What’s Your Advisor Marketing Score™?

A clear, practical way for financial advisors and insurance agents to uncover hidden gaps in their marketing — before they cost more time, money, or growth.

Exclusive Book Bundle Includes

What’s Your Advisor Marketing Score™ Book: Paperback copy.
AMS Book: Author Read: Exclusive video companion series.
Personalized Advisor Marketing Score™: Get your free report.

Paperback (No digital version • No shortcuts) • Discounted vs Amazon • Limited quantities

Dear Financial Advisor & Insurance Agent,

If you’re like most advisors I speak with, you’re not short on effort.

You’re creating content.

You’re exploring new platforms.

You’re trying to adapt to a faster, noisier, AI-driven world.

Yet growth still feels harder than it should.

Not because you’re doing the wrong things — but because no one ever gave you a clear way to measure your marketing.

Most advisors don’t know:

Which activities actually move the needle
Where their biggest blind spots are
Or why results feel inconsistent despite doing “everything right”

And when marketing isn’t measured, it’s almost impossible to improve.

That’s the gap this book was written to address.

— Deepak Deepak

Most advisors aren’t failing at marketing.

They’re posting. They’re emailing. They’re trying new tools.

The problem is they don’t know:

What’s actually working
What’s silently holding them back
Or where to focus next for the biggest impact

Without a clear way to measure your marketing, every decision feels like a guess. And guessing leads to:

Inconsistent growth
Wasted time and money
Constant second-guessing your strategy

DOMINATE 5 TOP SOCIAL PLATFORM INSTANTLY

The Advisor Marketing Score™ is a simple framework designed to help financial advisors and insurance agents evaluate their marketing with clarity — not guesswork.

Instead of chasing tactics, it looks at the foundations that actually drive long-term growth.

Inside the book, you’ll learn how your marketing performs across five core pillars, and how small gaps in any one of them can quietly limit your results.

More importantly, you’ll finally have a clear, personalized way to understand where you stand today, and what deserves your attention next.

What Advisors Are Saying.

This book gave me instant clarity on my marketing. The Advisor Marketing Score showed me exactly where I was leaving opportunities on the table and what to do next. I finally feel in control.

Michelle P.

I’d been trying to piece together marketing advice from every source. This book lays out the full system in one place easy to follow, actionable, and built specifically for advisors like me.

Sangeet A.

The Advisor Marketing Score™ made me realize where my marketing gaps were costing me clients. Now I have a clear, repeatable system that actually drives appointments and growth.

Dana B.

I love that this isn’t just theory Deepak’s own proven system is in here. Reading it feels like having a personal mentor guiding me step by step. I know exactly what to focus on to grow my business.

Sarah K.

What is included in the Advisor Marketing Score™ Book Bundle

1. The Advisor Marketing Score™ Book

A practical, modern guide to building a predictable advisory marketing system.

Understand how modern prospects actually make decisions
Learn the frameworks behind sustainable advisor growth
See how all channels fit into one measurable system

Personalized Onboarding & Expert Support

2. AMS Book: Author Read (Exclusive Access)

Short, focused videos where I walk you through the book — chapter by chapter.

Clarifications, context, and real-world examples
How to apply the concepts, not just understand them
Common mistakes advisors make — and how to avoid them

Trusted Advisor Personal Branding Course

3. Your Advisor Marketing Score™ + Action Plan

Measure where your marketing stands today — and what to do next.

Calculate your current marketing score
Identify gaps across the 5 core pillars
Get a clear, prioritized path to improvement

This book is for you if:

You’re a financial advisor who wants predictable inbound interest
You’re tired of random posting with no measurement or clarity
You want a framework, not hacks or templates
You’re open to using data to guide your marketing decisions
You’re building a long-term advisory brand, not chasing tactics

This book is not for you if:

You’re looking for instant leads or shortcuts
You want someone to “do everything for you”
You’re not willing to measure or adjust your approach
You believe marketing should work without strategy
You’re not actively building or growing a practice

A Mini MBA in Advisor Marketing

"Gain the marketing clarity most MBAs never teach for financial advisors and insurance agents.Cut through myths, noise, and bad advice.See why most strategies fail.And learn what truly drives long-term growth."

An Evergreen Marketing Operating System

"Discover a modern marketing framework built on principles that don’t expire.Learn how organic content, platforms, funnels AI, and follow-ups work together as one connected system —without chasing gimmicks or trends."

Your Personalized Advisor Marketing Score™

"Measure where you stand today across the core pillars of advisor marketing. Identify your strongest assets.Spot the gaps holding you back.And gain clear direction on what to improve next."

About The Author: Deepak Patel – Advisor Coach & Technologist

In 2018, Deepak helped his own financial advisor grow using online marketing — an experience that revealed a consistent gap across the advisor industry. From that moment, he dedicated his career to helping investment and insurance advisors scale their practices through smarter marketing.

Since then, he and his team have worked with over 1,000 advisors and personally consulted with more than 4,000 on marketing strategy and practice growth. Deepak created AdvisorLearn (flagship transformation program), Fintello (one stop AI marketing software), and the Advisor Marketing Score™, the industry’s first system to measure, improve, and track advisor marketing effectiveness.

Recognized as one of the Top 100 Influencers in Finance and a Top 40 Under 40 honoree, Deepak combines real-world advisory experience with technology to help advisors succeed.

He wrote this book to share the importance of marketing with every advisor — because too many fail without this knowledge. His mission: partner with advisors to amplify financial literacy worldwide, using marketing as the vehicle to deliver their message effectively.

Frequently Asked Questions (FAQs)

Everything You Need to Know

Your book will typically ship within 3–5 business days. Delivery times vary depending on your location: within the US or Canada, it usually arrives in 5–10 business days. For international orders, please allow 10–20 business days. You’ll receive a tracking number so you can follow your book’s journey from our warehouse to your doorstep.

Yes! We ship globally. Simply enter your address at checkout, and the shipping cost will adjust automatically based on your location. Whether you’re in the UK, Australia, or anywhere else in the world, you can get your copy of What’s Your Advisor Marketing Score™ delivered right to you.

No — this is a physical paperback only, designed to give you actionable insights and a hands-on experience. However you will get a mini video chapter read by Deepak as part of exclusive bonus content which will be even better than audio book.

Once your order is confirmed, you’ll get access to our online platform where you’ll be able to watch your mini MBA chapter videos and Advisor Marketing Score™ tool online.

No — this is a hands-on, physical paperback designed to give you real, actionable insights. But as part of your exclusive bonus content, you’ll get access to mini video chapters personally read by Deepak, giving you a fast, engaging way to absorb the book’s core strategies — even better than a traditional audiobook

Once your order is confirmed, you’ll unlock our private Advisor Platform, giving you:

AMS Book: Author Read- Deepak walks you through each chapter, sharing insider strategies, behind-the-scenes insights, and actionable steps you won’t find in the book.
Advisor Marketing Score™ tool- Instantly see where your marketing stands and uncover the gaps holding your business back.
Exclusive marketing resources- Bonus guides, frameworks, and tips to help you dominate your advisor market with clarity and confidence.

No problem. If you have any additional questions, just email us at hello@advisormarketingscore.co and our team will get back to you within 24 hours to help you out.