Are you an RIA struggling to get clients from your digital marketing?
I built one of the largest personal finance audiences online 100% organically from scratch. Now I help RIAs get clients using the same proven systems.Â
See How I Help RIAs
Trusted by firms managing $100M to $1.3 Billion in AUM
How I Help RIAs:
If you’re an RIA managing $100M+ and want marketing that drives measurable results, I help you build the systems that turn online attention into revenue.
It starts with strategy, understanding who you want to reach and what motivates them to act.
Then we create the content, copy, and infrastructure that convert attention into booked calls.
Here’s what that looks like:
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Marketing strategy that aligns your message with your ideal client’s mindset
- Copywriting that sounds like you: clear, compliant, and compelling
- Landing pages that prove your expertise and make booking easy
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Lead magnets that actually convert (not generic PDFs)
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Email sequences that warm up prospects and build trust automatically
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Automation systems that nurture leads while you focus on clients
Case Study:Â Manent Capital
Problem:
Silvia was consistently creating content on social media, sending emails to her prospects, and blogging but most of her prospects weren’t converting into real prospects. She attracted a lot of attention, yet most leads were unqualified... people looking for free advice rather than comprehensive planning.
Solution:
I helped her refine her overall strategy to speak directly to her ideal client and built a complete backend system that turned her growing visibility into appointments. Together, we created a cohesive funnel:
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A landing page that positioned her as a specialist rather than a generalist
- A free guide that tailored to her ideal audience (high earning women making $250k+
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An email sequence that hit on emotional pains, built trust, and prompted qualified prospects to book a call
Result:
Within 2 months Silvia’s online presence began attracting the right type of prospects: people who could actually afford her services.
She went from people looking for free advice to a waitlist of qualified clients ready to work with her.
Read More About Silvia Here
Consulting
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Patrick's Origin Story:
Patrick Di Cesare
I didn’t just grow a social media following... I built a business from it. After creating Basic Financial Literacy and growing it to over 600,000 followers and millions of views, I built the funnels, email sequences, and backend systems that turned attention into revenue.
Along the way, I’ve also worked with some of the biggest names in the industry — NerdWallet, Intuit, SoFi, ADP, and Betterment — helping financial brands drive real conversions through social media content that actually performs.
Now I help financial advisors do the same.
Whether it’s building a lead magnet that converts, writing emails people look forward to reading, or advising on content that drives conversations, I show firms how to attract clients online...without relying on referrals or cold outreach.
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Read My Story
