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MOMENTS OF GENIUS

From insightful articles and downloadable guides to helpful templates and tools, our moments of genius library is designed to empower you with the expertise and support you need to thrive in today's competitive landscape.

A practical advisor marketing budget planning guide for the year ahead

You don't need a massive budget to build marketing momentum. Here's a practical advisor marketing budget planning guide at three levels, with specific tactics and honest tradeoffs for each.

Partners in Genius

Jul 15, 20254 min read

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A practical CIRO marketing compliance checklist for wealth advisors

Every piece of marketing you produce falls under CIRO oversight. Here's a practical CIRO marketing compliance checklist that helps you produce compelling content without the compliance headaches.

Partners in Genius

May 20, 20254 min read

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How to craft an advisor value proposition that actually sets you apart

Most advisors say they put the client first. So does everyone else. Here's how to build an advisor value proposition that actually sets you apart, with a practical framework you can use today.

Partners in Genius

Mar 12, 20254 min read

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How to write a financial advisor bio that earns trust and generates leads

Write a financial advisor bio that earns trust and generates leads. Practical steps from Partners in Genius, specialists in wealth management marketing.

Partners in Genius

Jan 22, 20254 min read

Light a fire this fall - four marketing tips to kickstart September

Learn four strategic marketing tips to help wealth advisors encourage growth and client engagement over the next six to nine months.

Partners in Genius

Sep 3, 20243 min read