Fantum Growth Co. · Austin Simkins
Not an agency. Just Austin. Fractional growth partner to a small number of financial advisors
You get me on every call, every build, every decision. No rotating account managers, no junior staff, no copy-paste playbooks. Just one person who knows your business inside and out and builds everything around it.
Every advisor looks the same. You won't.
Most advisors are great at their work and completely invisible online. Not because they don't have something worth saying, but because nobody has ever helped them find their niche, own it, and build the infrastructure to show it.
Most marketing advice from agencies that have never touched financial services is useless. Generic websites. Copy-paste campaigns. Reports full of vanity metrics that don't move the needle.
- You blend in with every other advisor online
- You have no system to scale beyond referrals
- Your marketing doesn't reflect the quality of your work
- You've invested in marketing that didn't deliver
With my dad after a conference that led to multiple millions in new AUM
Austin Simkins
Founder, Fantum Growth
Work togetherWhy I do this
I grew up watching this industry from the inside. My dad is a financial advisor who built his entire practice on relationships, and for a long time that was enough. But I could see what he was leaving on the table. No website that told his story, no system to nurture his pipeline, and no way for the right prospects to find him. He was just waiting on the next referral and hoping it would come.
So I started testing strategies I had seen work in my own businesses. Funnels, ads, webinars, COI engagement. Over time that turned into a full growth system that led to him hosting his own podcast, building a consistent pipeline, and becoming the go-to expert for widows navigating life after loss.
Over time I have built funnels that generated hundreds of leads at under $4 each, helped an advisor add $5 to $8 million in new AUM in under two months, and driven 70% business growth for another client in under a year.
Financial advisors are what I keep coming back to because I know what compliance-friendly marketing looks like from the inside. Most advisors fail to stand out not because they lack ability, but because nobody has ever done the honest work of figuring out what actually makes them different. That is where everything starts. Not with a website, not with ads, but with the question most advisors have never been seriously asked: who do you serve better than anyone else?
That question is the foundation of everything I build. Once we answer it, the brand, the website, the system, and the outreach all follow. I take on a small number of clients at a time so I can do this work properly. When we work together you are not buying a process. You are buying me, pointed entirely at your business.
One partner instead of five agencies
To do what I do for an advisor, most people would need to hire five separate agencies and somehow get them all working toward the same goal. That rarely happens.
No strategy is the same
Every advisor has a different ideal client, a different market, and a different way they close business. That means every growth strategy I build is completely unique. From who contacts who and through what channel, to the funnels, forms, reply scripts, objection-handling templates, intro calls, and discovery call frameworks, nothing is copy-paste.
Below is a snapshot of the various strategies developed across different clients. Each one is mapped from scratch based on how that advisor actually operates and where the biggest opportunities are to get them in front of the right people.
How I've helped firms grow
Every advisor is different. The right growth strategy depends on who you serve, where you are in your business, and what you are trying to build. Here is what is in the toolkit.
Niche positioning and brand
Before any campaign runs, I get clear on who you are and who you are for. This is the work most advisors skip and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
COI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
Direct to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are already dialed in, which is why I build the foundation first.
Workshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
Referral system activation
Most advisors get referrals occasionally. I build the system that makes it happen consistently. Timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
LinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Every advisor looks the same. These ones don't.
The advisors who win are not the ones who do the most marketing. They are the ones who found their niche, owned it, and built the infrastructure to show it.
Repositioned Mitch's brand around the niche he already served best, built a full-funnel automation stack, rebuilt his proposal framework and call scripts. The machine runs in the background while he focuses on advising.
Brand strategy, ICP definition, website, GHL automations, AI proposal builder, scripts, LinkedIn outreach, and a full-view dashboard built in 2.5 months. Then the campaigns went live.
~$700 in weekly ad spend generating qualified sales calls consistently, week after week. Hold rates above 50%. The system runs without babysitting.
They were generating leads, not qualified conversations. We rebuilt the funnel. Held call rates hit 57%, SQL rates hit 87.5% — all under $750/week in spend.
Complete brand overhaul, full site redesign, high-conversion funnels, automations, and educational lead magnets. Revenue doubled in three months.
Built the brand, ran the campaigns, grew from 0 to 11,800 Instagram followers in five months. 4x return on ad spend with drip campaigns and targeted content.
In their own words
This has already been more marketing help I have ever had in my business. He works a lot. That boy works.
Few people on planet earth that I feel like I can give relatively broad direction to, and they can just send me back something that is 100% of the time amazing.
