Mastery Map

Available in Accelerator, Professional, & Empire Plans

STOP outsourcing and MASTER marketing internally with a specialized roadmap tailored for financial professionals.
Transform your marketing prowess in the financial services industry with a bespoke roadmap designed to target your ideal audience, optimized for perfect timing and messaging.
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Unlock the secrets to targeting and captivating your ideal client.

From Beginner to Advanced

Ten comprehensive modules, from the basics of client identification to sustainable marketing strategies.

Data Based Practices

Master the art and science of measuring, analyzing, and optimizing marketing performance - maximizing ROI

Go Beyond the Basics

Acquire a deep understanding of digital marketing tailored for financial services.

Theory + Strategy

Go beyond just theoretical concepts, and learn actionable insights to create a strategy that delivers consistent and scalable results.

Example Case Studies

Case studies and real-world examples from top producing firms across the country.

Technology & AI Marketing

Seamlessly integrate advanced strategies and trends into your marketing arsenal while harnessing the power of Artificial Intelligence.

Course contents

Meet the instructors:

Chief Development Officer: James Dombro

As an expert in Technology, James built Pinecone with Casey 1:1 from the early days, and has shared his experiences and lessons learned around Marketing in the MMM. In this course he teaches learners how to leverage digital marketing to make actionable decisions around content creation, web presence, SEO, and even more modern technologies such as generative Artificial Intelligence.

Chief Marketing Officer:
Eric Baker, MBA

Driven, Creative, and Results-Oriented, with over 11 years of experience in developing innovative branding and ad campaigns, implementation of strategic goals, conversion-based website design, search engine optimization, search engine marketing, social media marketing, and thrice building a marketing department from scratch - Eric Baker guides you through the secrets of building your new internal marketing processes to maximize your messaging and conversions.