I created this project with a few personas in mind:

• The New RIA - if you're making the BD transition or taking a career leap, there's a lot to learn. The Club exists to help you establish your digital presence so you can spend more time working with new clients.

• The Solo RIA - whether you're just getting started or you've decided that solopreneurship is the right route, you're busy. You have minimal time for marketing and learning the creative side of business. Converting Attn: Club cuts down the learning curve & gives you the creative direction you need.

• The Legacy RIA - if you've been hesitant to go all-in on your digital presence, this is the place to get comfortable. Take advantage of the personalized creative feedback. Use the templates. Read the newsletters & guides. Everything here can help traditional firms add a digital flair to their marketing approach.

‍Have a new marketing assistant/freelancer that you want to get up to speed? Use their email to create the Club account & use a business card to cover the cost of a membership (could be deductible).

Currently, $499 for lifetime access.

✅ Weekly member-exclusive co-working session

✅ Custom “link-in-bio” website template

✅ Personal brand & firm-based website templates

✅ Editable email templates & automations

✅ Graphic templates & content ideas

✅ New templates & content ideas each month, design & marketing tips, website best practices

• Marketing how-to's, walkthroughs, & tutorials

• Unlimited access to community swipe file & all Club content

Yes, you have full ownership and design control of the templates & resources once downloaded.

Refunds are reviewed on a case-by-case basis—life happens—but due to the nature of the paid content and available previews, the standard procedure is no refunds issued.