From Invisible to In-Demand — A Practical Marketing System for Advisors
Why so many great advisors stay invisible
Most firms rely on word-of-mouth, occasional posts, and a dated website. That mix doesn’t scale because it’s reactive rather than intentional. Visibility is a system, not a streak of luck.
Revenx’s simple growth stack
Positioning: Choose one niche for 90 days (e.g., physicians, business owners, federal employees, new retirees).
Content Engine: Publish weekly: one “problem → solution” post, one short video, one proof asset (testimonial/case story).
Lead Magnet: A one-pager that solves one urgent pain (checklist, claims day guide, Medicare cheat sheet, rollover map).
Nurture: 5–7 email lessons that teach first, invite second.
Conversion Bridge: Clear CTAs everywhere: “Get the guide” or “Book a 15-min fit call.”
Your first 30 days, mapped
Week 1: Nail a niche, outline the one-pager, record 2 short videos.
Week 2: Launch a clean landing page + email capture; write nurture Day 1–3.
Week 3: Publish two educational posts; add social proof to website.
Week 4: Run a micro-seminar (25 minutes), send invites to your list, publish recap.
Lead magnet conversion rate (target 25–40%).
Email open rate (target 35%+), reply rate (2–4%).
Calls booked per 100 visits (2–5%).
Cost per booked call (ads) or time per booked call (organic).
Compliance without the headache
Template the disclosures. Use “education → invitation,” not “promises → predictions.”
CTA
If you want this set up in a week, Revenx will scope, build, and hand you the dashboard.
