Auxesys

Auxesys is a hybrid firm that provides fully-managed digital marketing and IT for small professional services firms.

In the modern era, we believe two things to be true:

1. Digital marketing and IT are critically interdependent; and,
2. Doing a great job at BOTH of these simultaneously is illusive to the small professional services firm

Auxesys was founded to assist small professional services firms which have traditionally struggled with these two areas. Maybe you are familiar with the traditional solutions (and problems they pose):

A. Build up internal marketing and IT departments (expensive, difficult to train for);
B. Work with an agency for marketing and an IT service firm for IT (constantly butting heads and crossing wires); or,
C. Engage nieces and nephews, contractors, freelancers, and “stop-gaps” to cobble things together (fails to integrate functional, managerial, and executive levels of the business).

We thought the solution was obvious, so we built it. Welcome to Auxesys.

Chief Executive Officer

University of Manitoba

Responsible for the production of supplementary videos for the research papers of Post-doctorate, Ph.D, and masters students in the Human Computer Interaction Lab in the Computer Science department at the University of Manitoba. Assistance with writing, presentations, media, and general communications is also provided to students through one-on-one sessions, digital correspondence, and live workshops.

The Human Computer Interaction Laboratory is engaged in research initiatives in fields such as:

    - Virtual reality
    - Augmented reality
    - Large interactive surfaces and displays
    - Mobile devices
    - Human-robot interaction
    - Software complexity and learnability
    - Visual analytics
    - Intelligent interactive systems
    - Novel input devices

Media and Communications Specialist - Human Computer Interaction Laboratory

CEO Manitoba

Volunteer position with Collegiate Entrepreneurship Organization Manitoba. Responsible for developing the communications strategy, voice, and brand identity of the organization. This includes but is not limited to:

- Identifying, clarifying, and disseminating the communication style and visual appearance of all CEO Manitoba communications, externally and internally.
- The design and production of all graphical and visual components of CEO Manitoba marketing and communications endeavours.
- Assistance in developing a powerful marketing mix that includes elements suitable to the organization and the President's vision.
- Communication with media and the development of an adaptable, dynamic, external press release package.

VP Digital

Waterford Global Inc.

As a retained executive search and recruitment firm, Waterford Global specializes in recruiting mid-to-senior professional and executive-level talent domestically and internationally. Headquartered in Canada with satellite offices around the world, our global reach allows us to regularly deliver service to more than 60 countries in North America, Europe, and Asia.

Manager of Business and Systems Development

John Swystun

Comprehensive media solutions. From project management to production, a wide range of skills and abilities are employed to assist clients in delivering their message. Clear, creative, and on brand. Equally comfortable behind the camera in the alpine, in the boardroom connecting brand requirements with creative solutions, or at the workstation developing branded web content. 

Clients:
- Bell/Sympatico
- Whistler Blackcomb
- Underexposed Media
- Snowboard Canada
- Push.ca
- University of Manitoba
- Big White Ski Resort

Contract Video, Web, and Communications

SkipTheDishes

- Front-end menu creation
- Restaurant account creation
- Menu development and troubleshooting
- Courier on-boarding and selection

Web Content Developer

NuuLife Cinema

Responsible for all aspects of production, planning, partnerships, cinematography, editing, and marketing.

Owner/Producer

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 include: 
✅ 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 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".

Prime time baby! What's everyone watching these days?

Thursdays have a "double Friday" effect for me:

Work from the office M-R and from home on Friday.

That means I'm putting my feet up tonight and enjoying some quality family time and meals tomorrow!

Sending out those good double Friday vibes to all of you today!!!

Digital Marketing for Wealth Management Firms | Helping RIAs scale by going omnichannel | Compliance focused |🗓️Secure Your Strategy Call + Local Competitor Rankings Below ⬇️

Sorry RIAs, "book a free consultation" isn't going to solve your organic growth problem. But here's what will:

A diversified, well-balanced media portfolio that includes:
✓ Earned media (where all the hype is now)
✓ Owned media (where you're lacking)
✓ Paid media (where you're non-existent)

A YouTube channel, where all you do is talk advice and theory, but make no offers, will not provide you with an organic growth engine for the long term.

Nor will your podcasts, webinars, or LinkedIn presence.

Not knocking these, they are great.

But they will only provide you with a scalable, predictable, sustainable organic growth engine if you integrate them with amazing owned media and paid media.

You need to look to business models that are SIMILAR to yours, that have figured this out already (there are plenty).

