Josh Hohenstein | PCM | CDMP

Marketer & Advisor | 100% Created & Owned By Me | Explore Portfolio Sample Below

Start Here -> Becoming Agents Of Change

Video Marketing & Storytelling

Meet Your Recruiter Showcase

Firm Leadership Showcase

Firm Origin Story

Experienced Advisor Branding

Community Centric Philosophy

Authentic Advisor Perspectives (Community Focus)

Niche Positioning | Advisor For Physicians & Dentists

Advisor Launch Trailer

Advisor / GA Retirement

VLOG: Insider Tips from Tax Experts

Recruiting - Outtakes

[VIDEO] 90-Day Marketing Course

(WATCH FIRST) Orientation

Week 1: Getting Started

Week 2: Creating Focus

Week 3: Business Analysis

Week 4: Market Analysis

Week 5: Marketing Strategy

Week 6: Sales Strategy

Week 6a: Extended Review

Week 7: Systems & Automations

Week 8: Business Development + TribeBuilder

Week 9: Integrating Your Plan

Week 10: Campaigns & Analytics

Week 11: KPIs & Adaptability

Artificial Intelligence

[VIDEO] Build Webinar with AI in 1 Hour

[1> Min Highlight] Build Webinar With AI

ChatGPT - ProspectorGPT (Free)

ChatGPT - AdvisorEvents (Free)

ChatGPT - Advisor Linked In Bot (Free)

ChatGPT - AdvisorEmail Bot (Free)

[PDF] Strategy & Growth

Advanced Sales & Growth Strategy [PDF]

Customizable Training Programs [PDF]

(White Label) Investment Program [PDF]

Business Optimization + Advisor Launch [PDF]

Recruiting Webinar & Funnel

[VIDEO] A Life Well-Lived - Compensation

[VIDEO] Practice Growth Secrets - Opportunity

[VIDEO] Firm Advisor Experience Reel

Advanced Sales [VIDEO/PODCAST]

[VIDEO] Mastering The MSO Pitch: Part I

[VIDEO] Mastering The MSO Pitch: Part II

[VIDEO] Mastering The MSO Pitch: Walkthru

[VIDEO] Evergreen Practice Retention

[PODCAST] Chasing The $1 Million Dollar Deduction: Part 1

[PODCAST] Chasing The $1 Million Dollar Deduction: Part 2

[PODCAST] Chasing The $1 Million Dollar Deduction: Part 3

[PODCAST] Chasing The $1 Million Dollar Deduction: Part 4

Training & Development

Sales Concept Lab [Website]

Online Advisor Academy [Website]

Activity Tracking System [PDF]

Calling & Prospecting Framework [PDF]

Creating Awareness Workbook [PDF]

Value Development Workbook [PDF]

Why Development Workbook [PDF]

Webinars & How Tos

[VIDEO] Short Marketing Course For Advisors

[VIDEO] Financial Planning Webinar

[SLIDE DECK] Business Owner Webinar

[SLIDE DECK] Investment Webinar

Content Marketing

[PDF] Advisor Event Flier

[PDF] Community Mailer

[PDF] Content Marketing

[PDF] Event-Based Marketing

[BROCHURE] Financial Planning Marketing

Skill Building Video Series

[VIDEO] Tribe Builder

[VIDEO] HaloBuilder

[VIDEO] AvatarBuilder

[VIDEO] GuideBuilder

[VIDEO] Email Marketing

[VIDEO] Website Secrets

Web Projects

[VIDEO] Mass Advisor Funnel Building Capability

[PAGE] Advisor Custom Page

[PAGE] Location Specific Web Page

[SITE] Financial Services Website

View on mobile