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Helping Financial Advisors Automate & Scale Their Business to 7-Figures
At The Business Firm, we help financial advisors, wealth management companies, RIAs and FMOs. We help them earn $500k in annual revenue and $3 to $6 million per month in new AUM/FIA.
We partner with the most respectable
financial advisors to build them a 7-figure business.
If you’ve been a financial advisor for 15+ years, you’re ready to:
Work with us
✔️ Scale your business but don’t know where to start
✔️ Stop doing everything yourself
✔️ Stop sacrificing your time, assets, and personal life to build your business
✔️ Stop other less experienced financial advisors find more success than you
✔️ Maximize your potential and help more people navigate their income and retirement
No more seminars, webinars, mailers, or TV ads.
Most importantly, no more low-quality leads.
If you work with us, you’ll have custom digital marketing that brings in AUM, annuity, or insurance business. It doesn’t matter if you’re a one-person team or an operational scaled-firm. We automate and scale your business to 7-figures without cookie-cutter nonsense.
At The Business Firm, You'll discover
Marketing Automation through the prospect acquisition process
More Time with client booking automation instead of traveling weeks and attending seminars
A modern and personalized marketing infrastructure created for your unique audience.
Team
Meet the team that produces outstanding results.
Free Training
Resources that help you scale your business.
Why The Business Firm
Hi there! I’m Ben Oberg, CEO of The Business Firm
Cookie-cutter solutions never work.
Our approach requires a dedication to our craft. We not only know marketing, but we’re also experts in the finance industry. We have the results to prove it. Those results come from our rigorous 3-step approach:
Research audience and your unique story.
Build funnel; emails, Facebook ads, etc.
Launch and optimization to scale your business to 7-figures.
At The Business Firm, you’ll discover a simpler, stress-free, automated way to scale your financial business. Forget seminars, mailers, or spending thousands of dollars on traveling to meet your core audience. You’ll scale your business without having to leave your home.
You won’t have to worry about another resource because you’ll have access to:
Copywriting Digital
advertising
Compliance
Media production
Sales psychology
Business development
You’ll have a custom marketing infrastructure that scales your business because we’re telling your story to the right people.
WHO DOES THE BUSINESS FIRM WORK WITH?
We don’t believe in sugar-coating so we will be blunt: We only work with advisors that are ethical, honest, communicate well, and want to scale their business. If you are an advisor that is not committed to scaling your business, we are not for you.
At The Business Firm we only work with advisors that have ambitious goals and want to maintain a practice that is relevant with the times, has operational scale, and highly custom-tailored marketing.
Our clients range from small family offices with 1-2 advisors all the way to larger firms with $2B+ in AUM and dozens of advisors. We don’t care if you are more focused on AUM, annuity, insurance, or all of the above.
What we do care about is that YOU care about your business, your clients, your reputation, maintaining control of your time, maintaining control of your advisor’s time, and scaling your business with the most efficiency possible, highest margins possible, and best clients possible.
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