Wednesday, August  12th at 9am PT  |   12pm ET

You Don't Have a Lead Problem. You Have a Sequence Problem.

Most advisors have tried the usual tactics (email, LinkedIn, the occasional webinar) without ever building the foundation underneath them. The result is wasted spend, flat conversion, and growth that stalls.

Join FMG's Susan Theder and Samantha Russell for a data-backed look at the exact sequence top-growing practices follow, benchmarked against Cerulli and Schwab data, to turn organic marketing into a repeatable growth engine. 

In this workshop, you'll walk away with:

• A growth sequence you can apply immediately. The eight pillars, in the exact order to build them, so you stop pouring budget into channels your foundation isn't ready to convert
• A referral system that runs itself. The specific systems that turn client referrals and COI relationships into repeatable, trackable growth instead of ad hoc wins
• A plan to get found by AI. How ChatGPT, Perplexity, and Gemini are changing advisor discovery, and what it takes to get cited, not just ranked
• The 3 documents that predict growth. What a real marketing plan, Ideal Client Profile, and value proposition look like, even if you're starting from zero

According to Schwab's RIA Benchmarking Study, firms with a documented marketing plan, ICP, and value proposition in place grow approximately 67% faster in new clients and 68% faster in new client assets. This workshop shows you how to build all three.