In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If you’ve been wondering what’s actually working in 2026 to attract ideal clients, this conversation is packed with practical, affordable, relationship-driven ideas you can implement right away.

Here’s what you’ll learn:

Why niching into first responders (ages 48–60, at or near retirement) changed everything — and why you don’t have to pick a niche on day one
The 12 (plus 1 bonus) guerrilla marketing strategies Matt uses every year — from retirement workshops and recognition programs to appreciation weeks and surprise station drop-offs
How to turn sporting events, client appreciation suites, and community dinners into natural referral engines without making it awkward
Why vulnerability, wellness conversations, and sharing your personal journey can build deeper trust than credentials ever will

One of the biggest takeaways? This growth didn’t happen overnight. Matt didn’t launch all 12 strategies at once. He systematized one, then layered in the next. He blocked them on the calendar in advance. He aligned them with his ideal client avatar. And he focused on showing up shoulder-to-shoulder with his community instead of sitting across the table trying to sell.

If you’re heading into this year wondering how to create real momentum, this episode is your reminder that relationships still win. Get organized, get intentional, get involved — and watch what happens when your community starts seeing you as one of their own.

Follow Matt McManus HERE!

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Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

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349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)

The Efficient Advisor: Tactical Business Advice for Financial Planners