Auxesys

We analyzed the online presence of 2,237 private wealth management firms last quarter. And NONE of them got a passing grade. Why? A complete lack of fundamentals. We've spoken with leaders at many of these firms over the past 8 years. And we keep hearing the same things: "Our lead gen isn't performing" "Digital marketing doesn't work" Your entire industry has been frantically digging for gold - panic-stricken, sweating buckets - while it was never buried in the first place. Let's compare your money advice to your marketing efforts: ✅ ensure comprehensive fundamentals are in place ✅ respond to market activity with equanimity ✅ leverage the magic of compounding ✅ plan over long-term horizons ✅ align money with values Yikes. Your marketing brain hasn't taken your money brain's advice to heart... 2,237 firms had their online presence analyzed. Reputation. Listings. Social. Website. Ads. SEO. Offers. Trust Signals. More. A 15-factor analysis on each. We looked closely at all of them. Here's what we found: 🚫Scant few listings 🚫Inconsistent biz info 🚫Poor mobile optimization 🚫Slow, unoptimized websites 🚫Little up-front value provided 🚫Domain authority in the gutter 🚫Poor DNS and email technicals 🚫Few/zero reviews and testimonials 🚫Hero sections full of cliche and jargon 🚫Same "book a free consultation button" It actually saddened us much. Because we believe in this industry. If you're ready to stop posting links to vanilla Broadridge articles on LinkedIn that only get punished by the algorithm and drive zero engagement... If you're ready to quit the weird silver bullets, lackluster directories, and 3rd party lead gen and appointment setters... If you're sick of your website's "book a free consultation" button that never gets clicked... And if you're ready to FINALLY take your own advice and build something comprehensive and diversified, to build a better future, just like you inspire and assist so many others in doing... DM us "fundamentals" and let's chat! #OnlinePresence #ModernClientJourney #ComperhensiveDigitalMarketing #SocialProof #WealthManagement #Auxesys

Your "first impression" is now decided 21.3 impressions before you meet. Without you around. In case you haven't noticed — consumer decision-making has transformed. Traditional advertising used to drive our $ decisions. — Print ads — Billboards — Commercials These methods once dictated how brands captured our attention. Now, we're seeing a pivot towards the Zero Moment of Truth (ZMOT). — Online reviews and testimonials shape perceptions — Social media interactions guide choices — Algos adapt feeds to behavior This is the decade of ZMOT for professional services providers — The law firm in town with 150, 5-star Google reviews — The CPA with rave reviews on their Facebook — The RIA who nailed online reputation But it's also the decade where substitutes and alternatives eat market share. Leveraging the power of algos and engines by nailing fundamentals. If your firm has a bad or non-existent online reputation. Your "hot leads" are currently being: — Shown your fiercest competitors first on Maps — Tempted by banks and giants in display — Served up robo advisories on feeds ☝️And then getting tempted by touches 2+ (finding solid reviews and testimonials) This shift empowers consumers. Every search, click, and scroll feeds into the ZMOT. Every extra instant of "dwell time" informs the apparatus. Every dollar or minute your firm puts into digital marketing, without having the confidence you'll win the ZMOT, is making the game easier for your competitors. DM us "fundamentals" and we'll pinpoint exactly where your leaks are. #Auxesys #ZMOT #ZeroMomentOfTruth #DigitalMarketing

Marketing hack: spend 1 hour online pretending you're in the market for your firm's services. If what you found scared you, here are 3 steps to get your firm back on track: Step 1: Embrace the Zero Moment of Truth Boost your online reviews Focus on online first impressions Tailor content to real client inquiries Provide value before asking for meetings The Payoff: Clients feel understood and valued from the start. Step 2: Engage with tailored educational content Share success stories of client support Highlight your firm's distinct "human advantage" Showcase differentiators (hint: whatever a robodvisor can't do) The Payoff: Builds trust and positions your firm as the go-to expert. Step 3: Get serious about nurturing Build lead magnets and real offers Add bonus value through nurture sequences Get serious about remarketing and plugging leaks Keep added value high after prospects become clients The Payoff: Reduces likelihood of "grass is greener" thinking DM us "fundamentals" if we would like to pinpoint exactly how to unclog your firm's pipeline. #digitalmarketing #onlinegrowth #marketingtips #wealthmanegement

