With Advisor Growth Platform get better outcomes from your marketing and business development efforts.
Take a short discovery quiz and get a custom marketing plan to help you reach and surpass your goals.
End the clumsy and awkward process of asking for referrals with a proven system to earn more referrals.
Just plug in proven templates to streamline your lead generation, follow up, qualification, and more.
Flip the switch to quickly and efficiently get more qualified leads and clients with a done for you funnel.
Resources, tips, tools, templates, and more that are easy to use and will help you quickly reach your goals.
Get exclusive insights from successful practitioners, leaders, and entrepreneurs.
"AGP has saved me a ton of time qualifying prospects and coordinating our client acquisition efforts. We couldn't live without it."
"The RIA Referral System helped me get 10 times more referrals after only 2 months as an Advisor Growth Platform member!"
"The Advisor Growth Platform eliminates the complexity of marketing. I can finally spend more time working with y clients!"
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+.
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.
Sales Funnel Expert AGP Consultant
Website Usability Specialist AGP Consultant
Digital Marketing Strategist AGP Consultant
Email Marketing Strategist AGP Consultant
Marketing Plan Strategist AGP Consultant
Automation Specialist AGP Consultant
aka Bubba aka Bubbabooie aka Da Bubba aka Original Da Bubba aka ODB
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.