Swipe File & Inspiration Library

Articles, videos, podcasts, and more to help inspire building a better digital presence

Website Tips

Video: Stop Ignoring Your Practice's Website: Building a Website That Converts

Article: 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)

Article: I Analyzed The Websites Of Barron’s Top 100 Financial Advisors: Here’s What They Do Differently…

Podcast: 3 UX Improvements I Made to Boost Website Traffic in 2021

Podcast: Awesome SEO Advice for Financial Advisors with Taylor Schulte

General Marketing

Podcast: The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea

Article: 7 Niche Marketing Ideas for Financial Advisors

Article: Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor

Article: 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...

Article: Jason Wenk's Original Marketing Plan

Article: How to get your first 100 clients as a new RIA | Part 1

Article: How to get your first 100 clients as a new RIA | Part 2

Article: How to get your first 100 clients as a new RIA | Part 3

Email Marketing

Article: 4 Types of Email Marketing Automation to Add to Your Advisory Practice

Article: 4 Things I've Learned From Sending 3.2 Million Financial Advisor Emails...

Content Marketing

Video: How to Create 7-10 Pieces of Content From One

LinkedIn Marketing

Video: Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand

Website Inspiration

WealthFront

wealthfront

Found Bank

found bank

Root Financial

root financial

Podia

podia

ScreenStudio

screen studio

Memberstack

memberstack