Free email series

How Wealth Advisory Firms Add $20M+ AUM With Modern Multi-Channel Marketing.

A 5-part email series breaking down how to define your HNW persona, solve their pain points, and scale across LinkedIn, YouTube, and paid ads.

The HNW persona most firms skip, written so every post and ad talks to the same person.
The pain points that get that household to book a meeting.
How LinkedIn, YouTube, and paid ads feed one pipeline instead of three random channels.

Frederick Mixell - Founder, Mixell Group. Building full-stack client acquisition engines for wealth managers.

Where should we send the playbook?

Educational material for wealth advisory professionals. Mixell Group does not guarantee appointment requests, closed clients, AUM, revenue, or other results. Your firm owns compliance approval before any client-facing use.