Read more about how to build a diversified media portfolio in our guide to implementing the "Hyper Boutique RIA Strategy"
(Link on profile)

And thank me later in the DMs

✌️

What can RIAs learn from successful business models?

How can RIAs benefit from a diversified media portfolio?

How can a YouTube channel contribute to organic growth?

Mondays aren't for thinking → Mondays are for doing. But what if you feel stuck?

Here's how I smash Mondays (without ice baths or wild regimens or supplements):

First, Monday actually starts on Friday.
I ALWAYS block the last 1-2 hours of my Friday.
Review of DONE, DOING, BLOCK.
Review of big projects.
Review of comms.
Review of $.

Then I turn off my work brain.
Or at least try.

Now it's time to fill the tank.
For me and those I love.

Monday is set on Saturday too.
Staying up late and sleeping in?
You're borrowing from Monday.

Our family has a habit:
No huge dos on Sundays.

Sunday is for family time,
Fun outings, playing,
extended family,
great meals.

But we try to avoid doing anything on Sunday we know will leave us exhausted.

Like wild, 4-course, family dinner parties.
Or complicated trips and outings.
And definitely no wine.

Then I try to shut down early on Sunday.
Journal. Lay out my week.
Lay out my Monday.

Then spend the rest of Sunday evening with my wife.

On Monday morning?
→Up early.
→In the desk early.
→Know exactly what to do.
→Do it.

It ain't easy. 
And last quarter I faltered.

This post is as much for you,
as it is to remind me.

You know how to do this.

Now let's do it!

Story time → the day I almost fell out of a helicopter.

It was 2012.

The NuuLife Cinema crew was shooting for World Ski & Snowboard Festival's Intersection contest.

7 days to shoot, edit, and submit the wildest video piece we could conjure.

We built backwoods parks,
massive backcountry booters,
explored the backcountry,
ran insane cable cams,
shot the best crew,
and partied hard.

There wasn't much sleep involved...
...we took some pretty hefty risks.

On this particular day, we cowboyed it out to Rhododendron peak outside of Pemberton in a Bell 407 helicopter.

The snow was crispy, but I knew the north-facing shade would still hold the goods in protected pockets and steep aspects.

We put down the bird, 
checked shade snow,
and sure enough,
we were in luck.

Money snow, for the time of year.

The crew raced to snow test,
scope their lines,
dial their gear,
and focus.

We took the door off the heli.
I got my camera and harness dialed.

I started to clip in, when the pilot said:
"Just clip into the seatbelt,
not twice to the anchor".

Confused (I'd previously double clipped), 
I asked: "Why?"

The response chilled me to the bone:
"If we crash you'll want out as fast as possible".

UMmMmMMmm....
...OK...

We got up to height 
(2,000 ft+ above the valley floor).
My bud Gord had picked his line. 
We dropped him off at his entry.
The heli got into position.

Now... 
you know that thing with seatbelts where you 
"DOUBLE TUG"
then they lock?

Well - I forgot to do that.

As I went to lean out the door I realized my mistake.

And continued to keep leaning.

FALLING.

Out the door.

Into OBLIVION.

It felt like forever.

I just kept falling.

I figured I was done for.

And then....

⚡CASCHINKKK!⚡

The seatbelt reached the end of its line.

And locked so violently I could hear it over the heli.

And there I hung.
90 degrees straight out the door.
Staring at the valley floor below.
The frigid rotor wash freezing my back
(of course, I'd also forgotten my jacket).

I thanked the Lord above the seatbelt hadn't failed.

I hadn't clipped into the anchor...
...so that seatbelt, 
and a single carabiner,
was all I had.

Then I looked across to my buddy Gord.

Standing there in awe.

I could see him...

...laughing.

What else could he do?

I laughed too.

Then I circled my finger in the air,
to signal he should go,
and screamed.

At the top of my lungs:
"LET'S F&$IN' GOOOOOO!"

I pressed record.

Gord dropped and rode the heavy line like the beast he is.

The heli swirled around him, banking steeply,
flipping me almost vertically upside down,
as I tensed up to keep my body steady,
both feet locked to the running board,
legs, back, and shoulders rock solid,
the viewfinder pressed to my eye,
praying seatbelt or carabiner,
didn't fail...

It was magic on the edge of insanity.

Link to the flick below.
Gord's line is at 6:02 on the timeline.
He NAILED it.

And somehow,
I nailed the shot.

