Stephanie Bogan Marketing Insights

Webinar Replay: Master Your Marketing Mindset for Maximum Results with Stephanie Bogan

Stephanie Bogan, Executive Coach and Author, joined us on on April 19th to share her key RIA marketing insights in our Marketing Mindset webinar. She drilled deep into topics such as developing your brand promise and maximizing the effectiveness of your marketing strategy. The presentation promised to deliver actionable insights to maximize marketing ROI and it delivered, with over 90% of attendees rating it Useful to Very Useful.

Watch the webinar now.

Read more

RIAs face disruptive trends in finding new clients

RIAs Face Disruptive Trends in Finding New Clients

FANG, RMDs and other Game Changers

There’s a change afoot in the way successful RIAs are finding new clients (see Bob Veres’ Your Next Wave of Clients).

There are 2 schools of thought on new sources: one group says more DIYers will begin to choose to use an advisor and the second group says clients will switch from other advisors (see Michael Kitces’ Death of Referrals). Your approach to each of these segments will be different.

Articulating and delivering on what makes you different and valuable to those prospective clients is a key first step. When over 80% of independent RIAs recently self-described themselves as holistic fiduciary planners, you know something has to change in the sea of sameness.

When you look at the money-in-motion from wire houses to independent RIAs over the next 5 years as independent RIAs increase their market share from 41% to 50% by 2020; selling your competitive value prop will become job #1.

You need to get on the new train along with the other successful advisors. Learn more about how to execute these changes on our next webinar with Stephanie Bogan. More on that later.

Seth Godin offers some key insights about how to accomplish these objectives.

Read more