Founder Feature: a live podcast + shorts.

Written, video, audio, live and short-form

• A 1-hour live podcast, hosted in the Advicers community on Skool
• Posted everywhere after: the newsletter (3,231 subscribers), YouTube and podcast platforms
• Five short clips shared on LinkedIn and YouTube in the weeks following
• Promoted beforehand on LinkedIn to 10,736 followers and to the community's members

The hour, in order

1. 🧑‍💼Your background · How you got here, and why you started the company.
2. 💡Why your category · The problem you saw in your corner of AdvisorTech.
3. 💻A live demo · Your product, the way an advisor would use it.
4. 🔗Integrations · What it works with, from CRMs to custodians.
5. 💰Pricing · What it costs, plainly.
6. 🧭Your roadmap · What's coming next.
7. 🥇The competitive landscape · Who else is in your category, and how you're different.
8. 🌟Customer success stories · Firms getting results with it.
9. 🙋Q&A · Questions from Joe and the live audience.

Advisors, and the people who build for them

From booking to clips

1. Pick a date. One Founder Feature a month, so each one gets the full push.
2. A short prep call to plan the demo and the stories you want to tell.
3. Joe promotes it on LinkedIn and in the community in the days before.
4. Go live for an hour, with questions from the audience.
5. The recording and five clips go out over the following weeks.