What RIAs can do to improve their marketing strategy and grow their business

Industry experts shared their thoughts on the marketing problems that RIAs are currently facing and offered many different approaches to improve their strategies.

Krisit Toland, Director of Advisor Marketing at AssetMark told us that "RIAs need to adopt a CEO mentality when thinking about their marketing... Marketing should have a dedicated focus and an allotted budget, with targeted strategies that are specifically focused on their overall goals.”

Megan Carpenter, CEO of FiComm Partners, advises that RIAs should focus on building “repeatable digital marketing engines” out of their practices. Creating great content to share with clients that goes beyond lectures on "predictable planning topics".

The marketing problems facing RIAs don't have a one-size-fits-all solution. Learn more about what you can do to grow your business →