Trivia Question❓

In the 1950s, which company famously used “referral coupons” to encourage existing customers to bring in friends, dramatically boosting sales?

Answer at the bottom of the newsletter

Advisor-Led Communities: Turning Clients into Loyal Advocates Through Private Networks

As digital marketing grows noisier and trust becomes harder to earn, the smartest RIAs are doubling down on something timeless: community. By creating spaces where clients can connect with you and each other, you create a powerful ecosystem of advocacy, retention, and shared learning.

Think private Facebook or LinkedIn groups, small-group Zoom roundtables, or curated in-person gatherings for niche audiences. These communities allow clients to ask questions, share wins, and feel part of something bigger than just their individual plan.

When you facilitate these spaces, you shift from advisor to leader. You become a trusted host, not just a service provider. That emotional connection builds deeper loyalty than any quarterly review.

It also generates organic referrals. Clients in your community naturally talk about the experience with others. Prospects can be invited into open sessions, gaining immediate exposure to your value without a sales pitch.

Use tools like Circle, Mighty Networks, or even Slack to keep it simple and consistent. The key is showing up—not just as a financial expert, but as a connector. Share resources, post prompts, host live Q&As. Make your presence felt.

Community is the new marketing funnel. It deepens relationships, scales trust, and turns satisfied clients into raving fans.

Your Advisor's Edge Team

💸 Capital Gains? This Strategy Could Save You a Fortune

What if you could legally defer capital gains taxes for 5 years...and never pay taxes on the profits? This IRS-approved strategy could apply to your recent sale of real estate, crypto, a business, or stock...and most CPAs don't know about it.

🗓️ Live Webinar: October 30th, 2025 | 11AM–12PM ET
➕ Bonus: One attendee wins a 5-star resort stay!
🎓 Hosted by CPA & Certified Tax Coach Gary Heldt
👉 Register Now!

CRT Owners: Here’s the Exit Strategy You’ve Never Heard Of

Yes, you can sell your Charitable Remainder Trust interest...and potentially walk away with a big lump sum of cash now.

Our upcoming webinar shows you how the process works, what the IRS says about it, and how to know if your CRT qualifies for a profitable exit.

Event Details:
📅 October 30th, 2025
🕒 2PM to 3PM ET
💻 Zoom

Click Here to sign up today!

Upcoming Legacy Webinar: Harness the Power of Family Travel

Travel can do more than create memories...it can shape who your children become. Join estate planning expert Stan Miller for a free webinar on how shared travel experiences build empathy, connection, and long-term family legacy.

Click Here to Register!

📝 Thursday, October 30 | 12PM - 1PM ET | Zoom

💡 Answer to Trivia Question:

Avon.

Watch this 6 minute video about how to import anyone else's social media networks and turn them into leads for your business: Watch HERE!

Watch this 7 minute video about how to direct message anyone who interacts with your online ads, or your competitor's ads: Watch HERE!

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