ABC Advisor — Foundation

Module 1

Your Marketing Room

01 How to set up your marketing room. → 02 Marketing room checklist: the 15 things that should be in one place. → 03 Marketing room audit: is yours actually being used? →

Module 2

Ideal Client Profile

01 How to build your ICP definition document. → 02 ICP checklist: do you actually have one? → 03 ICP audit: is yours specific enough? → 04 ICP template: the 8 questions worksheet. → 05 ICP review: how to update it as your practice changes. →

Module 3

Value Proposition

01 How to write your value proposition statement. → 02 Value prop checklist: can you answer these 3 questions? → 03 Value prop audit: does yours actually differentiate you? →

Module 4

Branding

01 How to build your brand assets. → 02 Brand checklist: what you need before you market anything. →

Module 5

Tech Stack

01 The advisor tech stack: what to use and why. → 02 Tech stack checklist: do you have the basics? →

Want someone to audit your current setup? We'll go through this phase together.