Gord Emery - this you?

Hello again LinkedIn.
This is me.

87% of successors choose not to go with their parent's advisor (per a recent study from Cerulli Associates).

BUT - RIAs have recent, relevant experience that can help them overcome these odds - here's how:

Think about COVID and how your firm digitally transformed.

Almost overnight you went from traditional operations to fully-digitized operations.

It wasn't easy, and the learning curve was steep.

But you mastered it, survived, and thrived on the other side of your operational digital transformation.

But UNLIKE Covid:

a) The Great Wealth Transfer can be seen a million miles away, bearing down on us like a Mack truck with a locked throttle; and,

b) The GWT won't force RIA's to wake up instantly, it'll be a slow and gradual shift.

This is the greatest opportunity, and the biggest threat, the RIA space has ever seen.

But the space is matured, experienced in digital transformation, and the firms positioned to win are shining their headlights way out ahead.

The appetizer was the digital transformation of your operations.

The main course?

The transformation of your digital marketing.

A shift from a narrow few digital marketing assets and activities...

...to an exhaustive, well-balanced, and well-diversified digital marketing portfolio.

One that can go toe-to-toe with the wirehouse and robo, with a fraction of the budget.

Head to my profile and download our guide to implementing the "Hyper Boutique RIA strategy"

Sarah Walker-Leptich gave an amazing talk yesterday about responsible AI.

She opened with the history of AI, starting with the launch of ChatGPT in 2022...

...Then swiftly endeared herself to all the nerds in the audience by backpedaling and giving Babbage, Lovelace, Turing, McCarthy, and others their due.

Well played Sarah, well played!

Thanks to The Winnipeg Chamber of Commerce for putting on the event and to World Trade Centre Winnipeg for having me as their guest.

Cheers to Paul Keefe, Paul Carriere, for the hook up and Vivian Gosselin for the awesome company and tech talk!

What is ChatGPT and when was it launched?

What is the mission of The Winnipeg Chamber of Commerce?

A glacier-fed lake. A sore body. A wild pooch. A cold beer. My best friends.

These are the things I'm closing my eyes and dreaming of today.

I'm happy it's finally spring. It's been a loooooong ass winter.

Hope your weekends are full of love and adventure 💖

"Business is great, we don't need more marketing"

• Successful wealth management founder

If you're OK with great, for now, then sure.

But here's some spicy food for thought:

What if you could have amazing?
For the long term?

What if you could own your upside?
And grow predictably?

What if your problem was too many leads?
And you could be selective?

The RIA business model is incredible, but the stickiness of client engagements and built-in growth breed complacency.

Look at the SaaS subscription industry and their marketing strategies for some inspiration.

The business models are very similar (though RIA wins on avg. length of engagement):
→ Recurring revenue at the core
→ High retention rates
→ High LTV:CAC



BUT...

...SaaS founders KNOW not to settle for "great".

Because their business cycles are shorter, they feel every pea like a princess.

So what do they do?

Yes, they build a LinkedIn presence, and host podcasts, and line up appearances...

...but they also ensure they've got a DIVERSIFIED and WELL-BALANCED digital marketing portfolio:
→ Earned, owned, and paid channels dialed
→ Rock-solid reputation management
→ Technically sound remarketing
→ Constant offer engineering
→ High-converting funnels
→ Stellar domain authority
→ Solid digital listings

And they don't want great now.
They want AMAZING.
For a decade.

And then to exit and make their decades of hard work worth it.

Wealth management founders, I URGE you.

The disruption in your industry has barely begun.

It's time to get serious about comprehensive marketing.

How can the RIA business model benefit from comprehensive marketing strategies?

Why are comprehensive marketing strategies crucial for long-term success?

What recent developments are shaping the SaaS subscription industry?

How to drive marketing performance and reduce waste by thinking about marketing like a financial advisor (RIA + shop mechanic tips ahead!)...

...To turn a stuck nut, you need leverage = force at a distance.

In marketing, this requires expanding your view and building a portfolio that hits EVERY stage of the modern client journey.

Assets and activities to:
→ Drive and build awareness
→ Increase online findability
→ Enhance firm reputation
→ Prime for consideration
→ Build advocacy

So often, firms are grabbing for the impact wrench, trying to turn that stuck nut, sweating profusely, to no avail.

× Meeting offers
× Lead gen agencies
× Appointment setters
× Outbound messaging
× Pitch slapping meetings

You need to put down that impact wrench, and grab that trusty pipe and socket wrench.

