Better Outcomes Await

With Advisor Growth Platform get better outcomes from your marketing and business development efforts.


Complexity Simplified

Explore the features that will help you quickly and efficiently grow your firm.

Marketing Plan Generator

Take a short discovery quiz and get a custom marketing plan to help you reach and surpass your goals.

RIA Referral System

End the clumsy and awkward process of asking for referrals with a proven system to earn more referrals.

Plug-and-Play Templates

Just plug in proven templates to streamline your lead generation, follow up, qualification, and more.

Done For You Leads Funnel

Flip the switch to quickly and efficiently get more qualified leads and clients with a done for you funnel.

Library of Resources

Resources, tips, tools, templates, and more that are easy to use and will help you quickly reach your goals.

Monthly Guest Speaker + Q&A

Get exclusive insights from successful practitioners, leaders, and entrepreneurs.

Am I a good fit? Who Advisor Growth Platform is For

AGP is for RIAs looking for simple and effective ways to grow. AGP members are:

  • Dedicated to growing professionally AND personally
  • Open to new perspectives from inside AND outside our industry
  • Interested in spending LESS time and money on marketing and business development activities
  • Determined to end the guesswork and implement a predictable growth plan that delivers results
  • Open to collaborating with their peers
  • Fed up with the complexity and want a proven plan to reach their unique goals

Advisor Growth Platform Membership Pricing 

No long-term contracts. If you don't absolutely love it, you can cancel at any time.

Advisor Growth Platform Membership



Limited time discount. Only 50 spots available at this price. (No credit card required to reserve your spot and be first in line)

  • Unlimited access to all templates, workflows, and resources.
  • Exclusive discounts on the best-in-class tools to grow your firm. Includes 1-on-1 help picking the right tools for your unique needs.
  • Unlimited support. Get the guidance you need to take action and get the results you deserve. We're here to help!
Reserve Your Spot to AGP Membership

Rave Reviews From AGP Beta Members 

"AGP has saved me a ton of time qualifying prospects and coordinating our client acquisition efforts. We couldn't live without it."

Susan R., Richmond, VA Custodian = TD Ameritrade

"The RIA Referral System helped me get 10 times more referrals after only 2 months as an Advisor Growth Platform member!"

Michael K., Dallas, TX Custodian = Fidelity

"The Advisor Growth Platform eliminates the complexity of marketing. I can finally spend more time working with y clients!"

Paula P., Orlando, FL Custodian = E*Trade

About Us Meet the Advisor Growth Platform Team

RIA Marketing Consultant Kathryn de Vries

Kathryn de Vries CEO/Co-Founder

This is Kathryn. She's our leader and head of marketing strategy. After working as a program manager for a major corporation, she wanted to move into a role where she could spread her creative wings. Kathryn quickly changed the culture at MM RIA Marketing and Advisor Growth Platform thanks to her innovative ideas that pair cutting-edge technology with high-converting content.

When Kathryn isn't wow-ing clients, she's taking pictures of her dog, Logan (also the Chief Morale Officer) playing with her daughter Elin, or binging on Netflix or Disney+.

RIA Marketing Guide Hendrik de Vries

Hendrik de Vries President/Co-Founder

This is Hendrik. He's our head of operations and business development. He was also a financial advisor for 5 years and also worked on Wall Street (44 Wall Street to be exact) for two years. After working the finance services industry, he wanted to create an agency where he could deliver real value and openly give access to the right strategy and tools. So in 2012, that's exactly what he did.

When Hendrik isn't working together with clients, he's watching soccer with his daughter Elin . And yes, he listens to Golic & Wingo on ESPN pretty much every morning.

Cassie Duncan

Sales Funnel Expert AGP Consultant

Kevin Karls

Website Usability Specialist AGP Consultant

Ninna Nyström

Digital Marketing Strategist AGP Consultant

Wim Hoeving

Email Marketing Strategist AGP Consultant

Kerstin Bjöklund

Marketing Plan Strategist AGP Consultant

Jake Bloemendal

Automation Specialist AGP Consultant

Chief Memberhip Morale Officer


aka Bubba aka Bubbabooie aka Da Bubba aka Original Da Bubba aka ODB

Come with a goal. Leave with a plan.

Imagine how much easier your life would be if someone just handed you a game-plan for success. That's exactly what you'll get when you become an Advisor Growth Platform member.

Advisor Growth Platform