Latest / Transition To RIA Podcast
Q37 - How Do I Create A Marketing Plan For My New Advisory Firm?
Episode #37: One of the most exciting aspects about transitioning to the RIA model is creating your marketing plan for your new firm. This is where you get to bring to life the vision you’ve always had of exactly how you want to position your firm in the marketplace. What name you want to call your firm. The logo you want to use. How your website will appear. The look, feel and message of your brand.
In this episode I am joined by Claire Akin of Indigo Marketing Agency, a specialty marketing firm focused exclusively on independent advisors. Together we discuss everything you need to know…
The skinny
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