Finally, a system for advisors who don't have time for prospecting.
This Field Guide shows you how to build an advisor brand that attracts millions in AUM. Discover the inbound and outbound plays that growth-oriented RIAs use to grow beyond $100M, command more prestigious clients, and build a world-class practice.
Trusted by top RIAs and financial professionals
Get the tried and true system dozens of advisors use to grow their client book
All packed into one book. Free download.
Learn why most advisor content gets ignored
Discover how to position your practice to win
Get real world examples of advisors closing their ideal clients
You built to $50M through hard work and hit a wall. Now make the next stage predictable.
Trusted by top RIAs and financial professionals across industries
How Leading Advisors Are Taking Control of Growth and Raising Their Game
The system that worked 20 years ago, doesn't get the job done anymore. Your goal is this: Position yourself as the trusted name in your market. Our Advisor Brand Field Guide shows you how.
Discover how to build trust through written posts, visuals, and other formats that feel authentic to you
Get the weekly rhythm top advisors use to keep their pipeline full without burning out
Learn how to combine warm outreach, cold connections, and inbound content to win better clients
Learn how advisors at solo practices and large firms can drive high-quality client conversations
What Poseidon Plus advisors say about working with us
"Won't be able to make it next week (on vacation!) but that session today was so incredibly helpful! Really made me take an honest look at myself and realize capable of more, but also showed me that there is light at the end of the tunnel."
"Here's my 2 cents for what it's worth. I can call 25 people a day and not talk to anyone. I can email 25 people a day and not get any responses. Or, I can send 25 connection requests and half will visit my profile. 25% will connect. That's 10 people a day who probably saw my "pitch". That is my content. The ones that connect get to continue to see my content. As I get more and more connections my content gets seen more and more. I'm watching my profile views and impressions. They're increasing. Please I know back to know about the time. It doesn't matter that I feel them with no matter who, it's an amazing feeling. And I truly believe that when the time comes, they will stick of me. Because a real trusted, through. Working with us."
What makes this different from all the marketing advice online?
Most marketing advice comes from companies selling products. They've never had to sell a decades-long relationship with a high-net-worth individual.
We've helped dozens of advisors, from solo practices to the fastest growing RIA in America, build brands that lead to real AUM. They've landed meetings with top execs at NVIDIA, Meta, John Deere, Bristol Myers Squibb, and more.
It's the same playbook we use to connect our clients to CEOs, founders, and 8-figure earners every month. This guide shows you how they did it.
Old Way (interruption)
Cold calls interrupting prospects at inconvenient times.
Mass email blasts with generic messaging.
Purchased lead lists with low-quality prospects.
Outbound sales reliant on high-pressure tactics.
Transaction-focused conversations.
Limited visibility into where prospects are in their financial journey.
Limited differentiation from competitors.
Scattered content that doesn't align with a personal brand.
Chasing prospects who feel pressured.
New Way (attraction)
Thought leadership through insightful articles, blogs, and webinars.
Targeted outreach using personalized messages aligned with client goals.
Organic growth through relationship-building on social platforms and communities.
Creating inbound opportunities by positioning yourself as a financial expert.
Long-term relationship building based on value and trust.
Using data-driven insights to engage at the right moment with the right advice.
Standing out by building a unique personal brand that reflects expertise.
Integrated brand strategy across all platforms, showcasing values and expertise.
Attracting ideal clients by becoming a trusted financial advisor in your niche.