Curriculum
Built in sequence. Click any phase to explore its modules and lessons.
14 phases
40 modules
115 lessons for you
PHASE 1
Est. 1–2 weeks
Foundation
Get this right once. Everything else is built on top of it.
PHASE 2
Est. 1–3 weeks
Website
The hub everything else points back to. Most advisor websites are missing the same things.
PHASE 3
Est. 2–4 weeks
Getting Found Online
Setup is a project. Being findable is a practice.
PHASE 4
Est. 1–2 weeks
Email Marketing
The highest-ROI channel most advisors underuse. Infrastructure first, then campaigns.
PHASE 5
Est. 2–4 weeks
Content (Passive)
2–4 content streams per month, done well, beats daily posting done poorly.
PHASE 6
Est. 4–8 weeks
Content (Active)
YouTube, video, podcasting. Requires real commitment. Builds real authority.
PHASE 7
Est. 1–3 weeks
Client Growth
Your best clients already know your next best clients.
PHASE 8
Est. 2–4 weeks
Practice Management
The operational layer that makes everything scalable.
PHASE 9
Est. 2–4 weeks
Referral Networks & COIs
Building a system, not hoping for random inbound.
PHASE 10
Est. 1–2 weeks
Reputation
What people find when they look you up. Make sure it matches what you want them to think.
PHASE 11
Est. 2–4 weeks
Events
The highest-converting channel most advisors underuse.
PHASE 12
Est. 2–4 weeks
Digital Marketing (Paid)
Ads amplify what already works. Don't start here.
PHASE 13
Est. 1–2 weeks
Analytics & Measurement
You can't optimize what you don't measure. Most advisors measure nothing.
REFERENCE
Always open
Compliance & Rules
Jump here from any section when you hit a "can I do this?" moment.