The Power of AI In Marketing
Welcome to a new era of marketing powered by artificial intelligence. This E-Book will explore how AI is transforming the marketing landscape and providing unprecedented advantages to businesses that harness its potential.

by JOE DICHIARA CPA

Copyright © 2025 Bedrock Business Builders Corp. All Rights Reserved ​
What Does an Ad Look Like?
A typical Google search results page for "miami tax prep", showing sponsored ads at the top and organic results below.
A Facebook news feed with sponsored posts and ads interspersed with organic content from friends and pages.
An Instagram feed showing sponsored posts and ads mixed in with organic content from followed accounts.
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Ai Marketing Maverick: The Irresistible Offer Blueprint

1

90-Day Training Program
Designed for financial advisors to enhance prospecting and sales skills

2

Key Marketing Strategies
Learn effective techniques to find more leads

3

Irresistible Offer Creation
Craft irresistible offers to close more sales

4

Weekly Group Coaching
Workshop problems and get expert guidance
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Key Features of AI Marketing Maverick
In-Depth Marketing Strategies
Learn techniques tailored for financial advisors to tap into untapped lead sources
The Irresistible Offer
Master the art of crafting irresistible offers to dramatically increase conversion rates
Group Coaching
Get expert guidance and collaborate with peers to solve real-world challenges
Comprehensive Resources
Access templates, checklists, and case studies to support your learning
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Expected Outcomes

1

Enhanced Lead Generation
Master finding high-quality leads more likely to convert

2

Increased Sales
Apply the Atomic Offer strategy to close deals more effectively

3

Skill Upgradation
Elevate your marketing and sales skills to become a top-tier advisor

4

Problem-Solving Prowess
Develop ability to tackle real-world challenges with expert coaching
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Ideal Participants

1

2

3

1

Growth-Oriented
Committed to significant professional impact

2

Skill Seekers
Looking to refine sales and marketing abilities

3

Ambitious Advisors
Eager to expand their client base substantially
This program is designed for financial advisors who are ready to take their practice to the next level through focused skill development and strategic growth.
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Buyer Persona: John Decarlo
Demographics
  • Age: 35-45 years
  • Gender: Male
  • Education: Bachelor's in Finance
  • Experience: 10-15 years
Psychographics
  • Ambitious and career-driven
  • Seeks to improve skills and grow client base
  • Struggles with lead generation and conversion
John's Online Activities

1

LinkedIn Networking
Frequently browses for industry insights and connections

2

Professional Development
Engages with content on financial advising and sales strategies

3

Webinars and Courses
Participates in online learning opportunities

4

Industry Forums
Active in professional groups discussing financial advising
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John's Interests and Activities
Reading
Actively engages with books and materials focused on finance, sales techniques, and personal growth to stay current in the industry
Golf Networking
Strategically uses golf outings as opportunities to build and strengthen professional relationships
Professional Development Seminars
Regularly attends workshops and seminars to enhance skills and stay updated with industry trends
Business Networking
Actively participates in local business gatherings and industry conferences to expand professional network
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Marketing Channels for John

1

LinkedIn Ads
Target financial professionals on the platform

2

Financial Newsletters
Sponsored content in industry publications

3

Google Ads
Target finance and sales strategy related searches

4

Retargeting
Ads on social media based on website visits and engagement
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Message Framing for John
Career Growth
Emphasize potential for professional advancement
Increased Earnings
Highlight opportunities for higher income
Mastering Sales
Focus on developing irresistible offer skills
Success Stories
Share testimonials from similar professionals
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Platform Research: Online Channels
Key digital platforms for reaching financial advisors:
LinkedIn
Professional networking platform ideal for targeting financial advisors
Industry Websites
Advertise on finance-focused sites like Investopedia
Search Engine Marketing
Use Google Ads to target relevant keywords
Social Media
Leverage Facebook and Twitter's targeting capabilities
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Platform Research: Content Marketing
Blog Articles
Publish content on financial advising and sales strategies
Whitepapers
Create in-depth resources on industry topics
Guest Posts
Contribute to industry publications to build authority
Podcasts
Launch or appear on finance-focused podcasts
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Platform Research: Email Marketing

1

Segmented Lists
Target financial advisors based on specific criteria

2

Personalized Content
Tailor messages to recipient's interests and needs

3

Drip Campaigns
Nurture leads with a series of targeted emails

4

Newsletter
Share valuable industry insights and course updates
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Platform Research: Webinars and Workshops
Free Webinars
Offer valuable content to attract potential students
Live Q&A Sessions
Engage with audience and address their concerns
Virtual Workshops
Provide hands-on learning experiences
Recorded Sessions
Allow on-demand access to valuable content
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Platform Research: Offline Channels

