A Simple, AI-Proof Organic Marketing Plan
The first half of 2026 was about building the foundation. Now it’s time to build on it. In Part 2 of our most popular workshop of the year, we’re walking through two specific, high-impact marketing actions for every month from June through December.
We’ll show you:
- The 2 marketing actions per month that move the needle the most (and what you can safely ignore)
- How advisors are getting found in 2026 through AI search, social search, and more
- What’s actually working right now to build trust and stay top-of-mind with email (backed by real data from tens of thousands of advisors)
- How to use video strategically — without becoming an influencer or living on social media
- How to turn visibility into real client conversations, not just likes and impressions
