We built you a complete marketing system for your firm. A bottleneck analysis, campaign angles, ad scripts, a full VSL outline, and a lead generation funnel strategy. All personalized to your story, your audience, and your vision for building the premier Black-led advisory firm in the country.
Your Custom Package
Every piece below was built specifically for 9i Capital Group. Your story, your audience, your credentials, your vision. No templates. No recycled frameworks.
A deep audit of your current marketing presence identifying 5 specific gaps between where you are now and where a $100M+ AUM firm needs to be. With specific fixes for each one.
Five distinct positioning angles for attracting pre-retirees in DFW and beyond. Each leverages your unique story and credentials in a different way to reach different segments of your ideal client.
Ready-to-film ad scripts across multiple formats: story-led, education-led, and proof-led. Written to sound like you. Designed to drive consultations.
A 9-section Video Sales Letter framework that tells the MLB-to-CFP story and converts website visitors into booked consultations. Section-by-section with word count targets.
A complete funnel architecture that turns strangers into clients. From paid ads to lead magnet to email nurture to booked consultation. Designed for the retirement planning market.
A personalized video walking through every deliverable, explaining the strategy behind each decision, and showing you exactly how it all connects.
Bottleneck Analysis
You have built something real. 165+ podcast episodes. Features in CityWire, Newsweek, and InvestmentNews. A CFP, RICP, and EA triple credential. A story that makes people stop and listen. But there are 5 specific areas where client acquisition is leaking.
You played outfield for the Yankees. You lost everything to a $7 billion Ponzi scheme. You turned that experience into a mission to protect other people's money. That is the most powerful origin story in the advisory space. But it lives on podcast interviews and media articles that prospects never see. Your website has no video. No story. No mechanism to emotionally connect with a prospect and compel them to book a consultation. A 12-15 minute VSL on a dedicated landing page would do more for client acquisition than anything else. You have the proof, the credentials, and the story. You just need the sales mechanism to present it.
When someone finds 9icapitalgroup.com, the only option is a generic contact form. There is no free resource, no retirement checklist, no "5 Tax Mistakes Retirees Make" guide, no webinar registration. Pre-retirees rarely book a consultation the first time they visit a website. They need a low-friction entry point to engage first. A lead magnet gives them a reason to share their email. Then an email nurture sequence builds trust over 5-7 days until they are ready to book. Without this, you are losing 90%+ of website visitors who were interested but not ready to call.
Your website uses an FMG Suite template. It is clean and functional, but it looks identical to thousands of other advisory firm websites across the country. Your competitors in Fort Worth have the same layout, the same stock imagery, the same generic copy. You are not like every other advisor. You played Major League Baseball. You survived a Ponzi scheme. You built a firm from zero to $52M. Your website should reflect that. The CityWire feature, the Newsweek quotes, the InvestmentNews recognition, the CFP Board profile. None of those trust signals appear on your homepage. They should be front and center.
The 9Innings Podcast is your best marketing asset. You interview heavy hitters like Josh Brown, Andy Panko, and Jason Wenk. You cover retirement planning, tax strategy, and financial literacy at a level most advisors cannot. But with 437 YouTube subscribers after 165+ episodes, the content is not reaching the people who need it. There is no paid ad strategy amplifying your best episodes to pre-retirees in DFW. There is no content atomization system turning one podcast episode into 15-25 social posts. You are creating premium content but distributing it to a fraction of your potential audience.
You already host webinars on YouTube about retirement planning, tax strategy, and withdrawal sequencing. But there is no registration page, no reminder sequence, no replay system, and no nurture sequence connected to them. A pre-retiree who is 2-3 years from retirement is the perfect audience for a "5 Retirement Mistakes That Cost You $100,000+" webinar. That webinar becomes an evergreen asset that runs continuously, captures leads, builds trust through education, and converts attendees into booked consultations. The content expertise is there. The funnel infrastructure is not.
Campaign Angles
Each angle targets a different emotional trigger in your ideal client. Use all five for maximum creative diversity across Meta and YouTube ads targeting pre-retirees in DFW.
Target: Pre-retirees (55-70) worried about trusting the wrong advisor. People who have heard horror stories or been burned before. Psychology: Kevin's Ponzi scheme story is the ultimate credibility builder. He is not just a fiduciary. He was a victim of the exact fraud he now protects against. No other advisor in Fort Worth can make this claim. The specificity of "$7 billion" makes it real and searchable. Best for: Cold traffic, story-format video ads, founder direct-to-camera. Facebook and YouTube pre-roll.
