick of your website's "book a free consultation" button that never gets clicked...

And if you're ready to FINALLY take your own advice and build something comprehensive and diversified, to build a better future, just like you inspire and assist so many others in doing...

DM me "fundamentals".

John Swystun

I'm the Founder of Aureus Advantage, a transformation partner for wealth firms navigating M&A, platform evolution, and strategic growth. We bring the rare combination of real-world operating experience and actionable strategy, because building the future of wealth requires more than playbooks and checklists. It requires lived insight and experience. 

My Experience
I’ve built, led and scaled multiple multi-billion-dollar wealth firms, designed and implemented enterprise platforms, and executed over 60 M&A transactions. I’ve worked across the industry, from product strategy at BlackRock to platform transformation and integration leadership at Focus Financial Partners.

As Chief Experience Officer at Connectus Wealth (Focus Financial Partners global corporate wealth platform) I designed and integrated the global wealth platform and drove growth from zero to $13 billion AUM in under three years.

What I Do Today
Aureus Advantage: Advising wealth firms and family offices on M&A strategy, integration, platform scalability, and vision.

I also serve as a Venture Partner at Thicket Ventures , where I source, evaluate, and accelerate the next generation of wealth tech startups alongside institutional investors.

Industry Voice: Frequent keynote speaker and panelist on M&A, platform and industry evolution 
and innovation in wealth management.

Who I Work With
Independent wealth firms, large acquirers and private equity: If you’re preparing for a transaction, managing post-deal complexity, or creating a vision for your platform, Aureus provides strategic and operational support to move faster and smarter.

Wealthtech Founders: I help bridge the gap between your innovation and industry adoption combining venture insight with operator experience.

Event Hosts & Organizers: I bring energy, insight, and tactical frameworks to stages across the wealth and fintech landscape backed by lived experience and 60+ M&A deals.

Let’s Connect

My work is about transformation with strategy that’s grounded in reality, not theory.

If you’re building the next chapter of your firm or reimagining what’s possible in wealth, I’d love to connect. Let’s build what’s next, together.

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John Swystun

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