Do You Have a Love Affair with Your Firm?

By | 2017-10-02T22:46:32-04:00 October 2nd, 2017|Marketing, RIA Marketing|

Great marketing is built upon an obsessive, perhaps irrational passion for the mission of the business or brand Last month, my family and I spent a week in the Thousand Islands in a house we rented on Round Island just down the Saint Lawrence River from Alexandria Bay. Across the shipping channel in Alexandria Bay

Is Your Focus on AUM Ruining Your Marketing?

By | 2017-09-11T11:07:28-04:00 September 9th, 2017|Marketing, RIA Marketing|

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 (2016)]. Firm owners, founders, partners and managers face extreme pressure to continue year-over-year growth but

What We Can Learn from Tesla’s Innovation Mindset

By | 2017-07-18T18:55:26-04:00 July 18th, 2017|Marketing|

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 the driving experience. Let me say that again: They changed the driving experience. Sitting in