Put some distance between yourself and your audience, your prospects.

Turn that bolt in a way that makes it feel like the nut is turning itself.

If you've ever dripped sweat, 
trying to turn a stuck nut
with your go-to tools, 
only to pick up a pipe 
and have it turn effortlessly, 
sitting there thinking to yourself: 
"Jeez, I wish I had tried that sooner"...

...then you know what I mean.

You need:
✓ Awareness-stage offers
✓ Remarketing tech
✓ Online reviews
✓ Value-first CTAs
✓ Nurture sequences
✓ Slow trickle of yesses
✓ A multi-touch journey

That all EVENTUALLY lead to your meeting offer
(your consideration-stage offer - i.e. that stuck bolt).
 

STOP going straight for the impact wrench.

STOP going for the knock-out punch.

STOP trying to insert yourself, artificially, at the consideration stage.

STOP sweating.
↓
Pick up that pipe and invest in some leverage.

And watch as those nuts slowly start to feel like they're turning themselves.


PS - Who else is excited for summer driving? SO excited to get those noisy studded winters off the whip!

What are nurture sequences and how can they help build advocacy?

Why is a multi-touch journey important in marketing?

How can awareness-stage offers help build brand awareness?

The Fortune Building was built in 1882 - Here's how I came to start my mornings on its rooftop.

An incredible piece of Winnipeg history, restored beautifully by some equally incredible folks.

I'm looking forward to some warm weather coffee meetings up here this spring and summer.

Who's comin' to join me!?

How can coffee meetings benefit professionals?

Boutique RIAs: The strength and attractiveness of your business model is also your Achilles heel.

Private investors love your low risk, built in growth, high client retention, short payback periods, and white-glove touch.

BUT - for these same reasons, complacency is abound. You may THINK you transformed your digital marketing as Covid forced you to digitally transform your operations... 

...But alas, you likely have not.

You likely have improved a few of your channels and tactics.

But you likely have not built a well-integrated and diversified machine, with components that all work together to achieve a unified goal.

Much like buying some Nvidia stock does not constitute financial planning.

A nice website and some decent social media does not constitute a comprehensive media portfolio and digital marketing engine.

You likely have not thought about your digital marketing portfolios in the same way you think about financial portfolios (balanced and diversified).

How do we know this?

We've been doing the research.

We've gone city by city.

Analyzing the online presence of wealth management firms and other RIAs.

A 15-factor anlaysis of the fundamentals of a great online presence and media strategy.

The results so far?

Not a single firm with a passing grade on the proxy.

What does it mean???

Change is coming. And to the victor will go the spoils. 

For a better shot at landing in the winner's circle, download our free guide to implementing the "Hyper Boutique RIA Strategy".

How can RIAs build a well-integrated and diversified digital marketing machine?

*This article is an excerpt from the first chapter of our guide to implementing the "Hyper Boutique RIA Strategy". You can view the full guide here: h

Open article: 1.a The Macro Environment: The Great Wealth Transfer by John Swystun • 6 min read

1.a The Macro Environment: The Great Wealth Transfer

Here is how you can grow, increase valuations, and remain client-centric amidst the RIA consolidation wave (i.e. avoid becoming the wirehouse but still capitalize on your life's work):

We're calling it the Hyper Boutique RIA Strategy.
 
Go ahead, steal the phrase. 

Sure, we invented it, but it's not proprietary 
(though our services, tech, and processes are!).

To do it, look at the RIA space with fresh eyes. 
Get away from Solomon's paradox.
Study the inevitable forces:

→ The great wealth transfer
→ The marketing of giants and robo
→ The consolidation trends and PE interest

And also - the facts about digital transformation in the space.

1. You've digitally transformed your operations:

→ Portfolio mgmt apps
→ Digital signing tools
→ Video conferencing
→ Robo complements
→ CRM and pipeline
→ Booking links

2. But you've not truly transformed your digital marketing.

We've done the analysis and 99% of the industry has poor, or even nonexistent:

→ Domain authority
→ Hero sections
→ Blog content
→ Testimonials
→ Remarketing
→ Reviews
→ Funnels
→ Offers

Sure, you might be thinking: 

"But I've got a sweet podcast!"
OR
"I've got 5,000 followers here!"

This won't be enough as the GWT ramps up.
As successor attrition washes over the industry.
There will be BIG winners and BIG losers.
And the losers?

