• 2 Lessons

    How to Market FEE ONLY Services

    Attention all fee-only financial advisers, CPAs, and attorneys! Are you struggling to stand out in a crowded market? Are you looking for ways to differentiate yourself and demonstrate your commitment to providing unbiased and transparent advice to your clients? Look no further than

    Our FREE course is specifically designed to help you market your fee-only services and achieve success in your career. Whether you're a seasoned veteran or just starting out, our expert-led program will equip you with the tools and strategies necessary to effectively promote your fee-only offerings and grow your client base.

    When you take this course, you'll learn how to showcase your fee-only status as a competitive advantage, set yourself apart from the competition, and build trust and credibility with potential clients. Our FREE course covers everything from creating a compelling marketing message to leveraging social media and other marketing channels to reach your target audience. There is no exam, or any CPE credits granted, but you will learn things to help you grow your firm.

    Don't miss this opportunity to take your fee-only practice to the next level. Enroll in our FREE course today and start marketing yourself as the go-to expert in your field.

  • 0 Lessons

    LinkedIn & Facebook Fallacies

    A fallacy is an error in reasoning that leads to an incorrect conclusion. There are many different types of fallacies, but they all involve making a flawed argument or mistake in logic that leads to an unsound conclusion.

    Every financial adviser, CPA or attorney is being told by marketing firms around the country that they must have a blog on their web site to be relevant and attract leads. Is this true - or just a false dilemma fallacy. 

    This course is intended to show you the pros and cons of blogging in 2023. 

  • 0 Lessons

    Professional Digital Credibility

    While professional designations such as the CFP and membership in organizations like the AICPA or state bar associations can demonstrate credibility, they do not necessarily translate to digital credibility. In today's digital age, it is important for professionals in these fields to also have a strong online presence and reputation in order to effectively market themselves and reach potential clients. Building digital credibility involves showcasing one's skills, knowledge, and experience through a professional website, engaging in online professional communities, sharing relevant content, and seeking out and responding to online reviews and ratings. By focusing on both traditional professional credibility and digital credibility, professionals can establish themselves as trusted and respected resources in their fields and build successful careers.

    This course covers the marketing trends and best practices that you will hear all about in 2023. It will provide you with the knowledge and skills you need to effectively promote your services and establish yourself as a trusted and respected resource in your field. Whether you are a seasoned professional looking to stay current or a new adviser seeking to build your brand, this course will offer valuable insights and strategies to help you succeed. Enroll in this course today and start learning how to effectively market yourself and your services in the digital world.