Mike Moen @_mikemoen_
Founder of Pop Machine Agency and Funhouse Dev Studio, developing a marketing platform for solo and small firm RIAs. popmachineagency.com Reality Joined May 2021-
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Teaching AI the nuances of compliance isn’t fast. But every breakthrough means one less late night for an advisor. 💪
Specialize Hard. Talk human. Stay visible. RIAs who do this win by default.
RIAs: Ever spend more time marketing your firm than running it? That’s called having a side hustle you never wanted.😂
Marketing isn’t optional for solo RIAs. Your competitors: ✔️ Niche hard ✔️ Build trust with consistent content ✔️ Stay top of mind when referrals google them We're on the verge of a launch that'll help you keep up without losing your evenings.
Most marketing platforms: ❌ Built for enterprises ❌ Loaded with features you’ll never use ❌ Cost $500+ / month Solo RIA? Small firm? We’ve got something smarter, simpler, and built for YOU.
Running your RIA means wearing every hat. Marketing shouldn’t be the one that breaks you. That’s why we’re building a platform made just for solo & small-firm advisors. Stay tuned. 🚀
Content idea for service advisors: Share quick tips your audience can implement today. This positions you as an expert and keeps you top of mind when they need help.
RIAs: Does your LinkedIn profile show your value? Optimize it with a professional headshot, a client-focused headline, and posts about how you’ve helped others.
RIAs: Stand out from the competition by sharing behind-the-scenes content. Show your team solving real problems or celebrating milestones—it humanizes your brand.
RIAs: Build trust before you sell. Share customer success stories and testimonials on your social media. People don’t buy services—they buy solutions and results. Everyone loves a solution.
We’re building something groundbreaking for financial advisors—a marketing platform powered by AI that understands your unique needs. Stay tuned as we craft tools to simplify your outreach and amplify your impact.
Bento box web design might be too trendy for RIAs. Seriously not trying to offend.
“Financial advisors: Did you know hosting webinars can generate 20% more leads? 🎯 Pick a niche topic (e.g., retirement planning for doctors) 📧 Use targeted email invites 🎥 Keep it under 45 minutes
“Struggling to connect with HNW clients? Financial advisors can boost visibility with these 3 tips: ✅ Optimize your LinkedIn profile ✅ Share client success stories (with permission) ✅ Or, use our AI Case Study Generator (DM me) ✅ Use video for complex financial topics
Niche apps > generic solutions for industries like wealth management. A targeted tool means less noise, better results, and loyal users. Scale comes later, value comes first. 📊✨
The wealth management industry thrives on trust, precision, and efficiency. A small niche app tailored to these values can disrupt the market in big ways. Start simple in fintech. Grow smart. 💼📱
I have an idea for a Web3 webapp. I’m fighting the urge to get it started but really need to stick with my AI marketing platform for financial advisors.
Tweaking our AI to help financial advisors personalize client outreach effortlessly.
Working on an AI-driven content generator specifically designed for financial advisors. Imagine never running out of blog, email, or social media ideas again!
The journey from concept to launch is challenging, but seeing AI transform how financial advisors market their services makes every late night worth it!

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