RIA organic growth systems | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content = dead simple | Compliance focused |🗓️Secure Your Free Exec Workshop Below ⬇️

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

Zephyr, an Informa Company

•	I empower better investment resolutions to financial professionals by producing thought leadership 
        and research on investment strategy & concepts, portfolio construction, asset allocation, 
        macroeconomics, and market & industry trends, leveraging internal and external data, and years of 
        industry experience.
•	I conduct comprehensive due diligence on ETFs, mutual funds and SMAs while also creating the 
        methodology for Zephyr’s proprietary SMA manager ratings.
•	Industry expert quoted regularly in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, 
        and the Wall Street Journal, while being a regular guest on TD Ameritrade Network, Yahoo! Finance, 
        and Bloomberg. 
•	Creator and host of the popular “Adjusted for Risk” podcast that is distributed across 
        WealthManagement.com channels. Views of the podcast have climbed above 5,000 over the past 
        12-months.
•	Moderate in-person and virtual industry events in addition to being a presenter at industry and 
        client events.
•	Consultant to large and emerging providers of ETFs, mutual funds and SMAs helping them tell 
        their product stories through investment analytics and customized reporting.
•	Industry leader in providing actionable insights, research, and trends on ESG investing.
•	Composes the quarterly PSN Top Guns narrative that is distributed to over 20,000 investment 
        professionals, which contributes to PSN revenue.
•	Supports the sales and marketing efforts through creating compelling content and meeting with 
        prospects. 
•	Disseminate informed commentary, including market perspectives, actionable insights, investment
        themes and trends through white papers, articles, trainings, industry conferences, and client events 
        to help investment professionals make informed decisions.
•	Monitor and interpret economic and market developments to provide portfolio and cross-asset  
        implications.

Market Strategist

Informa Financial Intelligence

•	Conduct extensive research through meetings with internal and external decision makers, client meetings, data analysis, and attending industry conferences in order to provide insight and knowledge to improve and validate Informa products and services.
•	Create, test, and validate strategic investment ideas that differentiate Informa from our competitors.
•	Wrote monthly product news and insight blogs which were published on the company website and external media publications.
•	Selected to compose and distribute quarterly PSN Top Guns narrative to over 20,000 investment professionals, which contributes to PSN revenue.
•	A product manager for the industry leading Zephyr Analytics API, which provided investment professionals instant access to hundreds of investment analytics.

Market Specialist

Zephyr Associates/Informa Investment Solutions

•	Train investment professionals on the value and meaning of performance analytics and how to use our applications to best position their products and tell their story.
•	Using industry experience, I taught clients and prospects investment management concepts and statistics.
•	Conduct comprehensive research on investment concepts to determine feasibility of offering them in new applications.
•	Provide product support to our clients and prospects surrounding basic and advanced usage of our software offerings.
•	Liaison between the client support team and data services team.
•	Contribute monthly to ZephyrCOVE, Zephyr’s blog on topical investment ideas.

Senior Product Support Specialist

Ameriprise Financial Services, Inc.

•	Responsible for all aspects of our client’s investment management requirements (portfolio management, place trades, rebalance portfolio, manage cash, provide recommendations, and monitor compliance and investment guidelines). 
•	Provide market research and investment insight to assist advisor in determining asset strategies and filtering criteria.
•	Conduct detailed and thorough analysis of individual equities and bonds to improve portfolio performance and optimization.
•	Create and maintain financial models to support investment decisions and portfolio maintenance.
•	Conduct seminars to educate our clients on the importance of holistic financial planning.

Investment Manager/Paraplanner

Piper Jaffray/UBS Financial Services/RBC Wealth Management

I started with Piper Jaffray then my division was subsequently purchased by UBS Financial Services. During this transition, I worked for the Retirement Plan Advisors Group, which continued after the group transitioned to RBC Wealth Management.

•	Provide Retirement Plan services for over 100 corporations, organizations, and partnerships totaling over $1.3 billion in assets. 
•	Develop and present mutual fund research and retirement plan analysis for Investment Committee meetings, consisting of Corporate Executives.
•	Perform due diligence on mutual fund managers to meet strict criteria within client’s Investment Policy Statement.
•	Oversee performance reporting processes and audit data for reasonableness and completeness.
•	Provide planning and guidance through education seminars to Investment Committee members and qualified plan participants to aide them in the achievement of their financial goals.

Registered Client Associate

US Bancorp Piper Jaffray

•	Subject matter expert on individual retirement account rules and regulations.
•	Provide exceptional support to financial advisors regarding individual retirement accounts.
•	Process IRA distributions, contributions, rollover, and transfer requests.

Retirement Services Group Representative

I am the the host of the popular Adjusted for Risk podcast and is a well-respected investment industry strategist regularly featured on Schwab/TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio and Chuck Jaffe’s Money Life podcast. My opinions and market expertise have been published in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, and the Wall Street Journal.

I am an accomplished investment strategist who has spent the last 22 years in the investment management industry and am passionate about investment, economic, and capital market research while providing actionable insights to the asset and wealth management industry. 

As a Market Strategist, my primary focus is to provide value added market, economic and investment insight along with educating buy-side participants on investment analytics and portfolio management concepts. I provide analysis and research on market trends across asset classes, sectors, and regions to help empower better decisions for creating asset allocation strategies. My insights are disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts.

In my spare time I enjoy exploring beautiful Lake Tahoe and spending time with my amazing family. I am a passionate fan of all things University of Wisconsin and can spend hours talking about college sports and the Badgers.

taplio

The Battle

John Swystun

Ryan Nauman

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?