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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

Auxesys

Co-Founder & Head of Video Strategy

Haseeb Media

Filmmaker

Adventr

Creative Studio Manager

Creative Producer

Contributing Producer

Video Production Specialist

O&W Films

Co-Founder / Producer / Editor

Award-winning filmmaker with 10+ years of experience in agency, in-house, and studio environments. Beyond eye-catching visual storytelling, I create content that drives lasting impact with audiences, brands, and clients alike.

Some examples include:

• As Creative Studio Manager at Adventr, I've worked with clients and partners across industries from GMC to Autodesk and was responsible for adding $250,000 USD+ of annual contracts. My team exceeded expectations with 13x the conversions companies had previously experienced.

• At CBC Manitoba, I added 100,000+ new viewers by spotlighting the local South Asian community and collaborating with other creators and social media influencers.

• Won several awards as an independent filmmaker, including most recently Best Local Picture at The Mosquers Film Festival, where they received 1,000+ submissions.

I get excited about opportunities where I can leverage my creative problem-solving and technical expertise to lead a dynamic production team. Collaborating is at the core of what I do, so I love connecting with new people. You can reach me at wasifhaseeb@gmail.com.

Wasif Haseeb

taplio

The Battle

John Swystun

Wasif Haseeb

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