1-to-many Financial Planning? It has arrived!

Happy Saturday!

First, a quick update on the Skools for Advisors… this platform is growing and there are several more groups since I last tracked, but here are the numbers on the ones I’ve been tracking:

• 🥇 RIA Operators by Kate Guillen - +27 members

• 🥈 FA Success Syndicate by Anton Anderson - +22 members

• 🥉 Client Acquisition Academy by Ermos Erotocritou - +15 members

• Females And Finance by Sheryl Hickerson - +14 members

• SLS Framework Free Group by Bilal Malas - +13 members

• The Authentic Advisor by Benjamin Ong Hong Yew - +12 members

• Million Dollar Practice by Simon Lu - +7 members

• Trained Advisor by Joe Loebach - +6 members

• ProAdvisorSuite Community by Joe Moss - +5 members

• New Age Advisor / Firms by Dan Reddish - +3 members

1-to-many financial planning

Naw… financial planning is private, that will never work

90% of households still don’t have access to financial planning:

Why? Mainly because its way too expensive. How do we get the price down?

➡️➡️➡️ 1-to-many planning, software, community… IMO

In September of last year, I wrote an article about 2024 Lead Gen:

…where I suggested using a combination of Elements and Skool to provide free or low-cost value to prospects as a way to nurture them in community until they’re ready to become clients.

Well, folks, it’s arrived!!! This Elements-forward community on Skool by Brandon Galici. I hope its the first of many…

Because I hypothesize that this is how the 90% can get access to this type of financial planning.

I’d encourage you to check it out, read my article, and just consider this 1-to-many concept.

Also check out this podcast where this concept is discussed further:

Love to hear what you think! Reply back and let me know.

Past and one more Upcoming Event:

Yesterday, I joined Nora Gallegos for an in-depth review of the capabilities of PreciseFP, the market leader in data gathering for financial advisors:

And next Friday, I’ll join Stacia Waren with fpPathfinder for an in-depth overview of the capabilities and use-cases. Register here.

I have one last thing I’d like to write about, but this email is long enough… So stay tuned - it has to do with AdvisorTech reviews.

Hope you have a great weekend!

Joe

P.S. Considering starting a 1-to-many offering? A couple things you should know:

• Will most likely need to be an OBA because compliance on $27/mo membership? The numbers don’t work.

• You’ll need to build an audience. You can’t sell $27/mo memberships like you sell $8,000/yr AUM offerings.

P.S.S. PreciseFP and fpPathfinder are sponsors, Skool is an affiliate, Elements is just cool, and Brandon Galici, well he’s charting new blue oceans

P.S.S.S. Ok, now this email is way too long.