17. How To Create A Loyal Community That Wants To Buy From You

February 29, 2024 | Deliver, Sell

Key Takeaways:

Importance of Community: Creating a community around your advisory practice is essential for fostering customer loyalty, enabling free marketing through word-of-mouth, and ensuring long-term sustainability and growth of your firm.

Analogies for Understanding: Comparing your advisory brand to a party helps illustrate the value of transforming guests (clients) into friends (loyal customers) who eagerly return and bring others with them.

Feedback and Engagement: A community allows for direct feedback from clients, helping you stay aligned with their needs and preferences, thus enhancing your service offerings.

Variety of Community Forms: Communities can be built in various formats, including offline in-person groups, online platforms like Facebook groups, LinkedIn, Instagram, and dedicated podcast listener bases.

Commitment and Leadership: Successfully managing a community requires commitment and strong leadership to maintain engagement and keep the community thriving.

Vision and Mission Clarity: Having a clear vision and mission for your community is vital to attract members who share in your goals and contribute to the community’s growth.

Platform Choices: While Facebook groups are common, other platforms like skool.com, Discord, and Mighty Networks offer alternative environments for building and managing communities.

Addressing Fears: It’s natural to have fears when starting a community, but with the right strategy and mindset, these challenges can be overcome to build a valuable and self-sustaining community.


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We have researched, tried, and tested many platforms, and in our opinion, Skool far outweighs anything else that’s out there for simplicity, efficiency, reliability, and user experience for community hosts/you and clients/your community. 

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