We get so focused on AUM that we become blind to what it takes to achieve our growth objectives The average firm saw 9.2% annual growth between 2011 and 2015, with 75% coming from client referrals [RIA Benchmark Report, Schwab
To truly delight a customer, you’ve got to break convention and create a new experience altogether I drove a Tesla (TSLA) Model X the other day and it exceeded my expectations in ways that I had never anticipated. They changed
This episode on FinMar Today addresses the topic of Keyword Search for RIAs. By looking at a strategy that focuses on localization and personalization, I believe independent wealth management brands can compete.
This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars. In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets. This
This video introduces the FinMar Today Vlog where I will be covering a range of financial marketing topics. Send me a note on topics that you would like to see me cover. Here is the TechCruch Link that I reference