Do you feel like your message and marketing is a bit ho-hum?

Fred - questions about financial planner marketing

You sound like every other financial planner out there.

Your marketing is a grab-bag of random tactics and brilliant ideas you got while walking the dog.

You're stoked when you manage to create some new content, but it's time consuming and doing it consistently is hard.

And you wonder if you're getting the most out of what you're doing, or whether a few small changes could make a big difference to your results.


The reality is, marketing is a bit like financial planning.

You can do it yourself.

But having someone to lead, to guide, to provide structure, and to help you focus on the things that matter, can be the difference between an okay result and an awesome one.

Dividing line

There are two ways I can help

Fred juggling

Build a Tell-a-Friend Worthy Brand
[the COMPOUND program]

Start with strategy. Build your brand.
Stand out from the crowd.

Fred with rubbish bin


Talk your clients' language. Educate, influence, inspire.
Communicate at scale.