He is good at the things that I hate doing. Austin is just an amazing dude — he's so talented and so, like, it blows my mind.
Built to get you more AUM, not to "do" marketing
Nothing gets built for the sake of building it. Every asset, automation, and campaign exists for one reason: to get you in front of the right people and turn attention into revenue. I am not doing marketing to check a box. I am generating leads, shortening sales cycles, and creating systems that directly drive growth.
01
Brand and identity
Logo, brand guidelines, design system, voice and tone guide built around who you actually are rather than what a generic advisor is supposed to look like.
02
Websites and funnels
Full website builds, landing pages, multi-step funnels, and lead magnets built to convert the right people rather than just look professional.
03
Client experience
Onboarding automations, welcome sequences, 100-day touchpoints, and anniversary cadences that make your existing clients feel the difference.
04
GHL automations
CRM workflows, intake forms, document collection, and drip sequences that keep running whether you are in a client meeting or on vacation.
05
Outreach and growth
LinkedIn copy, email campaigns, cold outreach infrastructure, and COI activation built around a message that actually means something to the right person.
06
Sales enablement
Discovery scripts, objection playbooks, proposal automation, and case study builds so your close rate starts reflecting your actual ability.
The right strategy depends on who you are and who you serve
Every advisor is different. Here is what is in the toolkit and how we decide what to build first.
Niche positioning and brand
Before any campaign runs, we get clear on who you are and who you are for. This is the work most advisors skip, and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
Always firstCOI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
High trustDirect to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are dialed in, which is why we build the foundation first.
ScalableWorkshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
High conversionReferral system activation
Most advisors get referrals occasionally. We build the system that makes it happen consistently, timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
Compounds over timeLinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Professional reachNot every strategy is right for every advisor. Part of what I do is figure out which combination makes sense for your business and in what order.
Focused. Sequential. Nothing skipped.
The first 90 days are structured for a reason. Each month builds on the last. After that, we plan together every 30 days. Most decisions I bring to you as a simple yes or no — your time stays on your clients.
Foundation
Before anything gets built we get clear on everything. ICP research, messaging playbook, brand guidelines, voice guide, CRM assessment, website audit. Nothing ships yet, but everything we build later depends on getting this right.
Month 1 · One-time setupBuild
Everything from month one becomes real. Website, welcome sequences, onboarding automation, GHL intake, document collection, pre-meeting flows. Your clients and prospects start experiencing a brand that reflects your actual quality.
Month 2 · One-time setupComplete the journey
Full client lifecycle mapped and automated. Lead magnet built. Capture funnel live. 12-month touchpoint sequence running. Referral ask baked in. Now there is a way for people to find you before they are ready to hire you.
Month 3 · One-time setupMonthly rhythm
At the end of every month I bring one recommendation for where to focus next. We align, lock the scope, and execute. One direction at a time. You never wonder what is being worked on or why.
Month 4+ · Ongoing retainerI am selective. Intentionally.
Most advisors market the same way, to the same people, with the same message. The advisors I work best with are the ones ready to stop blending in and ready to find their niche, own it, and build the infrastructure around it.
You have built something real
- Independent RIA, advisor, or wealth management firm
- Built primarily on relationships and referrals
- $30M to $300M AUM, credible and established
- No real brand presence or digital infrastructure yet
- Ready to invest in building the right way, not the cheap way
- Want a partner, not a vendor you have to manage
- Can give honest feedback and move at a real pace
I want this to work for you
- Results take time. The first 90 days are foundation, not leads
- Most decisions I bring to you as a simple yes or no
- The deepest work is defining your niche and value proposition
- I am not a full-time employee. I am a focused partner with a defined monthly scope
- If you have never invested in marketing before, we set honest expectations from day one
- The more open you are about your clients and goals, the better everything we build will be
Simple. Transparent. No surprises.
Two parts. A one-time setup investment to build the foundation right. And a monthly retainer to keep building and optimizing. No hourly tracking, no scope creep, no mystery invoices. Pricing is shared on our call once we have confirmed fit.
Months 1 and 2
- ICP and avatar research
- Messaging playbook and positioning
- Brand guidelines and logo refinement
- Full Canva design system
- Website design and build
- Client onboarding automation
- GHL intake and welcome sequences
- First 100 days touchpoint flow
Month 1 onward
- Monthly planning call, scope locked together
- Two strategy calls per month
- Ongoing GHL maintenance and support
- Content and asset builds per agreed focus
- Slack access, direct, not a ticket system
- Scales when outbound launches
- Revenue bonus on new client revenue generated
Pricing is straightforward and shared once we have confirmed the engagement is a good fit for both sides.