So sad they didn't take their own advice:
To build a well-balanced, well-diversified portfolio 
(a digital marketing portfolio that is).

Pre-covid there was heavy resistance to 
video conferencing and apps from boutiques.

THEN COVID HIT.
And it wasn't a matter of if,
but WE NEED THIS NOW!!!

For some reason there is HUGE resistance now,
to building a diversified digital marketing portfolio
(feels eerily familiar).

But just like Covid flipped a switch,
the first big wave of client attrition will flip another.

But it won't be the binary light switch that Covid was...

...It'll be a dimmer switch.

And the firms paying attention to what is right in front of their eyes will win.

The firms who continue to resist, will remain blinded to their dimming light.

And lose.


Head to my profile and grab our free guide to implementing the Hyper Boutique RIA Strategy at your firm. 

And thank me later in the DMs ✌️

Solopreneurs, advisors, RIAs - A lot to learn from each other.

Like how to diversify and balance your marketing investments. Here's how:

1. Diversify across fundamentals
Team these up:
- Earned media (LinkedIn)
- Owned media (Email lists, website)
- Paid media (Ad platforms)

2. Benefit from compounding
- build across all 3 above
- test and iterate
- persist

3. Respond to market activity with equanimity
- understand the theory and fundamentals
- build your gameplan and diversify
- stick with the core of the game plan
(iterate on the details)

Hope this helps!

What are the benefits of compounding in marketing?

How can I balance my marketing investments?

How can I benefit from LinkedIn's earned media?

LinkedIn users now have access to "Services" on their profile.

If you set this up properly it should appear on your profile in between your about section and your featured section. A great way to showcase your offerings. How about mine?

My services section highlights what I've been rattling on about all these years: 

The key media fundamentals.

Digital marketing and online presence moves fast.
It can be stressful and overwhelming.
It can cause FOMO and anxiety.

But it doesn't have to feel this way.

The age-old practise of focusing on the fundamentals is key.

The fundamentals being those core concepts and realities that never change (or change VERRRRRY slowly).

So ask yourself?

Am I relying too heavily on highly volatile and unpredictable earned media? (e.g. social media, podcasts, etc.)

Do I have a strategy to drive performance from my owned media and integrate it with my earned media?
(e.g. social media that funnels to landing pages and conversion events)

Have we made the investment in both money and patience to build an offer and test it with cold ad audiences, iterating it until we have something scalable?
(e.g. putting your offers in front of cold audiences on paid channels)

If you can get ALL 3 of these firing and WORKING?

You'll experience a multiplier effect like no other.



RIA's looking to get serious about digital marketing? Head to my profile and download our free guide to implementing the "Hyper Boutique RIA Strategy".

What are the key media fundamentals in digital marketing?

How can I showcase my services on my LinkedIn profile?

How can I build and test scalable offers with cold ad audiences?

RIAs upset with me about yesterday's post:

Before you say "We have an awesome website!" OR "We don't need to pay for media!"

Have you really analyzed the benefits of an integrated media strategy?

You apply this level of rigour when analyzing markets and businesses other than your own...

...why the shoemaker's shoes?

Auxesys has been studying you deeply.

And while many of you have:
✓ killer media appearances
✓ awesome branding
✓ decent websites
✓ excellent social

Almost all of you have:

× No serious offers
(sorry "get started", "speak with an advisor", or "learn more" on your home page doesn't suffice. How are those Russian bot submissions going?)

× Terrible listings
(you've missed the unsexy basics and your name, address, phonenumber, and website are listed in scant few locations, with terrible inconsistencies)

× Poor digital reputation
(the SEC has frightened you into inaction)

× No remarketing
(you've not gotten serious about how modern ad platforms work, and how remarketing allows you to remain top of mind for pennies on the dollar)

I could go on, but you get the point.

And Lord knows, I will tomorrow ;)

Come on RIA - you can do this!!!

How can a strong media strategy benefit businesses?

How can RIAs benefit from an integrated media strategy?

How important is a strong digital reputation for businesses?

It's easy to be cynical...

...it's hard to have faith...

...it's even harder to pull up a chair at the table...

...and try to help push the needle in the right direction.

Rich media investments should come AFTER you've got proven performanc from your digital marketing portfolio.

High-calibre corporate video and photo can be FANTASTIC. 
It can seriously BOOST performance across channels. 
But it will struggle to SPARK performance.

If invest in rich media too soon...
If you don't have a portfolio that's already performing...
Your big rich media investment will be all for naught.

