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

Craig Ross LLP

Accountat

Escalate Results Consulting

• Deliver exceptional and seamless omnichannel client experience by embracing a “customer-obsessed” mindset in my business

• Successfully manage client social media handles including Facebook and Instagram

• Diligently and timely coordinate changes, proofs and audits of materials including regular maintenance, uploads and version tracking of content

• Successfully plan and execute my clients’ marketing campaigns and projects

• Develop and maintain strong relationships with partners, agencies, and vendors to support the marketing initiatives of my clients

• Regularly monitor and submit analytics monthly after posting, identifying areas of success and areas of improvement

Founder

Balncd Inc

Acted as the first point of contact for clients, team, CEO, and shareholders
Prepared and reviewed client and employee contracts by fulfilling the functions of the HR department for employees and the Legal department for client communication
Successfully gathered and documented requirements, confirmed project scope, and worked with clients to ensure seamless transition of accounts 
Acted as a client partner and liaison for cross-departmental collaboration and resource management from the initial conversation to the completed internal setup of the account, up until it was ready to be transferred to the assigned bookkeeper 
Successfully owned the software implementation process for new clients, end-to-end via phone, by email, and/or virtual meetings.
Pioneered and successfully implemented, and integrated both CRM and HRM software into the company 
Successfully provided CRM & HRM software training,  including best practices and workflows customized to our internal team

Executive Assistant To Chief Executive Officer

Fort Group Chartered Professional Accountants Inc.

Staff Accountant | Auditor

Finatics Accounting Solutions Inc

- Day-to-Day bookkeeping for Small Businesses
- Internal procedure development

Accounting Clerk

Paterson GlobalFoods Inc.

- Bank reconciliation
- GL reconciliation 
- Integration of files/ reports
- Integration of invoices for AR and AP
- Processing wire payments through the bank and internal softwares
- Preparing cheque runs
- Inquired working knowledge of GMS, GP, VAX, SmartSoft
- Daily and month end GL postings 
- Making bank deposits and bill payments
- Answering vendor inquires for AP vendors 
- Preparing reports for CEO and other management 
- Providing support to mulitple internal departments 
- Providing reception relief for lunch and breaks

Carpathia Credit Union Ltd.

- Consulting clients on personal investment options
- Consulting and advising on best suited options for individual financial needs 
- Proving internal and external training on the usage of new banking softwares

Member Services Representative

TB!s Store (Red Apple)

Successfully provided support for our clients to accommodate their needs. 
Carefully balanced off day-end and followed closing procedures. 
Successfully met sales targets for our store location.

taplio

The Battle

John Swystun

Yuliya Shevchuk

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?