1

Industry Conferences
Sponsor and participate in financial advisory events

2

Direct Mail
Send brochures to financial advisory firms

3

Networking Events
Host or sponsor local events for financial professionals

4

Print Advertising
Place ads in industry magazines and journals
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Platform Research: Partnerships
Industry Associations
Collaborate with financial advisory organizations
Educational Institutions
Partner with universities offering finance programs
Influencer Collaborations
Work with respected industry thought leaders
Affiliate Programs
Incentivize partners to promote the course
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Competitor Analysis: Direct Competitors

1

Sales Training Companies
Firms like Miller Heiman Group and Sandler Training

2

Financial Industry Coaching
Specialized services like The Oechsli Institute

3

Online Learning Platforms
Courses on Udemy, Coursera, or LinkedIn Learning

4

Consulting Firms
Programs from companies like McKinsey & Company
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Competitor Analysis: Indirect Competitors

1

Professional Associations
Organizations like FPA or NAPFA offering member education

2

Industry Conferences
Events focusing on financial advising skills and networking

3

Business Schools
Executive education programs in finance and sales

4

Books and Publications
Popular books on financial advising and sales techniques
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Competitor Analysis: Digital Competitors
Financial Advisory Blogs
Popular blogs focusing on advising and sales skills
Podcasts
Finance and sales strategy focused audio content
Webinar Hosts
Independent experts offering niche online workshops
YouTube Channels
Video content creators in the financial advisory space
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Competitor Analysis: Niche Competitors

1

Specialized Consultants
Independent coaches offering bespoke training

2

FinTech Companies
Firms offering educational resources alongside their tools

3

Robo-Advisor Platforms
Digital platforms with integrated learning modules

4

Compliance Training Providers
Companies focusing on regulatory aspects of advising
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Facebook Ad Strategy: Demographic Targeting
Age Range
Target 30-55 year olds with experience in financial advising
Gender
Include both males and females in the financial field
Education
Focus on those with finance or business backgrounds
Language
Tailor to appropriate languages for target regions
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Facebook Ad Strategy: Behavioral Targeting

1

Job Titles
Target Financial Advisor, Wealth Manager, Investment Advisor roles

2

Industry
Focus on financial services, banking, investments, insurance

3

Professional Development
Target those engaging with learning and development content

4

Device Usage
Focus on users of professional-grade devices
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Facebook Ad Strategy: Interest-Based Targeting
Finance and Investing
Target interest in financial markets and strategies
Sales and Marketing
Focus on those interested in sales techniques
Professional Networks
Target users of LinkedIn and industry forums
Entrepreneurship
Include those interested in running their own practice
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Facebook Ad Strategy: Advanced Techniques
Lookalike Audiences
Create audiences similar to existing customers
Retargeting
Re-engage website visitors and video viewers
Geographic Targeting
Focus on regions with high financial service concentration
Time Optimization
Schedule ads for when professionals are most active online
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Instagram Ad Strategy

1

Visual Content
Create eye-catching images and videos for the platform

2

Stories Ads
Utilize full-screen, immersive ad experiences

3

Influencer Partnerships
Collaborate with finance influencers for promotion

4

Hashtag Strategy
Use relevant industry and professional development hashtags
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Email Marketing: Subject Line Examples

1

Transform Your Financial Advisory Career Today!

2

Exclusive 50% Off - Your Path to Success Awaits!

3

Unlock Your Sales Potential with Prospect Prodigy

4

Limited Time Offer: Elevate Your Advisory Skills Now
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Email Marketing: Key Content Points
Problem Statement
Address challenges in lead generation and sales
Solution Overview
Introduce Prospect Prodigy as the answer
Course Highlights
Outline key features and benefits
Social Proof
Include testimonials from successful alumni
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Email Marketing: Call-to-Action Examples
Enroll Now and Save 50%
Start Your Transformation Today
Claim Your Exclusive Discount
Join the Next Cohort of Top Performers
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Search Engine Marketing: Keyword Categories
Course-Specific
Financial advisor training program, Advanced sales training for advisors
Skill Development
Effective prospecting for financial advisors, Increase financial advisory sales
Career Growth
Financial advisor career development, Professional development in finance advising
Problem-Solving
Lead generation for financial advisors, Building client base for financial advisors
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Search Engine Marketing: Long-Tail Keywords

