Everything below was built from scratch for your firm, your audience, and your flat-fee model. 5 campaign angles with headlines. 3 full ad scripts. A 14-minute VSL outline. A complete funnel map. A lead magnet. An email nurture sequence. It's all yours.
No way to build trust at scale. Prospects can't hear your story before the call. Your credentials, origin story, and fee philosophy are invisible to cold traffic.
5x Top 100 advisor with zero visible social proof from actual clients. Media logos are powerful, but client voices close the trust gap.
One visible article. No content engine driving organic traffic. Your media quotes drive traffic to WSJ and CNBC, not to styledwealth.com.
Zero paid acquisition. 100% dependent on referrals and directory listings. Almost no fee-only advisors targeting equity-comp professionals through paid social. The space is wide open.
A generic "10 Questions to Ask" PDF. It doesn't speak to your ideal client (equity comp, impact-driven). No email nurture sequence behind it.
Leads who aren't ready to book a call have nowhere to go. No automated follow-up. They visit, they leave, they forget.
Despite being quoted in every major financial publication, no owned content platform exists. The media trusts you. But you don't own that distribution.
You're quoted by WSJ, CNBC, Forbes, and NYT. You're a 5x Investopedia Top 100 advisor. But your digital presence doesn't match your reputation. This angle leverages your existing credibility to capture demand from people actively searching for a financial advisor who is legitimately qualified.
Impact-driven people want their money to reflect who they are. Most advisors talk about returns and retirement. You talk about values alignment, intentionality, and "wealthy life" defined on your terms. This angle speaks to the psychographic, not the demographic.
Your origin story is one of the most compelling in the industry. Father's death. Mother's financial struggle. Teaching career. Psychology background. Career pivot. CFP within a year. 5x Top 100. This is a story-led angle that builds deep emotional connection before any ask.
The AUM model creates a conflict of interest. The more assets under management, the more the advisor earns, regardless of the quality of advice. Your flat-fee model is a structural differentiator. This angle educates the prospect on WHY it matters and positions Styled Wealth as the transparent alternative.
Equity compensation is one of the most mismanaged areas of personal finance. Most advisors don't specialize in it. Most employees with RSUs/ISOs/ESPP don't have a tax-efficient strategy. You specifically serve this niche. This angle targets the pain directly.
Angle #4 (Flat-Fee Differentiation). Talking head, casual, direct to camera. Educational, slightly provocative.
Here's a question nobody asks their financial advisor.
"How do you get paid?"
Most advisors charge a percentage of your assets. Usually 1%. Sounds small, right?
On a million dollar portfolio, that's $10,000 a year. Every year. Whether the advice changes or not.
I don't do that.
At Styled Wealth, I charge a flat fee based on the complexity of your situation. Not a percentage of what you own.
Because your financial plan should be built around your life. Not around how much you have in your accounts.
If that sounds like a better way to work with a planner, I'd love to talk.
Link's below.
Angle #3 (Teacher to Top 100 Advisor). Talking head, personal, warm. Vulnerable, authentic, purposeful.
I never planned on becoming a financial advisor.
I was a teacher. I studied psychology in college. I was a counselor.
But when my dad passed away when I was young, my mom was left trying to figure out all the finances on her own. And she didn't know where to start.
That stuck with me.
Years later, I started working in financial planning. And I realized that what most people need isn't just investment advice. They need someone who actually helps them think about what a wealthy life means to THEM.
Not just the numbers. The values behind the numbers.
I got my CFP within my first year. Built Styled Wealth from scratch. And Investopedia has named me a Top 100 advisor five times.
But what I'm most proud of is the work I do with people who want their money to actually mean something.
If that sounds like you, I'd love to connect.
Angle #5 (RSU/ISO Specialization). Talking head, direct, slightly urgent. Expert, knowledgeable, specific.
If you work in tech and you have RSUs or ISOs, let me ask you something.
Does your financial advisor actually know what those are?
Because most don't. And that gap can cost you tens of thousands of dollars in taxes.
When to exercise. When to sell. How to diversify without triggering a massive tax bill. How your ESPP fits into the picture.
This is what I specialize in at Styled Wealth.
I'm a CFP. I charge a flat fee. And I work with people who have equity compensation and want a plan that actually accounts for it.
If your current advisor can't walk you through your vesting schedule, it might be time for a new advisor.
