Active paying members unlock access to the following resources.
Mini Courses
Business Model Design
Designing your expertise business model
- How to Package, Price, and Sell Custom Consulting
- How to Design Productized Advisory Services
- How to Sell and Deliver Single Strategy Calls
- The Right Way to Sell Fractional CMO Services
- Memberships, Subscriptions, and Community Offers
- How to Create Your First Education Product (Coaching Call)
Marketing Your Business
Positioning, sales, and marketing
- Marketing Fundamentals for Consultants
- How to Use Writing to Attract More Clients
- How to Choose a Niche for Your Marketing Practice
- How to Gain Traction in a New Niche
- How to Leverage Conferences & Events to Attract Clients (as a Speaker or Attendee)
- Golden Goose Strategy: How to Leverage Other Audiences to Attract Clients
- The 10 Laws of a High-Performing Consultant Website
- Camera, Lighting, and Audio Setup for Your Home Office Studio
Methodology and IP Development
Refining your methodology and turning it into intellectual property
- The 5 P’s of Marketing Execution – Planning & People
- The 5 P’s of Marketing Execution – Projects & Processes
- The 5 P’s of Marketing Execution – Performance
- Financial Acumen for Marketing Strategists
- The Advisor Operating System—Organizing Everything You Do
- How to Structure Your Proprietary Methodology
Guest Experts
- How to Create Clean, Clear, and Convincing Website Copy and Messaging with Billy Broas
- Leveraging Deep Insights and Long-Form Content to Attract Clients with Liam Curley
- Unleashing the Power of AI and ‘Dark Data’ to Find Profitable Market Insights with Abi Awomosu
- How to Negotiate Advisor Equity Compensation with Rod Burkert
- Google Analytics 4 Workshop with Jordan Choo
- The 5 Lightbulbs Copywriting Framework with Billy Broas
- How to Rank Your Website in Google with Tsavo Neal
- Personal Branding Techniques To Help You Become The Obvious Choice with Robby Fowler
- How to Generate More Sales from ANY Email List with Dylan Bridger
And more are being recorded live each month!
Resources
- Marketing Partner Rolodex — vetted freelancers, consultants, and agencies to refer implementation work
- Inspiration Swipe File — examples of websites, landing pages, services, ads, and more to use in your business
Templates
Advisor Operating System
I. Business Admin & Staying Organized
II. Client Engagement Processes & Templates
- Client Kick-Off Email
- Client Discovery Questionnaire – 100+ Questions
- Call Notes Template
- Marketing Strategy & Channel Summary
- Buyer Personas
- Channel Summary
- KPI Spreadsheet
- Standard Operating Procedures
III. Methodology & IP Development
- Marketing Playbook (Trello Template)
- Client Operating System (Trello Template)
- Market Research (Airtable Template)
- Swipe File (Airtable Template) + Example
BONUS:
And more are being added each month!