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.

We're LIVE!

A.U.M. — Ask Us Marketing™ every Monday

A.U.M.™ is a livestream that airs every Monday at noon Central for financial advisors who want to market smarter, not harder. Each episode is packed with real strategies, expert guests, and advice you can use right away.

Come with questions. Leave with a plan.

NEW! Premium Course Released

Smart advisors know podcasting is one of the best ways take your firm from service provider to trusted ally. Savvy advisors know it’s not enough to hit “record”-- you have to make sure your audience sees your podcast and is excited to press play.

Scale your success without increasing your workload by learning how to promote your podcast like a pro.