Schedule a call to discussGrowth Partnership
Growth partnership options
Every engagement is tailored to where you are and what you need. Schedule a call to discuss your specific situation.
Initial Foundation · Months 1 & 2
Foundation Build
- ICP and avatar research
- Messaging playbook and positioning
- Brand guidelines and logo refinement
- Full Canva design system
- Website design and build
- Client onboarding automation
- GHL intake and welcome sequences
- First 60 days touchpoint flow
Ongoing Strategy · Month 3 Onward
Monthly Retainer
- Monthly planning call with scope locked together
- Two strategy calls per month
- Ongoing GHL maintenance and support
- Content and asset builds per the agreed focus
- Direct Slack access
Let's answer them now
Ready to build
Stop looking like every other advisor
Most advisors are great at what they do and completely invisible online. I work with a small number at a time to fix that. If you are ready to find your niche, own it, and build the infrastructure around it, let's talk.
Fantum Growth Co. · Austin Simkins
Not an agency.
You get Austin.
Fractional growth partner to a small number of financial advisors
You get me on every call, every build, every decision. No rotating account managers, no junior staff, no copy-paste playbooks. Just one person who knows your business inside and out and builds everything around it.
Every advisor looks the same. You won't.
Most advisors are great at their work and completely invisible online. Not because they don't have something worth saying, but because nobody has ever helped them find their niche, own it, and build the infrastructure to show it.
Most marketing advice from agencies that have never touched financial services is useless. Generic websites. Copy-paste campaigns. Reports full of vanity metrics that don't move the needle.
- You blend in with every other advisor online
- You have no system to scale beyond referrals
- Your marketing doesn't reflect the quality of your work
- You've invested in marketing that didn't deliver
With my dad after a conference that led to multiple millions in new AUM
Austin Simkins
Founder, Fantum Growth
Work togetherWhy I do this
I grew up watching this industry from the inside. My dad is a financial advisor who built his entire practice on relationships, and for a long time that was enough. But I could see what he was leaving on the table. No website that told his story, no system to nurture his pipeline, and no way for the right prospects to find him. He was just waiting on the next referral and hoping it would come.
So I started testing strategies I had seen work in my own businesses. Funnels, ads, webinars, COI engagement. Over time that turned into a full growth system that led to him hosting his own podcast, building a consistent pipeline, and becoming the go-to expert for widows navigating life after loss.
Over time I have built funnels that generated hundreds of leads at under $4 each, helped an advisor add $5 to $8 million in new AUM in under two months, and driven 70% business growth for another client in under a year.
Financial advisors are what I keep coming back to because I know what compliance-friendly marketing looks like from the inside. Most advisors fail to stand out not because they lack ability, but because nobody has ever done the honest work of figuring out what actually makes them different. That is where everything starts. Not with a website, not with ads, but with the question most advisors have never been seriously asked: who do you serve better than anyone else?
That question is the foundation of everything I build. Once we answer it, the brand, the website, the system, and the outreach all follow. I take on a small number of clients at a time so I can do this work properly. When we work together you are not buying a process. You are buying me, pointed entirely at your business.
One partner instead of five agencies
To do what I do for an advisor, most people would need to hire five separate agencies and somehow get them all working toward the same goal. That rarely happens.
No strategy is the same
Every advisor has a different ideal client, a different market, and a different way they close business. That means every growth strategy I build is completely unique. From who contacts who and through what channel, to the funnels, forms, reply scripts, objection-handling templates, intro calls, and discovery call frameworks, nothing is copy-paste.
Below is a snapshot of the various strategies developed across different clients. Each one is mapped from scratch based on how that advisor actually operates and where the biggest opportunities are to get them in front of the right people.
How I've helped firms grow
Every advisor is different. The right growth strategy depends on who you serve, where you are in your business, and what you are trying to build. Here is what is in the toolkit.
Niche positioning and brand
Before any campaign runs, I get clear on who you are and who you are for. This is the work most advisors skip and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
COI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
Direct to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are already dialed in, which is why I build the foundation first.
Workshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
Referral system activation
Most advisors get referrals occasionally. I build the system that makes it happen consistently. Timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
LinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Every advisor looks the same. These ones don't.
