Referrals built your firm, but they shouldn't be the only thing growing it...
You've done well - clients trust you, and most of them likely came through someone who already did. But maybe you're at a point where growth has flattened, or you want to hire more advisors and need to know there will be enough new clients to hit your revenue targets. Or maybe you want to acquire new practices or grow your own practice to be able to exit it profitably. That's usually when advisors start asking the same question: how do I get clients as a financial advisor without relying only on referrals?
If you've already tried these...
...and you're still waiting on the clients, you're not alone. Here's what I hear from advisors almost every week: • You hired an SEO or content agency. The blogs came back generic, and some weren't even accurate. Nobody on your team would have written them that way. • You posted on LinkedIn. A few likes from colleagues, but no interest or calls from potential prospects. • You invested in a website and it looks great, but you're not getting any new clients from it. •Everyone has a strategy for you...Video. Ads. A podcast. AI. Fix this, fix that, but none of it's really adding up to any meaningful increases in traffic, leads, or clients. So you've spent money, spent time, and you're still not sure what's working. It's not that nothing works, just that you may be trying to do a few random pieces here and there rather than having a connected strategy that actually brings all the pieces together in a way that aligns with your firm.
Online Marketing for Financial Advisors
Online Marketing for Financial Advisors is a 6-week course that walks you, or the person on your team who handles marketing, through the online marketing every advisory firm needs. We cover the basics and the advanced pieces. More importantly, we cover how to actually do them. Online Marketing for Financial Advisors walks you (or the person on your team who handles marketing), through all the most important parts of building a strong online presence and marketing system that actually brings in clients. And it moves at your pace. Yes, the live cohort runs six weeks, but your access doesn't end there. If client meetings pile up or a module takes longer, that's okay. You keep access to every module, lesson and recording, plus any future updates to the course. You'll learn the basics and the advanced pieces, and more importantly, how to do them: how to get found, how to turn visitors into conversations, and how to stay top of mind until they're ready to talk. No generic agency playbook. No guessing what's compliant. Everything is built around how advisory firms really work: busy teams, compliance reviews, and clients who hire you because you provide value and they trust you.
How It Works
Foundations
Get clear on who you serve, what you want, and who does the doing.
Get Found
Show up when your ideal clients search, in Google and in AI answers.
Convert
Turn visitors into conversations, with follow-up that runs without you.
Stay Visible
Stay top of mind week after week, without posting every day.
Build Authority
Become the advisor people quote, invite and remember.
Amplify & Plan
Use additional strategies to attract more leads and leave with your written 12-week marketing plan.
How It Works
• 12 lessons over 6 weeks. Two lessons a week, released on Thursdays. • Short videos, not marathons. Each lesson has three parts: what it is and why it matters, how to do it, and an AI shortcut to get it done faster. • Live Q&A calls. Bring your questions, your website, your posts. Calls are recorded, so you won't miss anything if a client meeting runs long. • Built for your team. Watch it yourself, hand it to your marketing person, or both. [Team seats: one per firm / add seats for $___] • A Thanksgiving break. No lessons the week of November 26. Enjoy your family.
Bonus: Your 2027 marketing plan, ready to go
In the final lesson, you'll turn everything you learned into a written 12-week marketing plan for Q1 2027. You'll leave the year knowing exactly what your team is working on in January, instead of starting from a blank page.
This course is great for you if you:
Highlight #1
• Run an independent firm with a small team and get most of your clients through referrals
Highlight #2
• Want a second, steady source of new clients that doesn't depend on who's sending them
Highlight #3
• Have spent money on marketing and want to know what's worth keeping • Genuinely care about your clients, and want marketing that sounds like you
About Simona Ondrejkova, CFP®
Before I worked in marketing, I was a financial advisor. I know what it's like to build a book one relationship at a time, and to wonder where the next client will come from. Today I'm The Advisor's CMO. For the past six years I've helped advisory firms build marketing that sounds like them and works for them. I work with advisors who put clients first and lead with honesty and integrity, because those things matter to me too.
Curriculum
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Introduction
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Before You Start: How Each Lesson Works
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Lesson 1.1: Why Most Advisor Marketing Doesn't Work
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Lesson 1.2: Your Business Vision
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Lesson 1.3: Turning Your Marketing Vision Into a Goal
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Lesson 1.4: Your Marketing Fact-Finding Process
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Lesson 1.5: Baseline KPIs
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Lesson 1.6: Who Does the Doing?
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Lesson 1.7: AI Tips and Shortcuts
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Before You Start Module 2
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Lesson 2.1: Who You Serve Best
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Lesson 2.2: Your Positioning
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Lesson 2.3: Your Marketing Funnel
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Lesson 2.4: Find Your Leak
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Lesson 2.5: Tracking Monthly KPIs
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Lesson 2.6: Teach AI Who You Serve
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Ready to Master Marketing?
Founding Cohort pricing $1,500 for the 6-week live course, including all 12 lessons, live Q&A calls, recordings, and the bonus 2027 plan. This is the founding rate. The price goes up for the next cohort. Enrollment closes Friday, October 30. [SAVE MY SEAT]
$1,500.00
FAQs
How much time will this take each week? Plan for about [X] hours: two short lessons plus the live Q&A. The lessons are designed to be watched in small pieces between meetings. What if I can't make the live calls? Every call is recorded and shared with the cohort. You can also send your questions ahead of time. Can someone on my team take the course instead of me? Yes. Many firms will have their marketing person or operations lead go through it. [Seat details.] Will this guarantee me new clients? No, and be cautious of anyone who promises that. What you'll get is a clear understanding of what works online for advisors, the how-to for each piece, and a written plan to put it into action. Is the content compliance-friendly? The course is built by a CFP® professional with advisor compliance in mind. Your firm's compliance team still reviews anything you publish. Will there be a self-paced version later? Yes, but it won't include the live Q&A calls. The Founding Cohort is the only way to get live support at this price. What happens after the course? If you want hands-on help putting your plan in place, graduates get [member rate] on a Marketing Strategy Map or 1:1 review. What if the cohort doesn't fill? If we don't reach the minimum by October 30, the start date moves to November 12, and you'll hear from me right away.