We coach Financial Advisors how to attract & convert qualified LinkedIn leads using our Authority Advisor™ Framework
BECOME AN AUTHORITY ADVISOR™ ON LINKEDIN
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:
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.
JOIN THE MOVEMENT!
DON'T TAKE OUR WORD FOR IT!
"25 new clients in the past year and a half with the recurring annual planning fee around $2,500 per year" - Michael Eisenmenger
"12 new clients per year & 2-3 clients in the past month. ROI is through the roof!" - Darrell Fox
"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
"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
"They are absolutely instrumental for us to acquire clients through LinkedIn." - Bryan McCracken
"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
"We've been working together for years and recently acquired a $15 million client through AUM's guidance." - Shana Hudson
"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
"The results have been better than I expected...the ROI is there, it's more than paid for itself." - Matt Baum
"The ROI is 3x what you pay at least, it's crazy the results this provides" - Ryan Johnson
Read what Financial Advisors from all over the country have said about AUM Agency
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