New here! Anytime I enter a new group I try my best to give first and share anything I know. So, I figured I'd introduce myself by giving out the thing I would have wanted when we started. I'm Cale. I run an RIA, and for the last couple of years a lot of our growth has come from cold email rather than just referrals. It took 11 months and about $10K before it worked, and most of that was spent learning things the hard way that somebody could have just told me. So I wrote all of it down — the campaigns we actually run, 500 templates written for advisors, the research process we go through before entering a new niche, the follow-up, and the things we got wrong. It's totally free, and hopefully it helps some of you bring on new clients and help more people. If you're trying to grow without waiting on referrals, or want something to run alongside your other marketing, this guide should save you about 11 months, haha: https://docs.google.com/document/d/1Pg0Ns-67kuODP_IKAV9hIvWsYGEZN7xbWF4T4FlR-jo/edit?usp=sharing If you're already running your own marketing and you've found things that work, I'd love to trade notes and learn what's working for you!

We could all use a good list of niche emojis :) --- Here are some emojis that can symbolize "niche" or the idea of specializing in something specific: 1. 🎯 – Represents focus and precision. 2. 🪟 – A "window" into a specific area or niche. 3. 🔍 – Suggests zooming in or honing in on a particular subject. 4. 🗝️ – Symbolizes unlocking a unique or specialized area. 5. 📚 – Indicates a specialized field of knowledge. 6. 🧩 – Represents a piece of a larger puzzle, or a niche within a broader category. 7. 🏷️ – Suggests a label or category. 8. 🌱 – A growing niche or new, specialized market. 9. 🌀 – Something unique or off the beaten path. 10. 📌 – Pinpointing a specific niche or focus. These can work individually or in combination depending on the tone you're aiming for.

I've been thinking recently about all the people/companies that are trying to get attention (i.e. marketing). The number of attention-seeking organizations is probably exponentially increasing - so barring people that don't yet have internet / phones / haven't been born yet... isn't attention getting scarce-er? Hypothetically, your iPhone, TV, Facebook, your boss, your spouse, your kids, your broken sink all have a piece of your attention. So who is losing attention? I posit... you? It's possible now to live an entire life and give your attention all away - to school, to the bank, to retirement, to all the things you should buy (CYBERTRUCK!!!). I wonder if it's time like "The Richest Man in Babylon" to save the first 10% of your attention before spending the rest. Maybe that's why morning routines are so popular, meditation, working out, eating healthy - it's a little attention that's yours before you spend all the rest. Thoughts?

Out & About Communications is holding a webinar: Date & Time: Nov 30, 2023 02:00 PM ET Description: Utilize LinkedIn to take your firm to the next level, with your team behind you. We have put together tips and tricks for firms to educate employees on how to use LinkedIn to support your firm's growth goals. Here are a few things you'll learn: - More about why LinkedIn is the place to allocate time and resources - How to get your team members on board to support company goals - Tools or opportunities you can leverage to further your goals - How to decide which metrics to focus on - Where to find success whether you are just getting started or ready to go all in Our team will be presenting insights and best practices for about 45 minutes, with time for your questions at the end. Replay will be available for those who register. https://us06web.zoom.us/webinar/register/WN_hTR3FyQjTtCZ7UdvHW0hpA#/registration

Another advisor shared this with me. Looks interesting... https://www.testimonialiq.com/ I have a demo scheduled with them tomorrow and can share more if anyone's interested