1

How to become a successful financial advisor

2

Best sales techniques for wealth managers

3

Financial planner client acquisition strategies

4

Advanced prospecting methods for advisors
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Search Engine Marketing: Ad Copy Examples
Headline
Boost Your Financial Advisory Career | Prospect Prodigy Course
Description 1
Master Lead Generation & Sales. Learn from Industry Experts. 90-Day Program.
Description 2
Increase Clients & Revenue. Join Now for 50% Off. Limited Time Offer!
Call-to-Action
Enroll Today
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Content Marketing: Blog Post Ideas

1

10 Proven Strategies to Grow Your Financial Advisory Practice

2

The Art of Crafting an Irresistible Offer in Financial Services

3

How to Use Social Media to Attract High-Net-Worth Clients

4

Mastering the Follow-Up: Turning Prospects into Loyal Clients
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Content Marketing: Video Content Ideas

1

Client Testimonial Series
Showcase success stories from course graduates

2

Expert Interview Series
Feature industry leaders discussing key topics

3

Technique Demonstration
Show practical application of course concepts

4

Q&A Sessions
Address common questions from potential students
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Content Marketing: Infographic Topics
The Financial Advisor's Path to Success
Visual roadmap of career milestones
Anatomy of an Atomic Offer
Breakdown of elements in an irresistible pitch
Top 10 Lead Generation Strategies
Visual guide to effective prospecting techniques
Client Acquisition Funnel
Visualize the journey from prospect to loyal client
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Content Marketing: Podcast Series

1

The Advisor's Edge
Weekly insights on growing your practice

2

Mastering the Art of the Sale
Deep dives into advanced sales techniques

3

Tech Talk for Financial Pros
Exploring technology trends in financial advising

4

Client Psychology 101
Understanding and connecting with clients better
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Webinar Strategy: Topic Ideas

1

Crafting Your Unique Value Proposition

2

Mastering the Art of Referral Marketing

3

Leveraging Social Media for Client Acquisition

4

Building a High-Performance Advisory Team
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Webinar Strategy: Engagement Techniques
Live Q&A Sessions
Address audience questions in real-time
Interactive Polls
Gather insights and maintain engagement
Case Study Breakdowns
Analyze real-world scenarios with attendees
Role-Playing Exercises
Demonstrate techniques through interactive scenarios
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Affiliate Marketing Strategy

1

Partner Selection
Identify influencers and platforms in the financial advisory space

2

Commission Structure
Offer competitive rates to incentivize promotion

3

Promotional Materials
Provide high-quality assets for affiliates to use

4

Performance Tracking
Implement robust tracking and reporting systems
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Referral Program for Course Graduates
Incentive Structure
Offer discounts or bonuses for successful referrals
Easy Sharing
Provide graduates with shareable links and materials
Success Stories
Highlight testimonials from referred students
Tracking System
Implement a user-friendly referral tracking dashboard
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Social Media Strategy: LinkedIn

1

Thought Leadership Posts
Share industry insights and expert advice regularly

2

Group Engagement
Participate in relevant financial advisor groups

3

Sponsored Content
Run targeted ads to reach potential students

4

Alumni Showcase
Feature success stories of course graduates
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Social Media Strategy: X
Hashtag Strategy
Use relevant industry hashtags to increase visibility and reach the right audience in the financial advisory space.
Content Curation
Share valuable industry news and insights to establish thought leadership and provide value to followers.
X Chats
Host regular Q&A sessions on financial advising topics to engage with potential students and build community.
Promoted Chats
Run targeted ad campaigns to reach potential students and expand course visibility.
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Social Media Strategy: Facebook

1

Private Group
Create an exclusive community for course participants

2

Live Videos
Host regular live sessions on financial advising topics

3

Success Stories
Share testimonials and case studies from graduates

4

Targeted Ads
Utilize detailed targeting options to reach ideal prospects
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Retargeting Strategy
Website Visitors
Target users who visited the course landing page
Video Viewers
Retarget those who watched course promotional videos
Email Subscribers
Re-engage newsletter subscribers who haven't purchased
Cart Abandoners
Follow up with users who started but didn't complete enrollment
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Influencer Collaboration Strategy

1

Identify Influencers
Find respected voices in the financial advisory space

2

Co-created Content
Develop valuable content pieces with influencers

3

Webinar Partnerships
Host joint webinars to leverage influencer audiences

4

Testimonials
Gather endorsements from industry thought leaders
Copyright © 2025 Bedrock Business Builders Corp. All Rights Reserved
Video Marketing Strategy
How-To Videos
Create tutorials on key financial advising skills
Expert Interviews
Feature conversations with industry leaders
Success Stories
Showcase testimonials from course graduates
Course Previews
Offer sneak peeks into course content
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Email Nurture Sequence

1

Welcome Email
Introduce the course and set expectations

2

Value-Add Content
Share useful tips and insights

3

Social Proof
Highlight success stories and testimonials

4

Overcome Objections
Address common concerns and questions

5

Limited Time Offer
Present a compelling reason to enroll now
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Landing Page Optimization

1

Clear Value Proposition
Communicate the unique benefits of the course

2

Social Proof
Display testimonials and success metrics prominently

3

Course Overview
Provide a clear breakdown of what students will learn

4

Strong Call-to-Action
Use compelling buttons to encourage enrollment
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Pricing Strategy
Tiered Pricing
Offer different levels of access and support
Early Bird Discounts
Incentivize early enrollment with special rates
Payment Plans
Provide flexible payment options to increase accessibility
Group Discounts
Offer special rates for firms enrolling multiple advisors
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Upsell and Cross-sell Opportunities

1

One-on-One Coaching
Offer personalized mentoring sessions

2

Advanced Modules
Provide specialized topics for additional purchase

3

Resource Bundles
Sell comprehensive toolkits and templates

4

Mastermind Groups
Create exclusive peer groups for ongoing support
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Customer Retention Strategy
Alumni Network
Create an exclusive community for graduates
Ongoing Support
Provide continued access to resources and updates
Advanced Courses
Offer follow-up programs for continued growth
Success Tracking
Help graduates measure and celebrate their progress
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Partnership Opportunities

1

Financial Institutions
Collaborate with banks and investment firms

2

Professional Associations
Partner with financial advisor organizations

3

Technology Providers
Team up with fintech companies for integrated offerings

4

Educational Institutions
Create pathways with universities and business schools
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Content Upgrade Strategy
eBooks
Offer in-depth guides on specific topics
Checklists
Provide actionable lists for key processes
Templates
Share customizable documents for advisors
Webinar Replays
Give access to recorded expert sessions
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Analytics and Optimization

1

Conversion Tracking
Monitor key metrics across all marketing channels

2

A/B Testing
Continuously improve ad copy, emails, and landing pages

3

Customer Journey Analysis
Understand the path from prospect to student

4

ROI Calculation
Measure the effectiveness of each marketing initiative
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Mobile Optimization
Responsive Design
Ensure all content is easily viewable on mobile devices
Mobile-Friendly Emails
Optimize email campaigns for smartphone reading
App Integration
Consider developing a mobile app for course access
SMS Marketing
Implement text message reminders and updates
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Seasonal Promotions

1

New Year's Resolution
Target advisors looking to boost their career in January

2

Tax Season Special
Offer course discounts during the busy tax period

3

Summer Skill-Up
Promote learning during typically slower summer months

4

End-of-Year Push
Encourage enrollment before the year closes out
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Customer Support Strategy
Live Chat
Offer real-time support on the course website
Email Support
Provide dedicated email assistance for inquiries
FAQ Section
Create comprehensive answers to common questions
Phone Support
Offer personal phone consultations for serious prospects
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Continuous Improvement

1

Student Feedback
Regularly collect and analyze course evaluations

2

Industry Trends
Stay updated on latest financial advising developments

3

Technology Updates
Incorporate new learning technologies as they emerge

4

Expert Collaboration
Partner with industry leaders to enhance course content
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Measuring Success
Enrollment Numbers
Track course sign-ups and completion rates
Student Outcomes
Monitor career advancements and income increases
Brand Recognition
Measure course awareness in the financial advisory community
Financial Performance
Analyze revenue, profit margins, and growth rates
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Future Growth Opportunities

1

International Expansion
Adapt the course for global markets

2

Specialized Niches
Develop courses for specific financial advisory sectors

3

Corporate Training
Offer tailored programs for financial institutions

4

Certification Program
Create an industry-recognized certification
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About the Author
Joe DiChiara, CPA/CAIS
  • 40+ years as Certified Public Accountant
  • Founder of Bedrock Business Builders Corp
With over 40 years of experience as a Certified Public Accountant, Joe DiChiara specializes in helping small business owners succeed. As the founder of Bedrock Business Builders Corp, Joe provides a wide range of services, including tax resolution, tax preparation, payroll, entity setup, and CFO solutions.
His expertise extends to solving complex tax problems and offering AI-powered marketing solutions through MarketingMaverick.ai, a division that empowers businesses to achieve a year's worth of marketing results in just 30 days.
Joe has worked with thousands of businesses, focusing on self-employed individuals and companies with 0-50 employees in metropolitan areas. Known for his innovative approach and commitment to client success, Joe combines traditional accounting knowledge with modern tools to deliver transformative results.