It Still Takes a Village: The Sequel to Building Your Financial Advisor Career

Written with the help of ChatGPT 4o

disclaimer: this article will make your head spin with all the possibilities. make a plan. we've outlined some below to help.

• I have four hours, I'll go wherever this takes me
• I have 10 minutes - I'll quickly read through and then bookmark it for later
• I have a CRM to create a task to read this later, and then a week or so from now, I'll just delete the task

Do you have a plan? Good, now you may begin:

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Hey there, financial wizards and advisor aficionados! Remember that epic article I wrote about how it takes a village to build a career? Of course, you do—it was a masterpiece. Well, grab your coffee (and blue light glasses), because I’m back with Part 2, and this time we’re diving into the nitty-gritty of over 40 communities I'm now tracking.

The Roll Call: Communities You Need to Know

Last time, I listed out 12 different communities, their offering, members, price, website, what communitytech they were using... Hivebrite Skool Meta MemberPress Discourse Mighty Networks Circle and Litmos

The question I was looking to answer was "Will advisors pay to be in a community?"

From that original 12, I'm now tracking 40+ communities.

And the question remains un-answered... kind of.

Is community just a fulfillment mechanism, or a platform to deliver content, services, and the like?

Or is there value in and of the "community" part?

The communities I'm tracking range in price from $505/mo down to $9/mo and then there are free ones.

Well, let's dig into it.

?????? This post is sponsored by Seeds a.k.a "what a TAMP should be..."

Seeds Investor is an advisortech company that offers a comprehensive digital platform for -> you guessed it -> financial advisors. It combines a behavioral finance assessment, risk tolerance evaluation, and portfolio creation and management tools. The platform helps advisors attract new clients, shorten sales cycles, and build meaningful client relationships by providing personalized and engaging investment experiences. Seeds Investor also aims to increase conversion rates and grow client assets through its integrated, end-to-end solutions.

For more details, visit Seeds Investor.

For a full demo, click here.

?????? Please do check out Seeds, you'll be glad you did. And there's so much going on below this line, there's a very good possibility you'll get totally lost somewhere on the internet and never make it back here.

PROCEED WITH CAUTION

These are listed with most members at the top:

XYPN's VIP Community by Michael Kitces and Alan Moore

• 5350 Members ? Free ? Meta Group
• Alright, folks, let’s talk about the XY Planning Network VIP—because every rockstar advisor needs a backstage pass. Imagine a place where financial planners are as hip as your favorite indie band and as savvy as a Wall Street wizard. That’s XYPN VIP for you. It’s all about fee-only financial planning for Gen X and Gen Y clients, but with a twist. You get exclusive content, real talk from the pros, and a tight-knit community vibe. Whether you’re dealing with a tricky client or need advice on the latest tech, this is your go-to spot. All you need is to be (on Facebook, and pass the membership questions) —no secret handshakes, just a passion for planning and a love for community. So, hit that ‘Join Group’ button and dive in to level up your financial planning game.

Females and Finance by Sheryl Hickerson

• 5012+ Members ? Paid ? Circle , moving to Skool

• Meet Females & Finance, the powerhouse community for women in financial services. This isn’t just another networking group; it’s a dynamic sisterhood where empowerment meets opportunity. Whether you’re a seasoned pro or just starting out, you’ll find a treasure trove of resources, mentorship, and support tailored just for you. Expect exclusive content, invaluable webinars, and a network of trailblazing women ready to share their wisdom and cheer you on. Joining is as easy as having a passion for finance and a desire to smash those glass ceilings. So, step into the spotlight, join Females & Finance, and take your career to dazzling new heights.

Efficient Advisor Community, by Libby Greiwe?? ChFC, RICP, FIC

• 2153 Members ? Free ? Meta group
• Say hello to the Efficient Advisor Community, your go-to spot for financial advisors who are all about working smarter, not harder. This Facebook group is a bustling hub for advisors looking to streamline their practices, boost productivity, and share insider tips on efficiency. Whether you’re a fan of time-saving tech, need advice on optimizing workflows, or just want to connect with like-minded pros, this is your place. Expect top-notch resources, practical advice, and a community that’s all about making your life easier. So, if you're ready to take your efficiency game to the next level, hit that ‘Join Group’ button and join the ranks of the most efficient advisors around.

XYPN - XY Planning Network, by Michael Kitces and Alan Moore

• 1800+ Members ? $505 /month ? unknown platform (possibly proprietary)
• Alright, let’s get real about the XY Planning Network—this is where the coolest fee-only financial planners hang out. Forget old-school commission-based nonsense; these folks are all about keeping it real with Gen X and Gen Y clients. It's a one-stop-shop for everything you need to crush it in the financial planning game: think killer resources, game-changing tools, and a tribe that’s got your back every step of the way. If you’re serious about rocking the financial planning world and want to do it with style, humor, and a ton of support, then XY Planning Network is where you need to be. Join up, level up, and get ready to dominate.

