Finally, a system for advisors who don't have time for prospecting.
This Field Guide shows you how to build an advisor brand that attracts millions in AUM. Discover the inbound and outbound plays that growth-oriented RIAs use to grow beyond $100M, command more prestigious clients, and build a world-class practice.
A proven system for building your advisor brand and attracting clients
Built specifically for financial advisors and wealth managers
Get the tried and true system dozens of advisors use to grow their client book
All packed into one book. Free download.
Learn why most advisor content gets ignored
Discover how to position your practice to win
Get real world examples of advisors closing their ideal clients
You built to $50M through hard work and hit a wall. Now make the next stage predictable.
The numbers don't lie
Real results from advisors who've implemented our system
How Leading Advisors Are Taking Control of Growth and Raising Their Game
The system that worked 20 years ago, doesn't get the job done anymore. Your goal is this: Position yourself as the trusted name in your market. Our Advisor Brand Field Guide shows you how.
Discover how to build trust through written posts, visuals, and other formats that feel authentic to you
Get the weekly rhythm top advisors use to keep their pipeline full without burning out
Learn how to combine warm outreach, cold connections, and inbound content to win better clients
Learn how advisors at solo practices and large firms can drive high-quality client conversations
✓ Instant download • No spam • 2,500+ advisors trust us
What Poseidon Plus advisors say about working with us
"Won't be able to make it next week (on vacation!) but that session today was so incredibly helpful! Really made me take an honest look at myself and realize capable of more, but also showed me that there is light at the end of the tunnel."
"Here's my 2 cents for what it's worth. I can call 25 people a day and not talk to anyone. I can email 25 people a day and not get any responses. Or, I can send 25 connection requests and half will visit my profile. 25% will connect. That's 10 people a day who probably saw my "pitch". That is my content. The ones that connect get to continue to see my content. As I get more and more connections my content gets seen more and more. I'm watching my profile views and impressions. They're increasing. Please I know back to know about the time. It doesn't matter that I feel them with no matter who, it's an amazing feeling. And I truly believe that when the time comes, they will stick of me. Because a real trusted, through. Working with us."
What makes this different from all the marketing advice online?
Most marketing advice comes from companies selling products. They've never had to sell a decades-long relationship with a high-net-worth individual.
We've helped dozens of advisors, from solo practices to the fastest growing RIA in America, build brands that lead to real AUM. They've landed meetings with top execs at NVIDIA, Meta, John Deere, Bristol Myers Squibb, and more.
It's the same playbook we use to connect our clients to CEOs, founders, and 8-figure earners every month. This guide shows you how they did it.
✓ Used by advisors managing $15B+ in assets
Your AUM is at Risk. Do Something about it.
Let's be brutally honest: Why would clients pay 85 basis points for portfolio management when AI can do it for 5? The answer is simple...
They're not paying for portfolio management anymore.
They're paying for trust, relationship, and guidance through life's biggest decisions.
The clock is ticking. Let Poseidon win your time back.
- Done-for-You Content and Prospecting
- 30+ Organic Social Posts a month
- 40 hours/month done on your behalf
- Coaching to improve online presence and sales confidence
The advisors who win will be the ones clients know, like, and trust
And that happens through consistent content distribution.
How We Help You Build Authority for Distribution
We built the authority distribution system for financial advisors.
You talk. We turn it into authority that drives distribution.
Clarity
Position you like a brand, not a business card
Consistency
Pull out your knowledge through short sessions
Scale
Multiply each idea into weeks of videos, posts, and emails
You get systematic authority building that powers both outbound and inbound distribution — without burning hours scripting, filming, editing, or hiring a media team.
Why It Matters
• Over 60% of adults under 35 seek investment advice on social media
• 79% of Gen Z and Millennials access financial advice via social channels
• 23% of Gen Z wouldn't even consider an advisor without a social presence
Influence drives pipeline. Attention builds trust. Consistency compounds.
You Become THE Go-To Expert In Your Niche
Instead of competing with every advisor, you become THE advisor for your specific client type. We position you as the undisputed expert so prospects seek YOU out instead of you chasing them.
Your Unique Market Position
- Stop being 'just another advisor'
- Own a specific niche completely
- Charge premium rates with confidence
Laser-Focused Messaging
- Every post speaks directly to YOUR clients
- No more generic content that gets ignored
- Instant recognition in your market
Your Clients are Searching. How do You Show Up?
You're buying lists and reaching out manually. The advisors with $100M+ AUM are creating organic content and building a brand legacy.
5x
More Engagement
LinkedIn video vs. text posts
82%
Prefer Video
Over reading about services
90 sec
To Build Trust
vs. 30 minutes of text
Old Way (interruption)
Cold calls interrupting prospects at inconvenient times.
Mass email blasts with generic messaging.
Purchased lead lists with low-quality prospects.
Outbound sales reliant on high-pressure tactics.
Transaction-focused conversations.
Limited visibility into where prospects are in their financial journey.
Limited differentiation from competitors.
Scattered content that doesn't align with a personal brand.
Chasing prospects who feel pressured.
New Way (attraction)
Thought leadership through insightful articles, blogs, and webinars.
Targeted outreach using personalized messages aligned with client goals.
Organic growth through relationship-building on social platforms and communities.
Creating inbound opportunities by positioning yourself as a financial expert.
Long-term relationship building based on value and trust.
Using data-driven insights to engage at the right moment with the right advice.
Standing out by building a unique personal brand that reflects expertise.
Integrated brand strategy across all platforms, showcasing values and expertise.
Attracting ideal clients by becoming a trusted financial advisor in your niche.
Ready to transform your advisor practice?
Join 2,500+ advisors who've downloaded our proven system to attract high-net-worth clients