Got a truckload of marketing ideas that never get done?


You have a cracking brainstorming session and come up with a whiteboard full of ideas.

You get a flood of inspiration while sipping a pina colada by the beach.

And you think, "I can do that", after watching a few episodes of Gruen.

The ideas are there. The desire's there. The motivation's there.

But there's also clients to serve, a team to manage, and a business to run.

How on earth do you find the time to make it all happen?


Punch "not enough time" disease in the face a metaphorically, non-violent kind of way

Fred - Punch-in-the-face.png

You don't need more time. 

You just need to make the effort you invest in your marketing, pay off.

Happier existing clients (hello referrals) and a steady new client flow.

Because when you do the right marketing activities, at the right time, you start moving in the right direction.

And when you follow a process for consistently getting things done, results start to build.

Sure, there's experiments that won't quite pan out.

Or things that take a few tweaks before they start having the effect you hope.

But before you know it, your marketing starts pulling the right people towards you, and (politely) pushing the wrong ones away.

And converting your current clients into raving fans.


Say hello to COMPOUND

The marketing program that helps financial planners build a tell-a-friend worthy brand


You already know the difference having a financial plan can make.

You get clarity. You gain confidence. You feel in control.

What if you thought about your marketing plan in the same way?

Imagine having a simple, actionable plan that's built around getting results.

Imagine having processes that help your team take consistent, effective action.

Imagine having someone to help you stay on track, to help you make smart decisions and stop you from getting distracted from your goals.


Small marketing actions
Big marketing wins


In your first 4 months, we’ll help you:


Define your dream client (because trying to help everyone is a mugs’ game)

Craft a compelling message that gets into your clients’ hearts and minds


Design a marketing strategy that’s simple, targeted and actionable, that you can implement yourself 

Implement your highest priority marketing action item (whatever makes sense for your business)


The nitty gritty


Here's how we'll deliver the program:


Done with you (not for you)

We'll show you the what, why and how of financial adviser marketing. We'll provide structure around implementation so your team consistently makes progress. We'll support and guide you, to help get things done.

Private and distraction free

There are no group coaching calls. No forums. No webinars. No community. No Facebook group. It’s private and distraction free. That means a singular focus on what you need to do next -- your progress, and your results. 


Less meetings, more doing

We'll get things done via email (mostly), phone, video and screen-sharing. We'll communicate in a central hub online, so there's transparency and information at your fingertips. We'll have real-time discussions when we need to.

Learn, do, adjust

You'll learn key concepts via written and video lessons. You'll complete guided activities to build out your marketing plan. And you'll receive personalised feedback and ideas to consider, to tweak and improve your work.


Whole team on board

Great marketing isn't just about a single client-attraction funnel. It's about your client experience, how you communicate your advice, and everything in between. That means the whole team's involved, not just the "rainmaker".

Get unstuck

You'll have a sounding board and expert eye; the benefits of a second opinion and an alternate point of view. And you'll have someone to help you solve marketing problems, and remove roadblocks to your progress.




Start with the Kickstart program.

When that's complete, the Momentum program will keep you moving.



- 4 months -
build your foundation

  • Survey your clients and discover what they value [+ hello testimonials]
  • Define your dream clients
  • Craft a message that resonates
  • Design your marketing strategy and funnel
  • Implement your biggest impact action item

4 x $990 / month


- 12 months -
strategy + implementation support

  • Finish things by working in 7 week cycles of "do, review, adjust"
  • Quick weekly email check-ins to help maintain progress 
  • Expertise, guidance and unlimited questions, discussion and feedback

12 x $590 / month for 1 person team
12 x $990 / month for 2 - 9 person team