A private community of advisors who want to play at a higher level. Work directly with people who are doing it now: attracting seven-figure prospects on LinkedIn, increasing profitability, and running firms built to scale.
All from organic posts and conversations. Our coaches walk you through what works, why it works, and how to make it work for you.
The exact systems taught in our master classes, built and tested in our coaches’ own practices.
The pipeline our coaches have generated from LinkedIn alone. Members get the same playbook, plus an inside look at how it was built.
Learn to write content that attracts ideal clients, start meaningful conversations in the DMs, and use AI to post consistently in less time.
Build a tiered fee model, run a 25-minute intro call that qualifies prospects up front, and guide clients from one-time plans to ongoing relationships.
Put proven systems in place: a six-week onboarding kickoff, a three-meeting service calendar, and automations that work behind the scenes.
Coaches who built what they teach. Each one leads a master class, and shows up live every month in our community office hours.
All from organic posts and conversations, without paid ads or purchased lead lists. Our coaches go deep into what’s worked, why and how to make it work for you.
Step-by-step modules for each stage.
Bring real questions to Adam, Kyle and Jacob.
Prompts that end “what do I write about?”
Advisors playing at the same level.
Growth, Profit and Scale. The three pillars of what drives our success that we want to share with others.
Three video courses, live group calls with Adam, Kyle, and Jacob, the InfluenceLab writing tool, and a members-only discussion space.
Once a week on Thursdays around 12-1pm CT. (3x a month, so one each month will be a break!)
Everything in the masterclasses is pre-recorded, so you set the pace.
Yes. The LinkedIn course starts at day one: profile setup, your first posts, and your first conversations.
An AI writing assistant made for financial professionals. It suggests topics, edits drafts, and gives feedback before you publish. You can check it out here.
Content is created for licensed advisors with compliance in mind. Your firm’s compliance team still has the final say on anything you publish.
Our community is $347 a month, charged automatically through Skool. Update or end your membership in your account settings anytime.
You can email Sophia with any questions! sophia.avery@definingwealth.com