The MOST important email of 2024

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There’s something afoot.

Well, not me directly, but you’ll see…

It involves some of my favorite things:

• Financial advisors

• Community

• Industry collaboration

And possibly the future of financial advice. More on all this… probably near the end of scroll.

Skool has its own community:

And it sends these Weekly Digest emails…

But I wanted to note the summary:

• 616 posts

• 14,133 comments

• 2,934 new members (in a week)

That’s what I call an active community!

But now back to the real world.

An update on advisor Skools:

Top 10 by member growth (7/13 - 8/31):

• FA Success Syndicate by Anton Anderson +68 members

• Client Acquisition Academy by Ermos Erotocritou +56 members

• Million Dollar Practice by Simon Lu +56 members

• ***The SECRET*** +48 members

• The Advisor Academy by Benjamin Ong Hong Yew +39 members

• RIA Operators by Kate Guillen +37 members

• Simplicity Ops Partners by Kate Guillen +14 members

• SLS Framework Free Group by Bilal Malas +13 members

• Fintech Advisory Accelerator by Justin Bolmgren +9 members

• PreciseFP User Community by Ryan George +8 members

So what is this “SECRET community?”

I’ve been promoting FinMate AI for about a year now, and I’ve just about run out of things to say. 🙂 So I’ll let Libby Greiwe take the mic:

Learn more about FinMate AI: https://www.finmate.ai/

Lastly, yes, you guessed it, there’s a new community starting for financial advisors… and it has the potential to climb my lists of advisor communities rather rapidly.

To find out more, you’ll just have to attend this webinar:

But its bigger than this webinar, or a new advisor community, or Skool, or 1-to-many models…

In all my wanderings, I’ve been looking for a way for advisors to offer financial planning (profitably I might add) to any client, for any price…

And I think we’re on the cusp.

Until Next Time,

Joe