For established wealth advisors

Marketing for advisors
who’d rather be advising.

How many more clients could you handle if you didn’t have to source them? If you’re like many of our clients, that’s what we’re here to find out.

The Magnet System in action: a post earning impressions, a DM conversation ending in a warm handoff, and a calendar with eight booked discovery calls

The channels your next clients are already on

You’re not bad at marketing.
You simply have a full‑time job.

(so here’s what we do for you)

The inbound engine: a post earning likes, follower growth climbing, a lead magnet offered, inbound enquiries arriving
  • 30 posts a month, written in your voice
  • A profile and lead magnets that pull prospects in
  • Grow your presence online: 10,000+ monthly impressions, plus followers and connections
The whole deal: a connection request, a DM thread ending in a warm handoff, a pre-call brief, and a calendar of booked calls
  • Everything in The Ghostwriter
  • We open and carry DM conversations, then send you a brief on who they are before your call
  • 8 calls booked on your calendar each month, under the service levels we agree with you
The 30 post templates guide: branded Wealth Navigator cover and a template page from inside

Steal 30 (not boring) post templates

  • 1x post per day, for 30 days
  • The playbook behind 10,000+ monthly impressions
Get your templates

One template, one script, or one playbook in your pocket,once a month

Phone inbox with this month's Wealth Navigator newsletter on top, marked brand new