We're struggling with marketing because we've got the definition wrong... ...You probably think of advertising and promotions, but that's way off. Marketing is not: The 5 Ps Your events Your research You advertising Your public relations Your communications Your branding activities Your competitive priorities ☝️It's all of these, and so much more. Think about it like this: The private wealth management market generated $1.25 trillion in revenues (2022) with a CAGR of 10.7%. That's an estimated $3.43 trillion by 2032. This is what is known as the "Total Available Market". A great business plan and market research should identify your "Serviceable Available Market" (If you captured 100% of the market share in your region) AND your "Serviceable Obtainable Market" (What you could ACTUALLY capture AND service - this requires a top-up AND top-down analysis). NOW... ...Think of all the people, businesses, activities, and other industries involved in the markets describe above. Marketing is how your firm navigates those, and helps those navigate it. In order for your marketing to work, you have to use your money brain to think about it. Wealth management firms I talk to FEEL anxiety about marketing because they think: I don't really know how the internet works I don't want to have a big dgtl footprint I don't know much about websites I don't get SEO and dgtl ads HOLD ON! You DO get these things. You're actually an expert in them! These things are simply tools that a market player uses to navigate the market. You're anxious because you're zoomed way in. ZOOM OUT. Think about how you look at the stock market, valuations, DCFs, NPV, competitive spaces, CAGR targets, etc. Think about your marketing like this, and you'll have a much better time. #OnlinePresence #ModernClientJourney #ComperhensiveDigitalMarketing #SocialProof #WealthManagement #Auxesys

21 hot leads in less than 30 days. Here's how we did it: Without hounding with outbound and burning goodwill ;) STEP 1 - LISTINGS What: Biz info on a ton of listing locations How: Auxesys Listing Sync Pro (10 min!) Benefits: a. Speeds up organic traffic growth b. Helps build backlinks and citations c. Ensure people ALWAYS have the right info* *People are weird - ensures that even if they see an add on Google then try to call you from Yelp, they don't get the wrong number. STEP 2 - BOOST REVIEWS What: Went from 5 to 30, 5 star reviews (still growing) How: Auxesys Reputation Management Benefits: a. Speeds up organic traffic growth b. Improves conversion rates c. Outshine competitors STEP 3 - BASIC LOCAL AD What: The Google Ad option provided at setup** How: Google Ads + Google Tag Manager Benefits: a. Super quick launch b. Conversions into account ASAP c. Win local search w sponsored ads in Maps ☝️This pairs AWESOME with the Google Reviews. Hit the top of the list with the ad PLUS a bunch of 5-star reviews = easy click. **We do set up more advanced stuff - but starting fast and effective is key. Getting conversions into the account helps the account / machine learning perform better. Goal is 30 conversions in 30 days before turning on more advanced stuff like Performance Max and advanced bidding. We did do a few other magic tweaks, but we'll save the super nerdy stuff for another day. CRO (conversion rate optimization) and full funnel + high-converting landing pages coming next... Account is well on track to hit 50 leads next month, and we still haven't even gotten the entire Auxesys marketing engine running. Goal is to hit 100 new clients by end of first year. This would be IMPOSSIBLE with a lead gen agency. But should be an easy feat for our comprehensive marketing engine. A $25,000 client LTV (lifetime value), a ~$50 CPL (cost per lead), and a 55% close rate... We'd say that's a sound investment ;) (A 3,138% ROI for those curious). 👌 #digitalmarketing #onlinegrowth #welthmanagement

Why Private Wealth Management firms and other RIAs struggle with marketing: 8 years of research and client service have revealed some shockingly simple truths: Financial advisories don't believe their investment principles will work when applied to their marketing. Why wouldn't it? Marketing is simply an investment in your firm's future. It's obvious that great $ fundamentals work in marketing. But it's easy to see why there is so much doubt. The internet is built for speed and convenience. And optimized to drive FOMO and anxiety. If you're value-minded, you've got some principles: ✅Get the fundamentals in place ✅Plan with intention and strategy ✅Leverage the magic of compounding ✅Do what works for long periods of time ✅Respond to market activity with equanimity But here's what we keep seeing with RIAs and PWMFs: 🚫Constant jumping between shiny object tactics 🚫Working with "lead gen" and appt. setters 🚫Roller coaster marketing spending 🚫Cold outbound spray and pray 🚫Constant FOMO If you're spending hours on social media, Sending cold ad traffic to home pages, Jumping between lead gen agencies, Praying cold outbound brings leads, Using automated messaging tools, Subscribing to advisor directories... But you have inaccurate and missing listings, A Google Business Profile with no reviews, A slow website lacking key technicals, No plan to optimize conversions, No social proof or testimonials, No proven messaging, No analytics, No offer... DM us "fundamentals" - we'll run an Auxesys Snapshot report on your firm and help you pinpoint exactly why your marketing moves aren't living up to your investment standards. #digitalmarketing #smallbusiness #professionalservices #Auxesys

Add VALUE to your firm with a dedicated helpdesk! Your helpdesk is the frontline of your IT support. It's the place where your team goes when they need help with technology. ✅Benefits of help desk for your business:✅ ✔ Improved Productivity ✔Insights and Improvements ✔Cost Efficiency ✔User Satisfaction Shadow IT refers to IT systems, solutions, and activities that occur outside of, and without the knowledge or approval of, the official IT department. While it can be driven by good intentions, such as employees wanting to be more productive or efficient, it poses significant risks. 🔺Some challenges your firm might face with shadow IT: 🔻 ❌Security Risks ❌Compliance Issues ❌Data Loss ❌Inefficiencies Make a conscious choice to steer clear of the pitfalls and empower your firm with the unmatched value of a well-managed helpdesk. It's not just about fixing problems; it's about crafting a seamless, secure, and efficient IT environment that propels your firm into a future of unparalleled success. #CyberSecurity #ITmanagement #BusinessContinuity #RiskManagment #Auxesys PS - We'll be releasing our Ultimate Guide to IT Uplift for small firms later this month. Stay tuned for updates and hit me in the DM's if you want early access!

