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.
Stephanie Bogan shares her 3 secrets to make more of your RIA marketing
Stephanie revealed the insights she has gained by working with hundreds of top advisors and explored the mysterious forces that make managing and growing an advisory firm so challenging. The presentation included her 3 secrets to make more of your marketing, including:
- Strategic approach
- Developing your story
- Finding the right marketing system
There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.