The ugly truth

Financial Planners are not reaching the Millennial market the way they want to. It makes sense because most Millennials are still skeptical of the financial industry after the 2008 stock market. Which means if we don’t reach out, billions of investing opportunities will be lost.

 

Our Mission

To provide content planning for financial l planning firms reaching a Millennial market. This is ideal for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.

 



We research your target market and craft a content marketing plan to help you reach your financial goals faster without wasting time to find the ideal client.

Our Approach

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Craft a one page plan

All it take is you getting back to basis of who you are and people you want to help. We begin an extensive discussion of your future needs to create the content that matches Research Your Target Market Not the One You think knows You

 
 

Grab and go Content Systems

 A step by step system to create and promote from your expertise as a financial advisor to get new clients through online marketing to use for your business and show who you are.

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Automation

 Reach your goals faster with done-for-you tools and templates that streamline every to-do for you and your firm.