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Connect + Grow

Virtual Workshops for the Modern Advisor|

DESIGNED FOR:

The ambitious, heart-driven advisory firm ready to level up, grow your business and create next-level connection with your clients and prospects.

The new skool

of marketing + communications has arrived

OUR PROMISE:

YOU will become the expert in how to connect and engage with your prospects and clients in a high impact way, leveraging modern communication mediums like video + podcasting.

Not Your Traditional Workshops

STRATEGIC FRAMEWORKS

NOT COOKIE CUTTER

IMMERSIVE SPRINTS

NOT SELF PACED

REAL-TIME EXECUTION

NOT HEAVILY JARGONED THEORY

PEER TO PEER SHARING

NOT TOP-DOWN APPROACH

01

Zero to Launch DIY Video Workshop

Become a Video Rockstar
Begin shooting and posting videos immediately. Take on assignments designed to get you out of your comfort zone and into the world of video FAST! The workshop covers everything from camera angle and lighting to on-camera presence and scripting.
02

Rock Your Growth Marketing Workshop

Strategic Marketing for the Modern Advisor
Develop a compelling strategy and action plan that empowers you to show up authentically in the new model of communications and marketing. Connect your business goals to your “why,” get clear on your dream client and learn how to connect with them leveraging your unique strengths.
03

The Podcasting Fellowship

Step up to the mic
Podcasting has become the modern ``blogging`` for anyone who has something to say. If you have been thinking about, dreaming about and thinking more about starting “that” podcast...It’s time!
craving modern marketing guidance?

For Teams of 10+ Advisors, Contact our Sales Team for Custom Solutions: