Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss

Model FA Podcast

In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a group setting. Overall, their discussion focuses on innovative ways for advisors to grow their businesses through community building.

“With a traditional funnel, you've got the top of the funnel, middle of funnel, bottom of funnel, and then the client out the bottom. But a group funnel is where all of your different platforms, all of the ways you're doing marketing, you funnel people towards a free community.” - Joe Moss

This week on The Model FA Podcast:

• Building a community for financial advisors and showcasing top tech platforms. (0:10)
• Leveraging a subscription model and downselling for financial advisors. (14:57)
• Using LinkedIn data to connect with industry peers and gain exposure. (21:05)
• Building an audience and network. (26:55)
• Tim Ferriss' book "Tribe of Mentors" and its insights on success and goal-setting. (34:21)

Connect with Joe:

• Website: https://www.skool.com/proadvisorsuite
• Email: [email protected]

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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