The advisors who win are not the ones who do the most marketing. They are the ones who found their niche, owned it, and built the infrastructure to show it.
Repositioned Mitch's brand around the niche he already served best, built a full-funnel automation stack, rebuilt his proposal framework and call scripts. The machine runs in the background while he focuses on advising.
Brand strategy, ICP definition, website, GHL automations, AI proposal builder, scripts, LinkedIn outreach, and a full-view dashboard built in 2.5 months. Then the campaigns went live.
~$700 in weekly ad spend generating qualified sales calls consistently, week after week. Hold rates above 50%. The system runs without babysitting.
They were generating leads, not qualified conversations. We rebuilt the funnel. Held call rates hit 57%, SQL rates hit 87.5% — all under $750/week in spend.
Complete brand overhaul, full site redesign, high-conversion funnels, automations, and educational lead magnets. Revenue doubled in three months.
Built the brand, ran the campaigns, grew from 0 to 11,800 Instagram followers in five months. 4x return on ad spend with drip campaigns and targeted content.
In their own words
I have compared Austin against other ad agencies, and by far, Austin offers more comprehensive and personalized service than any other.
Few people on planet earth that I feel like I can give relatively broad direction to, and they can just send me back something that is 100% of the time amazing.
He is good at the things that I hate doing. Austin is just an amazing dude — he's so talented and so, like, it blows my mind.
Built to get you more AUM, not to "do" marketing
Nothing gets built for the sake of building it. Every asset, automation, and campaign exists for one reason: to get you in front of the right people and turn attention into revenue. I am not doing marketing to check a box. I am generating leads, shortening sales cycles, and creating systems that directly drive growth.
01
Brand and identity
Logo, brand guidelines, design system, voice and tone guide built around who you actually are rather than what a generic advisor is supposed to look like.
02
Websites and funnels
Full website builds, landing pages, multi-step funnels, and lead magnets built to convert the right people rather than just look professional.
03
Client experience
Onboarding automations, welcome sequences, 100-day touchpoints, and anniversary cadences that make your existing clients feel the difference.
04
GHL automations
CRM workflows, intake forms, document collection, and drip sequences that keep running whether you are in a client meeting or on vacation.
05
Outreach and growth
LinkedIn copy, email campaigns, cold outreach infrastructure, and COI activation built around a message that actually means something to the right person.
06
Sales enablement
Discovery scripts, objection playbooks, proposal automation, and case study builds so your close rate starts reflecting your actual ability.
The right strategy depends on who you are and who you serve
Every advisor is different. Here is what is in the toolkit and how we decide what to build first.
Niche positioning and brand
Before any campaign runs, we get clear on who you are and who you are for. This is the work most advisors skip, and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
Always firstCOI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
High trustDirect to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are dialed in, which is why we build the foundation first.
ScalableWorkshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
High conversionReferral system activation
Most advisors get referrals occasionally. We build the system that makes it happen consistently, timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
Compounds over timeLinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Professional reachNot every strategy is right for every advisor. Part of what I do is figure out which combination makes sense for your business and in what order.
Focused. Sequential. Nothing skipped.
The first 90 days are structured for a reason. Each month builds on the last. After that, we plan together every 30 days. Most decisions I bring to you as a simple yes or no — your time stays on your clients.
Foundation
Before anything gets built we get clear on everything. ICP research, messaging playbook, brand guidelines, voice guide, CRM assessment, website audit. Nothing ships yet, but everything we build later depends on getting this right.
Month 1 · One-time setupBuild
Everything from month one becomes real. Website, welcome sequences, onboarding automation, GHL intake, document collection, pre-meeting flows. Your clients and prospects start experiencing a brand that reflects your actual quality.
Month 2 · One-time setupComplete the journey
Full client lifecycle mapped and automated. Lead magnet built. Capture funnel live. 12-month touchpoint sequence running. Referral ask baked in. Now there is a way for people to find you before they are ready to hire you.
Month 3 · One-time setupMonthly rhythm
At the end of every month I bring one recommendation for where to focus next. We align, lock the scope, and execute. One direction at a time. You never wonder what is being worked on or why.
Month 4+ · Ongoing retainerGrowth Partnership
Growth partnership options
Every engagement is tailored to where you are and what you need. Schedule a call to discuss your specific situation.
