I launched AMS in 2005 with help from friend and financial-industry titan Jason Wenk (Founder of FormulaFolio Investments and Retirement Wealth Advisors).   

While working at RWA we raised over $100 million in AUM from marketing campaigns we worked on together.  I assisted with:

• digital marketing campaigns
• seminar marketing campaigns
• direct-mail campaigns
• copywriting projects
• client follow-up processes
• appointment setting
• client support
• client account reporting
• client file management
• product development
• filming & editing
• web development
• media productions
• and more… 

These marketing strategies have helped advisors raise over $2 billion in AUM… and played a role in helping FormulaFolio Investments become the fastest growing RIA in the US. 

I now use my marketing experience, knowledge and skills to coach other advisors in attracting new leads, appointments and clients through seminar, direct-mail and digital marketing strategies. 

CONSULTING

Please be prepared to send me as much information prior to our meeting, so that we can get the most out of every minute.