Become the Modern Advisor Without Compliance Paralysis
A FREE 5-Day email course exposing the 5 mistakes quietly killing trust, client retention, and your calendar this quarter (even if you are just getting into digital assets)
What You'll Get:
• How to replace compliance-driven silence with education that builds trust• The 5-Day EEC Funnel to turn readers into right-fit prospects• Why hiding behind compliance, relying on reviews, leading with products, treating social like a noticeboard, and sending traffic without a simple funnel keeps you invisible and price-shopped.
…and after reading it, you will be able to build a 5‑day “Steps” EEC fast, capture emails from your profile and posts, and wake up to inbound call requests.
What People Are Saying About The Modern Advisor Blueprint:
Is this for me?
If you see yourself in any of these:
• You are a great advisor with invisible marketing... but want a simple, data-driven funnel that captures trust and turns traffic into booked meetings.• You are stuck pitching products... but want to be the go-to educator in your niche, known for clear frameworks and client outcomes• You are sending people to a brochure website... but want an email course that warms prospects and closes the credibility gap before the first call.• You are overwhelmed by “do more content” advice... but want a 1-hour-per-week cadence that runs a modern, always-on nurture engine• You want to turn cold prospects into warm referrals - just by teaching one bite-size lesson a day.
…then you should take a look at The Modern Advisor Blueprint.
Access The Modern Advisor Blueprint now:
A sneak peek of what's inside…
Day 1: Mistake 1
Hiding Behind Compliance Instead of Educating
Day 2: Mistake 2
Relying on Reviews Instead of Educating Prospects
Day 3: Mistake 3
Mistake #3: Leading With Products Instead of Problems
Day 4: Mistake 4
Treating Social Like A Noticeboard, Not a Magnet
Day 5: Mistake 5
Sending Traffic Without A Simple Online Funnel
Access The Modern Advisor Blueprint now:
About the author
Andrew Lau is a change strategist and digital finance educator who helps independent financial advisors bridge traditional finance into the world of digital assets — guiding clients safely from uncertainty to confidence with Bitcoin, wallets, and compliant digital-asset strategies.Some of his achievements include:
• Over 10 years in digital transformation across eight industries, including finance.
• Over 5 years investing in digital assets, giving him a practical investor’s view.
• A decade as a client under a financial advisor, giving him unique insight into what clients value and fear.And now, you can learn everything he knows — for free.
Access The Modern Advisor Blueprint now:
Done! Your Day 1 Modern Advisor Blueprint lesson is on the way.
Look for an email from Andrew Lau in the next minute or two.Just a heads up: Emails hide in Promotions sometimes. If that happens, drag it to Primary so you get all the 5 Day lessons.See you there!