Initial Foundation · Months 1 & 2
Foundation Build
- ICP and avatar research
- Messaging playbook and positioning
- Brand guidelines and logo refinement
- Full Canva design system
- Website design and build
- Client onboarding automation
- GHL intake and welcome sequences
- First 60 days touchpoint flow
Ongoing Strategy · Month 3 Onward
Monthly Retainer
- Monthly planning call with scope locked together
- Two strategy calls per month
- Ongoing GHL maintenance and support
- Content and asset builds per the agreed focus
- Direct Slack access
Let's answer them now
Ready to build
Stop looking like every other advisor
Most advisors are great at what they do and completely invisible online. I work with a small number at a time to fix that. If you are ready to find your niche, own it, and build the infrastructure around it, let's talk.
Fantum Growth Co. · Austin Simkins
Not an agency. Just Austin. Fractional growth partner to a small number of financial advisors
You get me on every call, every build, every decision. No rotating account managers, no junior staff, no copy-paste playbooks. Just one person who knows your business inside and out and builds everything around it.
Every advisor looks the same. You won't.
Most advisors are great at their work and completely invisible online. Not because they don't have something worth saying, but because nobody has ever helped them find their niche, own it, and build the infrastructure to show it.
Most marketing advice from agencies that have never touched financial services is useless. Generic websites. Copy-paste campaigns. Reports full of vanity metrics that don't move the needle.
- You blend in with every other advisor online
- You have no system to scale beyond referrals
- Your marketing doesn't reflect the quality of your work
- You've invested in marketing that didn't deliver
With my dad after a conference that led to multiple millions in new AUM
Austin Simkins
Founder, Fantum Growth
Work togetherWhy I do this
I grew up watching this industry from the inside. My dad is a financial advisor who built his entire practice on relationships, and for a long time that was enough. But I could see what he was leaving on the table. No website that told his story, no system to nurture his pipeline, and no way for the right prospects to find him. He was just waiting on the next referral and hoping it would come.
So I started testing strategies I had seen work in my own businesses. Funnels, ads, webinars, COI engagement. Over time that turned into a full growth system that led to him hosting his own podcast, building a consistent pipeline, and becoming the go-to expert for widows navigating life after loss.
Over time I have built funnels that generated hundreds of leads at under $4 each, helped an advisor add $5 to $8 million in new AUM in under two months, and driven 70% business growth for another client in under a year.
Financial advisors are what I keep coming back to because I know what compliance-friendly marketing looks like from the inside. Most advisors fail to stand out not because they lack ability, but because nobody has ever done the honest work of figuring out what actually makes them different. That is where everything starts. Not with a website, not with ads, but with the question most advisors have never been seriously asked: who do you serve better than anyone else?
That question is the foundation of everything I build. Once we answer it, the brand, the website, the system, and the outreach all follow. I take on a small number of clients at a time so I can do this work properly. When we work together you are not buying a process. You are buying me, pointed entirely at your business.
One partner instead of five agencies
To do what I do for an advisor, most people would need to hire five separate agencies and somehow get them all working toward the same goal. That rarely happens.
No strategy is the same
Every advisor has a different ideal client, a different market, and a different way they close business. That means every growth strategy I build is completely unique. From who contacts who and through what channel, to the funnels, forms, reply scripts, objection-handling templates, intro calls, and discovery call frameworks, nothing is copy-paste.
Below is a snapshot of the various strategies developed across different clients. Each one is mapped from scratch based on how that advisor actually operates and where the biggest opportunities are to get them in front of the right people.
How I've helped firms grow
Every advisor is different. The right growth strategy depends on who you serve, where you are in your business, and what you are trying to build. Here is what is in the toolkit.
Niche positioning and brand
Before any campaign runs, I get clear on who you are and who you are for. This is the work most advisors skip and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
COI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
Direct to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are already dialed in, which is why I build the foundation first.
Workshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
Referral system activation
Most advisors get referrals occasionally. I build the system that makes it happen consistently. Timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
LinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Every advisor looks the same. These ones don't.
The advisors who win are not the ones who do the most marketing. They are the ones who found their niche, owned it, and built the infrastructure to show it.
Repositioned Mitch's brand around the niche he already served best, built a full-funnel automation stack, rebuilt his proposal framework and call scripts. The machine runs in the background while he focuses on advising.
Brand strategy, ICP definition, website, GHL automations, AI proposal builder, scripts, LinkedIn outreach, and a full-view dashboard built in 2.5 months. Then the campaigns went live.
~$700 in weekly ad spend generating qualified sales calls consistently, week after week. Hold rates above 50%. The system runs without babysitting.
