How to Improve Your Calendar (& Client Onboarding) Experience

To stand out and get people to feel more comfortable scheduling a call with you, you need to customize the experience & give context - like this:

Creating Enemies: Brand Building for Financial Advisors

A simple way to be memorable

AllStreet Academy: How We Built It (YFCD #8)

We launched AllStreet Academy for one day only at $99. In 24 hours, 126 students purchased the class. This is a quick breakdown of how we made it happen:

The Definition of Insanity (Advisor Edition)

"Doing the same thing over and over again and expecting a different result"

[Templates] Downloadable PDFs & eBooks

🔍The purpose of free guides & PDFs: to educate your ideal client & collect their email so you can continue marketing to them in the future Below are fully editable templates that can be modified to fit your voice & brand - resources are tagged with 'Club Creations'

[Templates] All Editable Canva Graphics & Designs

How it works - 1. Choose a template 2. Click the linked text 3. Open in your account & freely edit

Top Business & Creative Tools for Financial Advisors

Inspired by the Kitces software map, I wanted to put together a brief version with creative business tools

How to Make a Linktree Replacement (with Carrd)

A one-page personal website

How to Design Your Social Media Profiles to Convert - YFCD #7

How to make a custom one-page website, top creative tools [graphic], 5 social media tips, and member examples

[Email Template] New Subscriber Welcome Sequence

a customizable 3-email sequence template