Budget-Friendly Marketing Leverage for Independent Advisors

You didn’t become an advisor to write blog posts or schedule social media content.

Alas, in our digital-everything world, marketing isn’t optional. And for independent RIAs, time and resources are in short supply.

That’s why Assets Under Marketing was created.

This newsletter is your monthly shortcut to time-efficient DIY marketing — built specifically for solo advisors and small practices who want to develop their brands, articulate their value proposition, and position themselves in front of more prospects, but are limited by busy schedules.

Each month, you’ll get a combination of:

• Time-saving marketing tips, tools, and strategy shortcuts

• A featured content idea with AI prompts to help you accelerate content creation

• Ready-to-use templates and swipe files for emails, social posts, and more

• Ongoing content reviews, planning prompts, and quarterly content calendars

The goal is to provide creative ways to connect with prospects, nurture leads, and build trust with clients — without hiring an agency or adding hours to your day.

Why Subscribe?

Because most advisors are winging it. And, unfortunately, it shows.

According to Broadridge, 85% of advisors say finding time for marketing is a challenge, and the vast majority (8 in 10) are handling it on their own. On average, advisors spend just 2.1 hours per week on marketing.

That’s not a lot of time to write a blog, send a newsletter, post to social media, and keep your website fresh — let alone develop an effective strategy.

Assets Under Marketing is a toolkit. Delivered monthly. Built to save you time and help you win more clients.