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

Concierge Wealth Management

Owner & Chief Wealth Concierge providing the following services to clients:
* Comprehensive Financial Planning
* Retirement Planning/Analysis/IRA Rollover Accounts
* Asset Management and Allocation
* Income in Retirement
* Insurance Planning and Needs Analysis
* Portfolio Optimization and Investment Strategies
* Tax Management Strategies
* Estate Planning Strategies
* 401(k) Planning, Implementation and Management for businesses and institutions

Principal, Founder & CEO

Ameriprise Financial Services, Inc

Provided customized financial plans, investment, insurance and retirement solutions for high net worth individuals, families and small businesses.

Franchise Owner/Senior Financial Advisor

CONCIERGE WEALTH MANAGEMENT™️ is #YourFinancialConcierge™️  - My focus is on YOU, the client, making you happy, exceeding expectations and delivering personalized advisory solutions with a smile.  

I provide our clients a personal Wealth Concierge to design a personal financial and investment plan based on their life goals. We call it the Plan, Prosper, Empower™️  approach.  

My goal is to to be "Your Financial Concierge™️" by uncovering what is truly important in your lives. We look at money as a tool to help you accomplish your dreams.  I am dedicated to flying with you on this journey.  

This strategy focuses on helping you become more confident about managing your financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to address the needs of high net worth individuals and small business owners. Working together, we will continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.

🌐 ConciergeWM.com
📧 jb@conciergewm.com
📞 (617) 600-4676

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’  above.
Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor.  Concierge Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

CRPC conferred by College for Financial Planning

Specialties: Wealth Planning, Investment Advice, Retirement Planning Strategies, Protection and Insurance, General Financial Planning, Asset Allocation, Education Planning

taplio

The Battle

John Swystun

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®, BFA®

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