Description: We help Financial Advisors, RIAs and Wealth Management professionals create and implement meaningful marketing campaigns that generate prime referrals from targeted, niche websites and social networks both in the U.S. and Canada.
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If I’ve learned one thing from working with RIAs over more than a decade, it’s that they’re more interested in referred clients than earned clients. I understand the thinking: Cultivating existing clients, centers of influence and strategic partners can result in a pipeline of qualified investors to last through your whole career. By comparison, earning clients one by one sounds like a long, difficult slog. But many financial advisors would be shocked to learn that digital marketing, done right, can deliver
“Jan was a record month for write-ins and we have a bunch of leads that are now becoming clients (I think 4 of the leads have become clients). So, a good start for sure.”
“Let’s continue to crank out all of these marketing initiatives.We are on-boarding 5 new clients this week alone that were white paper write-ins the past two weeks.When it’s all said and done, I think we will have added 25 new families this year.”