Get Savvy About Your Marketing

Join the 100+ Advisors Who are Savvy about Marketing

Marketing doesn’t have to be overwhelming, expensive, or a second full-time job. If you’re an independent financial advisor (or the person tasked with marketing one), this free membership gives you the tools, clarity, and support to make progress.

Inside the Savvy Advisor™ Membership, you’ll get access to:

Whether you're DIY-ing or just getting started, this is your easy button. It’s totally free, and always built with financial advisors in mind.

REGISTER AS A SAVVY ADVISOR™

INSIDE SAVVY ADVISOR™ YOU'LL FIND

Once you’re in, you’ll land on your personalized dashboard — complete with a welcome video and your own member profile. From there, you can:

Check your marketing score
Access free tools and resources built just for advisors
Explore courses to help you market smarter (and faster)

We’re always adding new content, so whether you log in once a week or once a month — there’s always something worth checking out.