Be Your Own Loud


We help top advisors find their message, share their voice, expand their network, and leverage their influence for short-, medium-, and long-term results. We create Micro-Influencers. 

Become a Micro-Influencer

A Micro-influencer is an advisor or firm that OWNS a specific expertise, for a specific audience, in a specific region. 

Micro-Influence isn’t just a great marketing tactic, it’s a better way to grow your business by igniting and building relationships versus buying unqualified leads.

We Help You Develop:


We help you discover and articulate your unique message; a message based on your value proposition and your ideal audience’s needs.

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– We create a compelling brand and a clear message

– We identify your ideal audience(s) and how to help you stand out



We help you share your expertise in a powerful, simple, and fun way, which through an intimate lean-in medium, encourages engagement and relationship building.

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– We make content creation fun and easy by leveraging the power of podcasting

– We streamline the development and distribution of your thought leadership

– We use podcasting and social media to deepen relationships with clients, COIs, and prospects


We systematically grow your ideal audience and listeners, who over time will know you as the expert who shares and engages, and who they ultimately trust most.

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– We use guest podcasting tactics to get COIs to market you to their entire network

– We help inspire clients, prospects, and COIs to start referring and with more frequency

Leave the marketing to us and focus on running your advisory business.



Some of the people we’ve worked with…

The Retirement Solution
Wealth Management
Novin Cannon Financial Group
National Real Estate Investor
The Financial Liberty Project
Raskin Planning Group
Keil Financial Partners
Northeast Financial Network
Levine Financial Group
Copper Beech Financial
Heller Wealth Management
Biond Financial
Bennett Financial
Wheeler Accountants
US Advisors Financial Group
Tamar Fink
Harwood Financial Group
TFO Phoenix
The Annuity Store
WBI Investments
Searcy Financial
Fifty Wealth

Our Micro-Influencer Solutions:


Your Voice


Your Loud


Your Audience

Our Top Advisor Marketing Blog:

The Truth About Marketing ROI for Advisors

Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing.  In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral...

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PODCAST: Marketing for Top Advisors

We regularly quip about branding and marketing for financial advisors. Kirk Lowe, Matt Halloran and Ray Gauthier share their unique perspectives, strategies and experiences working with financial advisors for over 20 years. We also hand pick experienced financial marketing and technology guests to help advisors simplify their marketing mindsets and strategies to achieve better results.


Explore a simple, sustainable marketing mindset that will help you attract more ideal referrals.
"The most important paper I've written in my 17 years in financial marketing. How advisors are killing their practices by not investing in the right referral mindset." - Kirk Lowe


Referrals are still the cornerstone for building AUM as a financial advisor but the “old ways” just don’t work anymore.

This whitepaper outlines how and why things have changed when it comes to getting good quality referrals, and what to do about it.

Take Control. Start at Influencer Academy.

For many years now, we're been creating and sharing marketing resources for financial advisors. A few years back, we created AdvisorU and before long, and without much promotion, it grew to 300 members in a month. We've decided to rename AdvisorU to Influencer Academy and make it available for free right here at There are 150+ papers, videos, courses, practice management audio-snippets, exercises for developing your top advisor brand, developing effective websites, implementing sound social media, starting your own financial podcast and more. Oh, and there's no charge to access.