RIA organic growth systems | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content = dead simple | Compliance focused |🗓️Secure Your Free Exec Workshop Below ⬇️

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

OutreachGenius

At OutreachGenius, we specialize in helping businesses unlock hidden revenue by reviving dormant leads in their CRMs and turning them into booked sales calls.

Our AI-powered agents handle everything—personalized outreach via calls, emails, and SMS to re-engage cold or unconverted leads. The best part? It’s all done on a pay-per-appointment basis, so you only pay for results.

Here’s how we can help:

1. Revive dormant leads: Recover up to 15% of leads sitting idle in your CRM.


2. Book sales calls effortlessly: Let our AI agents do the heavy lifting while your team focuses on closing deals.


3. Increase revenue without overhead: No more chasing cold leads or adding staff—just results.



If your CRM is full of leads gathering dust, we’ll help you transform it into a revenue-generating machine.

Visit outreachgenius.ai to see how we’re helping businesses like yours boost sales and grow with ease.

Chief Executive Officer

ACE Marketing

WHAT WE DO

We make it unreasonable for your business not to generate 20 - 25 more qualified sales appointments monthly. 

HOW WE DO IT

Leveraging AI and automation to identify the highest intent prospects who are ready to buy, crafting personalized outreach messages and leveraging automation to scale your offer. 

WHAT MAKES US DIFFERENT?

We are at the very cutting edge of AI and automation with our proprietary suite of software geared towards helping you reach your goal quickly. Our approach is completely proprietary. 

Want to learn more? 

Visit the link in bio to learn more

Founder

Providing consulting services to small/medium-sized organizations in the areas of leveraging technology to improve business functions. 

We analyze the current state of the use of technology in areas like customer service, marketing, security, operations etc, we then provide reports and recommendations on the best way to efficiently deploy technology ranging from A.I, automation, software and more to digitally evolve different aspects of the business.

We then help organizations execute the recommendations internally or through our network of partners.

Get in touch if you are interested in learning more

https://calendly.com/davidowasi/30-minute-meeting-cdap

Digital Transformation Advisor

The Winnipeg Chamber of Commerce

The Small Business Advisory Council is a group of small business members from a variety of sectors that work alongside The Winnipeg Chamber to help shape things like programming and events, based on current issues that are important to Winnipeg’s small business community.

Small Business Advisory Council Member

TreeCloud

77% of loyalty programs fail to either get enough sign-ups, stay profitable or generate enough engagement.... and most programs fail in the first 2 years.

We are using NFTs to change that!

We are partnering with lifestyle brands to redefine their loyalty programs and take it to the next level.

Here are some ways NFTs will help do that

1. Exclusivity - NFTs by nature are unique and scarce and this feature alone is enough reason for most to participate in your loyalty program.

2. Easy to create and manage - NFTs are relatively easy to create. Collections can be programmed to reduce costs while increasing the value of your brand.

3. New revenue stream - The use of smart contracts can help brands make a commission from every NFT sale in perpetuity.

4. Flexibility in bringing value - NFTs allow you to bring more value to your program through collaborations across a wide range of industries to provide more experiences to your customers.

Get in touch with us  if you are interested in exploring how NFTs can take your loyalty program to the next level

https://calendly.com/davidowasi/treecloud-loyalty-programs-with-nfts

Go Oil 

Responsible for building and leading the franchise sales and development teams for Go Oil Canada in North America.     

Responsibilities included training, developing and mentoring team members, building scalable processes and systems and facilitating the training and ongoing development of all of Go Oil's franchise owners.

Director of Franchise Sales & Development

David Aplin Group

•	Designed and implemented overall recruiting strategy.
•	Sourced and attracted high-quality candidates. 
•	Conducted interviews and filtered candidates for open positions.
•	Coached and mentored promising candidates.
•	Built and managed relationships with businesses and stakeholders to understand their ongoing talent needs.

Recruitment Consultant

GroupStrength Benefits Direct Inc.

•	Qualified leads and converted them to sales opportunities.
•	Identified my client’s needs to suggest appropriate employee benefits solutions.
•	Built trusting relationships with my clients.
•	Shared solutions with my clients.

Awards Received: 
 Top Closer Award - 2018
 Top Closing Ratio - 2018
 Generated over $850,000 in benefits premium

Business Development

College Pro

College Pro painters franchise owner for 4 business years while attending full-time university studies.

•	Oversaw the marketing, sales, staffing, profit & loss, production and quality control of over $650,000 in revenue.
•	Maintained high-quality levels on all projects, from small residential to bigger commercial properties.
•	Managed all areas of the business including business start-up, planning, sales, marketing, production and recruitment. 
•	Oversaw staff-management, market share control, conflict resolution, quality control and continuous employee development.
•	Responsible for leading 1-5 painting crews simultaneously at multiple locations. 
•	Attended multiple training conferences and received a volume of one-on-one coaching from world-class executive coaches.
•	Mentored 2 key employees into successful business ownership.

Awards:
Leader Of The Year Award 2017
Presidents Award 2017
Platinum Award 2017
$50,000+ Net Profit Award 2017
Star Business Award 2017
$25,000 Jump Start Certificate - 2017
Grower Award 2016
Presidents Award 2016
$50,000+ Net Profit Award 2016
Excellence Business Award 2016 
$25,000 Jump Start Certificate - 2016
Grower Award 2014
$25,000 Jump Start Certificate - 2014
Presidents Award 2014
Personal Growth Award 2013

Business Owner

•	Liaised with TD clients to provide a superior customer experience. 
•	Provided efficient solutions to my clients daily banking needs by identifying and recommending financial products to satisfy short term and long term needs
•	Provided financial advice and looked out for my client's overall best interest.

Customer Service Representative

American Income Life Insurance Company

•	Managed current and past client accounts. 
•	Worked with union members to understand their needs.
•	Advised clients on insurance products and services offered.
•	Developed key relationships, contacts and participated in valuable business and community events.

Benefits Analyst & Specialist

I imagine and then create

By combining deep software engineering expertise with proven growth-hacking strategies and a chronic addiction to entrepreneurship, I create innovative software solutions that help companies to scale their lead generation and sales. 


Right now, I’m obsessed with building foundational technology that integrates intent data signals, conversational AI and agentic workflows to simplify revenue growth for businesses.

I’m Nigerian-Canadian, a TEDx speaker, a proud dad of two, and when I’m not building or brainstorming, I’m probably making music (or pretending I’m better at it than I really am).

Get in touch in my DMs or email me at david@outreachgenius.ai to discuss AI and scaling companies.

taplio

The Battle

John Swystun

David Owasi

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