Hyper Pony Studio

Owner

North Square Investments

Digital Marketing Consultant

FortéOne

Fractional CMO | Chief Marketing Officer

Ariel Investments

C.S. McKee

UX Collective

Contributing Writer

MAQTOOB

Digital Bootcamp

Instructor

The Simons Group

Senior Designer

👑 Web, Marketing, & Design Expert for Advisory and Consulting Firms 👑 Websites driven by marketing expertise 👉 hyperponystudio.com

👋 Hi I'm Manda!

Follow me and ring my 🔔 if you're in the financial services industry and want to learn more about:

👉 Marketing persuasion techniques 
👉 Writing copy that converts
👉 Attracting potential clients
👉 Turning those prospects into clients
👉 Professionally presenting your brand 
👉 Attracting your ideal clients
👉 Creating an EFFECTIVE website
👉 Establishing trust and building authority

🔻 🔻 🔻 Want to work together? 🔻 🔻 🔻

For advisory and investment firms:
🔹 Complete brand, website, & marketing overhauls
🔹 Ongoing marketing and fractional CMO services
🔹 Deep-dive website audits

For independent financial advisors:
🔹 Deep-dive website audits
🔹 Web and marketing flash audits
🔹 Ignite Your Site course coming soon!

Learn more, view samples of my work, or start your project at hyperponystudio.com!

👑
Hyper Pony Studio 
Digital marketing for the financial services industry

Manda Szewczyk

While everyone else is hurrying to add AI to their platforms, this is the message I received when I clicked the chat/help option on the app I use for my proposals:

"Don't worry, we don't use AI, bots or canned replies. Just 3 guys in different parts of the world ready to help you use Better Proposals."

What a relief! Thank you Better Proposals!!

 - - - - - - - - - - 

🤔 So what's the lesson here?

If you're doing something different (or something better) SAY IT.

Don't expect people to notice on their own.

 - - - - - - - - - - 

👋 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

👑 Websites & Marketing Overhauls for Financial Advisors & RIAs 👉 Sharing digital marketing tips

I'm noticing some disturbing behavior on Linkedin.

I've been away for a while, and I'm longing for the days when all there was to complain about was pitch-slapping in the DMs.

Here are some new LI tactics that I'm NOT loving...

- - - - - - 

🙄 People selling their services in the comments section of my posts

Not just chiming in or offering anything useful, but literally saying, "These are the services I offer" – like a little ad in the comments. Most of them are other marketers or web designers.

Not cool.

- - - - - - 

🤨 Adding me to their email newsletter list just because I accepted their connection request

Um, I agreed to connect. Not subscribe! As soon as someone does this, I lose all trust in them and their business tactics.

Unsubscribe. Unfollow. Goodbye.

- - - - - - 

😡 Sending me calendar invites when we've never communicated before

This one is the WORST! I'm getting meetings on my calendar and in Zoom from people I've NEVER met!! Some of them are for webinars, some are demos, some are pitches – but NONE of them are with people I've ever met or talked to.

What the actual...???

- - - - - - 

I get it. Building a business is hard. But come on!!

Have you experienced any of this? Or is it just me?

Quick tip for anyone creating a video. 

Take a pause every now and then, look at the camera, and smile. 

Because at some point, someone is going to have to go through that video and find a nice screenshot to use as an overlay. 

And, if you never stopped to smile, you're not going to like the options.

- - - - - - - - - - - - - - 

🛼 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

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My least favorite part of Halloween? The commercials.

Even as an adult, ads for scary movies freak me out. 

As a kid? I'd have nightmares for weeks.

I don't like the images or the sounds – it messes with my nervous system.

And I'm sure I'm not the only one.

Why isn't there a law against showing ads for R-rated movies during G- or PG-rated programming?

I'd like to be able to opt out of the horror category in my streaming services too.

I know lots of people love those movies and that's great - but they're just not for me.

Anyone know who I can talk to about this?

- - - - - - - - - - 

BTW, my favorite part of Halloween? Half off candy the next day! I'm also a fan of toddlers dressed as Care Bears and older kids who make their own costumes. I always give extra candy for home-made creativity 🎃

What's your favorite/least favorite part of Halloween?

This is a rare post for the non-advisors who follow me.

One of my clients wrote a book, and for today, it's only 99 cents if you order the Kindle version. 

