AdvisorU is a collection of some 150+ resources to help financial advisors with Branding and Marketing in their practices.

The links below will lead you to the resources in each category. Access is completely free – no strings attached.

Get notified when we add new resources

CLICK HERE to receive notifications

Just give us your name and email and you’re all set to go.

A Small Apology:  Some of the Video and Audio resources still have Financial Marketing University or Practice Management logos. We are working on editing them under the AdvisorU banner but thought it best to continue to make them available to you during the transition.

Marketing Strategy


& Video


Practice Mgmt




We’ve created an online instructor led course where, at the end of it, you get a fully designed and functional website. The course is chock-full of resources and exercises about branding and marketing. Well guide you through developing your niche audience, niche expertise, brand, website, content (paper/podcast), social profiles, marketing strategy and more.

If you have suggestions as to what you want help with, we’d love to hear them. We’ll take your suggestions very seriously and use them to develop content in AdvisorU and in for our podcast, Top Advisor Marketing.


We'd love to hear from you. Help us help you. TELL US WHAT YOU WANT/NEED!

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