Connect With Your Niche Using Your Voice
The Audio-to-Meeting Conversion System for Solo Advisors
We create 30 short audio clips (3 minutes each) in your voice about your niche’s specific financial concerns. Our scripts are pre-vetted for SEC/FINRA compliance and we give you a complete system for deploying them…
See How It Works View PackagesJoin 200+ solo advisors • US & UK localized • Compliance-aware
The Solo Advisor’s Client Acquisition Challenge
You’ve chosen your niche, but connecting with those prospects effectively is the constant struggle
Audio Content (Your Voice)
- ✓ Sounds like a personal message just for them
- ✓ Curiosity drives them to click and listen
- ✓ Your voice builds trust immediately
- ✓ Average response rate: 20-35%
- ✓ 3 minutes proves your expertise
- ✓ Stands out—most advisors don’t use audio
The Audio Advantage
When a prospect hears your voice explaining their specific situation—whether in a LinkedIn message, an email, or after a discovery call—they immediately feel like they already know you. They hear your expertise, your tone, your approach. By the time they book a meeting, trust is already established. You’re not starting from zero.
The Multi Channel Multiplier
The real power? You create each audio clip once, then use it everywhere—LinkedIn outreach, email campaigns, post-meeting follow-ups, pre-call preparation. Same content, multiple touchpoints, compounding impact.
TESTIMONIALS
The ‘Senior Software Engineer’ profile saved me at least 4 hours of research. It’s a complete game-changer for solo advisors.
– Sarah P., IFA in Manchester, UK
Having a GTM plan and ready-to-use email sequences saved me weeks of work. It’s the essential toolkit for any advisor serious about niching down.
– John S., RIA in California
Customer Profiles
Go deep with comprehensive playbooks on high-value client niches. Get their pain points, language, media habits, and ready-to-use email scripts in one place.
Newswire
The Weekly Newswire: Stay relevant with our briefing. We analyze the news and give you the ‘so what?’—a clear, compliance-aware talking point to share with your clients and prospects.
TESTIMONIALS
The ‘Senior Software Engineer’ profile saved me at least 4 hours of research. It’s a complete game-changer for solo advisors.
– Sarah P., IFA in Manchester, UK
Having a GTM plan and ready-to-use email sequences saved me weeks of work. It’s the essential toolkit for any advisor serious about niching down.
– John S., RIA in California
Examples
Tech Profile
Unlock a complete marketing and communication playbook for a high-value niche.
Who is it for
Built for the Modern Solo Advisor
Our playbooks and insights are specifically designed…
- Solo Wealth Advisors,
- CFP Certified,
- IFAs
- US & UK Localized
- Compliance-Aware
Simple, Transparent Pricing
Newswire
Enrich our growing community.
- One complete Niche Profile PDF
- All associated scripts & frameworks
- Lifetime access to the purchased version
Newswire
Enrich our growing community.
- One complete Niche Profile PDF
- All associated scripts & frameworks
- Lifetime access to the purchased version
Pro
Support special exhibitions.
- Full access to our entire library (15+ profiles)
- The Pro Weekly Newswire email
- All new profile releases
- Quarterly content updates
Profiles
Access to all 50 profiles.
- All Profiles
- Updated every 3 months
- Full help with compliance
- Six single-use guest passes per year