GrowĀ your advisory business in just 5 minutes a week.

JoinĀ thousands of advisors and get 1 actionable tip every week on becoming a better communicator,Ā  practice management, social media marketing, sales, and how to communicate your value.Ā 

Some of the videos I share each week will be private trainings and won't be available anywhere else publicly.


When you join, I'll send you the "CPA Referral Guide" we used when COIs were the major part of our growth. 

Disclosure: COI Referrals are no longer the leading source of growth since 38 out of 40 prospects come from content marketing each month. But the framework in this guide is still working for advisors.