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from the real experts

Three Expert Marketing Strategies: What's Your Next Move?

Written by Jason Montoya on . Posted in Marketing.

In a world of ever-expanding noise, the most dangerous thing an expert can do is try to do it all online, especially when it's not their field of speciality. If you’ve spent 20 years building your expertise in your field, you shouldn't have to spend 20 hours a week pretending to be a content creator. Marketing for experts isn't about being loud—it’s about choosing a Posture (disposition) that matches your business goals.

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The Three Postures of the Modern Expert

As you think about sharing and communicating your expertise, you must decide which of these three goals you are actually aiming for right now. Understand them and choose the one that best fits. And realize, you'll likely start at the first stage, and want to move into the final of the three stages.

Posture 1: Presence (The Defensive Moat)

The Goal: Verify my reputation.

If you already get 90% of your business from referrals, you don't need a funnel. You need a Moat.

In 2026, when a prospect hears your name, they will do two things: Google you and ask an AI (like Claude or Gemini) about you. If your digital house is empty, you are creating friction in a deal you’ve already earned.

  • The Strategy: Passive verification.
  • The Check: If someone looks you up, do they see a current, credible expert, or a ghost town from 2019?
  • The Value: Presence is Generative Engine Insurance. It ensures you pass the Google Test without forcing you to become a full-time influencer.

In my early years of freelancing, this presence approach with something that worked really well for me. I was more active, regularly, when I first started, but as I got more clients, I throttled back that activity because I had less time to create and publish that content.

Eventually, over the years, I shifted into the pipeline mode of content creation and promotion, publishing while having many other things going on in my business and on the side. Building financial margin in my freelancing work was one way I made room for doing more creation work steadily.

Posture 2: Pipeline (The Active Acquisition)

The Goal: Control lead flow.

At some point, relying purely on referrals becomes a risk. You start to experience the Roller Coaster Effect I talk about in Path of the Freelancer. If you want to move from a defensive crouch to an active hunt, you need a Pipeline.

  • The Strategy: Active capture.
  • The Shift: You stop asking people to read your thoughts and start asking them to join your room.
  • The Value: This is about Control. By moving rented attention (LinkedIn/Facebook) into an owned asset (Email), you kill the referral reliance and start winning predictably.

With so many articles on my website, I've created a content pipeline engine for lead generation. Regularly, I'm getting people contacting me about working together. Sometimes it's based on a technical expertise like Joomla, while other times it's my worldview and philosophy. My library of content acts as a salesperson telling the world about me. Those people migrate to my email list and, over time, become clients. Many have received those emails for years, before finally biting the bullet and working with me.

Posture 3: Dominance (The Market Gravity)

The Goal: Become the category default.

This is for the expert who is no longer just looking for the next client, but for Legacy. You want your frameworks to be the standard. You want your brand to have so much mass that the market is pulled toward you.

  • The Strategy: Algorithmic omnipresence.
  • The Shift: You use your entire Legacy Vault—past books, talks, and webinars—to saturate the market across text, audio, and video.
  • The Value: This is about Monopoly. When you reach Dominance, you stop competing on price because there is no one else in your category.

This is the big shift I made from 2023 to 2025, as my content creation and publishing reached their highest level. This involved creating content here, podcasting, YouTubing, and posting consistently on social media. I've spent time regularly showing up across domains that matter. Having a vast library makes this stage of saturation much more realistic to accomplish and stems from my mission to create so much foundational content that I'd have depth to draw on for decades.

The Self-Diagnostic: Where are you standing?

To find your next move, ask yourself this one question:
Do I want the market to verify my reputation, control my lead flow, or monopolize my industry (or topic of focus)?
  • If you’re losing deals you should have won, it's time to Fix your Presence.
  • If you’re tired of the referral roller coaster, it's time to Build your Pipeline.
  • If you want to define how the next 10 years of your industry look, Aim for Dominance.

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Last Updated: May 11, 2026