To drive a respectable return, you MUST integrate it with an already high-performing digital marketing portfolio.

→Bump conversion rates by publishing your beautiful explainer videos on high-converting landing pages that are already being fed with qualified traffic 

→Drive likeability and trust by editing your beautiful, search optimized, fast loading website with climbing visitor metrics to include pictures of your team.

→Improve ad performance and the "pre-suasion" factor by picking your highest-performing ad creative and integrating your new media portfolio

→And drive awareness, findability, trust, and the Zero moment of truth, by uploading your gorgeous new assets to your previously optimized digital listings.

But if your firm hasn't nailed the fundamentals? 
If you don't have a portfolio that's already delivering proven ROI?
And if you have no plan for how to use this new media besides 
"put it on the website"?

Then you've got a classic "cart before the horse" situation. 

Your firm will be destined for poor performance,
 or even negative ROI.

If your firm is considering a big rich media investment and need a second opinion on the performance strategy, I'm always happy to lend an ear in the DMs.

And stay tuned for the fourth and final pitfall to come...

How can I improve my digital marketing portfolio?

How can I improve conversion rates on my landing pages?

How can I improve awareness with my new media portfolio?

RIAs: you're overthinking organic growth, confusing tactics for strategy.

The "secrets" of organic growth are not secret at all (no matter how special you feel). 

Similar business models figured this out ages ago. 

SaaS has figured this out. 

MSPs have figured this out.

Gosh, dentists have figured this out. 

RIA thinks it's special HERE...

...it's not.

The keys to organic growth?

1. A+ on EARNED media
(podcasts, social, SEO, etc.)

2. A+ on OWNED media 
(landing pages, email, etc.)

3. A+ on PAID media 
(paid ad, remarketing, SEM, etc.)

AND

✓ A strategy that integrates all three into a well-oiled machine.

✓ Assets for EVERY stage of the modern client journey.

*****
In other words:
A well-balanced, diversified, and complementary portfolio. 

(wow, talk about Solomon's paradox,
failure to execute your #1 piece of advice!)
*****

Building your "organic growth engine"
off the back of only:
✓ Podcasts
✓ Awesome social
✓ Great personal branding

Is akin to buying some Nvidia stock...

...and calling it "financial planning".



A serious question for the industry:
Why is this so hard for you to see?

What are the common misconceptions about organic growth for RIAs?

What recent developments have SaaS models made in organic growth strategies?

What insights can dentists provide on organic growth strategies?

What do fruit flies have to do with Boutique RIA? More than you think.

Here's what Clayton Christensen figured out about studying fruit flies in his book "The Innovator's Dilemma":

Christensen BRILLIANTLY realized that biologists are able to learn truths about difficult-to-understand animals by studying animals with shorter lifecycles.

Fruit flies and lab rats.

He then took that insight and applied it to the study of disruption during the semiconductor revolution.

(He studied hard drive innovation, an area with the quickest pace of improvement)

He developed THE framework for disruptive innovation, and THE seminal work on the subject.

He figured out what causes disruptors to win and incumbents to fail (you'll have to read it to find out).

RIAs ready to disrupt:
✓ Wish to capitalize on decades of hard work
✓ Have zero patience for the status quo
✓ Ambitiously seek organic growth
✓ Want BETTER for their clients

But here's why the insight is important for Boutique:

1. Business models SIMILAR to yours that have cracked organic growth

2. They have done it by applying your money advice to their media strategy
(it's balanced and diversified)

Earned media is the belle of the ball right now
(podcasts, YouTube channels, LinkedIn personal brands, media appearances).

RIAs, you're about to learn what SaaS learned over a decade ago:
✓ These channels CAN perform
✓ BUT they are not reliable and predictable

In order to build an organic growth engine that is:
✓ Predictable?
✓ Sustainable?
✓ Performant?
✓ Scalable?
✓ Reliable?

You NEED more than earned media.

You NEED:
1. A+ on EARNED media
(podcasts, social, SEO, etc.)

2. A+ on OWNED media 
(landing pages, email, etc.)

3. A+ on PAID media 
(paid ad, remarketing, SEM, etc.)

AND

✓ A strategy that integrates all three into a well-oiled machine.

✓ Assets for EVERY stage of the modern client journey.


To learn how to do this, hit the link in the comments to download our guide to implementing the "Hyper Boutique RIA Strategy".

And thank me later in the DMs. 

✌️

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