Growing your Practice in a Digital World


You may think in this new normal where client interactions are mostly digital, that prospecting and growing your AUM will be exceedingly difficult.  Yet for those advisors who began to embrace digital marketing over the last few years, many would confirm that it need not be challenging at all.

In fact, the concept of Inbound – a client acquisition model designed specifically around digital prospecting – has been used with remarkable success for over a decade. Within the Inland Academy, we have created a comprehensive program where you can learn all about how Inbound works, and more importantly, how to apply it in your own business.

 Choose a module to the left to watch each video.

Introduction To Inbound

One thing we know from experience is that traditional ways of prospecting for new clients – cold calls, blast emails, asking for referrals, direct mail, and client appreciation events, aren’t working very well anymore.  In this course we introduce you to the world of Inbound which is all about meeting your best prospects and clients where they are…online!

Introduction to Inbound
  • Materials

Inbound Checklist

The Ultimate Guide to Growing Your Practice

Inbound Fundamentals

To execute a great strategy, you need to know the four pillars that make Inbound Marketing so effective: Contacts, Personas, The Customer Journey, and Content. This lesson explains them all in detail.

Inbound Fundamentals
  • Materials

Investor Persona Template

Understanding Conversions

This lesson defines conversions in the context of inbound marketing, and shares the basics for building conversions into website visitors’ user experience.

Understanding Conversions
  • Materials

Conversion Checklist

Understanding Lead Nurturing

By definition, lead nurturing is the timely, efficient, and targeted approach to connecting with your contacts. And by taking this kind of approach, you can deliver helpful content with the right context. In practice, lead nurturing is a marketing effort focused on engaging with your prospects and clients in a way that encourages them to progress toward a specific action.

Understanding Lead Nurturing
  • Materials

Lead Nurturing Guide

Advisor's Campaign Kit

3 Steps to Finding Your Unique Value

John Jensen explains 3 steps to finding your personal unique value.

3 Easy Steps to Finding Your Unique Value
Identifying and Presenting Your Unique Value Proposition

John Jensen – Finding Your Professional Best – describes how to identify your unique value proposition, and how to use “L.A.W.” to present that in a professional business world.

Identifying and presenting your unique value proposition.