This is for you if:
This is NOT for you if:
| Objection | Response |
|---|---|
| "I already have a financial advisor" | Great. But do they specialize in equity comp? Do they charge a flat fee? Do they plan around your values, not just your balance? |
| "Isn't flat fee more expensive?" | Run the math. 1% of a $1M portfolio is $10K/year. My annual fee starts at $6K and covers everything. As your wealth grows, my fee stays based on complexity, not asset size. |
| "I can do this myself" | You can. But should you? The average person with RSUs leaves tens of thousands on the table in tax optimization alone. |
| "I'm not sure I need comprehensive planning" | That's exactly what the project-based option is for. Four months, focused scope, starting at $4,000. |
Meta Ads (Facebook + Instagram) + Google Ads (high-intent search: "flat fee financial advisor", "equity compensation planner") + LinkedIn Ads (targeting by company + job title) + Organic/SEO
Headline: "Financial Planning for People Who Want Their Money to Mean Something." Subhead: "Flat-fee comprehensive planning from a 5x Investopedia Top 100 Advisor." Embedded 14-min VSL. Media logo bar. Services overview. Fee transparency section. CTA to book consultation.
"The Equity Comp Tax Guide: 5 Mistakes That Cost You Thousands Every Year." Captures leads who aren't ready to book yet. Single opt-in to email list.
Automated sequence educating, building trust, and converting. From guide delivery to consultation booking. Full sequence detailed below.
30-minute Zoom. Discovery conversation about their situation, goals, and definition of a wealthy life.
Post-booking page with what to expect. 2-3 emails before the call to reduce no-shows and build anticipation.
Qualified prospect becomes a client. Onboarding begins with vision-setting meeting.
This lead magnet targets your highest-value niche (equity comp professionals), demonstrates deep expertise, and creates urgency around a specific costly problem. Here's the full content outline:
RSUs are taxed as ordinary income when they vest. Many employees don't realize this until they see their paycheck and wonder where 40% went. Planning around vesting dates changes everything.
The spread between exercise price and fair market value can trigger AMT. Timing your exercises across calendar years, or using an 83(b) election where applicable, can save tens of thousands.
That 15% discount on your ESPP shares? It's taxed as ordinary income when you sell. Most people treat it like a capital gain. The IRS doesn't.
When your equity comp vests, your portfolio becomes heavily weighted in one stock. If that company stumbles, your income AND your investments take a hit simultaneously. Diversification isn't optional, it's risk management.
In years where your income spikes from a large vest or exercise, the conventional wisdom says "don't convert." But strategic partial conversions in lower-income years around equity events can save significantly over a lifetime.
CTA at end of guide: "Want a plan built around your specific equity compensation package? Book a free consultation with Autumn."
| # | Day | Subject Line | Goal |
|---|---|---|---|
| 1 | 0 | Welcome + Guide delivery | Deliver the Equity Comp Tax Guide. Set expectations for the sequence. Introduce Autumn briefly. |
| 2 | 2 | "The question most advisors can't answer" | Educate on flat-fee vs AUM. Plant the seed that their current advisor may have a conflict of interest. |
| 3 | 4 | "Why I became a financial planner" | Autumn's origin story. Father's death, mother's struggle, teaching career, CFP pivot. Build emotional connection. |
| 4 | 6 | "What comprehensive planning actually looks like" | Walk through the 10 areas of planning. Show the depth vs. what most advisors offer. Make them realize how much they're missing. |
| 5 | 8 | "The RSU tax trap nobody warned you about" | Deep-dive into one equity comp mistake. Demonstrate expertise. Create urgency around getting a real strategy. |
| 6 | 11 | "Is now the right time to hire a planner?" | Handle the timing objection. If you have equity comp, the answer is always yes. Every vesting event without a plan costs money. |
| 7 | 14 | "Ready to talk?" | Direct CTA to book consultation. Low-friction ask. Remind them of everything they've learned. Link to Calendly. |
1. Credentials that are undeniable. 5x Investopedia Top 100. Forbes Advisory Board. CFP Board Ambassador. Quoted by every major financial publication. Most advisors spend their entire careers trying to build this kind of credibility. You already have it.
2. A story that connects. Your path from teaching to planning, rooted in your father's death and your mother's struggle, is the kind of story that makes people trust you before they ever meet you. But right now, nobody sees it unless they find your About page.
3. A fee model that sells itself. Flat fees are the future of financial planning. You're already there. But nobody knows that because you're not telling them at scale.
4. A niche that's underserved. Equity comp professionals, impact-driven millennials, FIRE seekers. These people are actively looking for someone like you. But they're finding you through directory listings, not through a system you control.
The gap between how good Styled Wealth actually is and how it shows up online is the single biggest growth opportunity sitting in front of you right now.
We built this package to show you what closing that gap looks like.
We'll build and implement this entire system for you. The VSL. The landing page. The lead magnet. The email sequence. The ads. One team, one system, everything connected. You focus on planning. We handle the marketing infrastructure that keeps new clients coming in.
Book a Call with ColinEverything on this page is yours, whether you work with us or not. If you want to see how we'd implement the whole system, let's talk.
Book a Call with Colin Or reply to the email that brought you here