Taught by Andris Pone — advisor branding and marketing expert
Advisors:
Attract more, better referrals
Advisor, we have Four Problems. Let’s fix them with Attract for Advisors, the online course – and get you more, better referrals.
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See what Attract for Advisors is about
Why aren’t you attracting more, better referrals?
The Four Advisor Problems
Problem 1
Saying the same thing as other advisors
Advisors overwhelmingly use very similar language to describe themselves. Nothing signals why a client should choose or refer you.
Problem 2
Saying what you do instead of why you do it
Most advisors offer largely similar services. The opportunity to truly differentiate is in the one-of-a-kind origin story behind why you do what you do.
Problem 3
Looking Low Net Worth
The vast majority of advisors, probably including you, could look and sound much more polished – and more consistently attract high-net-worth clients.
Problem 4
Being Brand Blind
A remarkably high percentage of advisors are “Brand Blind.” Even if they do look in the proverbial mirror, they do not see their brand’s flaws.
What you’ll get from the course
Walk away with a brand that does the attracting for you.
This isn’t theory. Andris’s clients know that his work helps get them more, better referrals. With as little as a 5-hour investment, you’ll build the real, usable pieces of a personal brand that brings you better referrals and other opportunities because your current clients and contacts will be proud enough to refer you. And you’ll apply your new brand to your LinkedIn profile in a way that makes you a LinkedIn One-Percenter – with a more impressive profile than 99% of all advisors.
You'll get:
1
Personal brand foundation
A personal brand foundation consisting of four elements – core purpose, position, character and reasons to believe – that will express your unique points of difference in a way that is highly attractive to the audiences you seek.
2
Elevator speech
An elevator speech that includes powerful elements from your brand foundation. Use the speech on your LinkedIn profile (and wherever else you like) – so you can make a quick, highly positive impression either verbally or in writing.
3
Headshot (optional)
A headshot taken remotely by Remote Director, the brainchild of Donna Santos, who has been photographing Andris’s advisor clients for more than a decade – making them look like the one-of-a-kind superstars they are.
4
LinkedIn One-Percenter
Most advisors sound alike on LinkedIn. Not you. Andris will help you update your profile with a new personal brand foundation, elevator speech, and optional remote headshot, creating a profile that ranks among the top 1%.
5
LinkedIn launch announcement
Time for the big reveal. Andris walks you through his step-by-step process to make a big LinkedIn announcement about your new brand – so you can start attracting the referrals and other audiences you seek.
6
Ongoing marketing support (optional)
Will you fall into the terrible trap – of creating generic content – that most advisors do? Not if you accept Andris’s offer to create customized social media content for you ongoing. If you want the LLMs to find you, you must be consistent.
Start with the free Masterclass
In this free Masterclass, advisor branding and marketing expert Andris Pone walks you through the Four Advisor Problems and shows you where your brand is leaking referrals.
The Masterclass primes you to build your own one-of-a-kind personal brand — which you then bring to life in the full course.
- See exactly which of the Four Problems are costing you referrals and clients
- Learn how to attract more, better referrals and clients
- Watch instantly — 40 minutes, on your schedule
The Masterclass
The course
Attract for Advisors — The Online Course
A streamlined, self-paced course in which advisor branding and marketing expert Andris Pone guides you step-by-step from a generic brand to one that attracts better referrals and clients by showcasing your one-of-a-kind gifts.
Andris shows you how to solve The Four Advisor Problems by building your very own, one-of-a-kind personal brand foundation, and then an elevator speech that brings it to life. Then you’ll have the option of getting a headshot done remotely by the Donna Santos team at Remote Director. Andris then shows you how to update your LinkedIn profile and launch everything with a splashy announcement – making you a LinkedIn One-Percenter.
If and when you’re ready, add ongoing social media support and avoid the terrible trap most advisors fall into: creating generic content. Post consistently to improve your attractiveness to LLMs like ChatGPT, Claude, etc.
- Every lesson is built for one job: attracting you more, better clients.
What's in The Course
Module 1
MASTERCLASS
Learn The Four Advisor Problems that prevent you from getting more, better referrals, clients, and opportunities.
Module 2
PLANNING IT
Learn how to express your unique gifts and stand out from the masses – setting you up for success in this course and beyond.
Module 3
BUILDING IT
Create a four-element personal brand foundation that defines your one-of-a-kind value proposition in a way that attracts the right referrals to you.
Module 4
LIVING IT
Write your elevator speech and apply it to LinkedIn along with your personal brand foundation and optional headshot – making you a bona fide LinkedIn One-Percenter. Then launch your updated brand on LinkedIn.
$475 USD + tax
30-day money back guarantee
Your instructor
Andris Pone, BA, MBA
Coin Branding president Andris Pone believes that every financial advisor has a unique gift and the right to share it. As a world-class wordsmith, for the past 15 years he has specialized in building advisors’ brands at RBC, Raymond James, CI Assante, BMO and many independents. He calls upon more than 25 years of experience supporting corporate clients including Sun Life, Four Seasons, Canadian Tire and Brookfield.
Andris is co-author of the #1 Globe and Mail-bestselling Brand: It Ain’t the Logo and author of the Amazon-bestselling Attract: Power Up Your One-of-a-Kind Personal Brand. He has appeared as a branding expert on Fox News, CBC’s The National, CBC Radio One, the National Post and the Globe and Mail.
Andris graduated summa cum laude with a degree in Political Science from Saint Mary’s University and also holds an MBA from the Schulich School of Business at York University.
FAQs
Do I need marketing or design experience?
None at all. Andris walks you through a simple, step-by-step process. If you’re an advisor who wants to stand out and get more, better referrals, you can ace this course.
How long does this course take, and how is it delivered?
Minimize distractions and you can do this course in as little as 5 hours. It is primarily comprised of short videos in which Andris speaks directly to you, the advisor. Fully online and self-paced, you can watch Attract for Advisors anytime and work at your own speed.
What’s the difference between the free Masterclass and the paid course?
The free Masterclass introduces the Four Advisor Problems and shows you where your brand is leaking referrals and clients. The online course, Attract for Advisors, walks you through actually building your personal brand foundation and elevator speech and gives you the option of getting a headshot done remotely. Then Andris shows you how to update your LinkedIn profile, and launch your new brand with a splashy announcement – all of which will make you a LinkedIn One-Percenter.
What does it cost, and is there a guarantee?
As 34-year Sun Life insurance veteran Wayne Miller puts it, “The content in Attract for Advisors is exceptional, and Andris’s delivery is even better. The cost to advisors is a drop in the bucket.” Specifically, the investment is $475 USD + tax, and there is a 30-day money-back guarantee.
Who teaches it?
Coin Branding Inc. president Andris Pone – advisor branding and marketing expert for 15 years, corporate branding expert for 25 years, co-author of the #1 Globe and Mail bestseller Brand: It Ain’t the Logo, author of Attract: Power Up Your One-of-a-Kind Personal Brand, and branding expert for media outlets including National Post, CBC and Fox News.
One step to start
Attract the clients and referrals you actually want.
Watch the free Masterclass and see which of the Four Advisor Problems is costing you clients right now.