They were generating leads, not qualified conversations. We rebuilt the funnel. Held call rates hit 57%, SQL rates hit 87.5% — all under $750/week in spend.
Complete brand overhaul, full site redesign, high-conversion funnels, automations, and educational lead magnets. Revenue doubled in three months.
Built the brand, ran the campaigns, grew from 0 to 11,800 Instagram followers in five months. 4x return on ad spend with drip campaigns and targeted content.
In their own words
This has already been more marketing help I have ever had in my business. He works a lot. That boy works.
Few people on planet earth that I feel like I can give relatively broad direction to, and they can just send me back something that is 100% of the time amazing.
He is good at the things that I hate doing. Austin is just an amazing dude — he's so talented and so, like, it blows my mind.
Built to get you more AUM, not to "do" marketing
Nothing gets built for the sake of building it. Every asset, automation, and campaign exists for one reason: to get you in front of the right people and turn attention into revenue. I am not doing marketing to check a box. I am generating leads, shortening sales cycles, and creating systems that directly drive growth.
01
Brand and identity
Logo, brand guidelines, design system, voice and tone guide built around who you actually are rather than what a generic advisor is supposed to look like.
02
Websites and funnels
Full website builds, landing pages, multi-step funnels, and lead magnets built to convert the right people rather than just look professional.
03
Client experience
Onboarding automations, welcome sequences, 100-day touchpoints, and anniversary cadences that make your existing clients feel the difference.
04
GHL automations
CRM workflows, intake forms, document collection, and drip sequences that keep running whether you are in a client meeting or on vacation.
05
Outreach and growth
LinkedIn copy, email campaigns, cold outreach infrastructure, and COI activation built around a message that actually means something to the right person.
06
Sales enablement
Discovery scripts, objection playbooks, proposal automation, and case study builds so your close rate starts reflecting your actual ability.
The right strategy depends on who you are and who you serve
Every advisor is different. Here is what is in the toolkit and how we decide what to build first.
Niche positioning and brand
Before any campaign runs, we get clear on who you are and who you are for. This is the work most advisors skip, and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
Always firstCOI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
High trustDirect to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are dialed in, which is why we build the foundation first.
ScalableWorkshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
High conversionReferral system activation
Most advisors get referrals occasionally. We build the system that makes it happen consistently, timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
Compounds over timeLinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Professional reachNot every strategy is right for every advisor. Part of what I do is figure out which combination makes sense for your business and in what order.
Focused. Sequential. Nothing skipped.
The first 90 days are structured for a reason. Each month builds on the last. After that, we plan together every 30 days. Most decisions I bring to you as a simple yes or no — your time stays on your clients.
Foundation
Before anything gets built we get clear on everything. ICP research, messaging playbook, brand guidelines, voice guide, CRM assessment, website audit. Nothing ships yet, but everything we build later depends on getting this right.
Month 1 · One-time setupBuild
Everything from month one becomes real. Website, welcome sequences, onboarding automation, GHL intake, document collection, pre-meeting flows. Your clients and prospects start experiencing a brand that reflects your actual quality.
Month 2 · One-time setupComplete the journey
Full client lifecycle mapped and automated. Lead magnet built. Capture funnel live. 12-month touchpoint sequence running. Referral ask baked in. Now there is a way for people to find you before they are ready to hire you.
Month 3 · One-time setupMonthly rhythm
At the end of every month I bring one recommendation for where to focus next. We align, lock the scope, and execute. One direction at a time. You never wonder what is being worked on or why.
Month 4+ · Ongoing retainerGrowth Partnership
Growth partnership options
Every engagement is tailored to where you are and what you need. Schedule a call to discuss your specific situation.
Initial Foundation · Months 1 & 2
Foundation Build
- ICP and avatar research
- Messaging playbook and positioning
- Brand guidelines and logo refinement
- Full Canva design system
- Website design and build
- Client onboarding automation
- GHL intake and welcome sequences
- First 60 days touchpoint flow
Ongoing Strategy · Month 3 Onward
Monthly Retainer
- Monthly planning call with scope locked together
- Two strategy calls per month
- Ongoing GHL maintenance and support
- Content and asset builds per the agreed focus
- Direct Slack access
Let's answer them now
Ready to build
Stop looking like every other advisor
Most advisors are great at what they do and completely invisible online. I work with a small number at a time to fix that. If you are ready to find your niche, own it, and build the infrastructure around it, let's talk.
