The Million-Dollar Digital Roadmap Most Advisors Will Never Implement

Why some advisors are building million-dollar practices while working fewer hours

The real reason why some advisors are crushing it in 2025 while others are scratching their heads, “Marketing”.

Let's cut to the chase: if you're a financial advisor who's not making $1 million in annual revenue yet, you're probably still marketing like it's 2010.

I know, I know. That stings a bit. But hear me out.

“The path to $1 million in annual revenue has very little to do with your investment acumen and everything to do with how ruthlessly effective your digital marketing machine is.”

The Digital Million-Dollar Truth No One's Telling You

Last month, I was having coffee with a friend who runs a wildly successful wealth management practice. Between sips of his ridiculously overpriced pour-over (the man makes seven figures but still winces at $7 coffee – go figure), he leaned in and said something that would make most compliance officers faint:

"Most advisors think they're in the financial advice business. The top 1% know they're in the digital attention business."

He's right. And it's w…