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

Canada Life

Lead the development of software products and integrated solutions.  Manage the design and development of platforms as well as the end-to-end lifecycle, aligning to best practices in collaboration with product and architecture.

Technical Leader, Digital Technology

INSCOPE Project Management & Consulting

Senior IT Business Systems Analyst & Leadership Consultant

Celero Solutions

Accomplished IT Leader & Senior Business Analyst with a proven track record in employing diverse technical analysis and leadership connections to drive success.
•	Specialized in IT Operations, Data Management, Software implementation, Analytics, Governance 
•	Accomplished in data migrations, system integrations, technical administration, software development, data storage, Cyber Security protocols, Cloud computing, system monitoring, DevOps, Scrum
•	Expert in Requirements Elicitation, Agile methodology, technical and business analysis, impact analysis, troubleshooting analysis, data mapping, UX design, storyboards, user stories, reports, QA testing
•	Efficient in driving continuous improvement through business process reengineering, leveraging emerging technologies to innovate and modernize strategies, fostering sustainable growth 
•	ITIL certified and expert in IT Service Management (ITSM) program implementations and operations 
•	Experienced strategic thinker with strong analytical skills, adept at multitasking, highly organized,      proficient in fostering transparent and meaningful communications with internal/external stakeholders

Senior Manager, Data Management 

Manager, Database Administration & Application Support

Senior Business Analyst & Team Lead, eSolutions

Senior Business Analyst, Software Conversions

Direct Focus Marketing Communications

Systems Analyst & IT Project Manager 

EISI

Quality Assurance Software Specialist & Business Analyst 

Passionate Leader and Senior Business System Analyst with over 19 years of extensive Technology experience spanning Insurance, Financial, Banking and FinTech, industries. Recognized for driving positive change and delivering impactful results through strategic mindset transformation initiatives. Adept at leading teams in adopting Lean, Agile, DevOps, and Design Thinking methodologies to foster a culture of continuous improvement and maximize organizational potential. Focused on staying at the forefront of technological advancements to contribute to cutting-edge solutions.

Savanne Rogowski

taplio

The Battle

John Swystun

Savanne Rogowski

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