Toolkit & Reading
Resources for advisors.
A curated list of the exact software, tools, and reading we use and recommend for independent wealth advisory firms.
Start Here
The $20M AUM Playbook (Newsletter)
Our core marketing newsletter. Sent once a month, strictly focusing on what works for independent wealth firms.
Mixell Group YouTube Channel
Coming soon. Video teardowns of how top RIAs are acquiring clients organically.
RIA Marketing Coaching (Skool)
For firms under $75M AUM. We teach you how to implement our exact client acquisition playbooks in-house. Launching soon.
Our Outbound & Creator Stack
Smartlead.ai
The engine we use for B2B cold email outreach. It handles unlimited mailboxes and automated warmup to protect sender reputation.
Apollo.io
The database we use to source verified leads and build targeted lists of high-net-worth business owners.
Riverside.fm
Our recommendation for advisors recording video or running remote podcasts. It records uncompressed audio and video locally.
Canva Pro
The quickest way to build compliant social media graphics and lead magnet PDFs without waiting on a designer.
Calendly
Essential for removing the back-and-forth friction of booking introductory calls.
Recommended Reading
The Psychology of Money by Morgan Housel
Required reading for understanding how clients actually think about wealth and risk.
Traction by Gino Wickman
The Entrepreneurial Operating System (EOS). How to structure a lean firm that scales without breaking.
$100M Offers by Alex Hormozi
A masterclass on how to package and price your financial services so they stand out in a sea of identical advisory firms.
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