Here are some of the things you'll find inside:

👉 Why the “4 percent rule” and other retirement myths could be sabotaging your future

👉 The Three Tax Buckets strategy that gives you control over your retirement income

👉 How to create a “retirement paycheck” that feels like real income rather than raiding savings

👉 Dynamic Income Planning with guardrails that adapt as your life evolves

👉 Why most estate plans fail, especially after the SECURE Act, and how to fix yours

It's a book about retirement, written for people who want to do their best to avoid mistakes and set themselves up for success – and who don't enjoy reading financial novels. This one is short, actionable, and free of financial jargon. 

If it sounds interesting, search for "From Work to What’s Next: Designing a Life you Don’t Want to Retire From" on Amazon, and choose the Kindle version.

All three of these tweaks come from real samples I found on a professionally designed advisor website.

Take a look and let me know which is your favorite, and if you're planning to make any of these changes to your own site.

- - - - - - - - - - - - - - 

🐙 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

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Julie Pinkerton, CLU®, ChFC®, LUTCF®

Brokerage Director / Personal Sales

Evozen, LLC

Launched in late 2021, ClientFirst™ is a digital community formulated specifically for independent Rainmakers in tax, legal, insurance and investment fields as well as other specialties that support the flow of money with clients across the entire US. The experienced and talented men and women in our community are fully diverse and committed to growing their businesses, profitably achieving scale and ultimately exiting at the best possible value to meet their retirement goals. Most importantly, they adhere to a fiduciary standard so that client needs are first, fully and foremost.

Chief Executive Officer

U.S. News & World Report

Writing bi-monthly content for Financial Advisors to scale their practice and ultimately, have a successful transition. Articles especially focused with an eye toward the human side of the profession and engaging other professionals (insurance, tax, legal and specialty) to best serve clients in all aspects of their planning needs.

Pacific Life

National Sales Manager - Practice Management

Divisional Vice President - Regional Life Office Distribution

Regional Vice President - Regional Life Distribution

Field Vice President - National Accounts & Regional Life Office Distribution

Regional Sales Director

Transamerica

MetLife

Insurance Agent

National Group Corporation

Special Projects Coordinator; Marketing

I never do New Year's Resolutions. Rather, I had Plan B and updated it for 31 years with new knowledge, experience and a robust network.

In 2017, it was time. It took several years to bootstrap the technical development plus the pandemic. 
In 2021, we went live and haven’t looked back. 

Tax, legal, investment, insurance & trust professionals state these challenges: 
* Scaling practices
* Increasing women/minority representation
* Creating a high firm valuation.

▶︎ The missing ingredient? Organic growth. It’s the leading problem every.single.day.

With the surging stock market and easy M&A money, firms had practically stopped marketing. When the winds turned, advisors had to suddenly learn social media while navigating websites and lead services. Overhead rose; results were less than ideal.

Financial advisors say they get 64% of their referrals from existing clients. But, they hate asking. 

▶︎ The highest quality and most profitable referrals come from other professionals. 89% of high net worth clients find their financial advisors through their CPA and attorney. 

▶︎ The most valuable person in a firm is a Rainmaker. Rainmakers make revenue happen by strategic peer-to-peer networking. But, they have no easy way to connect to each other.  It could take hours, days (or never) to find "a good estate planning attorney in Austin".  

Clients demand experience, credentials, niche markets and native languages. If geography is challenging, think how impossible it is to search for all of these needs.

The country is on the move, too. Geography no longer matters. Advisors are losing clients as they vacate certain states. Advisors themselves are moving to mountain cabins, lake houses and even abroad. Networks desperately need updating so that they can find the BEST professional for a given problem, not just the closest one to their office.

✅ We created ClientFirst, the only national, fully-diverse network of and for independent Rainmakers in the investment, insurance, law, tax and trust professions.

✅ What used to take days and typically got poor results, now takes less than 90 seconds.

It has been a real joy for me to see individuals, firms and enterprises taking note of our growth. Every day we add more top-notch professionals. Our growth allows us to give back, too through OneGenAway, a TN 501(c)(3) that is feeding America. The bulk of our professionals choose Tier 2 - each subscription feeds 1,186 families for a week. 

ClientFirst is the trademarked platform of Evozen, LLC.

ClientFirst™ is a digital community formulated specifically for independent financial advisors and all the professionals that support the flow of money (e.g. insurance, tax, legal and other specialities) across the entire US. The men and women in our community are fully diverse and committed to growing their businesses, achieving scale and ultimately exiting at the best possible value to meet their retirement goals. Most importantly, they adhere to a fiduciary standard so that client needs are first and foremost.

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Manda Szewczyk

Julie Pinkerton, CLU®, ChFC®, LUTCF®

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taplio

The Battle

Manda Szewczyk

Julie Pinkerton, CLU®, ChFC®, LUTCF®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Manda Szewczyk's LinkedIn Performance

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