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

I help leaders of independent wealth management firms and advisors considering independence transform and optimize their business | Coach | Consultant

I'm the coach I wish I had during my 30+ years in wealth management. After spending 26 years at PaineWebber/UBS and then launching and leading Great Diamond Partners to $650M AUM, I founded Grandview & Co. to help RIA leaders transform their practices into thriving businesses.

I serve as a guide, helping RIA leaders achieve both professional success and personal fulfillment. My approach centers on three key drivers of RIA success:

- Succession Planning: Maximizing ownership value while creating smooth transitions
- Growth Acceleration: Developing organic and inorganic growth strategies that align with your vision
- Margin Expansion: Transforming practices into businesses through operational excellence

What Sets My Approach Apart:

Deep Experience: I faced the same challenges you're dealing with – from wearing too many hats to navigating market turbulence – you will benefit from my bruises and my wins

Proven Solutions: I battle tested technology and process optimizations that enhance, rather than detract from, client relationships

Powerful Network: I purposefully cultivated a community of amazing advisors, owners, and strategic partners who can accelerate your success

If you're an RIA leader looking to architect a more successful future for your firm while creating space for strategic thinking and personal growth, let's connect. Together, we can transform your vision into reality.

taplio

The Battle

John Swystun

Steven Tenney

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?