Fantum Growth Co. · Austin Simkins
Not an agency. Just Austin. Fractional growth partner to a small number of financial advisors
You get me on every call, every build, every decision. No rotating account managers, no junior staff, no copy-paste playbooks. Just one person who knows your business inside and out and builds everything around it.
Every advisor looks the same. You won't.
Most advisors are great at their work and completely invisible online. Not because they don't have something worth saying, but because nobody has ever helped them find their niche, own it, and build the infrastructure to show it.
Most marketing advice from agencies that have never touched financial services is useless. Generic websites. Copy-paste campaigns. Reports full of vanity metrics that don't move the needle.
- You blend in with every other advisor online
- You have no system to scale beyond referrals
- Your marketing doesn't reflect the quality of your work
- You've invested in marketing that didn't deliver
With my dad after a conference that led to multiple millions in new AUM
Austin Simkins
Founder, Fantum Growth
Work togetherWhy I do this
I grew up watching this industry from the inside. My dad is a financial advisor who built his entire practice on relationships, and for a long time that was enough. But I could see what he was leaving on the table. No website that told his story, no system to nurture his pipeline, and no way for the right prospects to find him. He was just waiting on the next referral and hoping it would come.
So I started testing strategies I had seen work in my own businesses. Funnels, ads, webinars, COI engagement. Over time that turned into a full growth system that led to him hosting his own podcast, building a consistent pipeline, and becoming the go-to expert for widows navigating life after loss.
Over time I have built funnels that generated hundreds of leads at under $4 each, helped an advisor add $5 to $8 million in new AUM in under two months, and driven 70% business growth for another client in under a year.
Financial advisors are what I keep coming back to because I know what compliance-friendly marketing looks like from the inside. Most advisors fail to stand out not because they lack ability, but because nobody has ever done the honest work of figuring out what actually makes them different. That is where everything starts. Not with a website, not with ads, but with the question most advisors have never been seriously asked: who do you serve better than anyone else?
That question is the foundation of everything I build. Once we answer it, the brand, the website, the system, and the outreach all follow. I take on a small number of clients at a time so I can do this work properly. When we work together you are not buying a process. You are buying me, pointed entirely at your business.
One partner instead of five agencies
To do what I do for an advisor, most people would need to hire five separate agencies and somehow get them all working toward the same goal. That rarely happens.
No strategy is the same
Every advisor has a different ideal client, a different market, and a different way they close business. That means every growth strategy I build is completely unique. From who contacts who and through what channel, to the funnels, forms, reply scripts, objection-handling templates, intro calls, and discovery call frameworks, nothing is copy-paste.
Below is a snapshot of the various strategies developed across different clients. Each one is mapped from scratch based on how that advisor actually operates and where the biggest opportunities are to get them in front of the right people.
How I've helped firms grow
Every advisor is different. The right growth strategy depends on who you serve, where you are in your business, and what you are trying to build. Here is what is in the toolkit.
Niche positioning and brand
Before any campaign runs, I get clear on who you are and who you are for. This is the work most advisors skip and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
COI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
Direct to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are already dialed in, which is why I build the foundation first.
Workshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
Referral system activation
Most advisors get referrals occasionally. I build the system that makes it happen consistently. Timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
LinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Every advisor looks the same. These ones don't.
The advisors who win are not the ones who do the most marketing. They are the ones who found their niche, owned it, and built the infrastructure to show it.
Repositioned Mitch's brand around the niche he already served best, built a full-funnel automation stack, rebuilt his proposal framework and call scripts. The machine runs in the background while he focuses on advising.
Brand strategy, ICP definition, website, GHL automations, AI proposal builder, scripts, LinkedIn outreach, and a full-view dashboard built in 2.5 months. Then the campaigns went live.
~$700 in weekly ad spend generating qualified sales calls consistently, week after week. Hold rates above 50%. The system runs without babysitting.
They were generating leads, not qualified conversations. We rebuilt the funnel. Held call rates hit 57%, SQL rates hit 87.5% — all under $750/week in spend.
Complete brand overhaul, full site redesign, high-conversion funnels, automations, and educational lead magnets. Revenue doubled in three months.
Built the brand, ran the campaigns, grew from 0 to 11,800 Instagram followers in five months. 4x return on ad spend with drip campaigns and targeted content.
In their own words
This has already been more marketing help I have ever had in my business. He works a lot. That boy works.
Few people on planet earth that I feel like I can give relatively broad direction to, and they can just send me back something that is 100% of the time amazing.
