it might make sense to have a conversation if:
YOU ARE AN
IAR or RIA
YOU ARE
GROWTH-FOCUSED
YOU DO $10 MILL/ YEAR+ IN FIA's
it definitely makes sense to have a conversation if:
... You are hungry for the next big breakthrough in your business and life
... You approach your clients and community with a servant’s heart
... You like to surround yourself with people who challenge you to do & be better
... You are a leader and a change agent
... You respect and value opinions of people with different perspectives
"I HAVEN'T BEEN THIS EXCITED ABOUT MY BUSINESS IN YEARS."
there are 3 big reasons advisors are joining the movement ...
01
THE MASTERMINDS
OVER THE MASSES
Currently, the marketing partners and experts collecting your marketing dollars all come from within the industry.
Don’t get me wrong, it is highly crucial that your marketing companies understand our unique environment and compliance challenges.
However – when we shared our industry’s current shiny objects to our planet’s greatest minds, they were not impressed.
You may have already had some access to today’s thought-leaders – but they were probably up on a stage.
And your takeaways were likely more of general philosophies than actionable (and customized!) strategies.
We’ve been in the trenches with the experts who have built audiences and systems for A-List celebrities, household names, and international thought-leaders with the goal of applying truly cutting edge best practices to our members and their firms.
Members have a seat at the table with these world class experts and exclusive access the cutting edge systems they use in their own businesses.
Its truly a once in a lifetime opportunity to apply the latest and greatest strategies, hacks and tactics to your practice.
You deserve it.
02
CAREFULLY CRAFTED
OVER COOKIE CUTTER
9 times out of 10, even when you are told that your marketing is customized, its not.
A majority of the companies supporting financial advisors are taking templated materials, slapping your name on it, and calling it a day.
Even worse – many of “the best” vendors are not providing any customization AT ALL. They’re marketing a universal brand and introducing you as the “local representative”.
AKA – taking your marketing dollars to build their own brand equity WHILE lowering your stickiness to those prospects.
Every part of your brand and the way you show up should be highly personalized. Your prospects should see you as THE EXPERT be specifically signing up to work with YOU.
Even before your prospects become clients, their experience with your firm should be unforgettable and one of kind.
As an elite financial advisor, you deserve marketing that is going to help you create meaningful influence and a line out the door, and not just more "leads" who don't actually want to work with you.
Members receive custom, cutting edge funnels never seen before in our industry.
And because of our exclusive nature, we'll never get too big to help you create the equity in your business that you deserve.
03
THE COMMUNITY
YOU DESERVE
If you are an elite and forward-thinking financial advisor who is on a mission ...
ONE, to reach their fullest potential in business AND life
while TWO, maintaining the physical, mental, and financial health required to prevent from burning out …
You better have a tribe.
Being a high-earning, successful financial advisor can be a lonely road.
As opposed to being surrounded by more admirers than achievers …
Or people who think you are insane for constantly striving to do and be better – both in your business and in your personal life…
You deserve to be around people who understand, support, match, and fuel your drive, commitment, passion, work ethic, and desire to improve every single day.
Because each member undergoes a rigorous review process before being invited to officially join the group, those who make it are immediately immersed in a true tribe that is as committed elevating their business and quality of life as you are.
A tribe full of advisors who give more than they take.
Advisors bringing on hundreds of millions of dollar / year that challenge you to get outside your comfort zone and think outside the box.
To share how they’ve overcome some of the challenges that come up in your firm …
And celebrate your personal and professional accomplishments.
Access to this exclusive curated group of do-ers, givers, and movers and shakers will take you off the lonely road and onto the fast track to reaching your potential.
"THIS IS NOT AN FMO.
THIS IS A MOVEMENT."
Favorite Food: anything with pesto sauce or coconut (separately of course lol)
Favorite Quote: "The grass is green where your water it"
Favorite Holiday: Valentine's Day <3
Favorite Adult Beverage: LOVE fancy cocktails, especially old fashioneds
Where you'll find Kristin outside of work: either at Crossfit, hanging on a patio with her fiance, Joe, watching Philly sports, or somewhere out there exploring our gorgeous planet
Favorite Podcast: Hustle and Flowcharts by Evergreen Profits
Location on travel bucket list: BALI!!
Something on the professional bucket list: speak in front of an audience of 10,000(+!) people
Favorite thing about financial planning profession: behavioral finance / the science between where psychology & money meet
Hidden Talent: I can talk with my mouth closed lol?
MEET KRISTIN SHEA
advisor coach | author | speaker
Kristin Shea, RICP is an award-winning and highly sought-after consultant, speaker, and influencer on a mission to serve and change the independent financial advisor space.
Kristin accidentally found herself in financial services after dropping out of college and accepting a job offer by two regulars at the restaurant where she waited tables.
As a student of psychology/economics and a natural born artist and connector, Kristin fell in love with the industry and opportunity to change lives in our communities and help advisors do one major thing:
Build a practice that blesses your life instead of becoming it.
In an industry that is saturated with ineffective solutions and marketing advice, Kristin has dedicated her career to delivering the art of digital marketing and CEO coaching to forward-thinking financial advisors.
Known for her honest voice and sense of humor, Kristin delivers a clear roadmap to scaling your practice, standing out from the herd, and creating success online.
AS AN ADVISOR, WE HAVE MANY CONSULTANTS REACH OUT WITH THE "BEST" SOLUTIONS FOR OUR FIRM AND RARELY DO THEY PROVIDE ANYTHING RELEVANT.
WHAT WE NEEDED WAS A PARTNER, AN EXTENSION OF OUR BUSINESS THAT MADE A MEASURABLE DIFFERENCE FOR OUR PRACTICE. KRISTIN PROVIDED THAT.
SHE IS TRUSTWORTHY, PERSONABLE, SMART, & PUTS IN THE HARD WORK RIGHT ALONGSIDE US.
IF YOU ARE LOOKING TO MARKET YOUR BUSINESS, GROW YOUR PRACTICE, AND INNOVATE YOUR SOLUTION TOOLBOX, CALL KRISTIN SHEA.
MEET THE BOOK
THE TRUTH ABOUT DIGITAL MARKETING FOR FINANCIAL ADVISORS
Truth Is, Financial Advisors Are Overdue for Legitimate Digital Marketing Advice.
If you're not using digital marketing as a financial advisor - you will be left behind. However, signing up for another "turn key service" doesn't cut it.
It must be done properly in order for you to attract your ideal clients at scale, build the business of your dreams, while creating raving fans along the way.
Most digital marketing companies are missing the boat and wasting your marketing dollars.
This book unveils the secrets of what actually works for advisors using digital marketing - and ultimately, what the marketing companies don't tell you.
You will walk away with live case studies, concrete examples, and a step by step guide to evaluating digital marketing vendors and/or bringing it in house based on how our industry & world's greatest marketing minds use cutting edge digital.
APPLY
to work with kristin
Take the first step to join an elite society of top producers and take your business (and life!) to the next level.
Must meet the following requirements:
-
Independent IAR or RIA
-
Growth-focused
-
Using annuities in your practice
-
Bringing on $25 mill+ in annual AUM
-
Grateful, happy person
-
Operates with a servant's heart
Note: only 3 new members are accepted each month