The Advisor Growth System
Six steps, and the order matters.
This is the whole of it. Six parts, run in this sequence, in your account. Most of the work happens before a single ad runs — that’s the part everybody skips, and it’s the reason their ads are expensive.
Pick who
One specific person with one specific problem. Going narrow is what makes the ads cheap.
Decide what you’re inviting them to
Content with no destination is just branding. A quiz, then a call, then paid work.
Make the content
Scripts, then film, then cut. Your face and your voice, because people hire people. One session, and the same footage becomes the ads and the organic posts.
Put it out
Small budget, several angles at once. Paid buys attention now, organic keeps compounding it.
Read the numbers
Every morning. The review is on your desk before you’re up. Kill what isn’t working in days instead of weeks.
Work the leads
Replies go out in minutes, not days. Follow-up never forgets. The ones who are ready book themselves. You show up.
Look down the right-hand side. Most of it runs itself. Your three hours a week is step three.
Then it loops. What you hear on the calls in step six tells you who to pick in step one and what to say in step three. Every round gets closer to the mark. Most firms run these six as separate projects with a different vendor for each, and never work out why the pieces don’t add up.
The build
Six weeks, on screen share, in your account.
Who you’re for
We narrow until it’s uncomfortable. One person, one problem, one market. This is the step that moves the number.
What you already run
Your CRM, calendar, email and compliance process. The new pieces connect to them. Nothing gets replaced that doesn’t need replacing.
Built for your niche
Not a template with your logo on it. The offer, the quiz, the pages and the follow-up are written for the person you picked.
So you can actually run it
A written playbook, a morning review, and a system you can operate without me. That’s the point.