Free Playbook · Wealth & Family Offices

The Wealth & Family Offices Growth Playbook

Fifteen one-page plays on introductions answered the same day, a referral system with CPAs and attorneys, and marketing inside the SEC Marketing Rule. Every play names the rule that applies and gives you three things to do on Monday.

  • The three numbers that predict your month, and a revenue map from your own books
  • The ten-question test for whether ChatGPT and Google name you
  • A "Stay inside the rules" box on every play
  • A twelve-month calendar, a front-desk sheet, and a 30-day rollout
Cover of The Wealth & Family Offices Growth Playbook

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FAQ

Wealth & Family Offices Growth Playbook, questions answered

What is in the Wealth & Family Offices Growth Playbook?

Fifteen one-page plays on introductions answered the same day, a referral system with CPAs and attorneys, and marketing inside the SEC Marketing Rule. Each play explains why it works, gives you a table or script, names the rule that applies, and lists three things to do on Monday. It also has a twelve-month calendar, a front-desk sheet, a 30-day rollout, and the rules on one page.

How much does it cost?

Nothing. No credit card, and you can unsubscribe in one click. You give us a first name and email and we send it over.

Is this legal advice?

No. Aday Interactive, Inc. is not a law firm, and Brandon Aday is not a lawyer or legal counsel. The playbook is general information. Check every rule with a licensed attorney before you rely on it.