The Model FA Community by David DeCelle

• 1300 Members ? Free ? Meta group
• Welcome to the Model FA Community, where financial advisors go to get their swagger on. This Facebook group is the ultimate hangout for advisors looking to up their game with cutting-edge strategies, business tips, and a no-nonsense approach to success. From killer marketing hacks to client management secrets, you’ll find everything you need to become a top-notch advisor. Plus, you'll be surrounded by a squad of like-minded pros who are as ambitious and driven as you are. Ready to elevate your practice and join the ranks of the elite? Hit that ‘Join Group’ button and dive into the action.

Finteract? by Fidelity Labs

• 700+ Members ? Free ? Hivebrite
• Welcome to Finteract, the ultimate playground for financial professionals who are serious about innovation and connection. This isn’t just a community—it’s a dynamic hub where advisors, fintech enthusiasts, and industry leaders come together to share insights, discover the latest trends, and collaborate on groundbreaking ideas. With a focus on interactivity and engagement, Finteract offers top-tier content, networking opportunities, and a supportive environment that’s all about pushing the boundaries of what’s possible in finance. If you’re ready to be part of the future of financial services, Finteract is where you need to be. Join up, get inspired, and start making waves.

RIA Operators, by Kate Guillen

• 661 Members ? Free ? Skool
• Welcome to the RIA Operators Community on Skool, the epicenter for forward-thinking Registered Investment Advisors. This isn’t your average group—it’s a powerhouse of innovation, collaboration, and cutting-edge strategies designed to elevate your advisory game. Dive into a wealth of resources, insider tips, and vibrant discussions that keep you ahead of the curve. Whether you’re looking to fine-tune your practice, network with industry leaders, or explore the latest tech, RIA Operators has got you covered. Ready to revolutionize your approach and join a community that’s all about pushing the limits? Hop in and start transforming your RIA practice today.

SEI Community Connect by SEI

• 602+ Members ? Free ? Salesforce
• Welcome to SEI Community Connect, the ultimate hub for RIAs and independent advisors who crave connection and growth. This community is all about bringing together like-minded professionals to share insights, discover innovative strategies, and elevate their practices. With access to exclusive content, industry-leading resources, and a supportive network, SEI Community Connect is your go-to spot for everything you need to stay ahead in the financial advisory game. Ready to connect, learn, and thrive? Join SEI Community Connect and take your advisory practice to the next level.

Ok, in case you thought Ai was writing these descriptions, you're right, they'll be less innovative, ultimate, and game-changing below ??

The Exchange Network by The Exchange Network

• 600 Members ? $84 /month ? YourMembership by Momentive Software
• The Exchange Network (TEN) is a premier membership organization that focuses on networking, peer engagement, and community development within the wealth and investment industry.

The Authentic Advisor by Benjamin Ong Hong Yew

• 581 Members ? Free ? Skool
• Community of advisors dedicated to achieving "?? - ???????????? ????????" - Earning $30k + / month while being Wealthy, Happy, Authentic & Purposeful

Financial Collaborators by Michael Apollonsky

• 541 Members ? $99 /month ? Skool
• Helping you attract better clients by collaborating with other Financial Professionals and leveraging a Virtual Family Office.

FA Success Syndicate by Anton J Anderson

• 537 Members ? Free ? Skool
• FASS is for top advisors to have the experts they need in one community, including M&A, successions, business coaching, CPA partnerships, and more.

SLS Framework Free Group by Bilal M.

• 482 Members ? Free ? Skool
• A place for Financial & Insurance Advisors to grow their practice by mastering virtual prospecting and sales and networking with other A-Players.

ProAdvisorSuite Community by Joe Moss ??

• 474 Members ? Free ? Skool
• Hack Your Tech Stack, Connect with leaders and builders, Early access to new advisortech, Save hundreds on tech, Be part of the conversation, Access to exclusive offers"

Measure Twice Planners by Cody Garrett, CFP?

• 430 Members ? $54 /month ? unknown
• Create a Financial Plan with Confidence: As a member of Measure Twice Planners, you will sharpen your knowledge, expand your professional network, and provide more value to the people you serve as a financial planner!"

Herbers & Company Academy by Angie Herbers

• 392 Members ? $89 /month ? Mighty Networks
• Master the skills: We created Herbers & Company Academy to fast-track leadership, human capital, marketing, sales, and client communication skills of financial advisors across the globe."

The Society of Advice by Carl Richards

• 350 Members ? $147 /month ? unknown
• Business mindset coaching for advisors. You have all the tactics, but why aren't you taking action?"

Elite Catalyst by Jena Wilson

• 307 Members ? Paid ? Skool
• This is the official Skool community for Financial Advisors of the Elite Catalyst training by Elite Resource Team. ??♂?????

HIFON by Shaun Kapusinski

• 285 Members ? Paid ? MemberPress
• Make Friends. Learn Faster. Get More Done. Join HIFON, the premier network for Operations Professionals of independent RIAs."

Trained Advisor by Joe Loebach

• 195 Members ? Free ? Skool
• Coaching Elite Marketing Strategies that Help Agents & Advisors Attract, Nurture, and Convert New High-Net-Worth Clients Without Cold-Calling, in 2024

Simplicity Ops Partners by Kate Guillen

• 197 Members ? Paid ? Skool
• Improving the lives of financial advisors and the teams that support them, with simple systems and standardized operations!

