Helping Financial Advisors Use Automation
to Share YOUR Unique Voice

Are You Marketing Your Firm Blindfolded?

Are you so consumed with the day to day you can’t think about marketing your firm?

Would you like to nurture your relationship with ALL your clients, not just the 20% that take up 80% of your time?

Do you have ideas of WHAT you want to do with your marketing, but don’t know HOW to get it done?

Does the idea of finding new leads feel like a distraction?

Are you tired of sending canned content that your clients/prospects are not engaging?

“Use your marketing to build long term relationships… not transactional ones.”

— Tim Riddle CEO of Discover Blind Spots

Book cover titled 'Communicate or Else' with subtitle 'A New Perspective on Marketing for Financial Advisors' by Tim Riddle, featuring red speech bubbles on a dark background with small megaphone icons.

Tim Riddle, founder, and CEO of Discover Blind Spots, introduces a new perspective for Financial Advisors on building relationships and growing sales in his new book, Communicate or Else.

Throughout Tim Riddle's successful entrepreneurial career, one thing has been consistent; excellent communication is critical to building great relationships, and poor communication leads to fractured ones.

In Communicate or Else: A New Perspective on Marketing for Financial Advisors, Tim dispels marketing confusion, defines common marketing blind spots, and shares his innovative marketing strategies for financial advisors.

Financial advisors will learn how to align your marketing strategy with your unique personality, using your voice to communicate effectively with clients and prospects. Whether starting from ground zero or being a seasoned marketer, you will find Tim's approach refreshing.

In addition, readers will find actionable tips and insights for creating their strategy, along with Tim's "best practice" guidance. Communicate or Else is written to make meaningful, lasting change in marketing strategies to build relationships for financial advisors.

Free Book

Content

A collage of six images related to video creation and blogging. Top row: a camera setup in a library, a close-up of a fountain pen and notebook, a professional microphone on a desk. Bottom row: an open notebook and pen on a wooden table, a scenic road through a forest in autumn, a holiday-themed candle and decorations on a wooden table.

Discover Blind Spots Content

Password: DiscoverBlindSpots

Kind Words

Scott W. Danner - CEO -  Freedom Street Partners

“Discover Blind Spots is our marketing and client communication specialist. They allow me and our team to focus on what we do best by creating strategies and touch points for our clients and prospects to make sure we address all their needs. Partnering with them has simplified the process tremendously!”
Kelsey Plummer - CFP® - Financial Advisor - Pursuit Wealth Strategies

"Before working with Discover Blind Spots we had no marketing plan or consistent communication to clients. Mostly our actions were “off the cuff.” Now we have a plan. We work with Tim and the team to create the content and they take care of the rest. The response from our clients has been phenomenal! Clients have expressed their appreciation for hearing more consistently from us through email and video and it has proven to engage our clients more with new conversations.”
Jeff Blaser - CFP®, CMT - Blaser Investment Management Group

“I have tried multiple marketing solutions over the years. Tim’s counsel, expertise and commitment to execution have been by far the best I have experienced in my 25+ years in this industry.”
Margie Wiley - Financial Advisor - Steward Partners

Tim has a unique way of making marketing seem less threatening to a business owner. As business owners we feel that we do a great job telling people about what we do, but often we find that the words do not always reflect the services we offer. I value that Tim can take what is in my brain and put it into words that reflect my values and personality. Clear communication to my clients and prospects is a key foundation to our business.
Jonathan C Allen - CPA, CFP®, CLU® - Allen Wealth Management 

“Discover Blind Spots have been transformative to our marketing strategy this past year. Getting timely, professional-looking communication in front of clients and prospects has always been a challenge but Discover Blind Spots has helped us do it effectively and efficiently.”