We lay out a realistic marketing plan for financial advisors as LinkedIn reach fades, using Instagram, short-form video, and email to stay top of mind and drive referrals.

We also connect the same compounding mindset from investing to content, business margins, and the confidence it takes to stand out in a world full of AI-generated sameness. 

• Shifting from LinkedIn-first to a distribution mix 
• Using email newsletters as the hub that compounds trust 
• Choosing depth with fewer clients over spreading thin 
• Committing to the creative cost and letting marketing compound for years 
• Building business margin
• Creating story-based content around real client questions 
• Separating decisions from outcomes in investing and client behavior 
• Planning with multiple wealth buckets for taxes and early retirement 
• Housing choices, cash drag, job risk after 50, stock options, and tax planning 

We hope you enjoy!

Thanks for listening!

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