Going fully independent with an RIA model is a huge step for financial advisors. One of the biggest tasks is branding, launching, and marketing the new firm.
Please join me and expert guest, Brad Wales of Transition To RIA, to cover everything you need to know to market your new firm.
Brad will explain the key issues that advisors should consider and steps to be more successful. Sign up today to learn how to market your new firm!
10 Steps to Marketing Your New Advisory Firm or RIA
1. 10 Steps to Market a New
Financial Advisory Firm
2. My Story
• Former IAR with LPL Financial
• BA in Economics
• MBA in Marketing
• 165 Top Independent Advisor Clients
• Helped Launch Dozens of New RIAs
27. “Fee Only Advisor Austin, Texas”
“Since you completed work on the SEO package, we've
been busy. I think the money we spent has paid off
already. I have had about four meetings so far this month
with new clients who found me via the web."
- Richard Archer, Archer Investment Management
35. • Over 90% of U.S. consumers check their
email every day
• Up to 70% of advisors’ leads come from
email marketing
• Email up to once a week to stay top of
mind
Email
Marketing
39. • Should I take the HP pension buyout
offer?
• What’s the difference between the
UC San Diego 457 and 403(b)?
• What You Should Know About Intel
Restricted Stock Units (RSUs)
• Can Business Owners Deduct the Cost
of a Long-Term Care Policy?
• Three Ways Physicians Can Catch Up
For Retirement in 10 Years
Answers Their
Most Pressing
Questions!
40. • Position you as the subject matter expert
• Give away 90% of what you know
• Prompt specific questions
• Start the conversation
Goals Of
Content Marketing
42. Email
Introduction
Sequence
Launching New Brand and Website
• Announcing Our New Website & Newsletter
• Announcing Our New Firm and Logo
• Take a Live Tour of Our New Website
• What We Do and How We Can Help
• What's New at Our Firm and How Will it Benefit You?
43. Email
Introduction
Sequence
Marketing Campaigns for Advisors Going
Independent
• Announcing Big Changes to Our Practice
• Why We Chose to Go Independent
• How Does an Independent Financial Advisor Benefit You?
• What is a Fiduciary And Why Does It Matter?
• Do You Know Someone Who Needs Our Help?
47. • Firm Mission Statement
• Introduce Owner/Advisor
• Call to Action/Contact Us
• Main Service they Offer
• Introduce supporting team member
• Firm Values
• Different Call to Action
• Another service they offer
• Article or Firm News
• Introduce another team member
Welcome To The World Social Sequence
54. How To Get Started
indigomarketingagency.com/getstarted/get
55. 1. Your Name
2. Your Logo
3. Your Website Copywriting
4. Your Call To Action (CTA)
5. Your Search Engine Optimization (SEO)
6. Your Social Media
7. Your Content Marketing
8. Your Email Marketing
9. Your Webinar
10. Your Marketing Metrics
Our Marketing Launch
Package $7,999
(Normally $9,999)
56. Everything You
Should Be Doing
1. With a minimum investment of your time
2. Customized to your specific niche
3. Guaranteed to get done on time!
57. Special Offer
For Webinar
Viewers!
• Save 20% On Your Complete Marketing Launch!
• Lock in Your Space
• Schedule Your 30 Minute Strategy Call
o Clarify your target demographic
o Build your marketing calendar
o Answer Your Questions