Cybersecurity = a small firm's secret weapon? YES. Surprisingly, for many reasons, great cybersecurity can be EVEN MORE VALUALBE in small firms than it is in big business. (and if big business is already leading the way, it makes total sense to get serious in your small firm) Here's a few simple reasons: ⚡Agility and Speed: Small firms can adopt and adapt to new cybersecurity measures swiftly. 🤵Personalized Implementation: Small firms can more easily tailor cyber to their specific needs. 🤝Stakeholder Trust: Small firms can foster deeper trust with clients, vendors, and partners. In industries where trust is paramount, this can be a substantial competitive edge. 💸Cost Efficiency: A single significant cyber incident can devastate a small firm, whereas big biz has more of a buffer. Investing in preventive measures is far more cost-effective than dealing with the aftermath of a breach. 💪Employee Engagement: For small firms, every individual's role is pronounced. With great training, you've got a better chance of great compliance and governance. 🦚Attractive for Collaborations: Robust cyber practices makes small firms more attractive collaborators, opening doors to partnerships that can drive growth. #Cyber #ITmanagement #Cybersecurity #Access #Auxesys PS - We'll be releasing our Ultimate Guide to IT Uplift for small firms later this month. Stay tuned for updates and hit me in the DM's if you want early access!

Ready for great cyber but getting the team onboard feels like pulling teeth? 5 simple approaches to get everyone rowing in the same direction: 👉Involve Everyone from the Start: Encourage feedback and involve your team in the decision-making process. When individuals feel they have a say, they're more likely to support the initiative. 👉Make It Personal: Show employees how these practices can protect their personal information and digital lives outside of work. If they understand the benefits on a personal level, they'll be more inclined to follow through professionally. 👉Involve Everyone from the Start: Encourage feedback and involve your team in the decision-making process. When individuals feel they have a say, they're more likely to support the initiative. 👉Celebrate Small Wins: Recognize and reward departments or individuals who exemplify best practices. This not only reinforces positive behavior but also fosters a culture of cybersecurity awareness. 👉Lead by Example: Leadership should be the first to adopt and uphold these practices. When the team sees top management taking cybersecurity seriously, they're more likely to follow suit. #Cyber #ITmanagement #Cybersecurity #Access #Auxesys PS - We'll be releasing our Ultimate Guide to IT Uplift for small firms later this month. Stay tuned for updates and hit me in the DM's if you want early access!

Your competitors are likely to throw out these objections to cybersecurity. But not your firm. You're: 💡 Savvier 🧠 Smarter 🗓️ Up-to-date 👀 More aware 🤔 More strategic ↗️ Ready for change ⏳ Invested in the long-haul A lot of firms push back against being serious about cyber. "It's always too much" Admittedly, it can feel that way. Until the day it's not enough. If any of these sound familiar... ...you'll understand the case. ...leave your competitors in the dust. ...know exactly how to think about investing. 💵"It's too expensive!" 💵 Rebuttal: The cost of a potential security breach, both financially and reputationally, far outweighs the investment in preventative cybersecurity measures. It's a matter of paying a little now or potentially a lot more later. Plus you'd be surprised how far you can stretch a dollar - if you think over the long-term. 🎯"We're too small to be a target."🎯 Rebuttal: Cybercriminals often target smaller businesses precisely because they assume their security is lax. In fact, many automated attacks don't discriminate by size—they simply probe for vulnerabilities. 🌈"We've never had an issue before."🌈 Rebuttal: Just because a breach hasn't happened yet doesn't mean it won't. With cyber threats continually evolving, a previously secure environment can quickly become vulnerable. 🦠"We have antivirus; that's enough."🦠 Rebuttal: While antivirus is a foundational measure, it's not enough by itself. Comprehensive security involves multiple layers, from firewalls to employee training. 👎"Updates will disrupt our operations."👎 Rebuttal: Many updates can be scheduled during off-hours. The temporary inconvenience of an update is minor compared to the disruption of a security incident. 🦹"Our data isn’t valuable to hackers." 🦹 Rebuttal: All data is valuable. Whether it's being held for ransom, sold, or simply used to further infiltrate networks, any data can be leveraged by cybercriminals. #Cyber #ITmanagement #Cybersecurity #Access #Auxesys PS - We'll be releasing our Ultimate Guide to IT Uplift for small firms later this month. Stay tuned for updates and hit me in the DM's if you want early access!