For advisors, insurance agents, and CPAs
Your prospect looked you up before the first meeting and found a headshot.
They had already decided most of it by then. Almost nobody in your profession publishes anything, so the person who does is the only one in the market who gets to make an impression before the meeting rather than during it. That is a genuinely rare position and it is sitting open.
Solo advisors through small teams. RIA, hybrid, insurance, or accounting.
Referrals built the practice. They will not build the next one.
Your book came from relationships, and it worked. The problem is arithmetic: your referral sources are aging alongside you, and the people inheriting that money have never met you. They will look you up, and what they find is a headshot, a bio and a compliance-approved paragraph that reads like every other advisor in your city.
Meanwhile nobody in your profession is publishing. Walk the search results for the decisions your clients actually face and you will find media companies, custodians and a handful of national names. Local advisors are almost entirely absent. That is not because the audience is not there. It is because the profession collectively decided this was not worth doing.
So the whole field is open, and it stays open, because everybody is waiting for somebody else to go first.
In most professions the problem is that everybody is publishing. In yours the problem is that almost nobody is, and everyone has decided that means it does not work.
How this actually turns into clients
Nobody hires you because of a view count
The prospect who has watched thirty of your explainers has already decided you are the adult in the room. They arrive knowing your philosophy and how you think about fees, which removes the two conversations that usually kill a first meeting. And they are often surprised the person on the call is the same person from the videos, which tells you something about how low the bar is in this profession.
The asset they trade an email for
A video sends someone to something worth having. You capture the address, and the follow-up does the converting over the weeks or months it actually takes them to decide.
The booking link
For the ones who are already decided, there is nothing to nurture. The video did the qualifying and they want your calendar, not another PDF.
The raised hand
A call, a text, a DM, a comment that is really a question. Handled by a human, not a funnel. This is where a surprising share of the good ones come from.
The assets we build for your industry
- A retirement readiness checklist for the decision you most want to be hired for
- A rollover decision guide for the moment somebody leaves a job
- A questions to ask any advisor list, including the fee ones
- A tax-year planning calendar
- A first-meeting prep guide so the discovery meeting starts deeper
None of this is measured in subscribers. It is measured in how many people gave you an email address, booked a slot, or picked up the phone already knowing who you are.
What we build, in the order it matters
What people actually search
Nobody searches for an advisor. They search for a decision.
People do not wake up wanting a fiduciary. They wake up having just left a job with a 401k they do not understand, or three years out from retiring and unsure whether the number works. That moment is the entire opportunity and it has a search attached to it.
- Can I retire at 62, what do I do with an old 401k, should I take the pension or the lump sum, how much do I actually need
- These are decision searches at a life event, which means the person is motivated, time-boxed and about to act
- They are also the questions you have answered a thousand times across the desk, which means the content already exists in your head
- And they are almost entirely unclaimed at the local level, because your competitors are not making them
The format
One decision, answered completely, beats twelve market updates
Market commentary feels like the professional thing to publish and it decays in a week. The assets that keep working are the ones tied to a decision somebody will still be facing next year.
- Build around the decision, not the calendar. One thorough answer beats four shallow reactions to the news
- Say the number. The advisors who actually get calls are the ones willing to be specific where everybody else hedges
- Refresh the strong ones annually with the year in the title rather than starting over
- Chapters and a clean description so the video is findable by the question rather than by your name
The AI layer
Publish weekly without it becoming a second job
The constraint is not ideas, it is time between client meetings. One filming session should produce a month of everything, and the topic selection should stop being guesswork.
- Pull the decision questions your prospects are actually typing and rank them by how close that person is to acting
- AI drafts the outline, chapters, description and repurposed pieces. You edit, because your judgment is the product
- One explainer becomes the short, the client newsletter, the seminar handout and the page on your site
- Whatever review process you already run stays exactly where it is. The workflow just feeds it faster
Agentic AI, taught not rented
The three AI workflows we build together
Not an AI giving advice. I coach you to use AI on the marketing side, where your prospect actually finds you: the decisions they are stuck on, months before they call anybody.
The Question Miner
Finds the decision, not the keyword
Nobody searches for a fiduciary advisor. They search whether they can retire at 62, or what to do with a 401k after leaving a job. We use AI to map the decisions that precede hiring you, then rank them by how close that person is to acting.