Youth Leaders in Wealth Management by Ryan LaMar

• 188 Members ? Free ? LinkedIn group
• Youth Leaders in Wealth Management offers aspiring wealth management professionals a direct pathway to career success, providing comprehensive, high-speed access to industry knowledge, certification preparation, and professional networking.

The AGC? by Taylor Schulte, CFP? & Justin Castelli, RLP?, CFP? & Brian Thorp

• 156 Members ? $149 /month ? Circle
• Advisors Growing as a Community: The AGC? is a safe, collaborative community for financial advisors to grow personally and professionally alongside their peers."

LI for FAs | From Advisorist? by Jeremiah D. Desmarais Forbes Featured

• 131 Members ? Paid ? Skool
• Linking for Success: An Advisorist? Community Course"

Client Acquisition Academy by Ermos Erotocritou CFP ??

• 152 Members ? Free ? Skool
• Giving away for FREE what other coaches charge thousands of dollars for

New Age Advisor / Firms by Dan Reddish

• 120 Members ? $350 /month ? Skool
• Helping financial services advisors & firms grow & automate their business in a lean way to increases revenue & buy back time.

Forefront Advisor Network Community by Eric J. Negron, CEPA? ??

• 118 Members ? Free ? Meta group
• Welcome to the FAN community! This community is for talented professionals in the financial planning industry. If this sounds like you hit that join button! Reignite your passion for the financial industry with other FANatics! Ask questions and get answers from other long-time industry experts. Make new connections and grow your network.

Million Dollar Practice by Simon Lu

• 118 Members ? Free ? Skool
• Welcome! We're on a mission to help 1,000 Accounting, Financial and Service Based businesses grow into highly profitable practice.

Conneqtor Community by Joe Moss ??

• 104 Members ? $99 /month ? Skool
• Conneqtor is the master blueprint/master MapQuest directions on how to build, scale, and market a business for advisors in the digital world we live in.

Fusion Mastermind by Jena Wilson

• 88 Members ? Paid ? Skool
• Fusion Financial Advisors - Fusion (noun) – The process or result of joining two or more things together to form a single entity.

PreciseFP User Community by Ryan George

• 87 Members ? Free ? Skool
• The PreciseFP User Community serves as “home base” for PreciseFP users seeking user-to-user community and insights.

Serious Shift Inner Circle by Dennis Moseley-Williams

• 72 Members ? Free ? LinkedIn group
• The Serious Shift Inner Circle is for people who follow and/or are fans of Dennis, who believe in creating more client value through staging better customer experiences, and who are interested in building a better financial planning practice that feels more authentic, enjoyable, and through this, a better quality of life.

Adviser Growth Community by Philip Calvert

• 71 Members ? $9 /month ? Skool
• Empowering Financial Advisers for Professional Success and Positive Client Outcomes

Females and Finance (Skool) by Sheryl Hickerson

• 71 Members ? Paid ? Skool
• Females and Finance is a private community network dedicated to supporting women and male allies in financial services and financial technology.

COO Society by Matt Sonnen

• 50 Members ? $300 /month ? Litmos
• Operations Coaching & Community: The COO Society is centered around three Learning Paths which we view as the core responsibilities of an RIA COO: Technology, Human Resources, and Business Administration."

FinOps Co-op? by Charesse Spiller

• 25 Members ? $125 /month ? Circle
• Revolutionizing Finserv Operations: You’ll join a community of like-minded practice managers, solopreneurs, and operations professionals who are in the same role as you, who are ready to stop drowning in over-work and start creating streamlined systems for their firms."

Future of Financial Services by Adam Blumberg

• 25 Members ? $25 /month ? Heartbeat
• For financial professionals interested in bitcoin, crypto, blockchain, AI and alternative investments, and how they will impact our profession.

Advisor Conclave? by Phil Graham

• 24 Members ? Free ? Skool
• Community of elite financial advisors for growth and independence. No affiliations; maintain relationships, explore opportunities, and excel together!

Personal CFO Network by Simon Dude Granner

• 23 Members ? $500 /month ? Skool
• Start, Grow & Scale A High Value Personal CFO Business.

Why Join a Community? Let Me Count the Ways

Professional Development:

Look, you can’t just wing it forever. These communities offer top-notch professional development that’ll turn you from a good advisor into a great one. Think courses, webinars, and mentorship that you can’t get from Googling.

Networking Opportunities:

It’s not just about what you know, it’s who you know. Rub elbows with the industry’s best and brightest. Make connections that could land you your next big client or even your dream job.

Support System:

Being a financial advisor can be a lonely gig. Join a community, and suddenly you’ve got a support system that’s got your back. Whether it’s advice on dealing with a tricky client or just someone to vent to, you’re covered.

Conclusion: Get in Here!

If you haven’t checked out these communities yet, what are you waiting for? Get over there, explore the communities, and find your tribe. Whether you’re looking to level up your skills, expand your network, or just find some like-minded folks to chat with, this list has got you covered.

Dive in and join the revolution. Your future self will thank you.

* Seeds is a sponsor partner of ProAdvisorSuite?