We coach Financial Advisors how to attract & convert qualified LinkedIn leads using our Authority Advisor™ Framework


Our proprietary coaching journey will transform your practice from “just another Advisor” to a trusted authority in the competitive financial advisory space.


Here’s what you can expect:

  • Magnetize your Brand - identify what makes your practice unique and how you want to position your brand in the marketplace.
  • Amplify your Messaging - utilize our network & processes to quickly establish trust and demonstrate expertise.
  • Master the Art of LinkedIn Lead Generation - a consistent, proven system that attracts a steady inflow of targeted, qualified leads every week.
  • Nurture & Stay out in Front – apply the various strategies to leverage the “snowball effect” resulting from our LinkedIn system.

What Will Your Journey Look Like?


For larger advisory teams & organizations, we’ll guide your advisors on a personalized journey through our Authority Advisor™ program. Staff members can also join, equipping advisors with a trained internal master to manage marketing campaigns for the long-term!


Are you an independent learner? A do-it-yourselfer? Our online course will coach you step-by-step so you’ll quickly be on your way to becoming an Authority Advisor™. Learn at your own pace, include your staff, and rise above the noise!


For solo practitioners & small teams, we’ll guide you and your staff on a personalized journey through our Authority Advisor™ program.


Jimmy Diesel

Jimmy’s journey as a marketing expert in the financial services space humbly began in 2012 at Ameriprise Financial, where he served as an intern. Within two years, he launched a marketing service for Ameriprise advisors that largely influenced the company’s corporate marketing division and transformed the way hundreds of advisors generated leads.

With an entrepreneurial spirit, Jimmy ultimately took his business beyond Ameriprise and continues to serve financial advisors globally. To this day, Jimmy is recognized as a top marketing authority among financial advisors.

Jimmy graduated from the University of Maryland with a Bachelor's in accounting. Outside of work his hobbies include playing the guitar, mountain biking, snowboarding, hiking, camping (basically anything outdoors), baseball (sports in general), yoga, and travel. He has a large family, including 4 nephews and 4 nieces!

Founder of AUM marketing agency
jeff partner aum agency

Jeff Woodhouse

Jeff started his career on the other side of the desk as a financial professional himself selling employer benefits to small businesses at National Financial Partners. Through his experience seeing behind the curtain with leadership teams in countless different industries, he grew a passion for entrepreneurship and decided he wanted to pursue his own venture. 

Luckily, Jeff decided to join his college buddy Jimmy on a business adventure as Marketing Consultants at Ameriprise Financial. From the time Jeff joined the team we grew from serving a handful of Advisors to hundreds and transformed from a start-up serving Ameriprise to a small business serving Advisors worldwide. Jeff has grown to be an owner and partner in our business and an authority in the marketing space for financial professionals.

Jeff graduated from Salisbury University with a Bachelor’s in Communications with a PR & Marketing Track. Outside of the office, Jeff enjoys spending time with his wife - Neha, 1-year-old son - Noah, and newborn baby girl – Naya. He enjoys live music, the outdoors, sports and he is a Sci-Fi & Fantasy show, movie, and book nerd. He is originally from South Baltimore and loves the Ravens!


Are you ready to transform the way you generate leads?



"25 new clients in the past year and a half with the recurring annual planning fee around $2,500 per year" - Michael Eisenmenger

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"12 new clients per year & 2-3 clients in the past month. ROI is through the roof!" - Darrell Fox

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"8 new high net worth clients in the last 3 months. The LinkedIn Mastery Program is the best thing we've ever done!" - Josh Broder

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"We've brought on about $11,000 in annual recurring planning fees & around $4 million in AUM in our time together, which hasn't been very long" - Jakob Zylak

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"They are absolutely instrumental for us to acquire clients through LinkedIn." - Bryan McCracken

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"As far as the cost goes, I've paid for it 3x over just in the first 3 or 4 months from new business." - Steve Melz

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"We've been working together for years and recently acquired a $15 million client through AUM's guidance." - Shana Hudson

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"Not only would I refer you, I already have referred you, and I know that the referrals have decided to work with you." - Johnny Kovalek

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"The results have been better than I expected...the ROI is there, it's more than paid for itself." - Matt Baum

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"The ROI is 3x what you pay at least, it's crazy the results this provides" - Ryan Johnson

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Read what Financial Advisors from all over the country have said about AUM Agency

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