The Draft Room
One explainer becomes a month of distribution
AI drafts, you edit, and whatever review you already run stays exactly where it is. One filming session should produce a month of long-form plus the short, the newsletter and the page on your site, which is the only way this survives a full client calendar.
The Citation Builder
Gets you cited when a prospect asks an assistant
Roughly 68 percent of US Google searches now end without a click. Getting cited inside the answer is the game. Branded mentions correlate with citation at 0.664, well ahead of backlinks at 0.218, so the work is podcasts, local press and named third-party references.
Vendor neutral. I do not resell anyone's software, and if the right answer is the CRM you already pay for, that is the answer.
Supporting detail, not the point
increase in client inquiries
Kevin, financial advisor
views per video, and the inquiries followed
Kevin, same practice
client inquiries per month
Kevin, verbatim from his own words
Kevin is a financial advisor I coached. His numbers are here because they are his and he gave permission to use them, not because they are typical of anything. What we track with you is your own version: how many people downloaded the readiness checklist, how many booked the first meeting, and how many arrived already knowing how you think.
Clients in your industry
People who did this, in advisors & cpas
5x client inquiries
Views went from 500 to 2,100. Client inquiries jumped from 1-2 per month to 8-10. The analytics chapter showed me exactly which metrics actually move the needle.
Why the people already selling to you keep failing you
The content libraries
Sells you an article feed and automation. It is competent and it makes you sound exactly like the other four hundred advisors subscribing to the same library, at precisely the moment you are trying to sound like yourself. No coaching, no video, nothing that becomes distinctive.
The practice management coaches
Good at process, pricing, team and the transition to fee-only. Genuinely valuable work. It is not a client acquisition channel program, and video is a module at best rather than a strategy.
The agencies
Websites, SEO and paid search on a retainer. The moment you stop paying, the thing stops working, because nothing was ever transferred to you. And none of them can make you show up on camera, which is the only part that actually differentiates you.
Coach Aaron AI · Free · 2 minutes
Be the advisor they find before they need one
Start with the Channel Audit and Plan. I will map the decision questions you could own in your market and build the 90-day plan with you on the call.
Where is annual revenue today?
Coach and build, in the same engagement
I coach you to become the advisor people find before they need one, and we build the publishing workflow and your first agents together while I do it. You keep all of it.
SYSTEMS OVER HUSTLE
$99/month or $999/year
You want the frameworks and a room of owners doing the same work.
- Two live group coaching calls a month
- The full training library including Crazy Simple YouTube
- Templates, the AI prompt library, and accountability pods
- A private community of owners building the same thing
CHANNEL AUDIT AND PLAN
$497
You want to know which decision questions you could realistically own in your market before committing to anything monthly.
- Your decision-question map, built before we speak
- A complete written audit of your channel, delivered before we speak
- 60 minutes going through every finding, one to one
- A 90-day plan and your first ten topics, chosen from real search demand
- Credits in full toward your first month of any coaching tier
TRACTION
$749/month or $8,239/year
You are publishing already and need a monthly checkpoint that fits around a full client calendar.
- One 30-minute private call a month on your numbers
- A monthly small-group call capped at eight owners
- A written plan within 24 hours of every call
- Systems Over Hustle included free
MOMENTUM
$1,599/month or $17,589/year
You want my eyes on your practice, your pipeline and your channel every month.
- Decision-first content planning rather than market commentary
- Two 30-minute calls every other week, or one 60-minute call a month
- Email and async review between calls, not just on them
- A written plan within 24 hours of every call
- Systems Over Hustle included free
AUTHORITY
$3,999/month or $43,989/year
You want to be the advisor who owns the search results in your niche.
- Topic mapping across a decision, not one phrase
- Four 30-minute calls a week apart, or two 60-minute calls
- Four videos a month planned with you before you film
- Titles, descriptions, chapters and captions built for each
- Your channel and your pages built to get cited by AI assistants, not just ranked
What I promise
In your first 30 days you get a baseline audit, the decision questions your prospects actually type, and a written 90-day plan. If I have not delivered all three inside 30 days, the next month is free.
Questions financial advisors, insurance agents, and cpas actually ask
Two paths. Pick the one that fits today.
Take the free scorecard and get a ninety day plan in the next two minutes, or book a call and we will talk through it together. Either way you leave with something specific.