Foundational Marketing Framework for Growing RIAs

9:45 AM - 10:45 AM
Pacific Ballroom 21/22

As digital marketing continues to evolve at warp speed, marketing for financial advisors has become even more complex. Many growing firms still leave marketing tasks to an advisor, who barely has time to accomplish day-to-day marketing necessities, much less the time to think about marketing from a strategic, analytical perspective. In this session, we'll take a step back from the incessant 'do-this-do-that' guidance constantly pitched to financial advisors. Instead, we'll focus on building the foundation of a successful marketing approach for growing firms, geared toward firms that have an advisor or support staff member in charge of marketing.

Learning Objectives:

  1. Understand how the core marketing structure functions for growing RIAs
  2. Identify the marketing-related Key Performance Indicators (KPIs) for growing RIAs and illustrate how to track them efficiently
  3. Reframe thinking about how advisors are spending their time when it comes to marketing activities