Target: Detail-oriented pre-retirees who research credentials before choosing an advisor. Engineers, professors, executives. Psychology: Most people do not know the difference between designations. Spelling out what each one means (financial planning + retirement income + tax strategy) positions Kevin as the rare advisor who covers all three critical areas of retirement. This eliminates the need to hire a separate CPA or tax planner. Best for: Solution-aware traffic, education-format ads, LinkedIn, Google search retargeting.
Target: Affluent DFW residents who want a nationally recognized advisor but prefer working with someone local and accessible. Psychology: Third-party credibility is the strongest form of social proof. When Newsweek and CityWire validate your expertise, it outweighs any claim you make about yourself. Combining national credibility with local availability creates a "best of both worlds" appeal. Best for: Warm and retargeting audiences, image-based social ads with media logos, Google display.
Target: Pre-retirees 58-64 who are approaching retirement without a formal income plan. People relying on gut feel rather than a structured withdrawal strategy. Psychology: The "3 years from retirement" timeframe is specific enough to feel personal. The phrase "stress-tested" implies rigor. Most pre-retirees have not run projections for market downturns, inflation, healthcare costs, or sequence-of-returns risk in their first 5 years. This angle creates productive urgency without being alarmist. Best for: Cold traffic, webinar registration ads, YouTube pre-roll targeting financial content viewers.
Target: Broad audience curious about the unusual career path. Sports fans who also need financial planning. Community members who value someone "from here." Psychology: The MLB-to-CFP story is inherently shareable. People click on it because it is surprising. But the substance underneath is real: elite discipline, performance under pressure, and a personal experience with financial fraud that led to a mission. This angle works as top-of-funnel content that drives awareness. The credentials close the deal once they are on the page. Best for: Facebook/Instagram video, YouTube, podcast ad reads, local media pitches.
Meta Ad Scripts
Each script is written to match your voice. Direct, warm, credible, and personal. Ready to film in your office or anywhere you feel comfortable. These are designed for Meta ads targeting pre-retirees (55-70) in the DFW metroplex.
VSL Framework
This is the skeleton of a full Video Sales Letter that would live on a dedicated landing page. When fully scripted, it should run 12-15 minutes and 2,800-4,000 words. Designed to convert website visitors into booked consultations.
"If you are within 5 years of retirement and you have not stress-tested your income plan for inflation, market downturns, and tax changes, you are taking a gamble with the money you spent 30 years saving." Open with the specific fear of getting retirement wrong. Tease Kevin's personal experience: "I know what it feels like to trust the wrong person with your money. It cost me everything."
Agitate the 3 core fears pre-retirees face: (1) "Am I going to run out of money?" The fear that their savings will not last 25-30 years. (2) "Am I paying too much in taxes?" Most retirees do not have a withdrawal strategy or Roth conversion plan. They overpay the IRS by tens of thousands. (3) "Can I trust my advisor?" The industry is full of conflicts of interest. Commission-based advisors, hidden fees, products sold for the wrong reasons. Use language from their world: "I just want to know I am going to be okay." "I do not want to worry about money every month."
Introduce the 9i Capital approach: comprehensive retirement planning that covers three pillars most advisors treat separately. Pillar 1: Investment management (portfolio construction, risk management, drawdown strategy). Pillar 2: Tax planning (Roth conversions, withdrawal sequencing, estate tax mitigation). Pillar 3: Income strategy (Social Security timing, pension optimization, guaranteed income planning). The CFP + RICP + EA triple credential means one team handles all three instead of three separate professionals who do not talk to each other.
Kevin's origin story in full: Played outfield for the New York Yankees and Oakland Athletics. Career ended by injury. Trusted his money manager with his savings. In 2009, that manager was arrested for running a $7 billion Ponzi scheme. Kevin lost everything. That experience led him to understand personal finance, earn the CFP, RICP, and EA designations, and build 9i Capital Group from zero to $52M in assets. Now featured in CityWire, Newsweek, InvestmentNews, and the CFP Board. This section answers: "Why should I trust you?" Because he has been on both sides of the table.
