Go Borrow Other People's Audiences

"What is your most recommended strategy for advisory firms that you can give us today?"

Author

Joe Moss
November 14, 2023

I appreciate what Joe and his co-founder have created with ProAdvisorSuite. I was an early subscriber and am already saving net dollars after the cost of my PAS membership. But it's not just about dollars and cents. Joe is building an engaged community around PAS with advisors and fintech vendors having an open dialog around making our businesses and the overall industry better for all involved, especially our clients. What's not to love about that?!?!

Russ Thornton, Wealthcare for Women

Welcome to the 5th Edition of ProAdvisorSuite News!

Lots to cover today, but I wanted to start with this quote from Kendra Wright at the Future Proof Conference during the Organic Growth Tactics for Enhancing Your Conversion Funnel session:

Douglas Boneparth: (audience question) What is your most recommended strategy for advisory firms that you can give us today?

Kendra Wright: I would go borrow other people’s audiences.

You might have a great offer, and be great at sales, but if you don’t get your offer in front of enough people, it’s hard to grow. You could build your audience from scratch… or you could borrow an existing audience.

In this attention economy, it’s important to figure out who your target audience already gives their attention to, and just go there.

Which begs the question, both for me and for you…

❝

Where’s my target audience?

An easy place to start is with influencers in your space, and is the reason I started building influencer lists in the advisor space.

Who already has attention, who’s gaining followers (attention), and who are the up-and-comers?

I posted more info on this project on LinkedIn yesterday, you can read more here.

Whether you’re a financial advisor, tech consultant, advicetech company - it works the same, think about Kendra’s advice to “borrow other people’s audiences.”

November AdvisorTech Giveaway!

Yep, you read that right. For the month of November, we are giving away over $20,000 in AdvisorTech prizes!

Prizes include*:

  • 2 seats for Simplicity Ops’ DIY CRM Makeover

  • 2 seats for OnBord’s Streamlined Client Onboarding

  • 2 seats for Bento Engine’s Proactive Advice and Engagement

  • 2 seats for Hubly’s Best-in-Class Team Workflows

  • 2 seats for CurrentClient’s Modern Text-Based Engagement App

  • 2 seats for Wealthtender’s Digital Marketing Growth Platform

*Seats are for 1 year / Seats are at the starting tier level

So how do you enter this epic giveaway??

There are 2 ways:

  1. Sign up for ProAdvisorSuite by the drawing date, Nov. 24th ($29/mo)

  2. Share ProAdvisorSuite News on Twitter, LinkedIn, or via email and send me a screenshot

ICYMI, I’m starting a book club/research project for 2024 to set some 10x and 2x goals and help each other achieve them and take notes along the way.

If you’re interested in participating, please reply to this email and let me know!

Recorded & Live Tech Demos

Our goal at ProAdvisorSuite is to make it super easy to learn about the tech you’re considering. One of the ways we’re doing this is through live demos and then making the recordings available to watch or re-watch on your own time.

Recorded Demos:

Upcoming Live Demos:

Or view them all here on the calendar.

Free tech assessments

If you’d like to book a call with me to review your tech stack, I’m offering free tech assessments for the next month.

Click here to schedule.

That’s all for today, folks! Thanks for reading and hope you have a great Tuesday.

Warmly,

Joe

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