He is good at the things that I hate doing. Austin is just an amazing dude — he's so talented and so, like, it blows my mind.
Built to get you more AUM, not to "do" marketing
Nothing gets built for the sake of building it. Every asset, automation, and campaign exists for one reason: to get you in front of the right people and turn attention into revenue. I am not doing marketing to check a box. I am generating leads, shortening sales cycles, and creating systems that directly drive growth.
01
Brand and identity
Logo, brand guidelines, design system, voice and tone guide built around who you actually are rather than what a generic advisor is supposed to look like.
02
Websites and funnels
Full website builds, landing pages, multi-step funnels, and lead magnets built to convert the right people rather than just look professional.
03
Client experience
Onboarding automations, welcome sequences, 100-day touchpoints, and anniversary cadences that make your existing clients feel the difference.
04
GHL automations
CRM workflows, intake forms, document collection, and drip sequences that keep running whether you are in a client meeting or on vacation.
05
Outreach and growth
LinkedIn copy, email campaigns, cold outreach infrastructure, and COI activation built around a message that actually means something to the right person.
06
Sales enablement
Discovery scripts, objection playbooks, proposal automation, and case study builds so your close rate starts reflecting your actual ability.
The right strategy depends on who you are and who you serve
Every advisor is different. Here is what is in the toolkit and how we decide what to build first.
Niche positioning and brand
Before any campaign runs, we get clear on who you are and who you are for. This is the work most advisors skip, and why most marketing underperforms. When your positioning is right, everything downstream gets easier.
Always firstCOI-driven growth
Building relationships with the attorneys, CPAs, and estate planners who already sit across the table from your ideal client. The warmest leads you will ever get, built on trust that compounds over time.
High trustDirect to consumer
Paid ads and cold outreach that puts you in front of the right prospect directly. This works when your niche and message are dialed in, which is why we build the foundation first.
ScalableWorkshop and event marketing
Live and virtual events that let prospects experience your expertise before they ever ask about fees. The highest-trust lead generation model in financial services.
High conversionReferral system activation
Most advisors get referrals occasionally. We build the system that makes it happen consistently, timed asks, anniversary sequences, and shareable assets that make it easy for happy clients to send people your way.
Compounds over timeLinkedIn and outbound outreach
Targeted content and personalized outreach that positions you as the obvious expert for a specific type of client. Especially effective for COI activation and professional networks.
Professional reachNot every strategy is right for every advisor. Part of what I do is figure out which combination makes sense for your business and in what order.
Focused. Sequential. Nothing skipped.
The first 90 days are structured for a reason. Each month builds on the last. After that, we plan together every 30 days. Most decisions I bring to you as a simple yes or no — your time stays on your clients.
Foundation
Before anything gets built we get clear on everything. ICP research, messaging playbook, brand guidelines, voice guide, CRM assessment, website audit. Nothing ships yet, but everything we build later depends on getting this right.
Month 1 · One-time setupBuild
Everything from month one becomes real. Website, welcome sequences, onboarding automation, GHL intake, document collection, pre-meeting flows. Your clients and prospects start experiencing a brand that reflects your actual quality.
Month 2 · One-time setupComplete the journey
Full client lifecycle mapped and automated. Lead magnet built. Capture funnel live. 12-month touchpoint sequence running. Referral ask baked in. Now there is a way for people to find you before they are ready to hire you.
Month 3 · One-time setupMonthly rhythm
At the end of every month I bring one recommendation for where to focus next. We align, lock the scope, and execute. One direction at a time. You never wonder what is being worked on or why.
Month 4+ · Ongoing retainerGrowth Partnership
Growth partnership options
Every engagement is tailored to where you are and what you need. Schedule a call to discuss your specific situation.
Initial Foundation · Months 1 & 2
Foundation Build
- ICP and avatar research
- Messaging playbook and positioning
- Brand guidelines and logo refinement
- Full Canva design system
- Website design and build
- Client onboarding automation
- GHL intake and welcome sequences
- First 60 days touchpoint flow
Ongoing Strategy · Month 3 Onward
Monthly Retainer
- Monthly planning call with scope locked together
- Two strategy calls per month
- Ongoing GHL maintenance and support
- Content and asset builds per the agreed focus
- Direct Slack access
Let's answer them now
Ready to build
Stop looking like every other advisor
Most advisors are great at what they do and completely invisible online. I work with a small number at a time to fix that. If you are ready to find your niche, own it, and build the infrastructure around it, let's talk.