Walk through the client experience with benefit-first framing. Personalized retirement income plan (not a one-size-fits-all model). Tax-optimized withdrawal strategy that could save $50,000-$150,000 over a 25-year retirement. Social Security timing analysis with scenario modeling. Estate planning integration through Wealth.com (accessible, modern, not a $5,000 attorney retainer). Ongoing quarterly reviews with a named advisor who knows your situation. Access to institutional-quality investment platforms through Altruist. Insurance review (life, long-term care, disability) included in the plan.
Stack the proof: CityWire feature profiling Kevin's journey from MLB to the advisory world. Newsweek quotes on housing supply, debt management, and economic policy. InvestmentNews recognition in year-end advisory roundup. CFP Board featured profile. Podcast with 165+ episodes featuring Josh Brown, Andy Panko, and other industry leaders. Hosted a panel at the Future Proof Festival 2025. Wealth.com case study showcasing how 9i Capital uses their estate planning platform. 4,200+ LinkedIn followers with regular thought leadership.
Position the free consultation as a "Retirement Readiness Assessment." Not a sales call. An assessment. In 45 minutes, they walk away with: (1) A clear picture of whether their current savings will last 25-30 years under multiple market scenarios. (2) A preliminary tax analysis showing if they are overpaying the IRS in retirement. (3) A Social Security timing recommendation personalized to their situation. (4) A list of gaps in their current plan that could cost them $50,000-$150,000 over their retirement. Anchor the value: "This assessment alone is worth $2,500 if you paid a CPA and financial planner separately. We do it for free because the families who are the right fit become long-term clients."
Name the guarantee: "The No-Pressure Promise." Book the assessment. Get the full analysis. Walk away with a plan you can implement on your own if you choose. There is no obligation to become a client. No hard sell. No "limited-time offer." The assessment is genuinely free because 9i Capital only works with families who are the right fit. If it is not for you, you still leave with a plan worth $2,500. This removes the "what if they just try to sell me?" objection.
Two paths: (1) Keep doing what you are doing. Hope the plan works. Hope you do not overpay in taxes. Hope you do not outlive your savings. (2) Spend 45 minutes with someone who has been on both sides, who holds three credentials, who is featured in national media, and who will tell you the truth about where your plan stands. No cost. No commitment. Just clarity. Clear CTA: "Click below to book your free Retirement Readiness Assessment." Final reinforcement: "I did not build this firm to sell products. I built it because I needed someone like me when I was 25 and did not have one."
Lead Generation Funnel
This replaces relying on referrals and organic content as your only client acquisition channels. You keep those. This funnel handles cold traffic and turns strangers into booked consultations on autopilot.
3 ad scripts across 3 angles targeting pre-retirees (55-70) in DFW. Facebook and YouTube are where your audience lives. Story-led ads featuring your MLB-to-CFP journey stop the scroll and build trust before they ever visit your site.
A dedicated opt-in page offering your best free resource: "The 5-Minute Retirement Readiness Checklist" or "3 Tax Mistakes That Cost Retirees $100K+." Captures email addresses from people who are interested but not ready to book a consultation yet.
Automated sequence that delivers the lead magnet, shares your origin story (MLB to Ponzi to CFP), addresses common objections ("I already have an advisor"), shares a media feature as proof, and invites them to watch your VSL. Written in your warm, direct voice.
Your new Video Sales Letter (the 9-section outline above) on a dedicated page. The VSL tells your story, explains the mechanism, stacks the proof, and presents the free Retirement Readiness Assessment. This page does the selling 24/7.
45-minute consultation positioned as an assessment, not a sales call. The prospect gets real value (income projection, tax analysis, Social Security recommendation) whether they become a client or not. This is the conversion point.
Retargeting for anyone who watched the VSL but did not book. Podcast episode promotions that keep you top of mind. Monthly newsletter nurture through "Now What?" on Substack. This captures the 80% who need more touches before committing.
Everything above was built specifically for you and 9i Capital Group. The angles. The scripts. The VSL. The funnel. We want to build the whole thing for real, implement it, and manage the ads that drive traffic to it. So you can focus on what you do best: protecting families' financial futures.
Book Your Free Strategy CallNo obligation. No pressure. Just a real conversation about what this system could do for 9i Capital Group.
Built with care by CRD Marketing. We build full-stack VSL funnels and manage the ads that drive traffic to them. One system. One team. Everything connected.
Prepared specifically for Kevin Thompson / 9i Capital Group. March 2026.