CAN SLIM + Financial Information Newsletter and Coaching + Portfolio Mastery ($500 paid to you)
May 12, 2026I’m currently looking for help expanding the marketing reach of my finance education and portfolio platform.
Compensation ranges from 30%–70% revenue share depending on the product, structure, and level of involvement. The role would involve leveraging your own network, paid advertising strategies, or niche marketing expertise to reach audiences that would benefit from access to financial education, portfolio systems, and market research.
The focus is on identifying and reaching niche groups interested in DIY investing, portfolio management, tactical investing frameworks, and lower-cost alternatives to traditional financial planning services.
The opportunity could involve building independent landing pages and marketing campaigns targeted toward niche audiences and geographic areas — for example, high-net-worth regions, active DIY investors, financially engaged professionals, or individuals dissatisfied with traditional financial planning services.
The goal is to help introduce potential clients to a range of products and services, including:
Low-ticket newsletter subscriptions and market updates $7-$25
DIY portfolio and investing education $500/hr - $9,997 one time
Tactical portfolio models and implementation frameworks $67/month - $367/month
Coaching and consulting programs $250 30 min - $750 high end one hour + 0.25% fee for management.
Portfolio Rebuild & Mastery programs ($9,997+) designed to teach investors how to replicate my portfolio construction and investing process on their own
There is also potential to work with financial planners and advisors who want additional portfolio models, tactical overlays, or second-opinion frameworks for their clients.
Long term, I believe finance is moving toward a major digital shift where investors increasingly want:
More transparency
More control over their own investing
Better educational tools
Lower fees
Data-driven portfolio systems
My platform is positioned at the forefront of that shift by combining academic finance research, tactical portfolio management, technical analysis, and investor education into a scalable digital ecosystem.
I’m looking for people who can help grow that reach through marketing, audience building, partnerships, and strategic positioning.
The niche is to replace the traditional financial planning model and paying a broker a fee of 1%-1.49% or more for active / passive managed portfolios and lower the fee to 0.25% or the price of the monthly fee on the product. Let finanical planners follow with their clients - or individuals follow it who want to fire their financial planner or enter the market for the first time on their own - selling hard assets or using cash.
Funds paid out monthly on a schedule based on the demand and percentage based on influence reach and experience. You get paid to market my products while they are backed by my Ph.D. brand and experience with research and publishing successful backtest + forward live tested and real money out of sample results.
