FOUNDING COHORT - STARTS NOV 5

Online Marketing for Financial Advisors

Build your visibility, earn trust, and attract more of the right clients.

Join the Founding Cohort

$1,500 founding rate · Limited to 15 advisors

Referrals built your firm, but they shouldn't be the only thing growing it...

You've done well - clients trust you, and most of them likely came through someone who already did. But maybe you're at a point where growth has flattened, or you want to hire more advisors and need to know there will be enough new clients to hit your revenue targets. Or maybe you want to acquire new practices or grow your own practice to be able to exit it profitably.  That's usually when advisors start asking the same question: how do I get clients as a financial advisor without relying only on referrals?

If you've already tried these...

...and you're still waiting on the clients, you're in good company. Here's what I hear from advisors almost every week:

  • You hired an SEO agency. The blogs came back generic, and some weren't even accurate. Nobody on your team would have written them that way.

  • You posted on LinkedIn. A few likes from colleagues. No new clients.

  • You invested in a website you're proud of. It looks great. It just doesn't bring anyone in.

  • And everyone has a strategy for you. Video. Ads. A podcast. AI. Fix your SEO first. It's a lot of advice, and it doesn't add up to a plan.

So you've spent money, spent time, and you're still not sure what's working. That's exhausting, and it's why so many great advisors quietly give up on online marketing altogether.

It's not that nothing works. It's that nothing was connected.

There wasn't a strategy tying the pieces together. Or you didn't have all the right pieces in place for your practice. Either way, that's fixable.

One clear plan. Built alongside a marketing expert. Run by your team.

Online Marketing for Financial Advisors is a 6-week live course for independent advisors and their teams. You’ll learn what actually works online, how to do it step by step, and where your current marketing has gaps, in the order that actually works.

You'll learn the basics and the advanced pieces, and more importantly, how to do them: how to get found, how to turn visitors into conversations, and how to stay top of mind until they're ready to talk.

No generic agency playbook. No guessing what's compliant. Everything is built around how advisory firms really work: compliance review, a busy team, and clients who hire you because they trust you.

The Benefits??

Here’s all the ways this can help transform and grow your practice:

  • Our analysis demonstrates actionable insights, enabling organizations to optimize resources and align initiatives with measurable objectives.

  • This approach enables organizations to implement lean methodologies, refine performance metrics, and build resilient operational frameworks.

  • Through precise system alignment, we facilitate seamless data exchange, enhance interoperability, and support future expansion without disruption.

  • Our experts develop comprehensive policies, demonstrate adherence through auditing protocols, and mitigate legal exposure across jurisdictions.

What You’ll Be Learning

Discovery

We initiate each engagement with a focused discovery phase.

Analysis

Collected data is subjected to rigorous quantitative and qualitative analysis.

Strategy Design

Insights inform a tailored strategy that addresses defined goals.

Implementation

Approved strategies transition to implementation under disciplined governance.

How It Works

Meet Your Instructor:

Simona Ondrejkova, CFP®

You've built something real. Your clients trust you, your team counts on you, and you've earned every relationship you have. You shouldn't have to become a full-time marketer to keep growing it.

That's where I come in. I spent eight years as an advisor, so I know what your days look like: back-to-back client meetings, financial plans to prepare and follow up on, and marketing that always slides to the bottom of the list. For the past six years, I've helped advisory firms build online marketing that sounds like them and brings in the kind of clients they love working with.

In this course, I'll walk you and your team through every step, with honest advice, practical tools and plenty of encouragement along the way. If you care deeply about your clients and lead with integrity, you're exactly who I built this for. I can't wait to cheer you on.

Ready to get better results with your marketing?

Founding Cohort pricing $1,500

For context, that's less than one month of most agency retainers, and about what one bad quarter of generic blog posts costs you.

It includes all 12 modules, live Q&A calls with me, AI shortcuts, compliance checks, and your written Q1 2027 plan.

This first group is intentionally limited to 15 advisors, so every member gets real attention on the live calls.

Enrollment closes November 4, 2026.

ENROLL NOW

FAQs

  • We deliver advisory and implementation services in strategy, operations, marketing, and technology.

  • We calculate fees based on scope, complexity, and projected resources, then present a transparent proposal.

  • Engagements range from two weeks for focused audits to several months for comprehensive transformation.

  • Yes, we remain actively involved until solutions are fully operational and staff are confident.

  • Our adaptable methodology serves manufacturing, retail, professional services, and public sector entities.